Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2015 • EIN 68-0110888

Jul 01, 2014 to Jun 30, 2015 • Filed on Sep 28, 2015

700 Oakbrook DriveFairfield, CA 94534

(707) 863-7930

Siviq Scores

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

Liabilities / Assets

54th 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

54th 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

71st percentile

15%

Higher net margin than 71% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Assets

Up

$45,137

Up $7,530 (+20%) from 2014

Net Assets

$45,137

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$50,900

Up $11,841 (+30%) from 2014

Expenses

Up

$43,370

Up $8,101 (+23%) from 2014

Net Income

Up

$7,530

Up $3,740 (+99%) from 2014

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $20,505Liabilities 2011: $02011Assets 2012: $20,505Liabilities 2012: $02012Assets 2013: $20,505Liabilities 2013: $02013Assets 2014: $37,607Liabilities 2014: $02014Assets 2015: $45,137Liabilities 2015: $0Net Assets 2015: $45,1372015Assets 2016: $25,492Liabilities 2016: $0Net Assets 2016: $25,4922016Assets 2017: $23,851Liabilities 2017: $0Net Assets 2017: $23,8512017Assets 2018: $31,796Liabilities 2018: $0Net Assets 2018: $31,7962018

Highlighted filing

2015

Assets$45,137
Liabilities$0
Net Assets$45,137

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $27,766Expenses 2011: $0Net Income 2011: $27,7662011Revenue 2012: $18,687Expenses 2012: $0Net Income 2012: $18,6872012Revenue 2013: $18,687Expenses 2013: $0Net Income 2013: $18,6872013Revenue 2014: $39,059Expenses 2014: $35,269Net Income 2014: $3,7902014Revenue 2015: $50,900Expenses 2015: $43,370Net Income 2015: $7,5302015Revenue 2016: $56,019Expenses 2016: $75,664Net Income 2016: -$19,6452016Revenue 2017: $40,845Expenses 2017: $42,486Net Income 2017: -$1,6412017Revenue 2018: $48,930Expenses 2018: $40,985Net Income 2018: $7,9452018

Highlighted filing

2015

Revenue$50,900
Expenses$43,370
Net Income$7,530
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Sep 28, 2015
Return Version
2014v5.0
Gross Receipts
$73,859
Mission and Program Overview

Mission

Provide materials and field trips for students and teachers at oakbrook elementary school.

Program Services

DescriptionGrantsExpenses
PROVIDE FIELD TRIPS AND OTHER EVENTS FOR ALL STUDENTS$0$23,309
PROVIDE SUPPLIES FOR TEACHERS AND STUDENTS$0$2,395
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALISON CHAVEZPresidentPT$0--
HILLARIE BUNTINGVice PresidentPT$0--
NIKKI BABICHTreasurerPT$0--
JESSIE RODRIGUEZSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
6th Grade Science Camp$11,146$11,146$10,631$515
Worlds Finest Chocolate$10,586$10,586$4,659$5,927
Total Events$50,694$50,694$32,273$18,421
Filing and Contact Details

Filer

Filer Name
Oakbrook Pta
EIN
68-0110888
Phone
7078637930
Address
700 OAKBROOK DRIVE, FAIRFIELD, CA 94534

Signing Officer

Name
Alison Chavez
Title
President
Phone
7078637930
Signed
2015-09-28
Discuss with paid preparer
Yes

Preparer

Firm
Anderson & Associates Cpas
Address
555 MASON STREET SUITE 200, VACAVILLE, CA 95688
Preparer
Teresa Fitzgerald CPA
Phone
7074464455
Supplemental Narrative

Additional Explanations

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

Description: box tops for education. Amount: 1,375. Description: t shirts. Amount: 2,421. Description: escrip. Amount: 5,297. Description: jamba juice. Amount: 1,108. Total to form 990-ez, line 8: 10,201.

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

Description: 6th grade events. Amount: 10,631. Description: assemblies. Amount: 600. Description: bsc. Amount: 99. Description: community service payment. Amount: 895. Description: book fair. Amount: 1,267. Description: classroom festivities. Amount: 1,527. Description: classroom supplies. Amount: 1,562. Description: events. Amount: 2,722. Description: field trips. Amount: 7,794. Description: general programs. Amount: 6,863. Description: supplies. Amount: 2,265. Description: pta expenses. Amount: 6,277. Description: teacher appreciation week. Amount: 479. Description: enrichment. Amount: 389. Total to form 990-ez, line 16: 43,370.

