Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2015 • EIN 33-0023975

Jul 01, 2014 to Jun 30, 2015 • Filed on May 13, 2016

155 EastshoreIrvine, CA 92604

(949) 936-5700

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

9th percentile

-44%

Higher net margin than 9% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

7th percentile

-59%

Faster asset growth than 7% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

34th percentile

-9.3%

Faster revenue growth than 34% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$25,218

Down $36,371 (-59%) from 2014

Net Assets

Down

$25,218

Down $36,371 (-59%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$83,189

Down $8,498 (-9.3%) from 2014

Expenses

Up

$119,560

Up $40,499 (+51%) from 2014

Net Income

Down

-$36,371

Down $48,997 (-388%) from 2014

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $17,290Liabilities 2011: $0Net Assets 2011: $17,2902011Assets 2013: $48,838Liabilities 2013: $0Net Assets 2013: $48,8382013Assets 2014: $61,589Liabilities 2014: $0Net Assets 2014: $61,5892014Assets 2015: $25,218Liabilities 2015: $0Net Assets 2015: $25,2182015Assets 2016: $32,545Liabilities 2016: $0Net Assets 2016: $32,5452016Assets 2017: $19,135Liabilities 2017: $0Net Assets 2017: $19,1352017Assets 2018: $16,902Liabilities 2018: $0Net Assets 2018: $16,9022018Assets 2019: $14,763Liabilities 2019: $0Net Assets 2019: $14,7632019Assets 2020: $26,698Liabilities 2020: $0Net Assets 2020: $26,6982020Assets 2021: $11,242Liabilities 2021: $0Net Assets 2021: $11,2422021Assets 2022: $15,685Liabilities 2022: $0Net Assets 2022: $15,6852022Assets 2023: $31,701Liabilities 2023: $0Net Assets 2023: $31,7012023Assets 2024: $48,349Liabilities 2024: $0Net Assets 2024: $48,3492024Assets 2025: $55,711Liabilities 2025: $0Net Assets 2025: $55,7112025

Highlighted filing

2015

Assets$25,218
Liabilities$0
Net Assets$25,218

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $49,558Expenses 2011: $50,334Net Income 2011: -$7762011Revenue 2013: $89,013Expenses 2013: $71,642Net Income 2013: $17,3712013Revenue 2014: $91,687Expenses 2014: $79,061Net Income 2014: $12,6262014Revenue 2015: $83,189Expenses 2015: $119,560Net Income 2015: -$36,3712015Revenue 2016: $100,254Expenses 2016: $92,927Net Income 2016: $7,3272016Revenue 2017: $90,572Expenses 2017: $103,982Net Income 2017: -$13,4102017Revenue 2018: $98,048Expenses 2018: $100,281Net Income 2018: -$2,2332018Revenue 2019: $97,414Expenses 2019: $99,553Net Income 2019: -$2,1392019Revenue 2020: $95,587Expenses 2020: $83,652Net Income 2020: $11,9352020Revenue 2021: $22,990Expenses 2021: $38,446Net Income 2021: -$15,4562021Revenue 2022: $49,013Expenses 2022: $44,570Net Income 2022: $4,4432022Revenue 2023: $79,166Expenses 2023: $63,150Net Income 2023: $16,0162023Revenue 2024: $79,815Expenses 2024: $63,167Net Income 2024: $16,6482024Revenue 2025: $79,233Expenses 2025: $71,871Net Income 2025: $7,3622025

Highlighted filing

2015

Revenue$83,189
Expenses$119,560
Net Income-$36,371
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 13, 2016
Return Version
2014v6.0
Gross Receipts
$87,400
Mission and Program Overview

Mission

To enhance children's educational experience.

