Civic Intelligence

PTA Ca Congress of Parents Didion School Forum PTA

990EZ • Fiscal year 2015 • EIN 68-0019261

Aug 01, 2014 to Jul 31, 2015 • Filed on Jun 15, 2016

6490 Harmon DriveSacramento, CA 95831-1049

(916) 433-5039

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

7th percentile

-58%

Higher net margin than 7% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

19th percentile

-22%

Faster asset growth than 19% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

31st percentile

-13%

Faster revenue growth than 31% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$76,544

Down $21,004 (-22%) from 2014

Net Assets

Down

$76,544

Down $21,004 (-22%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$35,967

Down $5,183 (-13%) from 2014

Expenses

Up

$56,971

Up $18,952 (+50%) from 2014

Net Income

Down

-$21,004

Down $24,135 (-771%) from 2014

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $51,740Liabilities 2011: $02011Assets 2012: $76,416Liabilities 2012: $0Net Assets 2012: $76,4162012Assets 2013: $94,417Liabilities 2013: $0Net Assets 2013: $94,4172013Assets 2014: $97,548Liabilities 2014: $0Net Assets 2014: $97,5482014Assets 2015: $76,544Liabilities 2015: $0Net Assets 2015: $76,5442015Assets 2016: $79,090Net Assets 2016: $79,0902016Assets 2017: $61,960Liabilities 2017: $02017Assets 2018: $60,097Net Assets 2018: $60,0972018Assets 2019: $33,020Net Assets 2019: $33,0202019Assets 2021: $29,592Liabilities 2021: $2542021Assets 2022: $47,174Net Assets 2022: $47,1742022Assets 2023: $40,136Liabilities 2023: $0Net Assets 2023: $40,1362023Assets 2024: $76,126Liabilities 2024: $0Net Assets 2024: $76,1262024Assets 2025: $91,061Liabilities 2025: $0Net Assets 2025: $91,0612025

Highlighted filing

2015

Assets$76,544
Liabilities$0
Net Assets$76,544

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $39,830Expenses 2011: $32,009Net Income 2011: $7,8212011Revenue 2012: $55,666Expenses 2012: $30,990Net Income 2012: $24,6762012Revenue 2013: $60,525Expenses 2013: $42,524Net Income 2013: $18,0012013Revenue 2014: $41,150Expenses 2014: $38,019Net Income 2014: $3,1312014Revenue 2015: $35,967Expenses 2015: $56,971Net Income 2015: -$21,0042015Revenue 2016: $49,626Expenses 2016: $50,279Net Income 2016: -$6532016Revenue 2017: $96,004Expenses 2017: $113,134Net Income 2017: -$17,1302017Revenue 2018: $83,213Expenses 2018: $85,076Net Income 2018: -$1,8632018Revenue 2019: $72,332Expenses 2019: $91,912Net Income 2019: -$19,5802019Revenue 2021: $44,865Expenses 2021: $44,476Net Income 2021: $3892021Revenue 2022: $71,890Expenses 2022: $54,054Net Income 2022: $17,8362022Revenue 2023: $77,275Expenses 2023: $84,313Net Income 2023: -$7,0382023Revenue 2024: $86,846Expenses 2024: $50,856Net Income 2024: $35,9902024Revenue 2025: $79,879Expenses 2025: $64,944Net Income 2025: $14,9352025

Highlighted filing

2015

Revenue$35,967
Expenses$56,971
Net Income-$21,004
Jump To
Filing Snapshot
Filing Period
Aug 1, 2014 to Jul 31, 2015
Signed
Jun 15, 2016
Return Version
2014v6.0
Gross Receipts
$86,793
Mission and Program Overview

Mission

PARENT SUPPORTED AND DRIVEN ORGANIZATION (pta) WHICH PROVIDES SUPPORT OF PUBLIC SCHOOL FOR GENEVIEVE DIDION ELEMENTARY SCHOOL FROM KINDERGARTEN TO MIDDLE SCHOOL (8TH GRADE)

Parent supported organization which provides general educational support of public school from kindergarten to middle school (8th grade).

Program Services

DescriptionGrantsExpenses
PARENT SUPPORTED AND DRIVEN ORGANIZATION (PTA) WHICH PROVIDES SUPPORT OF PUBLIC SCHOOL FOR GENEVIEVE DIDION ELEMENTARY SCHOOL FROM KINDERGARTEN TO MIDDLE SCHOOL (8TH GRADE). SUPPORT INCLUDES TEACHING SUPPLY SUPPLEMENTS, FUNDRAISING, FIELD TRIP SPONSORING, ETC.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTI MORIOKAPresidentPT$0--
PATTY NISHIKAWAVice PresidentPT$0--
SYLVIA HIGANewsletter CoordinatorPT$0--
CHARLOTTE VAN WAGNERWebmasterPT$0--
KRISTY BICKELLSecretaryPT$0--
DEBBIE KIMTreasurerPT$0--
KENDALL CRAYCRAFTFundraisingPT$0--
SANDIE BURGESSHospitalityPT$0--
STEPHANIE MARKCo-TreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair (fall & Spring)$11,016$11,016$11,547$-531
Fall Festival$6,362$6,362$4,680$1,682
Total Events$74,214$74,214$50,826$23,388
Filing and Contact Details

Filer

Filer Name
Pta CA Congress of Parents Didion School Forum Pta
EIN
68-0019261
Phone
9164335039
Address
6490 HARMON DRIVE, SACRAMENTO, CA 95831-1049

Signing Officer

Name
Patty Nishikawa
Title
Vice President
Phone
9163811561
Signed
2016-06-15
Discuss with paid preparer
Yes

Preparer

Firm
Gallina Llp
Address
925 HIGHLAND POINTE DR SUITE 450, ROSEVILLE, CA 95678-5423
Preparer
Non-paid Preparer
Phone
9167847800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: amazon.com. Amount: 136. Description: box tops for education. Amount: 529. Description: e-waste. Amount: 247. Description: reuseit. Amount: 150. Description: scrip. Amount: 3,673. Description: target red card. Amount: 1,689. Total to form 990-ez, line 8: 6,424.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bank fees. Amount: 214. Description: curriculum supplies. Amount: 22,960. Description: field trips. Amount: 8,800. Description: insurance expense. Amount: 209. Description: meeting expenses. Amount: 457. Description: supplies. Amount: 1,448. Description: reimbursement scusd. Amount: 17,300. Description: teacher reimbursement for supplies. Amount: 4,800. Description: pta dues. Amount: 783. Total to form 990-ez, line 16: 56,971.

Raw XML Appendix210 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/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KRISTI MORIOKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PATTY NISHIKAWA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SYLVIA HIGA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHARLOTTE VAN WAGNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KRISTY BICKELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DEBBIE KIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KENDALL CRAYCRAFT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SANDIE BURGESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8STEPHANIE MARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2NEWSLETTER COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3WEBMASTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7HOSPITALITY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8CO-TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt056971
IRS990EZ/OtherRevenueTotalAmt06424
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PARENT SUPPORTED ORGANIZATION WHICH PROVIDES GENERAL EDUCATIONAL SUPPORT OF PUBLIC SCHOOL FROM KINDERGARTEN TO MIDDLE SCHOOL (8TH GRADE).
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PARENT SUPPORTED AND DRIVEN ORGANIZATION (PTA) WHICH PROVIDES SUPPORT OF PUBLIC SCHOOL FOR GENEVIEVE DIDION ELEMENTARY SCHOOL FROM KINDERGARTEN TO MIDDLE SCHOOL (8TH GRADE). SUPPORT INCLUDES TEACHING SUPPLY SUPPLEMENTS, FUNDRAISING, FIELD TRIP SPONSORING, ETC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt050826
IRS990EZ/SpecialEventsNetIncomeLossAmt023388
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt056971
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt035967
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://SCHOOLS.SCUSD.EDU/GENEVIEVEDIDION
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04395
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05070
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05447
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05062
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06620
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt026594
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt074214
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt062453
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0414077
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0440671
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0100063
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt069073
IRS990ScheduleA/Total509Grp/TotalAmt0440671
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt097026
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt095900
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0100063
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0440671
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOK FAIR (FALL & SPRING)
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt011016
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06362
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt056836
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011016
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt056836
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04680
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt010
IRS990ScheduleG/IndividualWithBooksNm0TREASURER-GENEVIEVE DIDION K-8 PTA
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt06490 HARMON DRIVE
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0SACRAMENTO
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0CA
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd095831
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: AMAZON.COM. AMOUNT: 136. DESCRIPTION: BOX TOPS FOR EDUCATION. AMOUNT: 529. DESCRIPTION: E-WASTE. AMOUNT: 247. DESCRIPTION: REUSEIT. AMOUNT: 150. DESCRIPTION: SCRIP. AMOUNT: 3,673. DESCRIPTION: TARGET RED CARD. AMOUNT: 1,689. TOTAL TO FORM 990-EZ, LINE 8: 6,424.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK FEES. AMOUNT: 214. DESCRIPTION: CURRICULUM SUPPLIES. AMOUNT: 22,960. DESCRIPTION: FIELD TRIPS. AMOUNT: 8,800. DESCRIPTION: INSURANCE EXPENSE. AMOUNT: 209. DESCRIPTION: MEETING EXPENSES. AMOUNT: 457. DESCRIPTION: SUPPLIES. AMOUNT: 1,448. DESCRIPTION: REIMBURSEMENT SCUSD. AMOUNT: 17,300. DESCRIPTION: TEACHER REIMBURSEMENT FOR SUPPLIES. AMOUNT: 4,800. DESCRIPTION: PTA DUES. AMOUNT: 783. TOTAL TO FORM 990-EZ, LINE 16: 56,971.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATTY NISHIKAWA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09163811561
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CA CONGRESS OF PARENTS DIDION SCHOOL FORUM PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0680019261
ReturnHeader/Filer/PhoneNum09164335039
ReturnHeader/Filer/USAddress/AddressLine1Txt06490 HARMON DRIVE
ReturnHeader/Filer/USAddress/CityNm0SACRAMENTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0958311049
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942147510
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GALLINA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0925 HIGHLAND POINTE DR SUITE 450
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROSEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0956785423
ReturnHeader/PreparerPersonGrp/PhoneNum09167847800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NON-PAID PREPARER
ReturnHeader/ReturnTs02016-06-15T14:06:12-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-08-01
ReturnHeader/TaxPeriodEndDt02015-07-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.00$0.91$0.80$0.65$0.15
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.00$0.76$0.87$0.51$0.36
2023Summary only. Only limited summary data is available for this year.$0.40$0.00$0.40$0.77$0.84$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.47$0.47$0.72$0.54$0.18
2021Summary only. Only limited summary data is available for this year.$0.30$0.00$0.45$0.44$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.33$0.72$0.92$0.20
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.60$0.83$0.85$0.02
2017Summary only. Only limited summary data is available for this year.$0.62$0.00$0.96$1.13$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.79$0.79$0.50$0.50$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.36$0.57$0.21
2014Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.41$0.38$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.00$0.94$0.61$0.43$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.00$0.76$0.56$0.31$0.25
2011Summary only. Only limited summary data is available for this year.$0.52$0.00$0.40$0.32$0.08