Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2024 • EIN 30-0940337

Jul 01, 2023 to Jun 30, 2024 • Filed on Feb 24, 2025

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

21st percentile

-17%

Higher net margin than 21% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

28th percentile

-15%

Faster asset growth than 28% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

57th percentile

8.2%

Faster revenue growth than 57% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$126,954

Down $22,584 (-15%) from 2023

Net Assets

Down

$126,954

Down $22,584 (-15%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$134,330

Up $10,229 (+8.2%) from 2023

Expenses

Up

$156,914

Up $32,537 (+26%) from 2023

Net Income

Down

-$22,584

Down $22,308 (-8083%) from 2023

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

2024

Assets$126,954
Liabilities-
Net Assets$126,954

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

2024

Revenue$134,330
Expenses$156,914
Net Income-$22,584
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 24, 2025
Return Version
2023v6.0
Gross Receipts
$154,547
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.-$94,136
TO FUND PHYSICAL EDUCATION/ATHLETICS.-$23,706
TO FUND EXPERIENTIAL EDUCATION/FIELD TRIPS FOR ALL GRADE LEVELS.-$21,689
TO SUPPORT CLASSROOMS WITH SPANISH SPEAKING STUDENTS THROUGH BILINGUAL INSTRUCTIONAL AID.-$17,383
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
REBECCA HACHMYERPresident-$0--
KAREN BOVENTreasurer (F-$0--
KRISTEN JOYCEVice Preside-$0--
CASSIE CHRISTIANSENFinancial Se-$0--
BAILEY MALONESecretary-$0--
SARAH WINDERSVP Communica-$0--
JOE STERNParliamentar-$0--
LINDSAY DOYLEVP Fundraisi-$0--
KRISTEN JOYCETreasurer (C-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog a Thon$76,688-$10,756-
Spring Fundrais$38,464-$2,828-
Total Events$115,152-$20,217$-20,217
Filing and Contact Details

Filer

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

Signing Officer

Name
Kristen Joyce
Title
Treasurer (current)
Phone
7077877195
Signed
2025-02-24

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 21,689 bilingual instruction aid 17,383 athletics 23,706 curriculum expenses 94,136 total 156,914

Form 990-ez, Part III, Line 31

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

Raw XML Appendix192 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/PersonNm8KRISTEN JOYCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0156914
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT STUDENTS, TEACHERS AND STAFF OF MCKINLEY SCHOOL.
IRS990EZ/ProgramServiceRevenueAmt029817
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt026
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt074888
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt026
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG A THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPRING FUNDRAIS
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt03986
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES EXPERIENTIAL EDUCATION 21,689 BILINGUAL INSTRUCTION AID 17,383 ATHLETICS 23,706 CURRICULUM EXPENSES 94,136 TOTAL 156,914
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTEN JOYCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER (CURRENT)
ReturnHeader/BusinessOfficerGrp/PhoneNum07077877195
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MCKINLEY PTA
ReturnHeader/Filer/BusinessNameControlTxt0MCKI
ReturnHeader/Filer/EIN0300940337
ReturnHeader/Filer/PhoneNum07077784750
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ReturnHeader/Filer/USAddress/CityNm0PETALUMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094952
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094952
ReturnHeader/PreparerPersonGrp/PhoneNum07079538223
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARC POUNDS CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-02-25T23:56:56-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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