Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2019 • EIN 33-0872265

Jul 01, 2018 to Jun 30, 2019 • Filed on May 13, 2020

Organization ProfileN/A
2450 W Alton AveSanta Ana, CA 92704

(714) 430-5800

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

63rd percentile

10%

Higher net margin than 63% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

74th percentile

23%

Faster asset growth than 74% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

56th percentile

5.0%

Faster revenue growth than 56% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$24,643

Up $4,604 (+23%) from 2018

Net Assets

Up

$24,643

Up $4,604 (+23%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin63rd percentile

Revenue

Up

$45,653

Up $2,170 (+5.0%) from 2018

Expenses

Down

$41,049

Down $10,974 (-21%) from 2018

Net Income

Up

$4,604

Up $13,144 (+154%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$30K$20K$10K$0Assets 2018: $20,039Net Assets 2018: $20,0392018Assets 2019: $24,643Net Assets 2019: $24,6432019Assets 2020: $24,643Net Assets 2020: $24,6432020Assets 2021: $24,590Net Assets 2021: $24,5902021Assets 2022: $12,932Net Assets 2022: $12,9322022Assets 2023: $27,576Net Assets 2023: $27,5762023

Highlighted filing

2019

Assets$24,643
Liabilities-
Net Assets$24,643
Open 2019 Filing

Operations Trend

Revenue Growth56th percentile

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

$60K$40K$20K$0-$20KRevenue 2018: $43,483Expenses 2018: $52,023Net Income 2018: -$8,5402018Revenue 2019: $45,653Expenses 2019: $41,049Net Income 2019: $4,6042019Revenue 2021: -$398Expenses 2021: $5,138Net Income 2021: -$5,5362021Revenue 2022: $3,981Expenses 2022: $15,639Net Income 2022: -$11,6582022Revenue 2023: $34,965Expenses 2023: $20,321Net Income 2023: $14,6442023

Highlighted filing

2019

Revenue$45,653
Expenses$41,049
Net Income$4,604
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 13, 2020
Return Version
2018v3.2
Gross Receipts
$96,786
Mission and Program Overview

Mission

PUBLIC SCHOOL PTA

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT, ENRICHMENT, EDUCATION-$35,780
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BESSY VARELATreasurer-$0--
VERONICA ZARATECurrent Pres-$0--
LEILA MARIANOVice-Preside-$0--
CLAUDIA SERRANOVice-Preside-$0--
NANCY DE LEONSecretary-$0--
MARI RIOSPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
West Coast Fund$38,334$38,334$21,431$16,903
Chocolate Sale$33,475$33,475$18,115$15,360
Total Events$79,967$79,967$41,115$38,852
Filing and Contact Details

Filer

Filer Name
Jim Thorpe Fundamental Pta
EIN
33-0872265
Phone
7144305800
Address
2450 W ALTON AVE, SANTA ANA, CA 92704

Signing Officer

Name
Veronica Zarate
Title
Current President
Phone
7144305800
Signed
2020-05-13

Preparer

Firm
Foresight CPA Group Pc
Address
10897 S RIVER FRONT PKWY STE 125, SOUTH JORDAN, UT 84095
Preparer
Adam Dayton CPA
Phone
8014159636
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses meet the masters 5,154 field trips 12,000 library comm svcs 1,215 special projects 11,403 yearbook 3,921 teacher recognition 2,087 administrative expense 5,269 total 41,049”

Raw XML Appendix168 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BESSY VARELA
IRS990EZ/BooksInCareOfDetail/PhoneNum07144305800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02450 W ALTON AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTA ANA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092704
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020039
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024643
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03349
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04604
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020039
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024643
IRS990EZ/FundraisingGrossIncomeAmt089830
IRS990EZ/GrossReceiptsAmt096786
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02550
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020039
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024643
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020039
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024643
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BESSY VARELA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VERONICA ZARATE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LEILA MARIANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CLAUDIA SERRANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NANCY DE LEON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARI RIOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CURRENT PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt041049
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PUBLIC SCHOOL PTA
IRS990EZ/ProgramServiceRevenueAmt01057
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORT, ENRICHMENT, EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035780
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt051133
IRS990EZ/SpecialEventsNetIncomeLossAmt038697
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041049
IRS990EZ/TotalProgramServiceExpensesAmt035780
IRS990EZ/TotalRevenueAmt045653
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03349
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02918
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05483
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02607
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02186
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt016543
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt093437
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt077219
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0124839
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0109355
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt099774
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0504624
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0521167
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt096786
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt080137
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0130322
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0111962
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0101960
IRS990ScheduleA/Total509Grp/TotalAmt0521167
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt096786
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt080137
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0130322
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0111962
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0101960
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0521167
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt041115
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WEST COAST FUND
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CHOCOLATE SALE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt038334
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt033475
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt08158
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt079967
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt038334
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt033475
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt08158
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt079967
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt038852
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01569
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt041115
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt021431
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt018115
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MEET THE MASTERS 5,154 FIELD TRIPS 12,000 LIBRARY COMM SVCS 1,215 SPECIAL PROJECTS 11,403 YEARBOOK 3,921 TEACHER RECOGNITION 2,087 ADMINISTRATIVE EXPENSE 5,269 TOTAL 41,049
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0VERONICA ZARATE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CURRENT PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07144305800
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JIM THORPE FUNDAMENTAL PTA
ReturnHeader/Filer/BusinessNameControlTxt0JIMT
ReturnHeader/Filer/EIN0330872265
ReturnHeader/Filer/PhoneNum07144305800
ReturnHeader/Filer/USAddress/AddressLine1Txt02450 W ALTON AVE
ReturnHeader/Filer/USAddress/CityNm0SANTA ANA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092704
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D7BB3A7637F86C993F30A23BB7D7C7CE7C8B3E71
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D7BB3A7637F86C993F30A23BB7D7C7CE7C8B3E71
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0166.70.163.178
ReturnHeader/FilingSecurityInformation/IPDt02020-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:17:20
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0830844426
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORESIGHT CPA GROUP PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010897 S RIVER FRONT PKWY STE 125
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTH JORDAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084095
ReturnHeader/PreparerPersonGrp/PhoneNum08014159636
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADAM DAYTON CPA
ReturnHeader/ReturnTs02020-05-14T12:17:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,643
Liabilities
-
Net assets
$24,643
Revenue
$45,653
Expenses
$41,049
Net income
$4,604
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.6$27.6$35.0$20.3$14.6
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.9$12.9$3.98$15.6$11.7
2021Detailed filing. Detailed filing data is available for this year.$24.6$24.6$0.40$5.14$5.54
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.6$24.6
2019Detailed filing. Detailed filing data is available for this year.$24.6$24.6$45.7$41.0$4.60
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.0$20.0$43.5$52.0$8.54