Program Services

DescriptionGrantsExpenses
To contribute to student education by providing technology and classroom supplies to the school$0$42,871
To provide additional education through programs and assemblies$0$21,094
To provide educational family events$0$6,791
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Francheska AndersonPresidentPT$0--
Judith JingExecutive Vice PresidentPT$0--
Kiara SaundersVice President ProgramsPT$0--
Carin GuertinVice President MembershipPT$0--
Carolyn ChungVice President Ways & MeanPT$0--
Tiffany RamirezTreasurerPT$0--
Mark ThompsonFinancial SecretaryPT$0--
Desiree AlexanderSecretaryPT$0--
Phil GuertinAuditorPT$0--
Gil GuzmanHistorianPT$0--
Tawnya BeasleyParliamentarianPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-Thon$29,870$29,870$4,166$25,704
Rebate incentives$3,613$3,613-$3,613
Total Events$35,383$35,383$4,210$31,173
Filing and Contact Details

Filer

Filer Name
Eastshore Elementary PTA
EIN
33-0023975
Phone
9499365700
Address
155 Eastshore, Irvine, CA 92604

Signing Officer

Name
Tiffany Ramirez
Title
Treasurer
Phone
9495525659
Signed
2016-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Poole Foster & Dul an Accountancy Corp
Address
1801-I Parkcourt Place Suite 102, Santa Ana, CA 92701-5083
Preparer
Cynthia M Foster
Phone
7145581921
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Educational field trips. Grantee Name: Eastshore Elementary. Grantee Address: 155 Eastshore Irvine, CA 92604. Grantee Relationship: School. Property Description: Cash. Date of Gift: 10/17/14. Amount Given: 7,000.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Donation. Grantee Name: Eastshore Elementary. Grantee Address: 155 Eastshore Irvine, CA 92604. Grantee Relationship: School. Property Description: Cash. Date of Gift: 10/17/14. Amount Given: 3,500.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Fence. Grantee Name: Eastshore Elementary. Grantee Address: 155 Eastshore Irvine, CA 92604. Grantee Relationship: School. Property Description: Cash. Date of Gift: 10/23/14. Amount Given: 14,841.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Chairs. Grantee Name: Eastshore Elementary. Grantee Address: 155 Eastshore Irvine, CA 92604. Grantee Relationship: School. Property Description: Cash. Date of Gift: 12/19/14. Amount Given: 2,633.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: School supplies. Grantee Name: Eastshore Elementary. Grantee Address: 155 Eastshore Irvine, CA 92604. Grantee Relationship: School. Property Description: Cash. Date of Gift: 05/10/15. Amount Given: 4,880.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Technology. Grantee Name: Eastshore Elementary. Grantee Address: 155 Eastshore Irvine, CA 92604. Grantee Relationship: School. Property Description: Cash. Date of Gift: 05/10/15. Amount Given: 24,524.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Garden. Grantee Name: Eastshore Elementary. Grantee Address: 155 Eastshore Irvine, CA 92604. Grantee Relationship: School. Property Description: Cash. Date of Gift: 10/17/14. Amount Given: 250.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Educational . Grantee Name: Bethel Korean Church. Grantee Address: 18700 Havard Avenue Irvine, CA 92612. Grantee Relationship: Church. Property Description: Cash. Date of Gift: 05/25/15. Amount Given: 700. Total included on Form 990-EZ, line 10: 58,328.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: Book Fair. Amount: 2,475. Description: Family programs. Amount: 6,791. Description: Emergency funds. Amount: 889. Description: Spiritwear. Amount: 3,453. Description: Teacher appreciation. Amount: 2,172. Description: Yearbook. Amount: 9,527. Description: Educational student programs. Amount: 16,909. Description: Assemblies. Amount: 1,710. Description: Classroom supplies. Amount: 9,717. Description: Bank charges. Amount: 1,041. Description: Supplies. Amount: 64. Description: Insurance. Amount: 209. Description: Shade lunch umbrellas. Amount: 1,004. Description: Hospitality/teacher appreciation. Amount: 493. Description: Convention. Amount: 1,520. Total to Form 990-EZ, line 16: 57,974.

