Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2017 • EIN 33-0353551

Jul 01, 2016 to Jun 30, 2017 • Filed on May 17, 2018

Organization ProfileN/A
15452 Valle Vista DrChino Hills, CA 91709

(909) 591-1239

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

72nd percentile

16%

Higher net margin than 72% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

87th percentile

68%

Faster asset growth than 87% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

65th percentile

12%

Faster revenue growth than 65% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$15,917

Up $6,434 (+68%) from 2016

Net Assets

Up

$15,917

Up $6,434 (+68%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin72nd percentile

Revenue

Up

$40,445

Up $4,323 (+12%) from 2016

Expenses

Down

$34,011

Down $1,295 (-3.7%) from 2016

Net Income

Up

$6,434

Up $5,618 (+688%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$40K$30K$20K$10K$0Assets 2013: $16,353Net Assets 2013: $16,3532013Assets 2014: $23,757Net Assets 2014: $23,7572014Assets 2015: $8,667Net Assets 2015: $8,6672015Assets 2016: $9,483Net Assets 2016: $9,4832016Assets 2017: $15,917Net Assets 2017: $15,9172017Assets 2018: $23,259Net Assets 2018: $23,2592018Assets 2021: $12,260Net Assets 2021: $12,2602021Assets 2022: $11,814Net Assets 2022: $11,8142022Assets 2023: $36,986Net Assets 2023: $36,9862023Assets 2024: $30,668Net Assets 2024: $30,6682024Assets 2025: $25,217Net Assets 2025: $25,2172025

Highlighted filing

2017

Assets$15,917
Liabilities-
Net Assets$15,917
Open 2017 Filing

Operations Trend

Revenue Growth65th percentile

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

$100K$50K$0-$50KRevenue 2013: $44,617Expenses 2013: $35,753Net Income 2013: $8,8642013Revenue 2014: $49,792Expenses 2014: $42,388Net Income 2014: $7,4042014Revenue 2015: $35,008Expenses 2015: $50,098Net Income 2015: -$15,0902015Revenue 2016: $36,122Expenses 2016: $35,306Net Income 2016: $8162016Revenue 2017: $40,445Expenses 2017: $34,011Net Income 2017: $6,4342017Revenue 2018: $75,507Expenses 2018: $68,165Net Income 2018: $7,3422018Revenue 2021: $5,407Expenses 2021: $16,858Net Income 2021: -$11,4512021Revenue 2022: $16,545Expenses 2022: $16,990Net Income 2022: -$4452022Revenue 2023: $56,015Expenses 2023: $30,843Net Income 2023: $25,1722023Revenue 2024: $53,796Expenses 2024: $60,115Net Income 2024: -$6,3192024Revenue 2025: $65,714Expenses 2025: $71,579Net Income 2025: -$5,8652025

Highlighted filing

2017

Revenue$40,445
Expenses$34,011
Net Income$6,434
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 17, 2018
Return Version
2016v3.0
Gross Receipts
$101,743
Mission and Program Overview

Mission

The oak ridge elementary pta's mission is to enhance the learning experience for the students of the school as well as allow family to be a part of the learning process through sponsoring social activities, field trips, protection for our youth, and recognition of accomplishments by our students. Our job is to work closely with the teachers, giving them the necessary support and also the school staff.

To provide services that enhance student learning.

