Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2018 • EIN 33-0225462

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 02, 2018

Organization ProfileN/A
9952 Graham StreetCypress, CA 90630

(408) 460-7721

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

84th percentile

31%

Higher net margin than 84% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$37,031

Up $16,113 (+77%) from 2012

Net Assets

Up

$37,031

Up $16,113 (+77%) from 2012

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin84th percentile

Revenue

Up

$58,300

Up $25,643 (+79%) from 2012

Expenses

Down

$40,268

Down $8,404 (-17%) from 2012

Net Income

Up

$18,032

Up $34,047 (+213%) from 2012

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$40K$30K$20K$10K$0Assets 2012: $20,918Net Assets 2012: $20,9182012Assets 2018: $37,031Liabilities 2018: $0Net Assets 2018: $37,0312018Assets 2019: $27,099Liabilities 2019: $0Net Assets 2019: $27,0992019Assets 2020: $27,331Net Assets 2020: $27,3312020Assets 2022: $16,671Net Assets 2022: $16,6712022Assets 2023: $15,328Net Assets 2023: $15,3282023Assets 2024: $13,368Net Assets 2024: $13,3682024Assets 2025: $31,491Liabilities 2025: $0Net Assets 2025: $31,4912025

Highlighted filing

2018

Assets$37,031
Liabilities$0
Net Assets$37,031
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2012: $32,657Expenses 2012: $48,672Net Income 2012: -$16,0152012Revenue 2018: $58,300Expenses 2018: $40,268Net Income 2018: $18,0322018Revenue 2019: $31,706Expenses 2019: $41,638Net Income 2019: -$9,9322019Revenue 2020: $26,077Expenses 2020: $25,845Net Income 2020: $2322020Revenue 2022: $14,751Expenses 2022: $15,208Net Income 2022: -$4572022Revenue 2023: $34,143Expenses 2023: $35,486Net Income 2023: -$1,3432023Revenue 2024: $34,560Expenses 2024: $36,520Net Income 2024: -$1,9602024Revenue 2025: $18,123Expenses 2025: $0Net Income 2025: $18,1232025

Highlighted filing

2018

Revenue$58,300
Expenses$40,268
Net Income$18,032
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 2, 2018
Return Version
2017v2.2
Gross Receipts
$168,004
Mission and Program Overview

Mission

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
JULIET MORRIS ELEMENTARY PTA EXISTS TO PROMOTE STUDENT ENRICHMENT AT JULIET MORRIS PUBLIC ELEMENTARY SCHOOL ALL FUNDS RAISED ARE USED FOR THIS PURPOSE-$40,268
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
APRIL LYTLEPresident-$0--
JILLIAN BOWMANSecretary-$0--
KEN SCHWENKERTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
General Evt$55,615$55,615$25,000$30,615
2018 Cl Evt$25,043$25,043$10,000$15,043
Total Events$165,269$165,269$109,704$55,565
Filing and Contact Details

Filer

Filer Name
Juliet Morris Elementary School Pta
EIN
33-0225462
Address
9952 GRAHAM STREET, CYPRESS, CA 90630

Signing Officer

Name
Ken Schwenker
Title
Treasurer
Phone
4084607721
Signed
2018-11-02
Discuss with paid preparer
No

Preparer

Firm
Steven M Fifield CPA
Address
11021 Winners Circle Suite 106, Los Alamitos, CA 90720
Preparer
Steven M Fifield CPA
Phone
7149953020
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountSTUDENT WELFARE 10,246FIELD TRIPS 8,668TECHNOLOGY UPGRADES AND AWARDS 3,3536TH GRADE ACTIVITIES 2,095TEACHER APPRECIATION 742HSA AWARDS 616INSURANCE 248ASSEMBLIES 8,897MEMBERSHIP 2,060ADMINISTRATIVE EXPENSES 3,343”

Raw XML Appendix179 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/PersonNm0KEN SCHWENKER
IRS990EZ/BooksInCareOfDetail/PhoneNum04084607721
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09952 GRAHAM STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CYPRESS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090630
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018999
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt037031
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt018032
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018999
IRS990EZ/Form990TotalAssetsGrp/EOYAmt037031
IRS990EZ/FundraisingGrossIncomeAmt0165269
IRS990EZ/GrossReceiptsAmt0168004
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02730
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018999
IRS990EZ/NetAssetsOrFundBalancesEOYAmt037031
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018999
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt037031
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
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/PersonNm0APRIL LYTLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JILLIAN BOWMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KEN SCHWENKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt040268
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0JULIET MORRIS ELEMENTARY PTA EXISTS TO PROMOTE STUDENT ENRICHMENT AT JULIET MORRIS PUBLIC ELEMENTARY SCHOOL ALL FUNDS RAISED ARE USED FOR THIS PURPOSE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt040268
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0109704
IRS990EZ/SpecialEventsNetIncomeLossAmt055565
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040268
IRS990EZ/TotalProgramServiceExpensesAmt040268
IRS990EZ/TotalRevenueAmt058300
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02730
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03984
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03962
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03675
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03609
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt017960
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt022
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0165269
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0115119
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0130956
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt092728
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0109376
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0613448
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt022
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0631408
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0167999
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0119103
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0134918
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt096403
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0112985
IRS990ScheduleA/Total509Grp/TotalAmt0631408
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0168004
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0119107
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0134922
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt096408
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0112989
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0631430
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0109704
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GENERAL EVT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm02018 CL EVT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt055615
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt025043
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt084611
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0165269
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt055615
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt025043
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt084611
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0165269
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt055565
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt074704
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0109704
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt025000
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010000
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt015
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountSTUDENT WELFARE 10,246FIELD TRIPS 8,668TECHNOLOGY UPGRADES AND AWARDS 3,3536TH GRADE ACTIVITIES 2,095TEACHER APPRECIATION 742HSA AWARDS 616INSURANCE 248ASSEMBLIES 8,897MEMBERSHIP 2,060ADMINISTRATIVE EXPENSES 3,343
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0KEN SCHWENKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04084607721
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JULIET MORRIS ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0JULI
ReturnHeader/Filer/EIN0330225462
ReturnHeader/Filer/USAddress/AddressLine1Txt09952 GRAHAM STREET
ReturnHeader/Filer/USAddress/CityNm0CYPRESS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090630
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A0396ABBBD096A7788E62772B9D09C6C8C0D5D04
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A0396ABBBD096A7788E62772B9D09C6C8C0D5D04
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03051952018318nacejdy
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.149.193.172
ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTm017:36:28
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475211747
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Steven M Fifield CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011021 Winners Circle Suite 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Los Alamitos
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090720
ReturnHeader/PreparerPersonGrp/PhoneNum07149953020
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven M Fifield CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-05T11:51:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,031
Liabilities
$0
Net assets
$37,031
Revenue
$58,300
Expenses
$40,268
Net income
$18,032
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$31.5$0.00$31.5$18.1$0.00$18.1
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.4$13.4$34.6$36.5$1.96
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.3$15.3$34.1$35.5$1.34
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.7$16.7$14.8$15.2$0.46
2020Detailed filing. Detailed filing data is available for this year.$27.3$27.3$26.1$25.8$0.23
2019Detailed filing. Detailed filing data is available for this year.$27.1$0.00$27.1$31.7$41.6$9.93
2018Detailed filing. Detailed filing data is available for this year.$37.0$0.00$37.0$58.3$40.3$18.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.9$20.9$32.7$48.7$16.0