Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2015 • EIN 33-0364005

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 15, 2016

2 Paseo WestparkIrvine, CA 92614

(949) 936-5600

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

54th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

29th percentile

-5.9%

Higher net margin than 29% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Assets

$17,962

No earlier filing loaded for comparison.

Net Assets

$17,962

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$71,369

No earlier filing loaded for comparison.

Expenses

$75,548

No earlier filing loaded for comparison.

Net Income

-$4,179

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2015: $17,962Liabilities 2015: $0Net Assets 2015: $17,9622015Assets 2019: $25,008Liabilities 2019: $0Net Assets 2019: $25,0082019Assets 2022: $39,021Liabilities 2022: $0Net Assets 2022: $39,0212022Assets 2023: $26,762Liabilities 2023: $0Net Assets 2023: $26,7622023Assets 2024: $19,350Liabilities 2024: $0Net Assets 2024: $19,3502024Assets 2025: $28,064Liabilities 2025: $0Net Assets 2025: $28,0642025

Highlighted filing

2015

Assets$17,962
Liabilities$0
Net Assets$17,962

Operations Trend

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

$100K$50K$0-$50KRevenue 2015: $71,369Expenses 2015: $75,548Net Income 2015: -$4,1792015Revenue 2019: $56,912Expenses 2019: $38,814Net Income 2019: $18,0982019Revenue 2022: $51,158Expenses 2022: $25,072Net Income 2022: $26,0862022Revenue 2023: $40,546Expenses 2023: $52,805Net Income 2023: -$12,2592023Revenue 2024: $34,861Expenses 2024: $42,273Net Income 2024: -$7,4122024Revenue 2025: $45,693Expenses 2025: $36,979Net Income 2025: $8,7142025

Highlighted filing

2015

Revenue$71,369
Expenses$75,548
Net Income-$4,179
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 15, 2016
Return Version
2014v6.0
Gross Receipts
$83,035
Mission and Program Overview

Mission

To enhance children's educational experiences.

Program Services

DescriptionGrantsExpenses
To provide educational supplies and equipment to enhance children's learning experience.$0$17,765
Various educational programs including assemblies, art programs, sports, etc. to enhance the children's learning experience.$0$9,184
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Farinaz BakhtiariPresidentPT$0--
Phyllis LeeTreasurerPT$0--
Amy BrnadeSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$28,790$28,790$5,497$23,293
Total Events$28,790$28,790$6,017$22,773
Filing and Contact Details

Filer

Filer Name
Culverdale Elementary PTA
EIN
33-0364005
Phone
9499365600
Address
2 Paseo Westpark, Irvine, CA 92614

Signing Officer

Name
Phyllis Lee
Title
Treasurer
Phone
9499365600
Signed
2016-02-15
Discuss with paid preparer
Yes

Preparer

Firm
Poole Foster & Dul an Accountancy Corp
Address
1801-I Parkcourt Place Suite 102, Santa Ana, CA 92701-5083
Preparer
Cynthia M Foster
Phone
7145581921
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8 - Other Revenue

Description: Miscellaneous. Amount: 150.

Form 990-EZ, Part I, Line 10 - Payments to Affiliates

Affiliate Name: Culverdale Elementary. Affiliate Address: 2 Paseo Westpark Irvine, CA 92614. Purpose of Payment: Technology. Amount of Payment: 14,931.

Form 990-EZ, Part I, Line 10 - Payments to Affiliates

Affiliate Name: Culverdale Elementary. Affiliate Address: 2 Paseo Westpark Irvine, CA 92614. Purpose of Payment: Technology. Amount of Payment: 15,466.

Form 990-EZ, Part I, Line 10 - Payments to Affiliates

Affiliate Name: Culverdale Elementary. Affiliate Address: 2 Paseo Westpark Irvine, CA 92614. Purpose of Payment: Greenteam supplies. Amount of Payment: 953.

Form 990-EZ, Part I, Line 10 - Payments to Affiliates

Affiliate Name: The Exchange Club of Irvine. Affiliate Address: PO Box 4537 Irvine, CA 92616. Purpose of Payment: Toy drive. Amount of Payment: 500.