Raw XML Appendix246 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/USAddress/CityNm0Irvine
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Carin Guertin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Carolyn Chung
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Tiffany Ramirez
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Desiree Alexander
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Gil Guzman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Tawnya Beasley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Executive Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President Ways & Mean
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Financial Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Parliamentarian
IRS990EZ/OperateHospitalInd00
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To enhance children's educational experience.
IRS990EZ/PrintingPublicationsPostageAmt0625
IRS990EZ/ProgramServiceRevenueAmt024011
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To contribute to student education by providing technology and classroom supplies to the school
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1To provide additional education through programs and assemblies
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2To provide educational family events
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IRS990EZ/WebsiteAddressTxt0www.eastshorepta.com
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Classification: Educational field trips. Grantee Name: Eastshore Elementary. Grantee Address: 155 Eastshore Irvine, CA 92604. Grantee Relationship: School. Property Description: Cash. Date of Gift: 10/17/14. Amount Given: 7,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: Donation. Grantee Name: Eastshore Elementary. Grantee Address: 155 Eastshore Irvine, CA 92604. Grantee Relationship: School. Property Description: Cash. Date of Gift: 10/17/14. Amount Given: 3,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity Classification: Fence. Grantee Name: Eastshore Elementary. Grantee Address: 155 Eastshore Irvine, CA 92604. Grantee Relationship: School. Property Description: Cash. Date of Gift: 10/23/14. Amount Given: 14,841.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Activity Classification: Chairs. Grantee Name: Eastshore Elementary. Grantee Address: 155 Eastshore Irvine, CA 92604. Grantee Relationship: School. Property Description: Cash. Date of Gift: 12/19/14. Amount Given: 2,633.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Activity Classification: School supplies. Grantee Name: Eastshore Elementary. Grantee Address: 155 Eastshore Irvine, CA 92604. Grantee Relationship: School. Property Description: Cash. Date of Gift: 05/10/15. Amount Given: 4,880.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Activity Classification: Technology. Grantee Name: Eastshore Elementary. Grantee Address: 155 Eastshore Irvine, CA 92604. Grantee Relationship: School. Property Description: Cash. Date of Gift: 05/10/15. Amount Given: 24,524.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Activity Classification: Garden. Grantee Name: Eastshore Elementary. Grantee Address: 155 Eastshore Irvine, CA 92604. Grantee Relationship: School. Property Description: Cash. Date of Gift: 10/17/14. Amount Given: 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Activity Classification: Educational . Grantee Name: Bethel Korean Church. Grantee Address: 18700 Havard Avenue Irvine, CA 92612. Grantee Relationship: Church. Property Description: Cash. Date of Gift: 05/25/15. Amount Given: 700. Total included on Form 990-EZ, line 10: 58,328.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description: Book Fair. Amount: 2,475. Description: Family programs. Amount: 6,791. Description: Emergency funds. Amount: 889. Description: Spiritwear. Amount: 3,453. Description: Teacher appreciation. Amount: 2,172. Description: Yearbook. Amount: 9,527. Description: Educational student programs. Amount: 16,909. Description: Assemblies. Amount: 1,710. Description: Classroom supplies. Amount: 9,717. Description: Bank charges. Amount: 1,041. Description: Supplies. Amount: 64. Description: Insurance. Amount: 209. Description: Shade lunch umbrellas. Amount: 1,004. Description: Hospitality/teacher appreciation. Amount: 493. Description: Convention. Amount: 1,520. Total to Form 990-EZ, line 16: 57,974.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Tiffany Ramirez
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09495525659
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Eastshore Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0EAST
ReturnHeader/Filer/EIN0330023975
ReturnHeader/Filer/PhoneNum09499365700
ReturnHeader/Filer/USAddress/AddressLine1Txt0155 Eastshore
ReturnHeader/Filer/USAddress/CityNm0Irvine
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092604
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952793752
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Poole Foster & Dul an Accountancy Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01801-I Parkcourt Place Suite 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Ana
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0927015083
ReturnHeader/PreparerPersonGrp/PhoneNum07145581921
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cynthia M Foster
ReturnHeader/ReturnTs02016-05-16T16:29:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.79$0.72$0.07
2024Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.80$0.63$0.17
2023Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.79$0.63$0.16
2022Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.49$0.45$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.23$0.38$0.15
2020Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.96$0.84$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.97$1.00$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.98$1.00$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.91$1.04$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$1.00$0.93$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.83$1.20$0.36
2014Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.92$0.79$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.00$0.49$0.89$0.72$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.00$0.17$0.50$0.50$0.01