Raw XML Appendix181 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ALISON CHAVEZ
IRS990EZ/BooksInCareOfDetail/PhoneNum07078637930
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0700 OAKBROOK DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FAIRFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094534
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt037607
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt045137
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0689
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt07530
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/FundraisingGrossIncomeAmt050694
IRS990EZ/GrossReceiptsAmt073859
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt01152
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt037607
IRS990EZ/NetAssetsOrFundBalancesEOYAmt045137
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt037607
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt045137
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALISON CHAVEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HILLARIE BUNTING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NIKKI BABICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JESSIE RODRIGUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt043370
IRS990EZ/OtherRevenueTotalAmt010201
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE MATERIALS AND FIELD TRIPS FOR STUDENTS AND TEACHERS AT OAKBROOK ELEMENTARY SCHOOL.
IRS990EZ/ProgramServiceRevenueAmt011123
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SUPPLIES FOR TEACHERS AND STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE FIELD TRIPS AND OTHER EVENTS FOR ALL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02395
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt123309
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt022959
IRS990EZ/SpecialEventsNetIncomeLossAmt027735
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt043370
IRS990EZ/TotalProgramServiceExpensesAmt025704
IRS990EZ/TotalRevenueAmt050900
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OAKBROOKPTA.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01841
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01575
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03613
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01227
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0904
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09160
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt072018
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt055926
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt065025
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt064243
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt066696
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0323908
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99310
IRS990ScheduleA/PublicSupportTotal509Amt0333068
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt073859
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt057501
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt068638
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt065470
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt067600
IRS990ScheduleA/Total509Grp/TotalAmt0333068
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt073859
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt057501
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt068638
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt065470
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt067600
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0333068
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt032273
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WORLDS FINEST CHOCOLATE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm06TH GRADE SCIENCE CAMP
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010586
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011146
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt028962
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt050694
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010586
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011146
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt028962
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt050694
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018421
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt016983
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt032273
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04659
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010631
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt011
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BOX TOPS FOR EDUCATION. AMOUNT: 1,375. DESCRIPTION: T SHIRTS. AMOUNT: 2,421. DESCRIPTION: ESCRIP. AMOUNT: 5,297. DESCRIPTION: JAMBA JUICE. AMOUNT: 1,108. TOTAL TO FORM 990-EZ, LINE 8: 10,201.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: 6TH GRADE EVENTS. AMOUNT: 10,631. DESCRIPTION: ASSEMBLIES. AMOUNT: 600. DESCRIPTION: BSC. AMOUNT: 99. DESCRIPTION: COMMUNITY SERVICE PAYMENT. AMOUNT: 895. DESCRIPTION: BOOK FAIR. AMOUNT: 1,267. DESCRIPTION: CLASSROOM FESTIVITIES. AMOUNT: 1,527. DESCRIPTION: CLASSROOM SUPPLIES. AMOUNT: 1,562. DESCRIPTION: EVENTS. AMOUNT: 2,722. DESCRIPTION: FIELD TRIPS. AMOUNT: 7,794. DESCRIPTION: GENERAL PROGRAMS. AMOUNT: 6,863. DESCRIPTION: SUPPLIES. AMOUNT: 2,265. DESCRIPTION: PTA EXPENSES. AMOUNT: 6,277. DESCRIPTION: TEACHER APPRECIATION WEEK. AMOUNT: 479. DESCRIPTION: ENRICHMENT. AMOUNT: 389. TOTAL TO FORM 990-EZ, LINE 16: 43,370.
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/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALISON CHAVEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07078637930
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAKBROOK PTA
ReturnHeader/Filer/BusinessNameControlTxt0OAKB
ReturnHeader/Filer/EIN0680110888
ReturnHeader/Filer/PhoneNum07078637930
ReturnHeader/Filer/USAddress/AddressLine1Txt0700 OAKBROOK DRIVE
ReturnHeader/Filer/USAddress/CityNm0FAIRFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094534
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942238536
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSON & ASSOCIATES CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0555 MASON STREET SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VACAVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095688
ReturnHeader/PreparerPersonGrp/PhoneNum07074464455
ReturnHeader/PreparerPersonGrp/PreparationDt02015-09-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERESA FITZGERALD CPA
ReturnHeader/ReturnTs02015-10-29T14:22:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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