Form 990-EZ, Part I, Line 10 - Payments to Affiliates

Affiliate Name: Culverdale Elementary. Affiliate Address: 2 Paseo Westpark Irvine, CA 92614. Purpose of Payment: Teaching program. Amount of Payment: 5,594. Total included on Form 990-EZ, line 10: 37,444.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: Fees. Amount: 68. Description: Insurance. Amount: 425. Description: Meetings. Amount: 553. Description: Miscellaneous. Amount: 244. Description: Office supplies. Amount: 38. Description: Website. Amount: 85. Description: School maintenance. Amount: 2,606. Description: Program expenses - school supplies and equipment. Amount: 26,949. Description: Yearbook. Amount: 5,200. Total to Form 990-EZ, line 16: 36,168.

Raw XML Appendix175 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/BusinessName/BusinessNameLine1Txt0The Organization
IRS990EZ/BooksInCareOfDetail/PhoneNum09499365600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02 Paseo Westpark
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Irvine
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092614
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022141
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IRS990EZ/FiledScheduleAInd01
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IRS990EZ/GrossReceiptsAmt083035
IRS990EZ/GroupExemptionNum00646
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Farinaz Bakhtiari
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Phyllis Lee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Amy Brnade
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt036168
IRS990EZ/OtherRevenueTotalAmt0150
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To enhance children's educational experiences.
IRS990EZ/PrintingPublicationsPostageAmt0731
IRS990EZ/ProgramServiceRevenueAmt023500
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To provide educational supplies and equipment to enhance children's learning experience.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Various educational programs including assemblies, art programs, sports, etc. to enhance the children's learning experience.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017765
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19184
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt011666
IRS990EZ/SpecialEventsNetIncomeLossAmt023156
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt075548
IRS990EZ/TotalProgramServiceExpensesAmt026949
IRS990EZ/TotalRevenueAmt071369
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.culverdalepta.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt024563
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt023500
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/OtherIncome509Grp/TotalAmt0150
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IRS990ScheduleA/PublicSupportCY509Pct00.99690
IRS990ScheduleA/PublicSupportTotal509Amt048063
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt048063
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt048213
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt048213
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06017
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Jog-a-thon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028790
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt028790
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt028790
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt028790
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022773
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0520
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0520
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05497
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05497
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Miscellaneous. Amount: 150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Affiliate Name: Culverdale Elementary. Affiliate Address: 2 Paseo Westpark Irvine, CA 92614. Purpose of Payment: Technology. Amount of Payment: 14,931.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Affiliate Name: Culverdale Elementary. Affiliate Address: 2 Paseo Westpark Irvine, CA 92614. Purpose of Payment: Technology. Amount of Payment: 15,466.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Affiliate Name: Culverdale Elementary. Affiliate Address: 2 Paseo Westpark Irvine, CA 92614. Purpose of Payment: Greenteam supplies. Amount of Payment: 953.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Affiliate Name: The Exchange Club of Irvine. Affiliate Address: PO Box 4537 Irvine, CA 92616. Purpose of Payment: Toy drive. Amount of Payment: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Affiliate Name: Culverdale Elementary. Affiliate Address: 2 Paseo Westpark Irvine, CA 92614. Purpose of Payment: Teaching program. Amount of Payment: 5,594. Total included on Form 990-EZ, line 10: 37,444.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description: Fees. Amount: 68. Description: Insurance. Amount: 425. Description: Meetings. Amount: 553. Description: Miscellaneous. Amount: 244. Description: Office supplies. Amount: 38. Description: Website. Amount: 85. Description: School maintenance. Amount: 2,606. Description: Program expenses - school supplies and equipment. Amount: 26,949. Description: Yearbook. Amount: 5,200. Total to Form 990-EZ, line 16: 36,168.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Payments to Affiliates
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 10 - Payments to Affiliates
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 10 - Payments to Affiliates
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 10 - Payments to Affiliates
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 10 - Payments to Affiliates
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Phyllis Lee
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09499365600
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Culverdale Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0CULV
ReturnHeader/Filer/EIN0330364005
ReturnHeader/Filer/PhoneNum09499365600
ReturnHeader/Filer/USAddress/AddressLine1Txt02 Paseo Westpark
ReturnHeader/Filer/USAddress/CityNm0Irvine
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092614
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952793752
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Poole Foster & Dul an Accountancy Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01801-I Parkcourt Place Suite 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Ana
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0927015083
ReturnHeader/PreparerPersonGrp/PhoneNum07145581921
ReturnHeader/PreparerPersonGrp/PreparationDt02016-01-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cynthia M Foster
ReturnHeader/ReturnTs02016-02-02T18:25:27-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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