Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2015 • EIN 68-0212594

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 15, 2015

Organization ProfileN/A
19456 N Tully RoadLockeford, CA 95237

(209) 331-7214

Siviq Scores

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

Liabilities / Assets

55th 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

55th 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

20th percentile

-13%

Higher net margin than 20% of similar nonprofits.

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

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.

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

Asset Growth

28th percentile

-10%

Faster asset growth than 28% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

50th percentile

0.7%

Faster revenue growth than 50% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$36,396

Down $6,220 (-15%) from 2012

Net Assets

Down

$36,396

Down $6,220 (-15%) from 2012

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin20th percentile

Revenue

Down

$32,162

Down $10,945 (-25%) from 2012

Expenses

Down

$36,306

Down $35,248 (-49%) from 2012

Net Income

Up

-$4,144

Up $24,303 (+85%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$60K$40K$20K$0Assets 2012: $42,616Net Assets 2012: $42,6162012Assets 2015: $36,396Liabilities 2015: $0Net Assets 2015: $36,3962015Assets 2016: $40,941Liabilities 2016: $0Net Assets 2016: $40,9412016Assets 2017: $40,387Liabilities 2017: $0Net Assets 2017: $40,3872017Assets 2018: $40,725Liabilities 2018: $0Net Assets 2018: $40,7252018

Highlighted filing

2015

Assets$36,396
Liabilities$0
Net Assets$36,396
Open 2015 Filing

Operations Trend

Revenue Growth50th percentile

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

$100K$50K$0-$50KRevenue 2012: $43,107Expenses 2012: $71,554Net Income 2012: -$28,4472012Revenue 2015: $32,162Expenses 2015: $36,306Net Income 2015: -$4,1442015Revenue 2016: $28,881Expenses 2016: $24,336Net Income 2016: $4,5452016Revenue 2017: $57,938Expenses 2017: $58,492Net Income 2017: -$5542017Revenue 2018: $66,198Expenses 2018: $65,860Net Income 2018: $3382018

Highlighted filing

2015

Revenue$32,162
Expenses$36,306
Net Income-$4,144
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 15, 2015
Return Version
2014v5.0
Gross Receipts
$50,667
Mission and Program Overview

Mission

EDUCATION & CHARITY

Program Services

DescriptionGrantsExpenses
SCHOOL IMPROVEMENTS$12,802-
FIELD TRIPS, CLASS SUPPLIES,& STUDY TRIPS$12,094-
SCHOOL PROGRAMS, STAFF APPRECIATION, SCHOOL EVENTS & OPEN HOUSE$8,950-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAITLIN PROTZVice PresidentPT$0--
HEATHER ARTIAGATreasurer-$0--
SANDRA HAYNES-ANDREWSSecretary-$0--
SARA PROTZPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising$49,614$49,614$17,705$31,909
Total Events$49,614$49,614$17,705$31,909
Filing and Contact Details

Filer

Filer Name
Lockefordclements Pta
EIN
68-0212594
Phone
2093317214
Address
19456 N TULLY ROAD, LOCKEFORD, CA 95237

Signing Officer

Name
Heather Artiaga
Title
Treasurer
Signed
2015-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Lisa Sheeran
Address
4 W PINE ST, LODI, CA 95240
Preparer
Lisa Sheeran CPA
Phone
2092245566
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $526”

Other Expenses.1012

“Insurance $209”

Other Expenses.1

“School improvements $12802”

Other Expenses.2

“Teacher class expenses $12094”

Other Expenses.3

“Field trips, awards programs $8950”

Other Expenses.5

“MEMBERSHIP DUES $509”

Other Expenses.6

“LICENSES & FEES $35”

Raw XML Appendix175 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/PersonNm0HEATHER ARTIAGA
IRS990EZ/BooksInCareOfDetail/PhoneNum02093317214
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt019456 N TULLY ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOCKEFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095237
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040540
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036396
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4144
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0650
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt040540
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036396
IRS990EZ/FundraisingGrossIncomeAmt050124
IRS990EZ/GrossReceiptsAmt050667
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0540
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040540
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036396
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040540
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036396
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KAITLIN PROTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HEATHER ARTIAGA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SANDRA HAYNES-ANDREWS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SARA PROTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt035125
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION & CHARITY
IRS990EZ/PrintingPublicationsPostageAmt0531
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FIELD TRIPS, CLASS SUPPLIES,& STUDY TRIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOOL IMPROVEMENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SCHOOL PROGRAMS, STAFF APPRECIATION, SCHOOL EVENTS & OPEN HOUSE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt012094
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt112802
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt28950
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt018505
IRS990EZ/SpecialEventsNetIncomeLossAmt031619
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036306
IRS990EZ/TotalProgramServiceExpensesAmt033846
IRS990EZ/TotalRevenueAmt032162
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0540
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0594
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0140
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03348
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09022
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt050124
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt051181
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt049436
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt056045
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt055080
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0261866
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0270888
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt050664
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt051775
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt049576
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt060445
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt058428
IRS990ScheduleA/Total509Grp/TotalAmt0270888
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt050664
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt051775
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt049576
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt060445
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt058428
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0270888
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017705
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt049614
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt049614
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt049614
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt049614
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt031909
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017705
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017705
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $526
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $209
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOOL IMPROVEMENTS $12802
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TEACHER CLASS EXPENSES $12094
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FIELD TRIPS, AWARDS PROGRAMS $8950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEMBERSHIP DUES $509
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LICENSES & FEES $35
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER ARTIAGA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCKEFORDCLEMENTS PTA
ReturnHeader/Filer/BusinessNameControlTxt0LOCK
ReturnHeader/Filer/EIN0680212594
ReturnHeader/Filer/PhoneNum02093317214
ReturnHeader/Filer/USAddress/AddressLine1Txt019456 N TULLY ROAD
ReturnHeader/Filer/USAddress/CityNm0LOCKEFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095237
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lisa Sheeran
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04 W PINE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LODI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095240
ReturnHeader/PreparerPersonGrp/PhoneNum02092245566
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lisa Sheeran CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-15T09:50:06-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,396
Liabilities
$0
Net assets
$36,396
Revenue
$32,162
Expenses
$36,306
Net income
-$4,144
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.7$0.00$40.7$66.2$65.9$0.34
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.4$0.00$40.4$57.9$58.5$0.55
2016Detailed filing. Detailed filing data is available for this year.$40.9$0.00$40.9$28.9$24.3$4.55
2015Detailed filing. Detailed filing data is available for this year.$36.4$0.00$36.4$32.2$36.3$4.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.6$42.6$43.1$71.6$28.4
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits