Civic Intelligence

PTA California Congress of Parents DBA Pleasanton Middle School Ptsa

EIN 32-0468860 • 501(c)3 • Pleasanton, CA

Profile

To provide additional funds to supplement and support students, teachers and programs of pleasanton middle school.

Refreshing map…

5001 Case AvePleasanton, CA 94566

www.panthersptsa.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

29th percentile

-12%

Higher net margin than 29% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

45th percentile

-5.1%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

81st percentile

38%

Faster revenue growth than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$112,924

Down $6,045 (-5.1%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$112,924

Down $6,045 (-5.1%) from 2021

Operations
Liabilities / RevenueScore unavailableNet Margin29th percentile

Revenue

Up

$49,808

Up $13,690 (+38%) from 2021

Expenses

Up

$55,853

Up $37,202 (+199%) from 2021

Net Income

Down

-$6,045

Down $23,512 (-135%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2017: $57,918Net Assets 2017: $57,9182017Assets 2018: $95,785Net Assets 2018: $95,7852018Assets 2019: $92,407Net Assets 2019: $92,4072019Assets 2020: $101,502Net Assets 2020: $101,5022020Assets 2021: $118,969Net Assets 2021: $118,9692021Assets 2022: $112,924Net Assets 2022: $112,9242022

Highlighted filing

2022

Assets$112,924
Liabilities-
Net Assets$112,924
Open 2022 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2017: $70,580Expenses 2017: $50,990Net Income 2017: $19,5902017Revenue 2018: $98,787Expenses 2018: $60,920Net Income 2018: $37,8672018Revenue 2019: $78,876Expenses 2019: $82,254Net Income 2019: -$3,3782019Revenue 2020: $66,899Expenses 2020: $57,804Net Income 2020: $9,0952020Revenue 2021: $36,118Expenses 2021: $18,651Net Income 2021: $17,4672021Revenue 2022: $49,808Expenses 2022: $55,853Net Income 2022: -$6,0452022

Highlighted filing

2022

Revenue$49,808
Expenses$55,853
Net Income-$6,045
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$112,924
Liabilities
-
Net assets
$112,924
Revenue
$49,808
Expenses
$55,853
Net income
-$6,045
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$1.13$1.13$0.50$0.56$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$1.19$0.36$0.19$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$1.02$0.67$0.58$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.92$0.79$0.82$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.96$0.96$0.99$0.61$0.38
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.58$0.71$0.51$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 14, 2022
Return Version
2021v4.1
Gross Receipts
$49,808
Mission and Program Overview

Mission

To provide additional funds to supplement and support students, teachers and programs of pleasanton middle school.

Program Services

DescriptionGrantsExpenses
TO PROVIDE ADDITIONAL FUNDS TO SUPPLEMENT PLEASANTON MIDDLE SCHOOL STUDENTS, TEACHERS AND PROGRAMS.-$51,829
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN PEREZPresidentPT$0--
DENISE KUDALESecretary-$0--
SINEAD MCBAINVP Events/Activ-$0--
JAMAL SAMANTreasurer-$0--
VIVIAN SHUMVP Membership-$0--
MARNI DECOITECommunications-$0--
KARA MAGAROHistorian-$0--
KATHY BOESCHENSTEINAuditor-$0--
Filing and Contact Details

Filer

Filer Name
PTA CALIFORNIA CONGRESS OF PARENTS dba
EIN
32-0468860
Phone
9254264390
Address
5001 CASE AVE, PLEASANTON, CA 94566

Signing Officer

Name
Saman Jamal
Title
Treasurer
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Janet S Yarbrough CPA
Address
550 Main Street Ste F2B, Placerville, CA 95667
Preparer
Janet Yarbrough
Phone
9252003302
Supplemental Narrative

Additional Explanations

Other Expenses.1

“SCHOOL SUPPORT $20135”

Other Expenses.2

“GRANT EXPENSE $18500”

Other Expenses.3

“COMMUNITY BUILDING $6241”

Other Expenses.4

“GROUP OPERATIONS $3942”

Other Expenses.5

“8th grade promotion $3011”

Other Expenses.6

“DUES $2651”

Other Expenses.7

“Administrative expenses $898”

Other Expenses.8

“FOUNDERS DAY $300”

Other Expenses.9

“Special needs committee $175”

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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum09254264390
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05001 CASE AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PLEASANTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094566
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0118969
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0112924
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt043786
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6045
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0118969
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0112924
IRS990EZ/FundraisingGrossIncomeAmt0237
IRS990EZ/GrossReceiptsAmt049808
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05782
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0118969
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0112924
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0118969
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0112924
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KAREN PEREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DENISE KUDALE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SINEAD MCBAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAMAL SAMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4VIVIAN SHUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARNI DECOITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KARA MAGARO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KATHY BOESCHENSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP EVENTS/ACTIV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5COMMUNICATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7AUDITOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt055853
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE ADDITIONAL FUNDS TO SUPPLEMENT AND SUPPORT STUDENTS, TEACHERS AND PROGRAMS OF PLEASANTON MIDDLE SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE ADDITIONAL FUNDS TO SUPPLEMENT PLEASANTON MIDDLE SCHOOL STUDENTS, TEACHERS AND PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt051829
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt0237
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt055853
IRS990EZ/TotalProgramServiceExpensesAmt051829
IRS990EZ/TotalRevenueAmt049808
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.panthersptsa.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt049568
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt033514
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt062498
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt068472
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt086485
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0300537
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt09
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt09
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0300537
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt049568
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt033514
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt062498
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt068472
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt086485
IRS990ScheduleA/Total509Grp/TotalAmt0300537
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt049571
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt033517
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt062501
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt068472
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt086485
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0300546
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHOOL SUPPORT $20135
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GRANT EXPENSE $18500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMMUNITY BUILDING $6241
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GROUP OPERATIONS $3942
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt48TH GRADE PROMOTION $3011
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DUES $2651
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ADMINISTRATIVE EXPENSES $898
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FOUNDERS DAY $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SPECIAL NEEDS COMMITTEE $175
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SAMAN JAMAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CALIFORNIA CONGRESS OF PARENTS dba
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PLEASANTON MIDDLE SCHOOL PTSA
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0320468860
ReturnHeader/Filer/PhoneNum09254264390
ReturnHeader/Filer/USAddress/AddressLine1Txt05001 CASE AVE
ReturnHeader/Filer/USAddress/CityNm0PLEASANTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094566
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0548869611
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Janet S Yarbrough CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0550 Main Street Ste F2B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Placerville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095667
ReturnHeader/PreparerPersonGrp/PhoneNum09252003302
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Janet Yarbrough
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-14T13:13:05-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SAMAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JAMAL
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits