Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2022 • EIN 68-0277123

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 07, 2022

2222 Shasta DriveDavis, CA 95616

(530) 902-4795

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

11th percentile

-47%

Higher net margin than 11% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2022

Asset Growth

25th percentile

-16%

Faster asset growth than 25% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

99th percentile

3615%

Faster revenue growth than 99% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$57,713

Down $11,021 (-16%) from 2021

Net Assets

Down

$57,713

Down $11,021 (-16%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$23,519

Up $22,886 (+3615%) from 2021

Expenses

Down

$34,540

Down $12,304 (-26%) from 2021

Net Income

Up

-$11,021

Up $35,190 (+76%) from 2021

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2015: $69,684Net Assets 2015: $69,6842015Assets 2016: $67,488Net Assets 2016: $67,4882016Assets 2017: $76,030Net Assets 2017: $76,0302017Assets 2018: $88,417Net Assets 2018: $88,4172018Assets 2019: $91,217Net Assets 2019: $91,2172019Assets 2020: $114,945Net Assets 2020: $114,9452020Assets 2021: $68,734Net Assets 2021: $68,7342021Assets 2022: $57,713Net Assets 2022: $57,7132022Assets 2023: $30,807Net Assets 2023: $30,8072023Assets 2024: $30,970Liabilities 2024: $02024Assets 2025: $51,791Net Assets 2025: $51,7912025

Highlighted filing

2022

Assets$57,713
Liabilities-
Net Assets$57,713

Operations Trend

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

$100K$50K$0-$50KRevenue 2015: $50,081Expenses 2015: $52,561Net Income 2015: -$2,4802015Revenue 2016: $39,021Expenses 2016: $41,217Net Income 2016: -$2,1962016Revenue 2017: $34,015Expenses 2017: $25,473Net Income 2017: $8,5422017Revenue 2018: $44,405Expenses 2018: $32,018Net Income 2018: $12,3872018Revenue 2019: $36,596Expenses 2019: $33,796Net Income 2019: $2,8002019Revenue 2020: $41,221Expenses 2020: $17,493Net Income 2020: $23,7282020Revenue 2021: $633Expenses 2021: $46,844Net Income 2021: -$46,2112021Revenue 2022: $23,519Expenses 2022: $34,540Net Income 2022: -$11,0212022Revenue 2023: $15,517Expenses 2023: $42,423Net Income 2023: -$26,9062023Revenue 2024: $35,637Expenses 2024: $35,474Net Income 2024: $1632024Revenue 2025: $48,877Expenses 2025: $28,056Net Income 2025: $20,8212025

Highlighted filing

2022

Revenue$23,519
Expenses$34,540
Net Income-$11,021
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 7, 2022
Return Version
2021v4.0
Gross Receipts
$23,807
Mission and Program Overview

Mission

The pta helps to build a brighter future for our childrenby supporting teachers and families with the tools needed to ensure a strong and encouraging learning environment.

Program Services

DescriptionGrantsExpenses
SCHOOL SUPPORT: PTA PROVIDES FUNDING TO THE SCHOOL FOR VARIOUS CLASSROOM AND PLAYGROUND SUPPLIES AND EQUIPMENT; CURRICULUM NEEDS; LIBRARY ESSENTIALS; AND MONETARY ASSISTANCE FOR SPECIFIC SCHOOL EVENTS.-$18,723
COMMUNITY EVENTS/OUTREACH-$7,918
YEARBOOK-$3,678
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KYUNG SINPresidentPT$0--
RHONDA ELLIOTTSecretaryPT$0--
JENNIFER FONGMembershipPT$0--
BRIANNE LEYMASTERTreasurerPT$0--
SPENCER ELLIOTTCo-SecretaryPT$0--
KIMBERLY MCCUSKERVice PresidentPT$0--
DANIEL STEINParliamentarianPT$0--
SYNDA WHITMERFinancial Sec'YPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Unfundraiser$15,565$15,565$288$15,277
Total Events$15,565$15,565$288$15,277
Filing and Contact Details

Filer

Filer Name
Patwin Elementary Pta
EIN
68-0277123
Phone
5309024795
Address
2222 SHASTA DRIVE, DAVIS, CA 95616

Signing Officer

Name
Brianne Leymaster
Title
Treasurer
Phone
5309024795
Signed
2022-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Wink Accountancy Corporation
Address
2744 DEL RIO PL STE 110, DAVIS, CA 95618
Preparer
Christopher M Wink CPA Pfs
Phone
5302973444
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $2700

Other Expenses.1002

Office Expenses $142

Other Expenses.1012

Insurance $308

Other Expenses.1

SCHOOL SUPPORT $18723

Other Expenses.2

Community events/outreach $7333

Other Expenses.3

YEARBOOK $3678

Other Expenses.4

SUPPLIES $585

Other Expenses.5

BANK CHARGES $477

Other Expenses.6

Dues and subscriptions $319

Raw XML Appendix201 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KIMBERLY MCCUSKER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SYNDA WHITMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO-SECRETARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7FINANCIAL SEC'Y
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt034265
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PTA HELPS TO BUILD A BRIGHTER FUTURE FOR OUR CHILDRENBY SUPPORTING TEACHERS AND FAMILIES WITH THE TOOLS NEEDED TO ENSURE A STRONG AND ENCOURAGING LEARNING ENVIRONMENT.
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SUPPORTING ORGANIZATION IS A PARENT-TEACHER ALLIANCE ORGANIZATION AND THE SUPPORTED ORGANIZATION IS THE ASSOCIATED SCHOOL. PTA MEETS WITH THE SCHOOL AND SCHOOL ADMINISTRATORS TO MAINTAIN A CLOSE AND CONTINUOUS WORKING RELATIONSHIP.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1ALL ACTIVITIES ARE FOR THE BENEFIT OF THE SCHOOL.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2SCHOOL WOULD HAVE UNDERTAKEN ALL ACTIVITIES IF THE ORGANIZATION WAS NOT PERFORMING THEM.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $2700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $142
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $308
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOOL SUPPORT $18723
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMMUNITY EVENTS/OUTREACH $7333
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5YEARBOOK $3678
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SUPPLIES $585
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DUES AND SUBSCRIPTIONS $319
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05309024795
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-07
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ReturnHeader/Filer/BusinessNameControlTxt0PATW
ReturnHeader/Filer/EIN0680277123
ReturnHeader/Filer/PhoneNum05309024795
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ReturnHeader/Filer/USAddress/CityNm0DAVIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095616
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202023693
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WINK ACCOUNTANCY CORPORATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02744 DEL RIO PL STE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DAVIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum05302973444
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER M WINK CPA PFS
ReturnHeader/ReturnTs02022-11-07T09:40:04-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRIANNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEYMASTER
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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