Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2023 • EIN 30-0940337

Jul 01, 2022 to Jun 30, 2023 • Filed on Dec 21, 2023

110 Ellis StreetPetaluma, CA 94952

(707) 778-4750

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

41st percentile

-0.2%

Higher net margin than 41% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

46th percentile

-0.2%

Faster asset growth than 46% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

42nd percentile

-1.6%

Faster revenue growth than 42% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$149,538

Down $275 (-0.2%) from 2022

Net Assets

Down

$149,538

Down $275 (-0.2%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$124,101

Down $2,050 (-1.6%) from 2022

Expenses

Up

$124,377

Up $43,210 (+53%) from 2022

Net Income

Down

-$276

Down $45,260 (-101%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2019: $82,031Liabilities 2019: $0Net Assets 2019: $82,0312019Assets 2020: $121,943Liabilities 2020: $0Net Assets 2020: $121,9432020Assets 2022: $149,813Liabilities 2022: $0Net Assets 2022: $149,8132022Assets 2023: $149,538Net Assets 2023: $149,5382023Assets 2024: $126,954Net Assets 2024: $126,9542024Assets 2025: $137,434Net Assets 2025: $137,4342025

Highlighted filing

2023

Assets$149,538
Liabilities-
Net Assets$149,538

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2019: $102,695Expenses 2019: $68,238Net Income 2019: $34,4572019Revenue 2020: $130,027Expenses 2020: $90,115Net Income 2020: $39,9122020Revenue 2022: $126,151Expenses 2022: $81,167Net Income 2022: $44,9842022Revenue 2023: $124,101Expenses 2023: $124,377Net Income 2023: -$2762023Revenue 2024: $134,330Expenses 2024: $156,914Net Income 2024: -$22,5842024Revenue 2025: $139,144Expenses 2025: $128,664Net Income 2025: $10,4802025

Highlighted filing

2023

Revenue$124,101
Expenses$124,377
Net Income-$276
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 21, 2023
Return Version
2022v5.0
Gross Receipts
$143,960
Mission and Program Overview

Mission

To support students, teachers and staff of mckinley school.

Program Services

DescriptionGrantsExpenses
PERFORMING ARTS, STUDENT SUPPLY FUND, ACADEMIC SUPPORT AND OTHER ENRICHMENT PROGRAMS.-$58,090
TO FUND PHYSICAL EDUCATION/ATHLETICS.-$28,992
TO SUPPORT CLASSROOMS WITH SPANISH SPEAKING STUDENTS THROUGH BILINGUAL INSTRUCTIONAL AID.-$18,612
TO FUND EXPERIENTIAL EDUCATION/FIELD TRIPS FOR ALL GRADE LEVELS.-$15,340
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRETT GOLDSTEINPresidentPT$0--
JOE STERNTreasurer (FPT$0--
JUSTIN LIPPVice Preside-$0--
CASSIE CHRISTIANSENFinancial SePT$0--
TRISHA YOUNGSecretary-$0--
HEATHER LUTRELLVP Communica-$0--
ENELIA FAITHFULParliamentarPT$0--
KAREN BOVENTreasurer (CPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog a Thon$62,346-$6,101-
Spring Fundrais$38,104-$1,887-
Total Events$100,450-$19,859$-19,859
Filing and Contact Details

Filer

Filer Name
Mckinley Pta
EIN
30-0940337
Phone
7077784750
Address
110 ELLIS STREET, PETALUMA, CA 94952

Signing Officer

Name
Karen Boven
Title
Treasurer (current)
Phone
7074784024
Signed
2023-12-21

Preparer

Firm
Affect
Address
510 PROSPECT ST, PETALUMA, CA 94952
Preparer
Marc Pounds CPA
Phone
7079538223
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses experiential education 15,340 bilingual instruction aid 18,612 athletics 28,992 curriculum expenses 61,433 total 124,377

Form 990-ez, Part III, Line 31

Performing arts, student supply fund, academic support and other enrichment programs.

Raw XML Appendix193 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TRISHA YOUNG
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KAREN BOVEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER (F
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FINANCIAL SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP COMMUNICA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PARLIAMENTAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TREASURER (C
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0124377
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT STUDENTS, TEACHERS AND STAFF OF MCKINLEY SCHOOL.
IRS990EZ/ProgramServiceRevenueAmt05629
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO FUND EXPERIENTIAL EDUCATION/FIELD TRIPS FOR ALL GRADE LEVELS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO SUPPORT CLASSROOMS WITH SPANISH SPEAKING STUDENTS THROUGH BILINGUAL INSTRUCTIONAL AID.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO FUND PHYSICAL EDUCATION/ATHLETICS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3PERFORMING ARTS, STUDENT SUPPLY FUND, ACADEMIC SUPPORT AND OTHER ENRICHMENT PROGRAMS.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt228992
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt0-19859
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0124377
IRS990EZ/TotalProgramServiceExpensesAmt0121034
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0122920
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt038651
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0104950
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt084556
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0487295
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt07742
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt095
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt070776
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt049
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
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IRS990ScheduleA/PublicSupportTotal509Amt0558071
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0143960
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0558120
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt062346
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt038104
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01599
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt04399
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG A THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPRING FUNDRAIS
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt04675
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04675
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt062346
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0100450
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-19859
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06101
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01887
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt02797
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES EXPERIENTIAL EDUCATION 15,340 BILINGUAL INSTRUCTION AID 18,612 ATHLETICS 28,992 CURRICULUM EXPENSES 61,433 TOTAL 124,377
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PERFORMING ARTS, STUDENT SUPPLY FUND, ACADEMIC SUPPORT AND OTHER ENRICHMENT PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN BOVEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER (CURRENT)
ReturnHeader/BusinessOfficerGrp/PhoneNum07074784024
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MCKINLEY PTA
ReturnHeader/Filer/BusinessNameControlTxt0MCKI
ReturnHeader/Filer/EIN0300940337
ReturnHeader/Filer/PhoneNum07077784750
ReturnHeader/Filer/USAddress/AddressLine1Txt0110 ELLIS STREET
ReturnHeader/Filer/USAddress/CityNm0PETALUMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094952
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0884067311
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0510 PROSPECT ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PETALUMA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094952
ReturnHeader/PreparerPersonGrp/PhoneNum07079538223
ReturnHeader/PreparerPersonGrp/PreparationDt02024-01-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARC POUNDS CPA
ReturnHeader/ReturnTs02024-02-02T12:00:58-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KAREN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BOVEN
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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