Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2019 • EIN 68-0165364

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 10, 2019

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

(530) 676-0164

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

57th percentile

6.4%

Higher net margin than 57% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

71st percentile

19%

Faster asset growth than 71% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2019

Revenue Growth

24th percentile

-20%

Faster revenue growth than 24% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$62,508

Up $32,733 (+110%) from 2018

Net Assets

$62,508

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin57th percentile

Revenue

Down

$45,997

Down $3,577 (-7.2%) from 2018

Expenses

Down

$43,039

Down $19,432 (-31%) from 2018

Net Income

Up

$2,958

Up $15,855 (+123%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2019

Assets$62,508
Liabilities$0
Net Assets$62,508
Open 2019 Filing

Operations Trend

Revenue Growth24th 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

2019

Revenue$45,997
Expenses$43,039
Net Income$2,958
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 10, 2019
Return Version
2018v3.1
Gross Receipts
$45,997
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.--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amber FriedrichsPresident-$0--
Sue ChristensenTreasurer-$0--
Tamera RaberVice President-$0--
Veronica WoodsSecretary-$0--
Victoria HumphreyDirector-$0--
Heather PerryDirector-$0--
Danielle EastwoodDirector-$0--
Amber MorganDirector-$0--
Filing and Contact Details

Filer

Filer Name
PTA California Congress of Parents
EIN
68-0165364
Phone
5306760164
Address
2391 Merrychase Dr, Cameron Park, CA 95682

Signing Officer

Name
Jill Roberds
Title
Treasurer
Signed
2019-10-10
Discuss with paid preparer
Yes

Preparer

Firm
Telesis Tax & Financial
Address
1011 Camino Del Rio So Ste 530, San Diego, CA 92108
Preparer
Thomas E Boles MBA EA
Phone
6192606040
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Functional Expenses $43039”

Other Assets.1

“- Beginning $29775 - Ending $0”

Raw XML Appendix152 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/PhoneNum09162071300
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02391 Merrychase Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Cameron Park
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095682
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029775
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt062508
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt045997
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02958
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt059550
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt059550
IRS990EZ/NetAssetsOrFundBalancesEOYAmt062508
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt73.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Amber Friedrichs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sue Christensen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Tamera Raber
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Veronica Woods
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Victoria Humphrey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Heather Perry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Danielle Eastwood
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Amber Morgan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt029775
IRS990EZ/OtherExpensesTotalAmt043039
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/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt043039
IRS990EZ/TotalRevenueAmt045997
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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/ExplanationTxt0Functional Expenses $43039
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1- Beginning $29775 - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Assets.1
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jill Roberds
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA California Congress of Parents
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0680165364
ReturnHeader/Filer/PhoneNum05306760164
ReturnHeader/Filer/USAddress/AddressLine1Txt02391 Merrychase Dr
ReturnHeader/Filer/USAddress/CityNm0Cameron Park
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095682
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330411374
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Telesis Tax & Financial
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01011 Camino Del Rio So Ste 530
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092108
ReturnHeader/PreparerPersonGrp/PhoneNum06192606040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas E Boles MBA EA
ReturnHeader/ReturnTs02019-10-10T11:31:26-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,508
Liabilities
$0
Net assets
$62,508
Revenue
$45,997
Expenses
$43,039
Net income
$2,958
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