Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2024 • EIN 68-0277123

Jul 01, 2023 to Jun 30, 2024 • Filed on Aug 28, 2024

2222 Shasta DriveDavis, CA 95616

(530) 902-4795

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$30,970

Flat from 2024

Net Assets

$30,970

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Flat

$35,637

Flat from 2024

Expenses

Flat

$35,474

Flat from 2024

Net Income

Flat

$163

Flat from 2024

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: $30,970Net Assets 2024: $30,9702024Assets 2024: $30,970Liabilities 2024: $02024Assets 2025: $51,791Net Assets 2025: $51,7912025

Highlighted filing

2024

Assets$30,970
Liabilities-
Net Assets$30,970

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 2024: $35,637Expenses 2024: $35,474Net Income 2024: $1632024Revenue 2025: $48,877Expenses 2025: $28,056Net Income 2025: $20,8212025

Highlighted filing

2024

Revenue$35,637
Expenses$35,474
Net Income$163
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Aug 28, 2024
Return Version
2023v5.1
Gross Receipts
$46,500
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.-$26,289
COMMUNITY EVENTS/OUTREACH-$3,221
YEARBOOK--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TALITHA VAN DER MEULENPresidentPT$0--
JULIA MELLESecretaryPT$0--
ERIN FULLERMembershipPT$0--
SARA SUTHERLANDTreasurerPT$0--
JO MAINDirectorPT$0--
ALICIA BALLORVice PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$22,763$22,763$4,695$18,068
Unfundraiser$18,460$18,460$6,168$12,292
Total Events$41,223$41,223$10,863$30,360
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
Sara Sutherland
Title
Treasurer
Phone
5309024795
Signed
2024-08-28
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 $1299

Other Expenses.1012

Insurance $282

Other Expenses.1

SCHOOL SUPPORT $21827

Other Expenses.2

SUPPLIES $3395

Other Expenses.3

Community events/outreach $3221

Other Expenses.4

YEARBOOK $1067

Other Expenses.5

Dues and subscriptions $829

Raw XML Appendix191 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/PersonNm5ALICIA BALLOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice President
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IRS990EZ/OrganizationDissolvedEtcInd0false
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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.
IRS990EZ/PrintingPublicationsPostageAmt054
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1COMMUNITY EVENTS/OUTREACH
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2YEARBOOK
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt026289
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TypeOfOrganizationAssocInd0X
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
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IRS990ScheduleA/Form990SchAType3FuncIntGrp/GovernmentalEntityInd0X
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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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Part IV, Section E, Line 2b: Reasons For The Organization's Position
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $2700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1299
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOOL SUPPORT $21827
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPLIES $3395
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMMUNITY EVENTS/OUTREACH $3221
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6YEARBOOK $1067
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DUES AND SUBSCRIPTIONS $829
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
ReturnHeader/BuildTS02024-08-08 14:25:15Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0SARA SUTHERLAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05309024795
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PATWIN ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PATW
ReturnHeader/Filer/EIN0680277123
ReturnHeader/Filer/PhoneNum05309024795
ReturnHeader/Filer/USAddress/AddressLine1Txt02222 SHASTA DRIVE
ReturnHeader/Filer/USAddress/CityNm0DAVIS
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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/ReturnTs02024-08-28T10:15:12-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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No mirrored PDF or thumbnail assets are attached yet.

Filings