Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990 • Fiscal year 2020 • EIN 33-0419026

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 03, 2020

Organization ProfileN/A
11021 Sunnyside DriveYucaipa, CA 92399

(909) 499-1927

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$7,776

Up $1,484 (+24%) from 2019

Net Assets

Up

$7,776

Up $1,484 (+24%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses

Revenue

Down

$62,406

Down $41,570 (-40%) from 2019

Expenses

Down

$60,922

Down $44,933 (-42%) from 2019

Net Income

Up

$1,484

Up $3,363 (+179%) from 2019

Historical Trend

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0Assets 2011: $6,990Liabilities 2011: $0Net Assets 2011: $6,9902011Assets 2012: $10,869Liabilities 2012: $0Net Assets 2012: $10,8692012Assets 2013: $6,200Liabilities 2013: $0Net Assets 2013: $6,2002013Assets 2014: $6,870Liabilities 2014: $0Net Assets 2014: $6,8702014Assets 2015: $15,605Liabilities 2015: $0Net Assets 2015: $15,6052015Assets 2016: $8,203Liabilities 2016: $0Net Assets 2016: $8,2032016Assets 2017: $10,295Liabilities 2017: $0Net Assets 2017: $10,2952017Assets 2019: $6,292Liabilities 2019: $0Net Assets 2019: $6,2922019Assets 2020: $7,776Liabilities 2020: $0Net Assets 2020: $7,7762020Assets 2021: $3,947Liabilities 2021: $0Net Assets 2021: $3,9472021Assets 2022: $18,921Liabilities 2022: $0Net Assets 2022: $18,9212022

Highlighted filing

2020

Assets$7,776
Liabilities$0
Net Assets$7,776
Open 2020 Filing

Operations Trend

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

$200K$150K$100K$50K$0-$50KExpenses 2011: $80,4162011Expenses 2012: $91,6442012Expenses 2013: $153,2352013Revenue 2014: $116,082Expenses 2014: $115,412Net Income 2014: $6702014Revenue 2015: $126,029Expenses 2015: $117,967Net Income 2015: $8,0622015Revenue 2016: $111,976Expenses 2016: $119,378Net Income 2016: -$7,4022016Revenue 2017: $110,229Expenses 2017: $108,137Net Income 2017: $2,0922017Revenue 2019: $103,976Expenses 2019: $105,855Net Income 2019: -$1,8792019Revenue 2020: $62,406Expenses 2020: $60,922Net Income 2020: $1,4842020Revenue 2021: $13,994Expenses 2021: $17,823Net Income 2021: -$3,8292021Revenue 2022: $74,313Expenses 2022: $59,359Net Income 2022: $14,9542022

Highlighted filing

2020

Revenue$62,406
Expenses$60,922
Net Income$1,484
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 3, 2020
Return Version
2019v5.1
Gross Receipts
$62,406
Mission and Program Overview

Mission

To promote the welfare of children in the home, school, community and place of worship. To raise the standards of home life. To bring into closer relationship the home and the school so that parents and teachers may cooperate intelligently in the education of children.

To promote the welfare of children in the home, school, community and place of worship. To raise the standards of home life. To bring into closer relationship the home and the school so that parents & teachers may cooperate intelligently educating children.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$6,292$7,776▲ $1,484
Cash and Non-Interest-Bearing Accounts$5,005$5,094▲ $89
Savings and Temporary Cash Investments$1,287$2,682▲ $1,395
Total Assets$6,292$7,776▲ $1,484
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,292$7,776▲ $1,484
Total Liabilities and Net Assets / Fund Balance$6,292$7,776▲ $1,484
Compensation and Service Providers

Board Members and Trustees

NameTitle
Leila DewarPresident
Tracy RobertsHistorian
Danielle AlonzoSecretary
Jenney ArringtonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,038
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$59,368
Change in Net Assets
$1,484
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$60,922
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$15,266--$15,266
Other Expenses$15,016$60-$15,016
Payments to Affiliates-$1,174-$1,174
Fees for Services Other-$900-$900
Office Expenses-$650-$650
Fees for Services Accounting-$300-$300
Insurance-$232-$232
Total Functional Expenses$57,606$3,316$0$60,922
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The return was reviewed by the executive officers prior to approval and signing.”

Governing documents etc available to public Part VI line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Ridgeview Elementary Pta
EIN
33-0419026
Address
11021 SUNNYSIDE DRIVE, Yucaipa, CA 92399

Signing Officer

Name
Jenney Arrington
Title
Treasurer
Phone
9099048441
Signed
2020-11-03
Discuss with paid preparer
No

Organization Details

Formed
2012
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Scott H Greenwood EA Inc
Address
11 N 6th Street, Redlands, CA 92373
Preparer
Scott H Greenwood
Phone
9097925056
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

“Miscellaneous administrative costs. $900.”

List of other expenses Part IX line 24E

“Miscellaneous other program services expenses. $15,266.”

Raw XML Appendix312 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE AVAILABLE UPON REQUEST.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MISCELLANEOUS OTHER PROGRAM SERVICES EXPENSES. $15,266.
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ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$7,776
Liabilities
$0
Net assets
$7,776
Revenue
$62,406
Expenses
$60,922
Net income
$1,484
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.74$0.59$0.15
2021Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.14$0.18$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.62$0.61$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$1.04$1.06$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$1.10$1.08$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$1.12$1.19$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$1.26$1.18$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$1.16$1.15$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.00$0.06$1.53
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.00$0.11$0.92
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.00$0.07$0.80