Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990 • Fiscal year 2016 • EIN 33-0204415

Jul 01, 2015 to Jun 30, 2016 • Filed on Jul 22, 2016

5130 Riverside DrChino, CA 91710

(909) 597-0252

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

40th percentile

-0.3%

Higher net margin than 40% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

38th percentile

-3.5%

Faster asset growth than 38% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

73rd percentile

21%

Faster revenue growth than 73% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$2,391

Down $88 (-3.5%) from 2015

Net Assets

Down

$2,391

Down $88 (-3.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$28,255

Up $4,813 (+21%) from 2015

Expenses

Up

$28,343

Up $3,603 (+15%) from 2015

Net Income

Up

-$88

Up $1,210 (+93%) from 2015

Historical Trend

Balance Sheet Trend

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

$3.0K$2.0K$1.0K$0Assets 2011: $2,951Liabilities 2011: $0Net Assets 2011: $2,9512011Assets 2015: $2,479Liabilities 2015: $0Net Assets 2015: $2,4792015Assets 2016: $2,391Liabilities 2016: $0Net Assets 2016: $2,3912016

Highlighted filing

2016

Assets$2,391
Liabilities$0
Net Assets$2,391

Operations Trend

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

$40K$30K$20K$10K$0-$10KExpenses 2011: $33,2922011Revenue 2015: $23,442Expenses 2015: $24,740Net Income 2015: -$1,2982015Revenue 2016: $28,255Expenses 2016: $28,343Net Income 2016: -$882016

Highlighted filing

2016

Revenue$28,255
Expenses$28,343
Net Income-$88
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jul 22, 2016
Return Version
2015v2.1
Gross Receipts
$28,255
Mission and Program Overview

Mission

Student activity assistance, teacher assistance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,479$2,391▼ $88
Total Assets$2,479$2,391▼ $88
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$2,479$2,391▼ $88
Total Net Assets Fund Balance$2,479$2,391▼ $88
Total Liabilities and Net Assets / Fund Balance$2,479$2,391▼ $88
Compensation and Service Providers

Board Members and Trustees

NameTitle
Wendi BlankenshipPresident
Trang DoanHistorian
Kathy GraceTreasurer
Lia CastilloVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$28,255
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$27,191
Change in Net Assets
$-88
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$28,343
Total Fundraising Expense$21,285
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$413$414-$827
Other Expenses$522$21$21,285$522
Total Functional Expenses$6,623$435$21,285$28,343
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Chino Valley Ptsa Council
EIN
33-0204415
Phone
9095970252
Address
5130 RIVERSIDE DR, CHINO, CA 91710

Signing Officer

Name
Kathy Grace
Title
Treasurer
Phone
9092618300
Signed
2016-07-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathy Grace
Formed
1990
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Douglas Wechsler CPA
Address
16050 AUGUSTA DR, CHINO HILLS, CA 91709
Preparer
Douglas Wechsler
Phone
9518331042
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Change in beginning cash 0

Raw XML Appendix259 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0STUDENT ACTIVITY ASSISTANCE, TEACHER ASSISTANCE.
IRS990/AllOtherContributionsAmt027191
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0414
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0413
IRS990/AllOtherExpensesGrp/TotalAmt0827
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0KATHY GRACE
IRS990/BooksInCareOfDetail/PhoneNum09094725212
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt014852 ROLLING RIDGE DR
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHINO HILLS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd091709
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt02479
IRS990/CashNonInterestBearingGrp/EOYAmt02391
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt028255
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt028343
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-88
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt028343
IRS990/CYTotalFundraisingExpenseAmt021285
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt028255
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0CLASSROOM SUPPORT, STUDENT ACTIVITY ASSISTANCE, TECHNOLOGY.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt06623
IRS990/FamilyOrBusinessRlnInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt310.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0WENDI BLANKENSHIP
IRS990/Form990PartVIISectionAGrp/PersonNm1LIA CASTILLO
IRS990/Form990PartVIISectionAGrp/PersonNm2KATHY GRACE
IRS990/Form990PartVIISectionAGrp/PersonNm3TRANG DOAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3HISTORIAN
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt028255
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt01064
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0STUDENT ACTIVITY ASSISTANCE, TEACHER ASSISTANCE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02479
IRS990/NetAssetsOrFundBalancesEOYAmt02391
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0MEMBERSHIP DUES PER CAPIT
IRS990/OtherExpensesGrp/Desc1HONORARY SERVICE AWARD
IRS990/OtherExpensesGrp/Desc2CHARITABLE TRUST
IRS990/OtherExpensesGrp/Desc3MILEAGE
IRS990/OtherExpensesGrp/FundraisingAmt021285
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt021
IRS990/OtherExpensesGrp/ProgramServicesAmt02942
IRS990/OtherExpensesGrp/ProgramServicesAmt12746
IRS990/OtherExpensesGrp/ProgramServicesAmt2522
IRS990/OtherExpensesGrp/TotalAmt021285
IRS990/OtherExpensesGrp/TotalAmt12942
IRS990/OtherExpensesGrp/TotalAmt22767
IRS990/OtherExpensesGrp/TotalAmt3522
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0KATHY GRACE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt020675
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt024740
IRS990/PYProgramServiceRevenueAmt02767
IRS990/PYRevenuesLessExpensesAmt0-1298
IRS990/PYTotalExpensesAmt024740
IRS990/PYTotalRevenueAmt023442
IRS990/ReconcilationRevenueExpnssAmt0-88
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt028255
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt020675
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04036
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt052966
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02767
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt015045
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt017812
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt070778
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt028255
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt023442
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt019081
IRS990ScheduleA/Total509Grp/TotalAmt070778
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt028255
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt023442
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt019081
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt070778
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHANGE IN BEGINNING CASH 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02479
IRS990/TotalAssetsEOYAmt02391
IRS990/TotalAssetsGrp/BOYAmt02479
IRS990/TotalAssetsGrp/EOYAmt02391
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt028255
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt021285
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0435
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt06623
IRS990/TotalFunctionalExpensesGrp/TotalAmt028343
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02479
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02391
IRS990/TotalProgramServiceExpensesAmt06623
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt028255
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02479
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02391
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02479
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02391
IRS990/USAddress/AddressLine1Txt014852 ROLLING RIDGE DR
IRS990/USAddress/CityNm0CHINO HILLS
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091709
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHY GRACE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09092618300
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHINO VALLEY PTSA COUNCIL
ReturnHeader/Filer/BusinessNameControlTxt0CHIN
ReturnHeader/Filer/EIN0330204415
ReturnHeader/Filer/PhoneNum09095970252
ReturnHeader/Filer/USAddress/AddressLine1Txt05130 RIVERSIDE DR
ReturnHeader/Filer/USAddress/CityNm0CHINO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091710
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DOUGLAS WECHSLER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016050 AUGUSTA DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHINO HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091709
ReturnHeader/PreparerPersonGrp/PhoneNum09518331042
ReturnHeader/PreparerPersonGrp/PreparationDt02016-07-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS WECHSLER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-07-27T13:20:54-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits