Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2018 • EIN 33-0353551

Jul 01, 2017 to Jun 30, 2018 • Filed on May 15, 2019

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

63rd percentile

9.7%

Higher net margin than 63% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

84th percentile

46%

Faster asset growth than 84% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

92nd percentile

87%

Faster revenue growth than 92% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$23,259

Up $7,342 (+46%) from 2017

Net Assets

Up

$23,259

Up $7,342 (+46%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin63rd percentile

Revenue

Up

$75,507

Up $35,062 (+87%) from 2017

Expenses

Up

$68,165

Up $34,154 (+100%) from 2017

Net Income

Up

$7,342

Up $908 (+14%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2018

Assets$23,259
Liabilities-
Net Assets$23,259
Open 2018 Filing

Operations Trend

Revenue Growth92nd 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

2018

Revenue$75,507
Expenses$68,165
Net Income$7,342
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 15, 2019
Return Version
2017v2.2
Gross Receipts
$78,947
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$12,016-
STUDENT AWARDS & PROGRAMS$8,111-
SCHOOL BUSES AND FIELD TRIPS$3,898-
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
KERI LARNEDVice President-$0--
JENNIFER NYGRENPresident-$0--
CATHIE MACKINSecretary-$0--
IRENE ABIFADELFinancial Sec.-$0--
SARA KIRKPATRICKHistorian-$0--
NANDAR MULQUEENAuditor-$0--
ANGIE JARMANTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Booster-thon$25,162$25,162$2,982$22,180
Read-a-thon Fundraiser$6,797$6,797$448$6,349
Total Events$31,959$31,959$3,430$28,529
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
2019-05-15
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.1003

“Information Technology $209”

Other Expenses.1007

“Conferences, Conventions, and Meetings $1245”

Other Expenses.1012

“Insurance $228”

Other Expenses.1

“Student awards & programs $35044”

Other Expenses.2

“GIFTS TO SCHOOL $12016”

Other Expenses.3

“OUTREACH PROGRAMS $8409”

Other Expenses.4

“STAFF STARTUP $3747”

Other Expenses.5

“Administrative expenses $3223”

Other Expenses.6

“SUPPLIES $1212”

Other Expenses.7

“MEMBERSHIP DUES $1171”

Other Expenses.8

“Volunteer recognition $499”

Other Expenses.9

“MISCELLANEOUS $414”

Other Expenses.10

“Staff recognition lunches $228”

Raw XML Appendix214 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/PhoneNum09095975707
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHINO HILLS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KERI LARNED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER NYGREN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CATHIE MACKIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3IRENE ABIFADEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SARA KIRKPATRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NANDAR MULQUEEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ANGIE JARMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Financial Sec.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt067645
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SERVICES THAT ENHANCE STUDENT LEARNING.
IRS990EZ/ProgramServiceRevenueAmt038217
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOOL GIFTS - GIFTS TO SCHOOL FOR ALL STUDENTS TO INCREASE LEARNING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOOL BUSES AND FIELD TRIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2STUDENT AWARDS & PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt012016
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt13898
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt28111
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03440
IRS990EZ/SpecialEventsNetIncomeLossAmt035542
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt068165
IRS990EZ/TotalProgramServiceExpensesAmt024025
IRS990EZ/TotalRevenueAmt075507
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01747
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01495
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02153
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04834
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03613
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt013842
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt013
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt077199
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0100245
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt090618
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0106002
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0117595
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0491659
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt013
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt078946
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0101740
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt092771
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0110836
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0121208
IRS990ScheduleA/Total509Grp/TotalAmt0505501
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt078947
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0101743
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt092773
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0110839
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0121212
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0505514
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03430
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTER-THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0READ-A-THON FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt025162
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06797
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt031959
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt025162
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06797
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt028529
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03430
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02982
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0448
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Information Technology $209
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $1245
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $228
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3STUDENT AWARDS & PROGRAMS $35044
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GIFTS TO SCHOOL $12016
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OUTREACH PROGRAMS $8409
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6STAFF STARTUP $3747
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ADMINISTRATIVE EXPENSES $3223
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SUPPLIES $1212
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MEMBERSHIP DUES $1171
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10VOLUNTEER RECOGNITION $499
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MISCELLANEOUS $414
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12STAFF RECOGNITION LUNCHES $228
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANGIE JARMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
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/PreparerFirmEIN0710996103
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/ReturnTs02019-05-15T11:54:11-07:00
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
$23,259
Liabilities
-
Net assets
$23,259
Revenue
$75,507
Expenses
$68,165
Net income
$7,342
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
2018Detailed filing. Detailed filing data is available for this year.$23.3$23.3$75.5$68.2$7.34
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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