Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2020 • EIN 33-0225462

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 16, 2020

Organization ProfileN/A
9952 Graham StreetCypress, CA 90630

(949) 922-8910

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

43rd percentile

0.9%

Higher net margin than 43% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

45th percentile

0.9%

Faster asset growth than 45% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

46th percentile

-18%

Faster revenue growth than 46% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$27,331

Up $232 (+0.9%) from 2019

Net Assets

Up

$27,331

Up $232 (+0.9%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin43rd percentile

Revenue

Down

$26,077

Down $5,629 (-18%) from 2019

Expenses

Down

$25,845

Down $15,793 (-38%) from 2019

Net Income

Up

$232

Up $10,164 (+102%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2020

Assets$27,331
Liabilities-
Net Assets$27,331
Open 2020 Filing

Operations Trend

Revenue Growth46th 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

2020

Revenue$26,077
Expenses$25,845
Net Income$232
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 16, 2020
Return Version
2019v5.0
Gross Receipts
$124,603
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.$4,945-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEN SCHWENKERPresident-$0--
BARBARA FERNANDEZTreasurer-$0--
CHRISTEN JACKSONVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
General Fundraiser$62,872$62,872$30,815$32,057
Class Activities$31,425$31,425$42,938$-11,513
Total Events$116,187$116,187$91,901$24,286
Filing and Contact Details

Filer

Filer Name
Juliet Morris Elementary School Pta
EIN
33-0225462
Phone
9499228910
Address
9952 GRAHAM STREET, CYPRESS, CA 90630

Signing Officer

Name
Barbara Fernandez
Title
Treasurer
Signed
2020-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Fifield & Jamieson Accountancy PC
Address
11021 Winners Circle Suite 106, Los Alamitos, CA 90720
Preparer
Steven Fifield CPA
Phone
7148219690
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1147”

Other Expenses.1012

“Insurance $233”

Other Expenses.1

“Student program support $18804”

Other Expenses.2

“Printing, supplies, website $2029”

Other Expenses.3

“District membership dues $1412”

Other Expenses.4

“MISCELLANEOUS $1144”

Other Expenses.5

“UNIT CONTRIBUTION $200”

Other Expenses.6

“Honorary service awards $145”

Other Expenses.7

“BANK FEES $47”

Raw XML Appendix188 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/PersonNm0BARBARA FERNANDEZ
IRS990EZ/BooksInCareOfDetail/PhoneNum09499228910
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09952 GRAHAM STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CYPRESS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090630
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027099
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027331
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt048
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0232
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0684
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt027099
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027331
IRS990EZ/FundraisingGrossIncomeAmt0122570
IRS990EZ/GrossReceiptsAmt0124603
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0130
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01855
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027099
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027331
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027099
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027331
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KEN SCHWENKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BARBARA FERNANDEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTEN JACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt025161
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/GrantsAndAllocationsAmt04945
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt098526
IRS990EZ/SpecialEventsNetIncomeLossAmt024044
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt025845
IRS990EZ/TotalProgramServiceExpensesAmt04945
IRS990EZ/TotalRevenueAmt026077
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0491
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05814
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02730
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03984
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03962
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt016981
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0130
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt081
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0224
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0122570
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0146449
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0165269
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0115119
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0130956
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0680363
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0130
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt081
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0224
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0697344
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0123061
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0152263
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0167999
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0119103
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0134918
IRS990ScheduleA/Total509Grp/TotalAmt0697344
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0123191
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0152344
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0168004
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0119107
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0134922
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0697568
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt091901
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GENERAL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CLASS ACTIVITIES
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt062872
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt031425
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt021890
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0116187
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt062872
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt031425
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt021890
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0116187
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt024286
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt018148
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt091901
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt030815
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt042938
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1147
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $233
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STUDENT PROGRAM SUPPORT $18804
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRINTING, SUPPLIES, WEBSITE $2029
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DISTRICT MEMBERSHIP DUES $1412
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISCELLANEOUS $1144
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UNIT CONTRIBUTION $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7HONORARY SERVICE AWARDS $145
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK FEES $47
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA FERNANDEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JULIET MORRIS ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0JULI
ReturnHeader/Filer/EIN0330225462
ReturnHeader/Filer/PhoneNum09499228910
ReturnHeader/Filer/USAddress/AddressLine1Txt09952 GRAHAM STREET
ReturnHeader/Filer/USAddress/CityNm0CYPRESS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090630
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0833276735
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fifield & Jamieson Accountancy PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011021 Winners Circle Suite 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Los Alamitos
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090720
ReturnHeader/PreparerPersonGrp/PhoneNum07148219690
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN FIFIELD CPA
ReturnHeader/ReturnTs02020-11-16T09:41:52-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,331
Liabilities
-
Net assets
$27,331
Revenue
$26,077
Expenses
$25,845
Net income
$232
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