Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2018 • EIN 56-2383905

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 09, 2018

40521 35th Street WestPalmdale, CA 93551

(661) 722-2896

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

11th percentile

-33%

Higher net margin than 11% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

13th percentile

-36%

Faster asset growth than 13% of similar nonprofits.

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

Revenue Growth

30th percentile

-13%

Faster revenue growth than 30% of similar nonprofits.

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

Assets

Down

$25,807

Down $14,459 (-36%) from 2017

Net Assets

Down

$25,807

Down $14,459 (-36%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$43,636

Down $6,500 (-13%) from 2017

Expenses

Up

$58,095

Up $18,704 (+47%) from 2017

Net Income

Down

-$14,459

Down $25,204 (-235%) from 2017

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $32,486Liabilities 2011: $0Net Assets 2011: $32,4862011Assets 2012: $35,244Liabilities 2012: $02012Assets 2013: $23,613Liabilities 2013: $0Net Assets 2013: $23,6132013Assets 2014: $24,196Liabilities 2014: $0Net Assets 2014: $24,1962014Assets 2015: $33,349Liabilities 2015: $02015Assets 2016: $29,521Liabilities 2016: $0Net Assets 2016: $29,5212016Assets 2017: $40,266Liabilities 2017: $0Net Assets 2017: $40,2662017Assets 2018: $25,807Liabilities 2018: $0Net Assets 2018: $25,8072018Assets 2019: $11,138Liabilities 2019: $0Net Assets 2019: $11,1382019Assets 2020: $45,400Liabilities 2020: $0Net Assets 2020: $45,4002020

Highlighted filing

2018

Assets$25,807
Liabilities$0
Net Assets$25,807

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $20,768Expenses 2011: $28,210Net Income 2011: -$7,4422011Revenue 2012: $41,041Expenses 2012: $38,283Net Income 2012: $2,7582012Revenue 2013: $26,015Expenses 2013: $37,646Net Income 2013: -$11,6312013Revenue 2014: $36,127Expenses 2014: $35,544Net Income 2014: $5832014Revenue 2015: $59,002Expenses 2015: $49,849Net Income 2015: $9,1532015Revenue 2016: $46,300Expenses 2016: $50,128Net Income 2016: -$3,8282016Revenue 2017: $50,136Expenses 2017: $39,391Net Income 2017: $10,7452017Revenue 2018: $43,636Expenses 2018: $58,095Net Income 2018: -$14,4592018Revenue 2019: $41,052Expenses 2019: $55,721Net Income 2019: -$14,6692019Revenue 2020: $57,121Expenses 2020: $22,859Net Income 2020: $34,2622020

Highlighted filing

2018

Revenue$43,636
Expenses$58,095
Net Income-$14,459
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 9, 2018
Return Version
2017v2.2
Gross Receipts
$105,776
Mission and Program Overview

Mission

To develop and promote elementary school education activities through parental involvement and interaction with the local public education agency, esperanza elementary school.

Program Services

DescriptionGrantsExpenses
TO DEVELOP AND PROMOTE ELEMENTARY SCHOOL EDUCATION ACTIVITIES THROUGH PARENTAL INVOLVEMENT AND INTERACTION WITH THE LOCAL PUBLIC EDUCATION AGENCY, PALMDALE SCHOOL DISTRCT.$57,720-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARRIE MECHAMWays And Means-$0--
MARY KECHEDZHYANVice President-$0--
BRITTA SCHNEIDERSecretary-$0--
BRIAN SCHILLERTreasurer-$0--
CASSIE WOODHospitality-$0--
DAVINA O'CONNORAuditor-$0--
GARY GRAVESPresident-$0--
MELISSA ALMAREZHistorian-$0--
BRI BARNESTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall & Spring Events$35,567$35,567$17,206$18,361
Bookfair$18,678$18,678$18,485$193
Total Events$93,996$93,996$59,832$34,164
Filing and Contact Details

Filer

Filer Name
Esperanza Elementary School Pta
EIN
56-2383905
Phone
6617222896
Address
40521 35TH STREET WEST, PALMDALE, CA 93551

Signing Officer

Name
Carrie Mecham
Title
President
Signed
2018-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Burkey Cox Evans & Bradford
Address
1058 W AVENUE M14, PALMDALE, CA 93551-1440
Preparer
Scott Evans CPA CFP
Phone
6612672005
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $1028

Other Expenses.1002

Office Expenses $368

Other Expenses.1007

Conferences, Conventions, and Meetings $836

Other Expenses.1012

Insurance $228

Other Expenses.1

AR PROGRAM $16525

Other Expenses.2

FIELD TRIPS $11618

Other Expenses.3

OPERATIONAL COSTS $5825

Other Expenses.4

Awards and recognition $4905

Other Expenses.5

COUNCIL DUES $4525

Other Expenses.6

Other programs and activities $3955

Other Expenses.7

BINDER REMINDERS $2676

Other Expenses.8

ASSEMBLIES $2256

Other Expenses.9

Science and research $1093

Other Expenses.11

HOLIDAY CELEBRATION $441

Other Expenses.12

MEETING $275

Other Expenses.13

UNIT ASSESSMENT $100

Other Expenses.14

TRAINING $20

Raw XML Appendix221 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/PersonNm8BRI BARNES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0WAYS AND MEANS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4HOSPITALITY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6President
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $1028
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $368
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $836
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $228
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AR PROGRAM $16525
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FIELD TRIPS $11618
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OPERATIONAL COSTS $5825
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7AWARDS AND RECOGNITION $4905
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8COUNCIL DUES $4525
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9OTHER PROGRAMS AND ACTIVITIES $3955
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10BINDER REMINDERS $2676
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ASSEMBLIES $2256
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12SCIENCE AND RESEARCH $1093
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13HOLIDAY CELEBRATION $441
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14MEETING $275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15UNIT ASSESSMENT $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16TRAINING $20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARRIE MECHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ESPERANZA ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0ESPE
ReturnHeader/Filer/EIN0562383905
ReturnHeader/Filer/PhoneNum06617222896
ReturnHeader/Filer/USAddress/AddressLine1Txt040521 35TH STREET WEST
ReturnHeader/Filer/USAddress/CityNm0PALMDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093551
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952868411
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BURKEY COX EVANS & BRADFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01058 W AVENUE M14
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALMDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0935511440
ReturnHeader/PreparerPersonGrp/PhoneNum06612672005
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Scott Evans CPA CFP
ReturnHeader/ReturnTs02018-11-09T15:46:12-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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