Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2017 • EIN 68-0162099

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 21, 2017

Organization ProfileN / A
1301 South Crescent AvenueLodi, CA 95240-6001

(209) 367-8677

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

8th percentile

-48%

Higher net margin than 8% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

3rd percentile

-85%

Faster asset growth than 3% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

6th percentile

-66%

Faster revenue growth than 6% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$487

Down $2,703 (-85%) from 2016

Net Assets

Down

$487

Down $2,703 (-85%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin8th percentile

Revenue

Down

$5,598

Down $11,049 (-66%) from 2016

Expenses

Down

$8,301

Down $7,873 (-49%) from 2016

Net Income

Down

-$2,703

Down $3,176 (-671%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$20K$15K$10K$5.0K$0Assets 2012: $10,820Liabilities 2012: $02012Assets 2013: $15,440Liabilities 2013: $02013Assets 2014: $14,218Liabilities 2014: $02014Assets 2015: $2,717Liabilities 2015: $0Net Assets 2015: $2,7172015Assets 2016: $3,190Liabilities 2016: $0Net Assets 2016: $3,1902016Assets 2017: $487Liabilities 2017: $0Net Assets 2017: $4872017Assets 2018: $14,965Liabilities 2018: $0Net Assets 2018: $14,9652018Assets 2024: $8,066Liabilities 2024: $0Net Assets 2024: $8,0662024

Highlighted filing

2017

Assets$487
Liabilities$0
Net Assets$487
Open 2017 Filing

Operations Trend

Revenue Growth6th percentile

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

$60K$40K$20K$0-$20KRevenue 2012: $11,202Expenses 2012: $10,151Net Income 2012: $1,0512012Revenue 2013: $22,959Expenses 2013: $18,339Net Income 2013: $4,6202013Revenue 2014: $23,958Expenses 2014: $25,180Net Income 2014: -$1,2222014Revenue 2015: $9,303Expenses 2015: $20,804Net Income 2015: -$11,5012015Revenue 2016: $16,647Expenses 2016: $16,174Net Income 2016: $4732016Revenue 2017: $5,598Expenses 2017: $8,301Net Income 2017: -$2,7032017Revenue 2018: $40,504Expenses 2018: $26,026Net Income 2018: $14,4782018Revenue 2024: $8,066Expenses 2024: $0Net Income 2024: $8,0662024

Highlighted filing

2017

Revenue$5,598
Expenses$8,301
Net Income-$2,703
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 21, 2017
Return Version
2016v3.0
Gross Receipts
$22,715
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
WE PROVIDE EQUIPMENT AND SUPPLIES DIRECTLY TO THE SCHOOL IN ORDER TO IMPROVE THE SCHOOL FOR ALL CHILDREN.-$3,998
WE PROVIDE TRANSPORTATION ON FIELD TRIPS FOR ALL GRADE LEVELS-$3,861
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BECCA DAISPresident-$0--
TINA JUTRASVice Preside-$0--
JENNIFER GALLOTreasurer-$0--
CHRISTINE HORTONSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Fundrais$20,901$20,901$17,117$3,784
Total Events$20,901$20,901$17,117$3,784
Filing and Contact Details

Filer

Filer Name
Leroy Nichols Elementary School Pta
EIN
68-0162099
Phone
2093678677
Address
1301 SOUTH CRESCENT AVENUE, LODI, CA 95240-6001

Signing Officer

Name
Becca Dais
Title
President
Phone
2093678677
Signed
2017-08-21
Discuss with paid preparer
Yes

Preparer

Firm
DUNCAN & COMPANY CPA'S
Address
1820 W KETTLEMAN LANE STE A, LODI, CA 95242-4290
Preparer
David L Duncan
Phone
2093390100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses insurance 221 office expense/supplies 770 fieldtrips 3,861 supplies & equipment 3,084 total 7,936”

Form 990-ez, Part III

“Support the students and staff of leroy nichols elementary school”

Form 990-ez, Part V

“Personal benefit contract.....none”

Raw XML Appendix156 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/PersonNm0CHRISTINE HORTON
IRS990EZ/BooksInCareOfDetail/PhoneNum02094710913
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0830 YORK STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LODI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095240
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03190
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0487
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2703
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0365
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt03190
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0487
IRS990EZ/FundraisingGrossIncomeAmt020901
IRS990EZ/GrossReceiptsAmt022715
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0814
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03190
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0487
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03190
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0487
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BECCA DAIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TINA JUTRAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER GALLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISTINE HORTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07936
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WE PROVIDE TRANSPORTATION ON FIELD TRIPS FOR ALL GRADE LEVELS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1WE PROVIDE EQUIPMENT AND SUPPLIES DIRECTLY TO THE SCHOOL IN ORDER TO IMPROVE THE SCHOOL FOR ALL CHILDREN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03861
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13998
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt017117
IRS990EZ/SpecialEventsNetIncomeLossAmt03784
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt08301
IRS990EZ/TotalProgramServiceExpensesAmt07859
IRS990EZ/TotalRevenueAmt05598
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N / A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0577
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0664
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08842
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt011775
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt022858
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt021715
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt030199
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt018479
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt044397
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt026670
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0141460
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0164318
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt022715
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt030776
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt019143
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt053239
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt038445
IRS990ScheduleA/Total509Grp/TotalAmt0164318
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt022715
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt030776
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt019143
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt053239
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt038445
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0164318
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017117
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL FUNDRAIS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020901
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt020901
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020901
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt020901
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt03784
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017117
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017117
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 221 OFFICE EXPENSE/SUPPLIES 770 FIELDTRIPS 3,861 SUPPLIES & EQUIPMENT 3,084 TOTAL 7,936
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SUPPORT THE STUDENTS AND STAFF OF LEROY NICHOLS ELEMENTARY SCHOOL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PERSONAL BENEFIT CONTRACT.....NONE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART V
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BECCA DAIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02093678677
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEROY NICHOLS ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0LERO
ReturnHeader/Filer/EIN0680162099
ReturnHeader/Filer/PhoneNum02093678677
ReturnHeader/Filer/USAddress/AddressLine1Txt01301 SOUTH CRESCENT AVENUE
ReturnHeader/Filer/USAddress/CityNm0LODI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0952406001
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A3B4CF38E1839E49995D9DDC5CDAD54262E0DACB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A3B4CF38E1839E49995D9DDC5CDAD54262E0DACB
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0830357827
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DUNCAN & COMPANY CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01820 W KETTLEMAN LANE STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LODI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0952424290
ReturnHeader/PreparerPersonGrp/PhoneNum02093390100
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID L DUNCAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-08-25T13:43:50-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$487
Liabilities
$0
Net assets
$487
Revenue
$5,598
Expenses
$8,301
Net income
-$2,703
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.07$0.00$8.07$8.07$0.00$8.07
2018Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$40.5$26.0$14.5
2017Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$5.60$8.30$2.70
2016Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$16.6$16.2$0.47
2015Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$9.30$20.8$11.5
2014Summary only. Only limited summary data is available for this year.$14.2$0.00$24.0$25.2$1.22
2013Summary only. Only limited summary data is available for this year.$15.4$0.00$23.0$18.3$4.62
2012Summary only. Only limited summary data is available for this year.$10.8$0.00$11.2$10.2$1.05