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

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

88th percentile

68%

Faster asset growth than 88% 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 Growth88th 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

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 PayScore unavailable

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/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5AUDITOR
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/DescriptionProgramSrvcAccomTxt1SCHOOL BUSES AND FIELD TRIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2STUDENT AWARDS & PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08086
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt036850
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034011
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IRS990EZ/TotalRevenueAmt040445
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01495
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02153
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04834
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03613
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04227
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt016322
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0511306
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0101743
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt092773
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0110839
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0121212
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0101075
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0527642
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt048108
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt031309
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015621
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt015621
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt015842
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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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.11
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