Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2018 • EIN 55-0788164

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 22, 2018

1350 Valencia RoadCorona, CA 92881-0739

(951) 736-3455

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

18th percentile

-16%

Higher net margin than 18% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

18th percentile

-24%

Faster asset growth than 18% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

74th percentile

22%

Faster revenue growth than 74% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$21,415

Down $6,881 (-24%) from 2017

Net Assets

Down

$21,415

Down $6,881 (-24%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$42,284

Up $7,654 (+22%) from 2017

Expenses

Up

$49,171

Up $12,198 (+33%) from 2017

Net Income

Down

-$6,887

Down $4,544 (-194%) from 2017

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2011: $19,692Net Assets 2011: $19,6922011Assets 2012: $10,753Liabilities 2012: $02012Assets 2013: $16,286Liabilities 2013: $0Net Assets 2013: $16,2862013Assets 2014: $20,227Liabilities 2014: $02014Assets 2016: $30,591Liabilities 2016: $02016Assets 2017: $28,296Liabilities 2017: $0Net Assets 2017: $28,2962017Assets 2018: $21,415Liabilities 2018: $0Net Assets 2018: $21,4152018Assets 2019: $26,908Liabilities 2019: $0Net Assets 2019: $26,9082019Assets 2020: $39,085Liabilities 2020: $0Net Assets 2020: $39,0852020Assets 2021: $26,096Liabilities 2021: $0Net Assets 2021: $26,0962021

Highlighted filing

2018

Assets$21,415
Liabilities$0
Net Assets$21,415

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $26,618Expenses 2011: $35,878Net Income 2011: -$9,2602011Revenue 2012: $24,967Expenses 2012: $33,906Net Income 2012: -$8,9392012Revenue 2013: $15,930Expenses 2013: $10,397Net Income 2013: $5,5332013Revenue 2014: $27,000Expenses 2014: $23,059Net Income 2014: $3,9412014Revenue 2016: $50,581Expenses 2016: $48,996Net Income 2016: $1,5852016Revenue 2017: $34,630Expenses 2017: $36,973Net Income 2017: -$2,3432017Revenue 2018: $42,284Expenses 2018: $49,171Net Income 2018: -$6,8872018Revenue 2019: $80,815Expenses 2019: $75,323Net Income 2019: $5,4922019Revenue 2020: $49,594Expenses 2020: $37,417Net Income 2020: $12,1772020Revenue 2021: $138Expenses 2021: $13,289Net Income 2021: -$13,1512021

Highlighted filing

2018

Revenue$42,284
Expenses$49,171
Net Income-$6,887
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 22, 2018
Return Version
2017v2.2
Gross Receipts
$58,325
Mission and Program Overview

Mission

CHILDRENS ADVOCACY

Program Services

DescriptionGrantsExpenses
FAMILY NIGHTS BOOKS ENRICHMENT & ART PROGRAMS WERE ALL PROVIDED TO THE 800 STUDENTS AT THIS SCHOOL-$44,945
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTINA RICEPresidentPT$0--
JENNIFER SCHUCHSecretaryPT$0--
ANNETTE TERRIQUEZTreasurerPT$0--
GINA SARAGOSAHsitorian And VPPT$0--
AMBER CHAMBERSParliamentarianPT$0--
MELISSA REXROATVP ProgramsPT$0--
ALICE LEYVASVP MembershipPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundrsr$32,112$32,112$16,041$16,071
Total Events$32,112$32,112$16,041$16,071
Filing and Contact Details

Filer

Filer Name
Pta California Congress Parents Teachers Students
EIN
55-0788164
Address
1350 VALENCIA ROAD, Corona, CA 92881-0739

Signing Officer

Name
Annette Terriquez
Title
Treasurer
Phone
9517363455
Signed
2018-10-22
Discuss with paid preparer
Yes

Preparer

Firm
Cecilia Ornelas
Address
1020 6th st, Corona, CA 92879
Preparer
Cecilia L Ornelas
Phone
9517374422
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description AmountBANK FEES REIMBURSED 44CASH BOX 592

Description of other expenses Part I line 16

Description AmountPROGRAM EXPENSES 44,945INSURANCE,ASSESSMENT & FILING FEES 553OFFICE EXPENSES, BANK FEES 634OFFICERS EXPENSES 140WEBSITE RENEWAL AND PROGRAM 100TRAINING 120MEMBERSHIP PER CAPITA AND EXPENSES 14HOSPITALITY 1,945TAX PREPARATION 120CASH BOX 600

Other changes in net assets or fund balances Part I line 20

Description AmountROUNDING 6

Raw XML Appendix188 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/PersonNm0CHRISTINA RICE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GINA SARAGOSA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AMBER CHAMBERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MELISSA REXROAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ALICE LEYVAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3HSITORIAN AND VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP MEMBERSHIP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt06
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IRS990EZ/OtherRevenueTotalAmt0636
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt044945
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IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalRevenueAmt042284
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0972
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05790
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt049136
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt052543
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0280505
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt058325
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016071
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016041
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016041
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountBANK FEES REIMBURSED 44CASH BOX 592
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountPROGRAM EXPENSES 44,945INSURANCE,ASSESSMENT & FILING FEES 553OFFICE EXPENSES, BANK FEES 634OFFICERS EXPENSES 140WEBSITE RENEWAL AND PROGRAM 100TRAINING 120MEMBERSHIP PER CAPITA AND EXPENSES 14HOSPITALITY 1,945TAX PREPARATION 120CASH BOX 600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountROUNDING 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNETTE TERRIQUEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09517363455
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CALIFORNIA CONGRESS PARENTS TEACHERS STUDENTS
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0550788164
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.205.71.67
ReturnHeader/FilingSecurityInformation/IPDt02018-10-22
ReturnHeader/FilingSecurityInformation/IPTm019:52:43
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472013877
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01020 6th st
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Corona
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ReturnHeader/PreparerPersonGrp/PhoneNum09517374422
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cecilia L Ornelas
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-10-18T18:54:03-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings