Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2021 • EIN 33-0762233

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 02, 2021

1050 Arlington AvenueCosta Mesa, CA 92626

(714) 424-7930

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

26th percentile

-8.0%

Higher net margin than 26% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

32nd percentile

-4.3%

Faster asset growth than 32% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

11th percentile

-66%

Faster revenue growth than 11% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$39,604

Down $1,774 (-4.3%) from 2020

Net Assets

Down

$39,604

Down $1,774 (-4.3%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$22,301

Down $43,595 (-66%) from 2020

Expenses

Down

$24,075

Down $35,636 (-60%) from 2020

Net Income

Down

-$1,774

Down $7,959 (-129%) from 2020

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2014: $37,933Liabilities 2014: $0Net Assets 2014: $37,9332014Assets 2015: $34,862Liabilities 2015: $0Net Assets 2015: $34,8622015Assets 2017: $33,682Net Assets 2017: $33,6822017Assets 2018: $39,321Net Assets 2018: $39,3212018Assets 2019: $35,193Net Assets 2019: $35,1932019Assets 2020: $41,378Net Assets 2020: $41,3782020Assets 2021: $39,604Net Assets 2021: $39,6042021Assets 2023: $44,215Net Assets 2023: $44,2152023Assets 2024: $34,270Net Assets 2024: $34,2702024

Highlighted filing

2021

Assets$39,604
Liabilities-
Net Assets$39,604

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2014: $118,014Expenses 2014: $108,170Net Income 2014: $9,8442014Revenue 2015: $68,992Expenses 2015: $72,063Net Income 2015: -$3,0712015Revenue 2017: $50,200Expenses 2017: $58,979Net Income 2017: -$8,7792017Revenue 2018: $57,101Expenses 2018: $51,462Net Income 2018: $5,6392018Revenue 2019: $71,366Expenses 2019: $75,494Net Income 2019: -$4,1282019Revenue 2020: $65,896Expenses 2020: $59,711Net Income 2020: $6,1852020Revenue 2021: $22,301Expenses 2021: $24,075Net Income 2021: -$1,7742021Revenue 2023: $113,016Expenses 2023: $90,637Net Income 2023: $22,3792023Revenue 2024: $110,301Expenses 2024: $120,246Net Income 2024: -$9,9452024

Highlighted filing

2021

Revenue$22,301
Expenses$24,075
Net Income-$1,774
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 2, 2021
Return Version
2020v4.0
Gross Receipts
$26,732
Mission and Program Overview

Mission

To provide Educational Services & Support for Elementary School Students

The mission of the California State PTA is 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
Facilitate opportunities to enhance the school, family and community experience through family fun nights, a school play, spirit merchandise, yearbooks and other family events.$11,045-
Provide additional funds for teacher and staff support, library support, music and other programs.$6,523-
Support programs for expanded educational opportunities including assemblies, field trips and and Art programs.$3,978-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrea FurchesPresidentPT$0--
Andrea McGaryVice President-$0--
Lexie ButtreyVice President-$0--
Nathan LevoitRecording Secy-$0--
Tracy HoltonFinancial Secy-$0--
Rena DearTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
PTA Davis School
EIN
33-0762233
Phone
7144247930
Address
1050 Arlington Avenue, Costa Mesa, CA 92626

Signing Officer

Name
Andrea Furches
Title
President
Signed
2021-09-02
Discuss with paid preparer
Yes

Preparer

Firm
Lisa L Coryell CPA
Address
3770 Black Pine, Yorba Linda, CA 92886
Preparer
Lisa L Coryell CPA
Phone
7147450100
Supplemental Narrative

Additional Explanations

Other Expenses.1

Spirit Merchandise $7302

Other Expenses.2

Teacher & Staff Support $6130

Other Expenses.3

Assemblies $3411

Other Expenses.4

Yearbooks $3280

Other Expenses.5

Supplies and other Admin exp. $1213

Other Expenses.6

Tax Preparation $685

Other Expenses.7

Art Programs $477

Other Expenses.8

Other school programs $393

Other Expenses.9

Membership Exp. $348

Other Expenses.10

Family Fun Nights $348

Other Expenses.11

Insurance $258

Other Expenses.12

School Play $115

Other Expenses.13

Field Trips $90

Other Expenses.14

Tax Filing Fees $25

Raw XML Appendix203 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/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherExpensesTotalAmt024075
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Spirit Merchandise $7302
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Teacher & Staff Support $6130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Assemblies $3411
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Yearbooks $3280
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Supplies and other Admin exp. $1213
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Tax Preparation $685
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Tax Filing Fees $25
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Andrea Furches
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Davis School
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CA Congress of Parents & Teachers Inc
ReturnHeader/Filer/BusinessNameControlTxt0PTAD
ReturnHeader/Filer/EIN0330762233
ReturnHeader/Filer/PhoneNum07144247930
ReturnHeader/Filer/USAddress/AddressLine1Txt01050 Arlington Avenue
ReturnHeader/Filer/USAddress/CityNm0Costa Mesa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092626
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0844521491
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lisa L Coryell CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03770 Black Pine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Yorba Linda
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum07147450100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lisa L Coryell CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-09-02T11:51:16-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Andrea
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Furches
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • <$500k nonprofits