Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2015 • EIN 33-0546534

Mar 01, 2014 to Feb 28, 2015 • Filed on Jul 29, 2015

Organization ProfileN/A
16801 Yvette AvenueCerritos, CA 90703

(562) 926-1321

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

15th percentile

-21%

Higher net margin than 15% of similar nonprofits.

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

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.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$37,067

No earlier filing loaded for comparison.

Net Assets

$37,067

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin15th percentile

Revenue

$48,851

No earlier filing loaded for comparison.

Expenses

$59,125

No earlier filing loaded for comparison.

Net Income

-$10,274

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$40K$30K$20K$10K$0Assets 2015: $37,067Net Assets 2015: $37,0672015

Highlighted filing

2015

Assets$37,067
Liabilities-
Net Assets$37,067
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2015: $48,851Expenses 2015: $59,125Net Income 2015: -$10,2742015

Highlighted filing

2015

Revenue$48,851
Expenses$59,125
Net Income-$10,274
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2014 to Feb 28, 2015
Signed
Jul 29, 2015
Return Version
2014v5.0
Gross Receipts
$58,408
Mission and Program Overview

Mission

To positively impact the lives of all children and families by representing our members, and empowering and supporting them with skills in advocacy, leadership and communication.

Program Services

DescriptionGrantsExpenses
PROVIDED ENRICHMENT FOR THE STUDENTS AND FUNDS FOR THE SCHOOL TO SUPPLEMENT BUDGET SHORTFALLS.$57,727-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA TONEYPresident-$0--
LUPE LARASecretary-$0--
KENYA JONESTreasurer-$0--
LAURA WATSONVice President-$0--
KESHA WELLSVice President-$0--
MELINDA CRANDALLVice President-$0--
BRANDI ROBINSONVice President-$0--
CELENA LEMERCIERVice President-$0--
JENNIFER REIDFinancial Secr-$0--
KATE FERNANDOHospitality-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various Fundraisers$38,198$38,198$9,557$28,641
Total Events$38,198$38,198$9,557$28,641
Filing and Contact Details

Filer

Filer Name
Helen Wittmann Elementary School Pta
EIN
33-0546534
Phone
5629261321
Address
16801 YVETTE AVENUE, CERRITOS, CA 90703

Signing Officer

Name
Melissa Toney
Title
President
Signed
2015-07-29
Discuss with paid preparer
Yes

Preparer

Firm
Pedersen & Fernando CPAs
Address
10900 E 183rd Street 100, Cerritos, CA 90703
Preparer
D Manilal FernandoCPA
Phone
5624024700
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $309”

Other Expenses.1

“Student enrichment $37760”

Other Expenses.2

“Donations to wittmann ele.sch $17766”

Other Expenses.3

“Meetings and luncheons $2201”

Other Expenses.4

“Dues and subscriptions $1089”

Raw XML Appendix178 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/OfficerDirectorTrusteeEmplGrp/PersonNm7CELENA LEMERCIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JENNIFER REID
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KATE FERNANDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Financial Secr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Hospitality
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt059125
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt028641
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt059125
IRS990EZ/TotalProgramServiceExpensesAmt057727
IRS990EZ/TotalRevenueAmt048851
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt020210
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt011639
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt031849
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0117000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09557
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0VARIOUS FUNDRAISERS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt038198
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $309
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STUDENT ENRICHMENT $37760
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DONATIONS TO WITTMANN ELE.SCH $17766
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEETINGS AND LUNCHEONS $2201
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DUES AND SUBSCRIPTIONS $1089
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA TONEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELEN WITTMANN ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0HELE
ReturnHeader/Filer/EIN0330546534
ReturnHeader/Filer/PhoneNum05629261321
ReturnHeader/Filer/USAddress/AddressLine1Txt016801 YVETTE AVENUE
ReturnHeader/Filer/USAddress/CityNm0CERRITOS
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ReturnHeader/Filer/USAddress/ZIPCd090703
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010900 E 183rd Street 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cerritos
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090703
ReturnHeader/PreparerPersonGrp/PhoneNum05624024700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0D Manilal FernandoCPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-07-29T13:51:22-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-03-01
ReturnHeader/TaxPeriodEndDt02015-02-28
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,067
Liabilities
-
Net assets
$37,067
Revenue
$48,851
Expenses
$59,125
Net income
-$10,274
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$37.1$37.1$48.9$59.1$10.3