Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990 • Fiscal year 2017 • EIN 68-0212594

Jul 01, 2016 to Jun 30, 2017 • Filed on May 10, 2018

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

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

38th percentile

-1.0%

Higher net margin than 38% 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

42nd percentile

-1.4%

Faster asset growth than 42% of similar nonprofits.

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

Revenue Growth

92nd percentile

101%

Faster revenue growth than 92% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$40,387

Down $554 (-1.4%) from 2016

Net Assets

Down

$40,387

Down $554 (-1.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin38th percentile

Revenue

Up

$57,938

Up $29,057 (+101%) from 2016

Expenses

Up

$58,492

Up $34,156 (+140%) from 2016

Net Income

Down

-$554

Down $5,099 (-112%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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: $36,396Net 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

2017

Assets$40,387
Liabilities$0
Net Assets$40,387
Open 2017 Filing

Operations Trend

Revenue Growth92nd 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

2017

Revenue$57,938
Expenses$58,492
Net Income-$554
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 10, 2018
Return Version
2016v3.0
Gross Receipts
$57,938
Mission and Program Overview

Mission

EDUCATION & CHARITY

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$40,941$40,387▼ $554
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$40,941$40,387▼ $554
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$40,941$40,387▼ $554
Total Net Assets Fund Balance$40,941$40,387▼ $554
Total Liabilities and Net Assets / Fund Balance$40,941$40,387▼ $554
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Sara ProtzPresident
Kaitlin ProtzVice President
Sandra Haynes-andrewsSecretary
Theresa MunsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$640
Investment Income
$3
Other Revenue
$57,295
Change in Net Assets
$-554
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$58,492
Total Fundraising Expense$29,774
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$12,485-$11,441$11,441
Office Expenses-$788-$788
Fees for Services Accounting-$675-$675
All Other Expenses-$35-$35
Fees for Services Other-$30-$30
Total Functional Expenses$27,190$1,528$29,774$58,492
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$57,295
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Events and Programs$57,295$57,295-$57,295
Total Events$57,295$57,295-$57,295
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

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
2018-05-10
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
4
Independent Board Members
0
Employees
0

Preparer

Firm
Lisa Sheeran
Address
4 W PINE ST, LODI, CA 95240
Preparer
Lisa Sheeran CPA
Phone
2092245566
Raw XML Appendix365 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.

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IRS990/TotalProgramServiceExpensesAmt027190
IRS990/TotalProgramServiceRevenueAmt0640
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0643
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt057938
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt040941
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt040387
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt040941
IRS990/UnrestrictedNetAssetsGrp/EOYAmt040387
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER ARTIAGA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-10
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/ReturnTs02018-05-14T11:25:35-07:00
ReturnHeader/ReturnTypeCd0990
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 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,387
Liabilities
$0
Net assets
$40,387
Revenue
$57,938
Expenses
$58,492
Net income
-$554
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
2017Detailed filing. Detailed filing data is available for this year.$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$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. 2017 filings • 501(c)3 • <$500k nonprofits