Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2017 • EIN 68-0165364

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 24, 2017

Organization Profileblueoakbulldogspta.weebly.com
2391 Merrychase DriveCameron Park, CA 95682

(530) 313-0706

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

85th percentile

33%

Higher net margin than 85% 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

92nd percentile

112%

Faster asset growth than 92% of similar nonprofits.

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

Revenue Growth

84th percentile

45%

Faster revenue growth than 84% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$44,184

Up $23,310 (+112%) from 2016

Net Assets

$44,184

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin85th percentile

Revenue

Up

$71,300

Up $21,978 (+45%) from 2016

Expenses

Up

$47,990

Up $11,189 (+30%) from 2016

Net Income

Up

$23,310

Up $10,789 (+86%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$80K$60K$40K$20K$0Assets 2012: $39,725Net Assets 2012: $39,7252012Assets 2013: $16,010Liabilities 2013: $02013Assets 2014: $21,226Liabilities 2014: $02014Assets 2015: $11,873Liabilities 2015: $0Net Assets 2015: $11,8732015Assets 2016: $20,874Liabilities 2016: $02016Assets 2017: $44,184Liabilities 2017: $0Net Assets 2017: $44,1842017Assets 2018: $29,775Liabilities 2018: $02018Assets 2019: $62,508Liabilities 2019: $0Net Assets 2019: $62,5082019

Highlighted filing

2017

Assets$44,184
Liabilities$0
Net Assets$44,184
Open 2017 Filing

Operations Trend

Revenue Growth84th percentile

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

$100K$50K$0-$50KRevenue 2012: $44,716Expenses 2012: $39,648Net Income 2012: $5,0682012Revenue 2013: $31,991Expenses 2013: $55,706Net Income 2013: -$23,7152013Revenue 2014: $43,559Expenses 2014: $38,343Net Income 2014: $5,2162014Revenue 2015: $35,284Expenses 2015: $44,637Net Income 2015: -$9,3532015Revenue 2016: $49,322Expenses 2016: $36,801Net Income 2016: $12,5212016Revenue 2017: $71,300Expenses 2017: $47,990Net Income 2017: $23,3102017Revenue 2018: $49,574Expenses 2018: $62,471Net Income 2018: -$12,8972018Revenue 2019: $45,997Expenses 2019: $43,039Net Income 2019: $2,9582019

Highlighted filing

2017

Revenue$71,300
Expenses$47,990
Net Income$23,310
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 24, 2017
Return Version
2016v3.0
Gross Receipts
$85,659
Mission and Program Overview

Mission

Supported programs, purchased supplies and equipment, provided scholarships for field trips and held family events.

Program Services

DescriptionGrantsExpenses
SUPPORTED PROGRAMS, PURCHASED SUPPLIES AND EQUIPMENT, PROVIDED SCHOLARSHIPS FOR FIELD TRIPS AND HELD FAMILY EVENTS.$35,736$9,600
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUZANNE CHRISTENSENPresident-$0--
JILL ROBERDSTreasurer-$0--
COURTNEY ELISKOVICHVP Membership-$0--
NATALIE RUSSELLSecretary-$0--
DANIELLE EASTWOODFundraising-$0--
HEATHER PERRYVP Events-$0--
CALLIE JOINERHistorian-$0--
Filing and Contact Details

Filer

Filer Name
Blue Oak Elementary School Pta
EIN
68-0165364
Phone
5303130706
Address
2391 MERRYCHASE DRIVE, CAMERON PARK, CA 95682

Signing Officer

Name
Jill Roberds
Title
Treasurer
Signed
2017-08-24
Discuss with paid preparer
Yes

Preparer

Firm
Weston & Tuttle Llp
Address
3420 Coach Lane Ste 11, Cameron Park, CA 95682
Preparer
Truman L Weston
Phone
5306726289
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: BLUE OAK ELEMENTARY SCHOOL | Donee's Address: 2391 MERRYCHASE DR CAMERON PARK CA 95682 | Cash Amount Given: $9600”