Program Services

DescriptionGrantsExpenses
SCHOOL GIFTS - GIFTS TO SCHOOL FOR ALL STUDENTS TO INCREASE LEARNING$8,086-
STUDENT AWARDS & PROGRAMS$7,418-
SCHOOL BUSES AND FIELD TRIPS$3,738-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KERI LARNEDVice President-$0--
JENNIFER NYGRENPresident-$0--
CATHIE MACKINSecretary-$0--
IRENE ABIFADELSecretary-$0--
LINDA MARQUEZHistorian-$0--
NANDAR MULQUEENAuditor-$0--
ANGIE JARMANTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$31,309$31,309$5,871$25,438
Book Fair$15,621$15,621$15,842$-221
Total Events$75,819$75,819$48,108$27,711
Filing and Contact Details

Filer

Filer Name
Oak Ridge Elementary Pta
EIN
33-0353551
Phone
9095911239
Address
15452 VALLE VISTA DR, CHINO HILLS, CA 91709

Signing Officer

Name
Angie Jarman
Title
Treasurer
Signed
2018-05-17
Discuss with paid preparer
Yes

Preparer

Firm
Hoover Financial Consulting Inc
Address
15338 Central Ave Ste 111, Chino, CA 91710
Preparer
Adam W Hoover
Phone
9092873458
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $122”

Other Expenses.1003

“Information Technology $179”

Other Expenses.1007

“Conferences, Conventions, and Meetings $201”

Other Expenses.1012

“Insurance $221”

Other Expenses.1

“GIFTS TO SCHOOL $8086”

Other Expenses.2

“Student awards & programs $7418”

Other Expenses.3

“STAFF STARTUP $3910”

Other Expenses.4

“FIELD TRIPS $3738”

Other Expenses.5

“MEMBERSHIP DUES $2137”

Other Expenses.6

“SUPPLIES $2005”

Other Expenses.7

“Administrative expenses $1996”

Other Expenses.8

“HOSPITALITY $1172”

Other Expenses.9

“Volunteer recognition $1010”

Other Expenses.10

“Staff recognition lunches $758”

Other Expenses.11

“MISCELLANEOUS $583”

Raw XML Appendix221 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4HISTORIAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt033536
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SERVICES THAT ENHANCE STUDENT LEARNING.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08086
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt016322
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0511306
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0121212
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0101075
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $122
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $179
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $201
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $221
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GIFTS TO SCHOOL $8086
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5STUDENT AWARDS & PROGRAMS $7418
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6STAFF STARTUP $3910
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FIELD TRIPS $3738
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MEMBERSHIP DUES $2137
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SUPPLIES $2005
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ADMINISTRATIVE EXPENSES $1996
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11HOSPITALITY $1172
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12VOLUNTEER RECOGNITION $1010
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13STAFF RECOGNITION LUNCHES $758
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14MISCELLANEOUS $583
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.9
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANGIE JARMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAK RIDGE ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0OAKR
ReturnHeader/Filer/EIN0330353551
ReturnHeader/Filer/PhoneNum09095911239
ReturnHeader/Filer/USAddress/AddressLine1Txt015452 VALLE VISTA DR
ReturnHeader/Filer/USAddress/CityNm0CHINO HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091709
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hoover Financial Consulting Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015338 Central Ave Ste 111
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chino
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091710
ReturnHeader/PreparerPersonGrp/PhoneNum09092873458
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Adam W Hoover
ReturnHeader/ReturnTs02018-05-17T12:47:47-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,917
Liabilities
-
Net assets
$15,917
Revenue
$40,445
Expenses
$34,011
Net income
$6,434
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$25.2$25.2$65.7$71.6$5.87
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.7$30.7$53.8$60.1$6.32
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.0$37.0$56.0$30.8$25.2
2022Detailed filing. Detailed filing data is available for this year.$11.8$11.8$16.5$17.0$0.45
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.3$12.3$5.41$16.9$11.5
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.3$23.3$75.5$68.2$7.34
2017Detailed filing. Detailed filing data is available for this year.$15.9$15.9$40.4$34.0$6.43
2016Detailed filing. Detailed filing data is available for this year.$9.48$9.48$36.1$35.3$0.82
2015Detailed filing. Detailed filing data is available for this year.$8.67$8.67$35.0$50.1$15.1
2014Detailed filing. Detailed filing data is available for this year.$23.8$23.8$49.8$42.4$7.40
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.4$16.4$44.6$35.8$8.86