Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2016 • EIN 68-0257375

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 15, 2017

8343 Palmerson DriveAntelope, CA 95843

(916) 770-8816

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

87th percentile

35%

Higher net margin than 87% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

90th percentile

81%

Faster asset growth than 90% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

89th percentile

61%

Faster revenue growth than 89% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$26,045

Up $11,650 (+81%) from 2015

Net Assets

$26,045

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$33,173

Up $12,580 (+61%) from 2015

Expenses

Down

$21,523

Down $10,954 (-34%) from 2015

Net Income

Up

$11,650

Up $23,534 (+198%) from 2015

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2012: $35,926Liabilities 2012: $02012Assets 2013: $36,341Liabilities 2013: $02013Assets 2014: $26,279Net Assets 2014: $26,2792014Assets 2015: $14,395Liabilities 2015: $02015Assets 2016: $26,045Net Assets 2016: $26,0452016Assets 2017: $14,349Net Assets 2017: $14,3492017Assets 2018: $23,210Net Assets 2018: $23,2102018Assets 2019: $22,075Net Assets 2019: $22,0752019Assets 2020: $25,699Liabilities 2020: $0Net Assets 2020: $25,6992020Assets 2021: $10,733Liabilities 2021: $0Net Assets 2021: $10,7332021Assets 2023: $65,884Liabilities 2023: $0Net Assets 2023: $65,8842023

Highlighted filing

2016

Assets$26,045
Liabilities-
Net Assets$26,045

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $39,562Expenses 2012: $37,713Net Income 2012: $1,8492012Revenue 2013: $28,807Expenses 2013: $28,392Net Income 2013: $4152013Revenue 2014: $33,105Expenses 2014: $43,167Net Income 2014: -$10,0622014Revenue 2015: $20,593Expenses 2015: $32,477Net Income 2015: -$11,8842015Revenue 2016: $33,173Expenses 2016: $21,523Net Income 2016: $11,6502016Revenue 2017: $19,708Expenses 2017: $31,404Net Income 2017: -$11,6962017Revenue 2018: $26,705Expenses 2018: $17,844Net Income 2018: $8,8612018Revenue 2019: $35,723Expenses 2019: $36,858Net Income 2019: -$1,1352019Revenue 2020: $32,472Expenses 2020: $28,848Net Income 2020: $3,6242020Revenue 2021: $7,114Expenses 2021: $22,080Net Income 2021: -$14,9662021Revenue 2023: $48,067Expenses 2023: $24,624Net Income 2023: $23,4432023

Highlighted filing

2016

Revenue$33,173
Expenses$21,523
Net Income$11,650
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 15, 2017
Return Version
2015v3.0
Gross Receipts
$107,614
Mission and Program Overview

Mission

To provide assistance to school and students

To provide assistance to school and students.

Program Services

DescriptionGrantsExpenses
FUNDS WERE USED TO ASSIST TEACHERS IN THE REIMBURSEMENT OF CLASSROOM SUPPLIES,LIBRARY BOOKS, ACTIVITIES AND/OR FIELD TRIPS.-$19,379
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CANDACE CURTISReflections-$0--
DEANA KODIAK2nd VP-$0--
CHRISTINA HEARN1st VP-$0--
ALLISON WRIGHTTreasurer-$0--
SAMANTHA PLAXCOPresident-$0--
ARIANN BETKEAuditor-$0--
GINA BARNESSecretary-$0--
STEPHANIE RICHARDSParliamentar-$0--
DANIELLE DE LA OHistorian-$0--
BETH HUDDLESONMembership-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$56,759$56,759$43,569$13,190
Other Events$28,274$28,274$15,922$12,352
Total Events$97,588$97,588$72,503$25,085
Filing and Contact Details

Filer

Filer Name
Antelope Meadows Elementary Pta
EIN
68-0257375
Phone
9167708816
Address
8343 PALMERSON DRIVE, ANTELOPE, CA 95843

Signing Officer

Name
Allison Wright
Title
Treasurer
Phone
9162478644
Signed
2017-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Roberts & Associates Cpas a Pc
Address
1544 EUREKA RD STE 130, ROSEVILLE, CA 95661-3092
Preparer
Dale a Roberts CPA
Phone
9167871040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office 315 other operational expense 1,829 class funds & luncheons 19,379 total 21,523

Form 990-ez, Part II, Line 24

LAP TOP 0 0 TOTAL 0 0

Raw XML Appendix179 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/BusinessName/BusinessNameLine1Txt0ANTELOPE MEADOWS ELEMENTARY PTA
IRS990EZ/BooksInCareOfDetail/PhoneNum09167234922
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08343 PALMERSON DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ANTELOPE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095843
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014395
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026045
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03061
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011650
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/FundraisingGrossIncomeAmt0104512
IRS990EZ/GrossReceiptsAmt0107614
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014395
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026045
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt9000.00
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/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CANDACE CURTIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEANA KODIAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTINA HEARN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALLISON WRIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SAMANTHA PLAXCO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ARIANN BETKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GINA BARNES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7STEPHANIE RICHARDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DANIELLE DE LA O
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BETH HUDDLESON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0REFLECTIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12ND VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt21ST VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PARLIAMENTAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9MEMBERSHIP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt021523
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE ASSISTANCE TO SCHOOL AND STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDS WERE USED TO ASSIST TEACHERS IN THE REIMBURSEMENT OF CLASSROOM SUPPLIES,LIBRARY BOOKS, ACTIVITIES AND/OR FIELD TRIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019379
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt074441
IRS990EZ/SpecialEventsNetIncomeLossAmt030071
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021523
IRS990EZ/TotalProgramServiceExpensesAmt019379
IRS990EZ/TotalRevenueAmt033173
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03061
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04388
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07749
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010798
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07687
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt033683
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0104553
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt078175
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt055939
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt059129
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt066820
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0364616
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0398299
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0107614
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt082563
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt063688
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt069927
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt074507
IRS990ScheduleA/Total509Grp/TotalAmt0398299
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0107614
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt082563
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt063688
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt069927
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt074507
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0398299
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt072503
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0OTHER EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt056759
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt028274
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt012555
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt097588
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt056759
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt028274
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt012555
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt097588
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025085
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt013012
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt072503
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt043569
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt015922
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 315 OTHER OPERATIONAL EXPENSE 1,829 CLASS FUNDS & LUNCHEONS 19,379 TOTAL 21,523
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LAP TOP 0 0 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLISON WRIGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09162478644
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANTELOPE MEADOWS ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0ANTE
ReturnHeader/Filer/EIN0680257375
ReturnHeader/Filer/PhoneNum09167708816
ReturnHeader/Filer/USAddress/AddressLine1Txt08343 PALMERSON DRIVE
ReturnHeader/Filer/USAddress/CityNm0ANTELOPE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095843
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452522174
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERTS & ASSOCIATES CPAS A PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01544 EUREKA RD STE 130
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROSEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0956613092
ReturnHeader/PreparerPersonGrp/PhoneNum09167871040
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DALE A ROBERTS CPA
ReturnHeader/ReturnTs02017-08-23T14:11:07-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings