Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2021 • EIN 68-0232126

Jul 01, 2020 to Jun 30, 2021 • Filed on Dec 06, 2021

Organization ProfileN/A
1655 Iron Point RoadFolsom, CA 95630

(916) 985-2975

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

84th percentile

45%

Higher net margin than 84% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

71st percentile

28%

Faster asset growth than 71% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$39,052

Up $8,576 (+28%) from 2020

Net Assets

$39,052

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin84th percentile

Revenue

Up

$18,870

Up $22,417 (+632%) from 2020

Expenses

Up

$10,294

Up $5,946 (+137%) from 2020

Net Income

Up

$8,576

Up $16,471 (+209%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$60K$40K$20K$0Assets 2011: $48,639Liabilities 2011: $02011Assets 2012: $40,904Liabilities 2012: $02012Assets 2013: $46,095Liabilities 2013: $02013Assets 2014: $56,725Liabilities 2014: $02014Assets 2015: $44,658Liabilities 2015: $02015Assets 2016: $35,161Liabilities 2016: $02016Assets 2017: $22,633Liabilities 2017: $02017Assets 2018: $25,906Liabilities 2018: $02018Assets 2019: $38,371Liabilities 2019: $02019Assets 2020: $30,476Liabilities 2020: $02020Assets 2021: $39,052Liabilities 2021: $0Net Assets 2021: $39,0522021Assets 2022: $33,784Liabilities 2022: $0Net Assets 2022: $33,7842022

Highlighted filing

2021

Assets$39,052
Liabilities$0
Net Assets$39,052
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2011: $102,316Expenses 2011: $87,444Net Income 2011: $14,8722011Revenue 2012: $65,250Expenses 2012: $72,985Net Income 2012: -$7,7352012Revenue 2013: $65,303Expenses 2013: $60,112Net Income 2013: $5,1912013Revenue 2014: $36,906Expenses 2014: $26,276Net Income 2014: $10,6302014Revenue 2015: $31,051Expenses 2015: $35,080Net Income 2015: -$4,0292015Revenue 2016: $39,200Expenses 2016: $48,697Net Income 2016: -$9,4972016Revenue 2017: $35,293Expenses 2017: $47,821Net Income 2017: -$12,5282017Revenue 2018: $40,043Expenses 2018: $36,770Net Income 2018: $3,2732018Revenue 2019: $39,931Expenses 2019: $27,466Net Income 2019: $12,4652019Revenue 2020: -$3,547Expenses 2020: $4,348Net Income 2020: -$7,8952020Revenue 2021: $18,870Expenses 2021: $10,294Net Income 2021: $8,5762021Revenue 2022: $11,883Expenses 2022: $17,151Net Income 2022: -$5,2682022

Highlighted filing

2021

Revenue$18,870
Expenses$10,294
Net Income$8,576
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Dec 6, 2021
Return Version
2020v4.1
Gross Receipts
$40,827
Mission and Program Overview

Mission

High school parent/teacher association - community service

Program Services

DescriptionGrantsExpenses
DONATIONS TO SCHOOL DEPARTMENTS & COLLEGE SCHOLARSHIP PROGRAMS: PROVIDE NEEDED FUNDS FOR SCHOOL DEPARTMENTS & SCHOLARSHIPS TO GRADUATING SENIOR STUDENTS$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERRI BERRYPresidentPT$0--
KATJA JACKSONVice PresidentPT$0--
DIANA REGANVice PresidentPT$0--
SHELBY MADDUXTreasurerPT$0--
JESSICA XUSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Pta California Congress
EIN
68-0232126
Phone
9169852975
Address
1655 IRON POINT ROAD, FOLSOM, CA 95630

Signing Officer

Name
Jessica Xu
Title
Treasurer
Phone
9169852975
Signed
2021-12-06
Discuss with paid preparer
Yes

Preparer

Firm
Hedrick Stodghill Llp
Address
5935 GRANITE LAKE DRIVE 120, GRANITE BAY, CA 95746
Preparer
Aubrey E Stodghill CPA Mbt
Phone
9169852975
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 7 - Sales of Inventory

“Income: gross receipts: 0. Returns and allowances: 0. Less cost of goods sold: 20309. Gross profit: -20309. Cost of goods sold: inventory at beginning of year: 0. Merchandise purchased: 10019. Cost of labor: 0. Materials and supplies: 10290. Other costs: 0. Inventory at end of year: 0. Cost of goods sold: 20309.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: prizes. Amount: 9140.”

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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0JESSICA XU
IRS990EZ/BooksInCareOfDetail/PhoneNum09169852975
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01109 SANDWICK WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FOLSOM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095630
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030476
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt039052
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt010741
IRS990EZ/CostOfGoodsSoldAmt020309
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt08576
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt039052
IRS990EZ/FundraisingGrossIncomeAmt030086
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-20309
IRS990EZ/GrossReceiptsAmt040827
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030476
IRS990EZ/NetAssetsOrFundBalancesEOYAmt039052
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030476
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt039052
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt415.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHERRI BERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATJA JACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DIANA REGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHELBY MADDUX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JESSICA XU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt09140
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0HIGH SCHOOL PARENT/TEACHER ASSOCIATION - COMMUNITY SERVICE
IRS990EZ/PrintingPublicationsPostageAmt01154
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATIONS TO SCHOOL DEPARTMENTS & COLLEGE SCHOLARSHIP PROGRAMS: PROVIDE NEEDED FUNDS FOR SCHOOL DEPARTMENTS & SCHOLARSHIPS TO GRADUATING SENIOR STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt01648
IRS990EZ/SpecialEventsNetIncomeLossAmt028438
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt010294
IRS990EZ/TotalRevenueAmt018870
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010741
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02602
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07432
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08371
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08657
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt037803
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt030086
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt07869
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt041055
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt041243
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt036649
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0156902
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0194705
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt040827
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt010471
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt048487
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt049614
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt045306
IRS990ScheduleA/Total509Grp/TotalAmt0194705
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt040827
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt010471
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt048487
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt049614
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt045306
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0194705
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INCOME: GROSS RECEIPTS: 0. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 20309. GROSS PROFIT: -20309. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 10019. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 10290. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 20309.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PRIZES. AMOUNT: 9140.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JESSICA XU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09169852975
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CALIFORNIA CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOLSOM HIGH PTSA
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0680232126
ReturnHeader/Filer/PhoneNum09169852975
ReturnHeader/Filer/USAddress/AddressLine1Txt01655 IRON POINT ROAD
ReturnHeader/Filer/USAddress/CityNm0FOLSOM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095630
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452525015
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HEDRICK STODGHILL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05935 GRANITE LAKE DRIVE 120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRANITE BAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095746
ReturnHeader/PreparerPersonGrp/PhoneNum09169852975
ReturnHeader/PreparerPersonGrp/PreparationDt02021-12-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AUBREY E STODGHILL CPA MBT
ReturnHeader/ReturnTs02021-12-06T11:29:28-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JESSICA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0XU
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,052
Liabilities
$0
Net assets
$39,052
Revenue
$18,870
Expenses
$10,294
Net income
$8,576
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.12$0.17$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.19$0.10$0.09
2020Summary only. Only limited summary data is available for this year.$0.30$0.00$0.04$0.04$0.08
2019Summary only. Only limited summary data is available for this year.$0.38$0.00$0.40$0.27$0.12
2018Summary only. Only limited summary data is available for this year.$0.26$0.00$0.40$0.37$0.03
2017Summary only. Only limited summary data is available for this year.$0.23$0.00$0.35$0.48$0.13
2016Summary only. Only limited summary data is available for this year.$0.35$0.00$0.39$0.49$0.09
2015Summary only. Only limited summary data is available for this year.$0.45$0.00$0.31$0.35$0.04
2014Summary only. Only limited summary data is available for this year.$0.57$0.00$0.37$0.26$0.11
2013Summary only. Only limited summary data is available for this year.$0.46$0.00$0.65$0.60$0.05
2012Summary only. Only limited summary data is available for this year.$0.41$0.00$0.65$0.73$0.08
2011Summary only. Only limited summary data is available for this year.$0.49$0.00$1.02$0.87$0.15