Civic Intelligence

PTA California Congress of Parents Teachers & Students

990EZ • Fiscal year 2014 • EIN 33-0119897

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 06, 2014

Organization Profile
6061 East Ave91739

(626) 221-6792

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

46th percentile

1.5%

Higher net margin than 46% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

64th percentile

12%

Faster asset growth than 64% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

49th percentile

1.2%

Faster revenue growth than 49% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$4,411

Up $464 (+12%) from 2013

Net Assets

Up

$4,411

Up $464 (+12%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin46th percentile

Revenue

Up

$30,014

Up $358 (+1.2%) from 2013

Expenses

Up

$29,550

Up $714 (+2.5%) from 2013

Net Income

Down

$464

Down $356 (-43%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$8.0K$6.0K$4.0K$2.0K$0Assets 2011: $2,765Liabilities 2011: $0Net Assets 2011: $2,7652011Assets 2012: $3,127Liabilities 2012: $0Net Assets 2012: $3,1272012Assets 2013: $3,947Liabilities 2013: $0Net Assets 2013: $3,9472013Assets 2014: $4,411Liabilities 2014: $0Net Assets 2014: $4,4112014Assets 2015: $5,161Liabilities 2015: $0Net Assets 2015: $5,1612015Assets 2016: $4,274Liabilities 2016: $0Net Assets 2016: $4,2742016Assets 2017: $4,314Liabilities 2017: $0Net Assets 2017: $4,3142017Assets 2018: $4,354Liabilities 2018: $0Net Assets 2018: $4,3542018Assets 2019: $6,935Liabilities 2019: $0Net Assets 2019: $6,9352019

Highlighted filing

2014

Assets$4,411
Liabilities$0
Net Assets$4,411
Open 2014 Filing

Operations Trend

Revenue Growth49th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $24,091Expenses 2011: $28,552Net Income 2011: -$4,4612011Revenue 2012: $29,168Expenses 2012: $28,806Net Income 2012: $3622012Revenue 2013: $29,656Expenses 2013: $28,836Net Income 2013: $8202013Revenue 2014: $30,014Expenses 2014: $29,550Net Income 2014: $4642014Revenue 2015: $33,032Expenses 2015: $32,282Net Income 2015: $7502015Revenue 2016: $39,626Expenses 2016: $40,513Net Income 2016: -$8872016Revenue 2017: $34,890Expenses 2017: $34,850Net Income 2017: $402017Revenue 2018: $29,766Expenses 2018: $29,726Net Income 2018: $402018Revenue 2019: $29,023Expenses 2019: $26,442Net Income 2019: $2,5812019

Highlighted filing

2014

Revenue$30,014
Expenses$29,550
Net Income$464
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 6, 2014
Return Version
2013v3.1
Gross Receipts
$30,014
Mission and Program Overview

Mission

To support the local pta groups

Program Services

DescriptionGrantsExpenses
SUPPORTED THE LOCAL PTA ORGANIZATIONS AND CREATED A LINK TO THE DISTRICT PTA ORGANIZATION BY PROVIDING INSURANCE AND MEMBERSHIP CONTACTS-$27,212
PROVIDED FUNDING FOR PTA REFLECTIONS EXPENSES AND HOSPITALITY PROGRAMS-$482
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BETH NEELYPresidentPT$0--
NANCY VAILVice PresidentPT$0--
LISA REZATreasurerPT$0--
Filing and Contact Details

Filer

EIN
33-0119897

Signing Officer

Name
Lisa Reza
Title
Treasurer
Phone
6262216792
Signed
2014-11-06
Discuss with paid preparer
Yes

Preparer

Preparer
Clinton M Young
Phone
9516824848
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountmembership dues-district portion 23,576insurance payments 3,838”

Description of other expenses Part I line 16

“Description amountorganizational expenses 1,583program expenses 27,694account adjustment 273”

Raw XML Appendix143 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LISA REZA
IRS990EZ/BooksInCareOfDetail/PhoneNum06262216792
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine106061 EAST AVE
IRS990EZ/BooksInCareOfDetail/USAddress/City0ETIWANDA
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode091739
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03947
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04411
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0464
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt03947
IRS990EZ/Form990TotalAssetsGrp/EOYAmt04411
IRS990EZ/GrossReceiptsAmt030014
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02598
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03947
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04411
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03947
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04411
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BETH NEELY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NANCY VAIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LISA REZA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt029550
IRS990EZ/OtherRevenueTotalAmt027414
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE LOCAL PTA GROUPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORTED THE LOCAL PTA ORGANIZATIONS AND CREATED A LINK TO THE DISTRICT PTA ORGANIZATION BY PROVIDING INSURANCE AND MEMBERSHIP CONTACTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDED FUNDING FOR PTA REFLECTIONS EXPENSES AND HOSPITALITY PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027212
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1482
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029550
IRS990EZ/TotalProgramServiceExpensesAmt027694
IRS990EZ/TotalRevenueAmt030014
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt030012
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt029651
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt029163
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt024091
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt027443
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0140360
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt012
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0140360
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt030012
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt029651
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt029163
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt024091
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt027443
IRS990ScheduleA/Total509Grp/TotalAmt0140360
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt030014
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt029656
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt029168
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt024091
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt027443
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0140372
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTMEMBERSHIP DUES-DISTRICT PORTION 23,576INSURANCE PAYMENTS 3,838
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTORGANIZATIONAL EXPENSES 1,583PROGRAM EXPENSES 27,694ACCOUNT ADJUSTMENT 273
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA REZA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06262216792
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine10RANCHO CUCAMONGA COUNCIL PTA
ReturnHeader/Filer/BusinessNameControlTxt0RANC
ReturnHeader/Filer/EIN0330119897
ReturnHeader/Filer/USAddress/AddressLine106061 EAST AVE
ReturnHeader/Filer/USAddress/City0ETIWANDA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode091739
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330779425
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ADVANTAGE TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103723 TIBBETTS STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0RIVERSIDE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode092506
ReturnHeader/PreparerPersonGrp/PhoneNum09516824848
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CLINTON M YOUNG
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-11-06T14:54:51-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,411
Liabilities
$0
Net assets
$4,411
Revenue
$30,014
Expenses
$29,550
Net income
$464
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$6.94$0.00$6.94$29.0$26.4$2.58
2018Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$29.8$29.7$0.04
2017Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$34.9$34.9$0.04
2016Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$39.6$40.5$0.89
2015Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$33.0$32.3$0.75
2014Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$30.0$29.6$0.46
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.95$0.00$3.95$29.7$28.8$0.82
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.13$0.00$3.13$29.2$28.8$0.36
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.77$0.00$2.77$24.1$28.6$4.46