Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2013 • EIN 68-0012120

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 08, 2013

Organization ProfileN/A
8135 Balboa AvenueStockton, CA 95209
Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

55th percentile

4.9%

Higher net margin than 55% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

71st percentile

18%

Faster asset growth than 71% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

36th percentile

-7.1%

Faster revenue growth than 36% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$5,686

Up $870 (+18%) from 2012

Net Assets

Up

$5,686

Up $870 (+18%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin55th percentile

Revenue

Down

$17,719

Down $1,351 (-7.1%) from 2012

Expenses

Down

$16,849

Down $4,632 (-22%) from 2012

Net Income

Up

$870

Up $3,281 (+136%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$8.0K$6.0K$4.0K$2.0K$0Assets 2011: $7,227Liabilities 2011: $0Net Assets 2011: $7,2272011Assets 2012: $4,816Liabilities 2012: $0Net Assets 2012: $4,8162012Assets 2013: $5,686Liabilities 2013: $0Net Assets 2013: $5,6862013Assets 2014: $5,778Liabilities 2014: $0Net Assets 2014: $5,7782014Assets 2015: $4,015Liabilities 2015: $0Net Assets 2015: $4,0152015Assets 2016: $2,733Liabilities 2016: $0Net Assets 2016: $2,7332016Assets 2017: $7,817Liabilities 2017: $0Net Assets 2017: $7,8172017

Highlighted filing

2013

Assets$5,686
Liabilities$0
Net Assets$5,686
Open 2013 Filing

Operations Trend

Revenue Growth36th percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $17,826Expenses 2011: $12,261Net Income 2011: $5,5652011Revenue 2012: $19,070Expenses 2012: $21,481Net Income 2012: -$2,4112012Revenue 2013: $17,719Expenses 2013: $16,849Net Income 2013: $8702013Revenue 2014: $13,316Expenses 2014: $13,224Net Income 2014: $922014Revenue 2015: $13,792Expenses 2015: $15,555Net Income 2015: -$1,7632015Revenue 2016: $13,170Expenses 2016: $14,452Net Income 2016: -$1,2822016Revenue 2017: $14,336Expenses 2017: $9,252Net Income 2017: $5,0842017

Highlighted filing

2013

Revenue$17,719
Expenses$16,849
Net Income$870
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Nov 8, 2013
Return Version
2012v2.1
Mission and Program Overview

Mission

Parent-teacher-student association/child advocacy

Filing and Contact Details

Filer

EIN
68-0012120
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
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IRS990EZ/ContributionsGiftsGrantsEtc0580
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngagedInExcessBenefitTrans00
IRS990EZ/EngageInLobbyingActivities00
IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear0870
IRS990EZ/FeesAndOthPymtToIndContractors0250
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IRS990EZ/NetAssetsOrFundBalancesEOY05686
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition07.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition15.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition25.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition33.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition43.00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0TRACY TRANTHAM
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1TERRA KAUFMAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2LISA BLOUNT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3STACY SMITH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4LEAH THOMAS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1FUNDRAISING VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2MEMEBRSHIP VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4SECRETARY
IRS990EZ/OperatingSchool00
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal04692
IRS990EZ/OtherRevenueTotal0215
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0PARENT-TEACHER-STUDENT ASSOCIATION/CHILD ADVOCACY
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0STUDENT SUPPORT/ENRICHMENT/EDUCATION
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations011907
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses016849
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses021879
IRS990EZ/SpecialEventsNetIncomeLoss016827
IRS990EZ/StatesWhereCopyOfReturnIsFiled0CA
IRS990EZ/SubjectToProxyTax00
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided00
IRS990EZ/TaxImposedUnderIRC491100
IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine108135 BALBOA AVE
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0STOCKTON
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode095209
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10KADIE COLLETTE-CURRENT TREASURER
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber02099538783
IRS990EZ/TotalAssets/BOY04816
IRS990EZ/TotalAssets/EOY05686
IRS990EZ/TotalExpenses016849
IRS990EZ/TotalProgramServiceExpenses016849
IRS990EZ/TotalRevenue017719
IRS990EZ/TransactionWithControlEntity00
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg00
IRS990EZ/WebSite0N/A
IRS990ScheduleA/AmtsFromSubstContributors/Total00
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total00
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear0677
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year0183
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years0153
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years0704
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years0493
IRS990ScheduleA/GiftsGrantsContribReceived509/Total02210
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear038706
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year044935
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years042664
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years043842
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years050992
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total0221139
IRS990ScheduleA/InvestmentIncomePercentage00.00000
IRS990ScheduleA/OtherIncome509/CurrentTaxYear0215
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus1Year093
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus2Years021
IRS990ScheduleA/OtherIncome509/Total0329
IRS990ScheduleA/PriorYearSupportPercentage00.99950
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.99850
IRS990ScheduleA/PublicSupportTotal5090223349
IRS990ScheduleA/SupportFromDQPsEtc/Total00
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear039383
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year045118
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years042817
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years044546
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years051485
IRS990ScheduleA/Total509/Total0223349
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear039598
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year045211
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years042838
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years044546
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years051485
IRS990ScheduleA/TotalSupportTotal/Total0223678
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents021879
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1012053
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent208280
IRS990ScheduleG/EventsInformation/GrossReceiptsOtherEvents018373
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal038706
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1012053
IRS990ScheduleG/EventsInformation/GrossRevenueEvent208280
IRS990ScheduleG/EventsInformation/GrossRevenueOtherEvents018373
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents038706
IRS990ScheduleG/EventsInformation/NameOfEvent10COOKIE DOUGH SALES
IRS990ScheduleG/EventsInformation/NameOfEvent20CARNIVAL
IRS990ScheduleG/EventsInformation/NetIncomeSummary016827
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent107639
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent203640
IRS990ScheduleG/EventsInformation/OtherDirectExpensesOtherEvents010600
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents021879
IRS990ScheduleG/EventsInformation/TotalNumberOfOtherEvents010
IRS990ScheduleO/GeneralExplanation/Explanation0DESCRIPTION: OTHER INCOME. AMOUNT: 215.
IRS990ScheduleO/GeneralExplanation/Explanation1ACTIVITY CLASSIFICATION: STUDENT ENRICHMENT-SCHOOL SUPPLIES -PE EQUIP STUDENTS. GRANTEE NAME: COLONIAL HEIGHTS SCHOOL. GRANTEE ADDRESS: 8135 BALBOA AVE STOCKTON, CA 95209. GRANTEE RELATIONSHIP: SCHOOL. AMOUNT GIVEN: 2,491.
IRS990ScheduleO/GeneralExplanation/Explanation2ACTIVITY CLASSIFICATION: STUDENT ENRICHMENT- SCIENCE CAMP. GRANTEE NAME: BROADENING EDUCATIONAL POSSIBILITIES. GRANTEE ADDRESS: 3031 W. MARCH LN #300E STOCKTON, CA 95219. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 2,910.
IRS990ScheduleO/GeneralExplanation/Explanation3ACTIVITY CLASSIFICATION: STUDENT ENRICHMENT - CLASSROOM ALLOCATION. GRANTEE NAME: COLONIAL HEIGHTS SCHOOL. GRANTEE ADDRESS: 8135 BALBOA AVE STOCKTON, CA 95209. GRANTEE RELATIONSHIP: SCHOOL. AMOUNT GIVEN: 6,356.
IRS990ScheduleO/GeneralExplanation/Explanation4ACTIVITY CLASSIFICATION: STUDENT ENRICHMENT - SCHOLARSHIP. GRANTEE NAME: LINCOLN COUNCIL PTA. GRANTEE ADDRESS: 2010 SWAIN RD STOCKTON, CA 95207. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 150. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 11,907.
IRS990ScheduleO/GeneralExplanation/Explanation5DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 41. DESCRIPTION: INSURANCE. AMOUNT: 199. DESCRIPTION: TEACHERS APPRECIATION. AMOUNT: 1,900. DESCRIPTION: VARIOUS STUDENT PROGRAMS/ASSEMBLIES. AMOUNT: 2,274. DESCRIPTION: COPIES AND SUPPLIES. AMOUNT: 198. DESCRIPTION: RETURNED CHECKS AND FEES. AMOUNT: 80. TOTAL TO FORM 990-EZ, LINE 16: 4,692.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER REVENUE
IRS990ScheduleO/GeneralExplanation/Identifier1GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier2GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier3GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier4GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier5OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990-EZ, PART I, LINE 16
TransferPrsnlBnftContractsDecl/Declaration0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0680012120
ReturnHeader/Filer/Name/BusinessNameLine10COLONIAL HEIGHTS PTSA
ReturnHeader/Filer/NameControl0COLO
ReturnHeader/Filer/Phone02099538783
ReturnHeader/Filer/USAddress/AddressLine108135 BALBOA AVENUE
ReturnHeader/Filer/USAddress/City0STOCKTON
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095209
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-11-08
ReturnHeader/Officer/Name0KADIE COLLETTE
ReturnHeader/Officer/Phone02099538783
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/PreparerFirm/EIN0942517281
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10IACOPI LENZ & COMPANY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine103031 W MARCH LANE SUITE 300E
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0STOCKTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode095219
ReturnHeader/Preparer/Name0KATHLEEN SOLARI
ReturnHeader/Preparer/Phone02099573691
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-13T12:08:42-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$5,686
Liabilities
$0
Net assets
$5,686
Revenue
$17,719
Expenses
$16,849
Net income
$870
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$7.82$0.00$7.82$14.3$9.25$5.08
2016Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$13.2$14.5$1.28
2015Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$13.8$15.6$1.76
2014Detailed filing. Detailed filing data is available for this year.$5.78$0.00$5.78$13.3$13.2$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.69$0.00$5.69$17.7$16.8$0.87
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.82$0.00$4.82$19.1$21.5$2.41
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.23$0.00$7.23$17.8$12.3$5.57