Other Expenses.1012

“Insurance $1157”

Other Expenses.1

“Fundraiser overhread $35736”

Other Expenses.2

“SUPPLIES $275”

Other Expenses.3

“BANK CHARGES $274”

Other Expenses.4

“Teacher appreciation $206”

Other Expenses.5

“MISCELLANEOUS $142”

Other Expenses.6

“RENTALS $90”

Other Expenses.7

“TRUST APPLICATION $25”

Other Expenses.8

“OTHER $10”

Raw XML Appendix171 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/PersonNm0JILL ROBARDS
IRS990EZ/BooksInCareOfDetail/PhoneNum05303130706
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02391 MERRYCHASE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CAMERON PARK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095682
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020874
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt044184
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt062977
IRS990EZ/CostOfGoodsSoldAmt014359
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt023310
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0475
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020874
IRS990EZ/Form990TotalAssetsGrp/EOYAmt044184
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt09600
IRS990EZ/GrossProfitLossSlsOfInvntryAmt08321
IRS990EZ/GrossReceiptsAmt085659
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt022680
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020874
IRS990EZ/NetAssetsOrFundBalancesEOYAmt044184
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020874
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt044184
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUZANNE CHRISTENSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JILL ROBERDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2COURTNEY ELISKOVICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NATALIE RUSSELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DANIELLE EASTWOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5HEATHER PERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CALLIE JOINER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP EVENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6HISTORIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt037915
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORTED PROGRAMS, PURCHASED SUPPLIES AND EQUIPMENT, PROVIDED SCHOLARSHIPS FOR FIELD TRIPS AND HELD FAMILY EVENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORTED PROGRAMS, PURCHASED SUPPLIES AND EQUIPMENT, PROVIDED SCHOLARSHIPS FOR FIELD TRIPS AND HELD FAMILY EVENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt035736
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09600
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047990
IRS990EZ/TotalProgramServiceExpensesAmt035736
IRS990EZ/TotalRevenueAmt071300
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0http://blueoakbulldogspta.weebly.com/
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0680271355
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0BLUE OAK ELEMENTARY SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: BLUE OAK ELEMENTARY SCHOOL | Donee's Address: 2391 MERRYCHASE DR CAMERON PARK CA 95682 | Cash Amount Given: $9600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1157
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FUNDRAISER OVERHREAD $35736
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUPPLIES $275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK CHARGES $274
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TEACHER APPRECIATION $206
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MISCELLANEOUS $142
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7RENTALS $90
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TRUST APPLICATION $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9OTHER $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JILL ROBERDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BLUE OAK ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0BLUE
ReturnHeader/Filer/EIN0680165364
ReturnHeader/Filer/PhoneNum05303130706
ReturnHeader/Filer/USAddress/AddressLine1Txt02391 MERRYCHASE DRIVE
ReturnHeader/Filer/USAddress/CityNm0CAMERON PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095682
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WESTON & TUTTLE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03420 Coach Lane Ste 11
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cameron Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095682
ReturnHeader/PreparerPersonGrp/PhoneNum05306726289
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRUMAN L WESTON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-08-24T17:27:00-07:00
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
$44,184
Liabilities
$0
Net assets
$44,184
Revenue
$71,300
Expenses
$47,990
Net income
$23,310
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$62.5$0.00$62.5$46.0$43.0$2.96
2018Summary only. Only limited summary data is available for this year.$29.8$0.00$49.6$62.5$12.9
2017Detailed filing. Detailed filing data is available for this year.$44.2$0.00$44.2$71.3$48.0$23.3
2016Summary only. Only limited summary data is available for this year.$20.9$0.00$49.3$36.8$12.5
2015Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$35.3$44.6$9.35
2014Summary only. Only limited summary data is available for this year.$21.2$0.00$43.6$38.3$5.22
2013Summary only. Only limited summary data is available for this year.$16.0$0.00$32.0$55.7$23.7
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.7$39.7$44.7$39.6$5.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits