Civic Intelligence

PTA California Congress of Parents Lone Tree Elementary School

EIN 57-1166671 • 501(c)3 • Antioch, CA

Profile

Parent teacher organization

1931 Mokelumne DriveAntioch, CA 94531

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2019

Net Margin

67th percentile

13%

Higher net margin than 67% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

96th percentile

214%

Faster asset growth than 96% of similar nonprofits.

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

Revenue Growth

82nd percentile

43%

Faster revenue growth than 82% of similar nonprofits.

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

Assets

Up

$3,120

Up $2,127 (+214%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$3,120

Up $2,127 (+214%) from 2018

Revenue

Up

$16,102

Up $4,843 (+43%) from 2018

Expenses

Down

$13,975

Down $3,862 (-22%) from 2018

Net Income

Up

$2,127

Up $8,705 (+132%) from 2018

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20K$15K$10K$5.0K$0Assets 2012: $12,256Net Assets 2012: $12,2562012Assets 2013: $14,045Liabilities 2013: $02013Assets 2014: $11,418Net Assets 2014: $11,4182014Assets 2015: $15,955Net Assets 2015: $15,9552015Assets 2016: $17,296Net Assets 2016: $17,2962016Assets 2017: $7,571Net Assets 2017: $7,5712017Assets 2018: $993Net Assets 2018: $9932018Assets 2019: $3,120Net Assets 2019: $3,1202019

Highlighted filing

2019

Assets$3,120
Liabilities-
Net Assets$3,120

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2012: $22,971Expenses 2012: $42,627Net Income 2012: -$19,6562012Revenue 2013: $23,834Expenses 2013: $22,045Net Income 2013: $1,7892013Revenue 2014: $26,802Expenses 2014: $29,429Net Income 2014: -$2,6272014Revenue 2015: $27,359Expenses 2015: $22,822Net Income 2015: $4,5372015Revenue 2016: $25,520Expenses 2016: $24,179Net Income 2016: $1,3412016Revenue 2017: $10,181Expenses 2017: $19,906Net Income 2017: -$9,7252017Revenue 2018: $11,259Expenses 2018: $17,837Net Income 2018: -$6,5782018Revenue 2019: $16,102Expenses 2019: $13,975Net Income 2019: $2,1272019

Highlighted filing

2019

Revenue$16,102
Expenses$13,975
Net Income$2,127

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$41,555
Mission and Program Overview

Mission

Parent teacher organization

Program Services

DescriptionGrantsExpenses
ORGANIZED TO BENEFIT LONE TREE ELEMENTARY SCHOOL BY PROVIDING EDUCATIONAL MATERIALS AND SUPPLIES NOT AFFORDED WITHIN THE STATE BUDGET BY INVOLVING THE LOCAL COMMUNITY THROUGH SPECIAL EVENTS. SERVING APPROXIMATELY 780 STUDENTS$12,937-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAROLIN YOUNGTreasurer-$0--
DIANE LUSTYVice President-$0--
LEAH PEREZMembership-$0--
SUNSHINE ARIASAuditor-$0--
JOE PINDERPresident-$0--
MARYSA BURNSFundraising-$0--
SYRI WONGBoxtops-$0--
REBECCA WALTONSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$17,433$17,433$10,842$6,591
Scholastic Book Fair$5,903$5,903$3,952$1,951
Total Events$23,336$23,336$14,794$8,542
Filing and Contact Details

Filer

Filer Name
Pta California Congress of Parents
EIN
57-1166671
Phone
9257068733
Address
1931 MOKELUMNE DRIVE, ANTIOCH, CA 94531

Signing Officer

Name
Joe Pinder
Title
President
Signed
2019-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Temen Kaiser & Cameron Cpas Llp
Address
2730 LONE TREE WAY 4, ANTIOCH, CA 94509
Preparer
Robert Temen
Phone
9257572661
Supplemental Narrative

Additional Explanations

Other Expenses.1012

Insurance $232

Other Expenses.1

TEACHER DONATIONS $5876

Other Expenses.2

LIBRARY BOOKS $2937

Other Expenses.3

PROGRAMS/EVENTS $1856

Other Expenses.4

STAFF APPRECIATION $975

Other Expenses.6

COUNCIL DUES $424

Other Expenses.7

SUPPLIES $331

Other Expenses.8

BANK CHARGES $109

Other Expenses.9

WEBSITE $96

Other Expenses.10

STATE FEES $89

Other Expenses.11

RETURNED CHECKS $12

Raw XML Appendix202 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/PersonNm0KAROLIN YOUNG
IRS990EZ/BooksInCareOfDetail/PhoneNum09257832688
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01931 MOKELUMNE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ANTIOCH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094531
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0993
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03120
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0810
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02127
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0600
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0993
IRS990EZ/Form990TotalAssetsGrp/EOYAmt03120
IRS990EZ/FundraisingGrossIncomeAmt040540
IRS990EZ/GrossReceiptsAmt041555
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt010
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0195
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0993
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03120
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0993
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KAROLIN YOUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DIANE LUSTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LEAH PEREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUNSHINE ARIAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOE PINDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARYSA BURNS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SYRI WONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7REBECCA WALTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOXTOPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt012937
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PARENT TEACHER ORGANIZATION
IRS990EZ/PrintingPublicationsPostageAmt0438
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ORGANIZED TO BENEFIT LONE TREE ELEMENTARY SCHOOL BY PROVIDING EDUCATIONAL MATERIALS AND SUPPLIES NOT AFFORDED WITHIN THE STATE BUDGET BY INVOLVING THE LOCAL COMMUNITY THROUGH SPECIAL EVENTS. SERVING APPROXIMATELY 780 STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt012937
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt025453
IRS990EZ/SpecialEventsNetIncomeLossAmt015087
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013975
IRS990EZ/TotalProgramServiceExpensesAmt012937
IRS990EZ/TotalRevenueAmt016102
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0810
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01141
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0282
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0802
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0699
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03734
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt010
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt059595
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt059595
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt010
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt063329
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0810
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01141
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0282
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0802
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt060294
IRS990ScheduleA/Total509Grp/TotalAmt063329
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0810
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01141
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0282
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0808
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt060298
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt063339
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014794
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SCHOLASTIC BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017433
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05903
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023336
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017433
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05903
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023336
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08542
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014794
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010842
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03952
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TEACHER DONATIONS $5876
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LIBRARY BOOKS $2937
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROGRAMS/EVENTS $1856
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4STAFF APPRECIATION $975
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COUNCIL DUES $424
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SUPPLIES $331
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANK CHARGES $109
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8WEBSITE $96
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9STATE FEES $89
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10RETURNED CHECKS $12
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOE PINDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CALIFORNIA CONGRESS OF PARENTS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LONE TREE ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0571166671
ReturnHeader/Filer/PhoneNum09257068733
ReturnHeader/Filer/USAddress/AddressLine1Txt01931 MOKELUMNE DRIVE
ReturnHeader/Filer/USAddress/CityNm0ANTIOCH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094531
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680373796
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TEMEN KAISER & CAMERON CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02730 LONE TREE WAY 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ANTIOCH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094509
ReturnHeader/PreparerPersonGrp/PhoneNum09257572661
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT TEMEN
ReturnHeader/ReturnTs02019-11-15T11:38:48-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.