Civic Intelligence

PTA California Congress of Parents- Res Rancho Elementary School

990EZ • Fiscal year 2016 • EIN 33-0501451

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 05, 2016

Organization ProfileN/A
31530 LA SerenaTemecula, CA 92591

(951) 378-1140

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

52nd percentile

4.1%

Higher net margin than 52% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

59th percentile

7.4%

Faster asset growth than 59% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

54th percentile

3.4%

Faster revenue growth than 54% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$15,011

Up $1,033 (+7.4%) from 2015

Net Assets

Up

$15,011

Up $1,033 (+7.4%) from 2015

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin52nd percentile

Revenue

Up

$24,732

Up $813 (+3.4%) from 2015

Expenses

Up

$23,713

Up $972 (+4.3%) from 2015

Net Income

Down

$1,019

Down $159 (-13%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$30K$20K$10K$0Assets 2014: $12,800Net Assets 2014: $12,8002014Assets 2015: $13,978Net Assets 2015: $13,9782015Assets 2016: $15,011Liabilities 2016: $0Net Assets 2016: $15,0112016Assets 2017: $16,310Liabilities 2017: $0Net Assets 2017: $16,3102017Assets 2018: $10,062Liabilities 2018: $0Net Assets 2018: $10,0622018Assets 2019: $10,597Liabilities 2019: $0Net Assets 2019: $10,5972019Assets 2023: $23,154Net Assets 2023: $23,1542023Assets 2024: $19,746Net Assets 2024: $19,7462024Assets 2025: $27,061Net Assets 2025: $27,0612025

Highlighted filing

2016

Assets$15,011
Liabilities$0
Net Assets$15,011
Open 2016 Filing

Operations Trend

Revenue Growth54th percentile

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

$60K$40K$20K$0-$20KRevenue 2014: $20,973Expenses 2014: $22,105Net Income 2014: -$1,1322014Revenue 2015: $23,919Expenses 2015: $22,741Net Income 2015: $1,1782015Revenue 2016: $24,732Expenses 2016: $23,713Net Income 2016: $1,0192016Revenue 2017: $24,370Expenses 2017: $23,328Net Income 2017: $1,0422017Revenue 2018: $13,890Expenses 2018: $20,138Net Income 2018: -$6,2482018Revenue 2019: $43,829Expenses 2019: $43,294Net Income 2019: $5352019Revenue 2023: $34,312Expenses 2023: $28,753Net Income 2023: $5,5592023Revenue 2024: $29,498Expenses 2024: $32,906Net Income 2024: -$3,4082024Revenue 2025: $41,748Expenses 2025: $34,433Net Income 2025: $7,3152025

Highlighted filing

2016

Revenue$24,732
Expenses$23,713
Net Income$1,019
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 5, 2016
Return Version
2015v2.1
Gross Receipts
$57,645
Mission and Program Overview

Mission

Assisting the schools student body

Assiting the schools student body

Program Services

DescriptionGrantsExpenses
ASSISTING STUDENT BODY BY PROVIDING ASSEMBLIES FIELD TRIPS AND OTHER ACTIVITIES AND SUPPLIES NOT PROVIDED FOR FROM THE SCHOOL DISTRICT BUDGET-$32,913
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA WALLERPresidentPT$0--
SUMMER TITTLEVice PresidentPT$0--
AMBER GARCIATreasurerPT$0--
KIM LEGGSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraiser$11,099$11,099$5,763$5,336
Trek for Tec$9,326$9,326$9,326$0
Total Events$36,989$36,989$24,623$12,366
Filing and Contact Details

Filer

Filer Name
Pta California Congress of Parents
EIN
33-0501451
Address
31530 LA SERENA, TEMECULA, CA 92591

Signing Officer

Name
Lisa Waller
Title
Treasurer
Phone
9513781140
Signed
2016-12-05
Discuss with paid preparer
No

Preparer

Firm
Jch Tax Group
Address
28910 RANCHO CALIF RD STE 201, TEMECULA, CA 92590
Preparer
John Hadjis
Phone
9516950900
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountadministrative 7,155assemblies 425field trips 8,031scholarships 360marketing 914coordination 204parent student programs 1,762library phys education 4,262student recognition awards 600”

Raw XML Appendix162 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/PhoneNum09513781140
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TEMECULA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092591
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt051826
IRS990EZ/GrossReceiptsAmt057645
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt06
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013992
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015011
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LISA WALLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUMMER TITTLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMBER GARCIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KIM LEGG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt023713
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ASSITING THE SCHOOLS STUDENT BODY
IRS990EZ/ProgramServiceRevenueAmt0117
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ASSISTING STUDENT BODY BY PROVIDING ASSEMBLIES FIELD TRIPS AND OTHER ACTIVITIES AND SUPPLIES NOT PROVIDED FOR FROM THE SCHOOL DISTRICT BUDGET
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt032913
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt032913
IRS990EZ/SpecialEventsNetIncomeLossAmt018913
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023713
IRS990EZ/TotalProgramServiceExpensesAmt032913
IRS990EZ/TotalRevenueAmt024732
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05798
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06307
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05940
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03279
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt021324
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt051847
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt053342
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt053998
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt059173
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0218360
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt057645
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt059649
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt059938
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt062452
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt0239684
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0239684
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt057645
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt059649
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt059938
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt062452
IRS990ScheduleA/Total509Grp/TotalAmt0239684
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0115290
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0119298
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0119876
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0124904
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0479368
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024623
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0TREK FOR TEC
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt011099
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09326
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt016564
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011099
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09326
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt016564
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt036989
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012366
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt09534
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt024623
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05763
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09326
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTADMINISTRATIVE 7,155ASSEMBLIES 425FIELD TRIPS 8,031SCHOLARSHIPS 360MARKETING 914COORDINATION 204PARENT STUDENT PROGRAMS 1,762LIBRARY PHYS EDUCATION 4,262STUDENT RECOGNITION AWARDS 600
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA WALLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09513781140
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CALIFORNIA CONGRESS OF PARENTS
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0330501451
ReturnHeader/Filer/USAddress/AddressLine1Txt031530 LA SERENA
ReturnHeader/Filer/USAddress/CityNm0TEMECULA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092591
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330685182
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JCH TAX GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt028910 RANCHO CALIF RD STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TEMECULA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092590
ReturnHeader/PreparerPersonGrp/PhoneNum09516950900
ReturnHeader/PreparerPersonGrp/PreparationDt02016-12-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN HADJIS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-12-07T11:01:19-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,011
Liabilities
$0
Net assets
$15,011
Revenue
$24,732
Expenses
$23,713
Net income
$1,019
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$27.1$27.1$41.7$34.4$7.32
2024Detailed filing. Detailed filing data is available for this year.$19.7$19.7$29.5$32.9$3.41
2023Detailed filing. Detailed filing data is available for this year.$23.2$23.2$34.3$28.8$5.56
2019Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$43.8$43.3$0.54
2018Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$13.9$20.1$6.25
2017Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$24.4$23.3$1.04
2016Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$24.7$23.7$1.02
2015Detailed filing. Detailed filing data is available for this year.$14.0$14.0$23.9$22.7$1.18
2014Detailed filing. Detailed filing data is available for this year.$12.8$12.8$21.0$22.1$1.13