Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2016 • EIN 68-0110888

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 03, 2016

Organization ProfileWWW.OAKBROOKPTA.ORG
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

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

11th percentile

-35%

Higher net margin than 11% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

10th percentile

-44%

Faster asset growth than 10% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

63rd percentile

10%

Faster revenue growth than 63% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$25,492

Down $19,645 (-44%) from 2015

Net Assets

Down

$25,492

Down $19,645 (-44%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin11th percentile

Revenue

Up

$56,019

Up $5,119 (+10%) from 2015

Expenses

Up

$75,664

Up $32,294 (+74%) from 2015

Net Income

Down

-$19,645

Down $27,175 (-361%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

2016

Assets$25,492
Liabilities$0
Net Assets$25,492
Open 2016 Filing

Operations Trend

Revenue Growth63rd percentile

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

2016

Revenue$56,019
Expenses$75,664
Net Income-$19,645
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 3, 2016
Return Version
2015v2.1
Gross Receipts
$67,914
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
PROVIDE SUPPLIES AND EQUIPMENT FOR TEACHERS AND STUDENTS$0$20,109
PROVIDE FIELD TRIPS AND OTHER EVENTS FOR ALL STUDENTS$0$2,264
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELANIE HUNTPresidentPT$0--
MELANIE LEEVice PresidentPT$0--
JULIET CHAMBERLAINTreasurerPT$0--
MARIA ANGELESSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
6th Grade Science Camp----
Worlds Finest Chocolate----
Filing and Contact Details

Filer

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

Signing Officer

Name
Melanie Hunt
Title
President
Phone
7078637930
Signed
2016-11-03
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: 220. Description: e-scrip. Amount: 6,591. Description: jamba juice. Amount: 385. Description: savemart/foodmax. Amount: 6. Total to form 990-ez, line 8: 7,202.”

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

“Description: assemblies. Amount: 3,769. Description: bank charges. Amount: 65. Description: book fair. Amount: 2,332. Description: classroom festivities. Amount: 5,898. Description: events. Amount: 3,117. Description: field trips. Amount: 18,765. Description: general programs. Amount: 12,107. Description: supplies. Amount: 3,211. Description: pta expenses. Amount: 986. Description: teacher appreciation week. Amount: 2,872. Description: hospitality. Amount: 169. Amount: 22,373. Total to form 990-ez, line 16: 75,664.”

Raw XML Appendix167 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/BusinessNameLine1Txt0MELANIE HUNT
IRS990EZ/BooksInCareOfDetail/PhoneNum07078637930
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0700 OAKBROOK DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FAIRFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094534
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt045137
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025492
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0761
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-19645
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt045137
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025492
IRS990EZ/FundraisingGrossIncomeAmt030390
IRS990EZ/GrossReceiptsAmt067914
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt01696
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt045137
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025492
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt045137
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025492
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/PersonNm0MELANIE HUNT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MELANIE LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JULIET CHAMBERLAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARIA ANGELES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt075664
IRS990EZ/OtherRevenueTotalAmt07202
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE MATERIALS AND FIELD TRIPS FOR STUDENTS AND TEACHERS AT OAKBROOK ELEMENTARY SCHOOL.
IRS990EZ/ProgramServiceRevenueAmt027865
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SUPPLIES AND EQUIPMENT FOR TEACHERS AND STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE FIELD TRIPS AND OTHER EVENTS FOR ALL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020109
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12264
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt011895
IRS990EZ/SpecialEventsNetIncomeLossAmt018495
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt075664
IRS990EZ/TotalProgramServiceExpensesAmt022373
IRS990EZ/TotalRevenueAmt056019
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OAKBROOKPTA.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02457
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01841
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01575
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03613
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01227
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010713
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt065457
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt072018
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt055926
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt065025
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt064243
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0322669
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0333382
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt067914
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt073859
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt057501
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt068638
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt065470
IRS990ScheduleA/Total509Grp/TotalAmt0333382
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt067914
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt073859
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt057501
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt068638
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt065470
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0333382
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WORLDS FINEST CHOCOLATE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm06TH GRADE SCIENCE CAMP
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt011
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BOX TOPS FOR EDUCATION. AMOUNT: 220. DESCRIPTION: E-SCRIP. AMOUNT: 6,591. DESCRIPTION: JAMBA JUICE. AMOUNT: 385. DESCRIPTION: SAVEMART/FOODMAX. AMOUNT: 6. TOTAL TO FORM 990-EZ, LINE 8: 7,202.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ASSEMBLIES. AMOUNT: 3,769. DESCRIPTION: BANK CHARGES. AMOUNT: 65. DESCRIPTION: BOOK FAIR. AMOUNT: 2,332. DESCRIPTION: CLASSROOM FESTIVITIES. AMOUNT: 5,898. DESCRIPTION: EVENTS. AMOUNT: 3,117. DESCRIPTION: FIELD TRIPS. AMOUNT: 18,765. DESCRIPTION: GENERAL PROGRAMS. AMOUNT: 12,107. DESCRIPTION: SUPPLIES. AMOUNT: 3,211. DESCRIPTION: PTA EXPENSES. AMOUNT: 986. DESCRIPTION: TEACHER APPRECIATION WEEK. AMOUNT: 2,872. DESCRIPTION: HOSPITALITY. AMOUNT: 169. AMOUNT: 22,373. TOTAL TO FORM 990-EZ, LINE 16: 75,664.
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MELANIE HUNT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07078637930
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-03
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/PreparationDt02016-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERESA FITZGERALD CPA
ReturnHeader/ReturnTs02016-11-10T14:25:02-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,492
Liabilities
$0
Net assets
$25,492
Revenue
$56,019
Expenses
$75,664
Net income
-$19,645
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$31.8$0.00$31.8$48.9$41.0$7.95
2017Detailed filing. Detailed filing data is available for this year.$23.9$0.00$23.9$40.8$42.5$1.64
2016Detailed filing. Detailed filing data is available for this year.$25.5$0.00$25.5$56.0$75.7$19.6
2015Detailed filing. Detailed filing data is available for this year.$45.1$0.00$45.1$50.9$43.4$7.53
2014Summary only. Only limited summary data is available for this year.$37.6$0.00$39.1$35.3$3.79
2013Summary only. Only limited summary data is available for this year.$20.5$0.00$18.7$0.00$18.7
2012Summary only. Only limited summary data is available for this year.$20.5$0.00$18.7$0.00$18.7
2011Summary only. Only limited summary data is available for this year.$20.5$0.00$27.8$0.00$27.8