Civic Intelligence

PTA California Congress of Parents- Res Rancho Elementary School

990EZ • Fiscal year 2017 • EIN 33-0501451

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 13, 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

52nd percentile

4.3%

Higher net margin than 52% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

60th percentile

8.7%

Faster asset growth than 60% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

45th percentile

-1.5%

Faster revenue growth than 45% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$16,310

Up $1,299 (+8.7%) from 2016

Net Assets

Up

$16,310

Up $1,299 (+8.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin52nd percentile

Revenue

Down

$24,370

Down $362 (-1.5%) from 2016

Expenses

Down

$23,328

Down $385 (-1.6%) from 2016

Net Income

Up

$1,042

Up $23 (+2.3%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2017

Assets$16,310
Liabilities$0
Net Assets$16,310
Open 2017 Filing

Operations Trend

Revenue Growth45th 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

2017

Revenue$24,370
Expenses$23,328
Net Income$1,042
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$57,534
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-$32,564
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMBER GARCIAPresidentPT$0--
LISA WALLERVice PresidentPT$0--
ERIN CURTISTreasurerPT$0--
MONICA TOTHSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraiser$10,472$10,472$5,884$4,588
Trek for Tec$9,760$9,760$9,760$0
Total Events$37,980$37,980$27,495$10,485
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
Erin Curtis
Title
Treasurer
Phone
9513781140
Signed
2017-11-13
Discuss with paid preparer
No

Preparer

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

Additional Explanations

Description of other expenses Part I line 16

“Description amountadministrative 1,243assemblies 5,000field trips 7,336scholarships 789marketing 832coordination 333parent student programs 2,657library phys education 4,586student recognition awards 552”

Raw XML Appendix177 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/BooksInCareOfDetail/USAddress/AddressLine1Txt031530 LA SERENA
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TEMECULA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092591
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IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016310
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt050583
IRS990EZ/GrossReceiptsAmt057534
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015268
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMBER GARCIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LISA WALLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERIN CURTIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MONICA TOTH
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/OtherExpensesTotalAmt023328
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ASSITING THE SCHOOLS STUDENT BODY
IRS990EZ/ProgramServiceRevenueAmt0113
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/ProgramServiceExpensesAmt032564
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt033164
IRS990EZ/SpecialEventsNetIncomeLossAmt017419
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023328
IRS990EZ/TotalProgramServiceExpensesAmt032564
IRS990EZ/TotalRevenueAmt024370
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06951
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05798
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06307
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05940
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03279
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt028275
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt051496
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt051847
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt053342
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt053998
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0269856
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt058447
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt057645
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt059649
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt059938
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt062452
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt0298131
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.50000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0298131
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt058447
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IRS990ScheduleA/Total509Grp/TotalAmt0298131
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0116894
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0119876
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0124904
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0596262
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt027495
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0TREK FOR TEC
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010472
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09760
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt017748
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010472
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09760
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt017748
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt037980
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010485
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt011851
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt027495
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05884
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09760
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTADMINISTRATIVE 1,243ASSEMBLIES 5,000FIELD TRIPS 7,336SCHOLARSHIPS 789MARKETING 832COORDINATION 333PARENT STUDENT PROGRAMS 2,657LIBRARY PHYS EDUCATION 4,586STUDENT RECOGNITION AWARDS 552
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIN CURTIS
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ReturnHeader/BusinessOfficerGrp/PhoneNum09513781140
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
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
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.138.181.220
ReturnHeader/FilingSecurityInformation/IPDt02017-11-15
ReturnHeader/FilingSecurityInformation/IPTm019:34:37
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330685182
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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/PreparationDt02017-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Chris Hadjis
ReturnHeader/ReturnTs02017-11-15T19:28:54-05:00
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
$16,310
Liabilities
$0
Net assets
$16,310
Revenue
$24,370
Expenses
$23,328
Net income
$1,042
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