Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2019 • EIN 33-0225462

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 12, 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

12th percentile

-31%

Higher net margin than 12% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

17th percentile

-27%

Faster asset growth than 17% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

11th percentile

-46%

Faster revenue growth than 11% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$27,099

Down $9,932 (-27%) from 2018

Net Assets

Down

$27,099

Down $9,932 (-27%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin12th percentile

Revenue

Down

$31,706

Down $26,594 (-46%) from 2018

Expenses

Up

$41,638

Up $1,370 (+3.4%) from 2018

Net Income

Down

-$9,932

Down $27,964 (-155%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

2019

Assets$27,099
Liabilities$0
Net Assets$27,099
Open 2019 Filing

Operations Trend

Revenue Growth11th percentile

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

2019

Revenue$31,706
Expenses$41,638
Net Income-$9,932
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$152,344
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-$41,638
Compensation and Service Providers
Top Officer Pay77th 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
Gen Event$60,474$60,474$29,693$30,781
Yearbook$12,636$12,636$10,336$2,300
Total Events$146,449$146,449$120,638$25,811
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
2019-11-12
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 AmountPROGRAM EXPENSES 35,299ORGANIZATION EXPENSES 855OFFICE SUPPLIES 242BANK CHARGES 223TEACHER APPRECIATION 600HSA AWARDS 473INSURANCE 225MISCELLANEOUS 990MEMBERSHIP 2,731”

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
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IRS990EZ/BooksInCareOfDetail/PersonNm0KEN SCHWENKER
IRS990EZ/BooksInCareOfDetail/PhoneNum04084607721
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09952 GRAHAM ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Cypress
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090630
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt037031
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027099
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0106
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9932
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt037031
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027099
IRS990EZ/FundraisingGrossIncomeAmt0146449
IRS990EZ/GrossReceiptsAmt0152344
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt081
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03653
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt037031
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027099
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt037031
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027099
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/OtherExpensesTotalAmt041638
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY
IRS990EZ/ProgramServiceRevenueAmt02055
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/ProgramServiceExpensesAmt041638
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0120638
IRS990EZ/SpecialEventsNetIncomeLossAmt025811
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041638
IRS990EZ/TotalProgramServiceExpensesAmt041638
IRS990EZ/TotalRevenueAmt031706
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03759
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02730
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03984
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03962
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03675
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt018110
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt081
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt099
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0146449
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0165269
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0115119
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0130956
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt092728
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0650521
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt081
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt099
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0668631
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0150208
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0167999
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0119103
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0134918
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt096403
IRS990ScheduleA/Total509Grp/TotalAmt0668631
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0150289
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0168004
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0119107
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0134922
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt096408
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0668730
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0120638
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GEN EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0YEARBOOK
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt060474
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012636
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt073339
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0146449
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt060474
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012636
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt073339
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0146449
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025811
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt080609
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0120638
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt029693
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010336
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt011
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountPROGRAM EXPENSES 35,299ORGANIZATION EXPENSES 855OFFICE SUPPLIES 242BANK CHARGES 223TEACHER APPRECIATION 600HSA AWARDS 473INSURANCE 225MISCELLANEOUS 990MEMBERSHIP 2,731
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0KEN SCHWENKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04084607721
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-12
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/AtSubmissionCreationDeviceId0B93C9B307CB536F8A049E1FEDE95487492883B6B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B93C9B307CB536F8A049E1FEDE95487492883B6B
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03051952019318c1i0mof
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.149.209.224
ReturnHeader/FilingSecurityInformation/IPDt02019-11-14
ReturnHeader/FilingSecurityInformation/IPTm013:01:02
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/PreparationDt02019-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven M Fifield CPA
ReturnHeader/ReturnTs02019-11-14T12:47:59-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,099
Liabilities
$0
Net assets
$27,099
Revenue
$31,706
Expenses
$41,638
Net income
-$9,932
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