Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2023 • EIN 68-0304514

Jul 01, 2022 to Jun 30, 2023 • Filed on May 28, 2024

Organization ProfileWWW.EMMAWILSON.CHICOUSD.ORG
1530 W 8th AvenueChico, CA 95926

(530) 891-3297

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

90th percentile

50%

Higher net margin than 90% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

79th percentile

32%

Faster asset growth than 79% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

10th percentile

-55%

Faster revenue growth than 10% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$56,685

Up $13,648 (+32%) from 2022

Net Assets

Down

$34,809

Down $8,228 (-19%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin90th percentile

Revenue

Down

$27,319

Down $33,447 (-55%) from 2022

Expenses

Down

$13,620

Down $25,469 (-65%) from 2022

Net Income

Down

$13,699

Down $7,978 (-37%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$150K$100K$50K$0Assets 2012: $35,032Liabilities 2012: $02012Assets 2013: $15,729Liabilities 2013: $02013Assets 2014: $13,871Liabilities 2014: $02014Assets 2015: $5,970Net Assets 2015: $5,9702015Assets 2016: $9,170Net Assets 2016: $9,1702016Assets 2017: $20,750Liabilities 2017: $02017Assets 2019: $41,718Net Assets 2019: $42,4212019Assets 2020: $19,451Net Assets 2020: $19,1122020Assets 2021: $21,360Net Assets 2021: $21,3602021Assets 2022: $43,037Liabilities 2022: $0Net Assets 2022: $43,0372022Assets 2023: $56,685Net Assets 2023: $34,8092023Assets 2024: $74,127Net Assets 2024: $74,1272024Assets 2025: $102,359Net Assets 2025: $102,3592025

Highlighted filing

2023

Assets$56,685
Liabilities-
Net Assets$34,809
Open 2023 Filing

Operations Trend

Revenue Growth10th percentile

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

$100K$50K$0-$50KRevenue 2012: $20,005Expenses 2012: $13,533Net Income 2012: $6,4722012Revenue 2013: $10,210Expenses 2013: $29,513Net Income 2013: -$19,3032013Revenue 2014: $16,695Expenses 2014: $18,553Net Income 2014: -$1,8582014Revenue 2015: $7,906Expenses 2015: $15,807Net Income 2015: -$7,9012015Revenue 2016: $8,349Expenses 2016: $5,149Net Income 2016: $3,2002016Revenue 2017: $16,886Expenses 2017: $5,838Net Income 2017: $11,0482017Revenue 2019: -$3,164Expenses 2019: $304Net Income 2019: -$3,4682019Revenue 2020: -$21,626Expenses 2020: $980Net Income 2020: -$22,6062020Revenue 2021: $4,948Expenses 2021: $3,039Net Income 2021: $1,9092021Revenue 2022: $60,766Expenses 2022: $39,089Net Income 2022: $21,6772022Revenue 2023: $27,319Expenses 2023: $13,620Net Income 2023: $13,6992023Revenue 2024: $29,231Expenses 2024: $11,797Net Income 2024: $17,4342024Revenue 2025: $67,812Expenses 2025: $39,580Net Income 2025: $28,2322025

Highlighted filing

2023

Revenue$27,319
Expenses$13,620
Net Income$13,699
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 28, 2024
Return Version
2022v5.0
Gross Receipts
$64,350
Mission and Program Overview

Mission

To promote the welfare of the children in the home, school, anc community. To promote the relationship of the home and school that teachers and family may cooperate in the education of the children

Program Services

DescriptionGrantsExpenses
TO PROMOTE THE WELFARE OF THE CHILDREN--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEN FOWLERPresident-$0--
JULIE CHESTERMANVice President-$0--
TRISTA THOMASSpirt Wear Coordinat-$0--
SAMMY WRIGHTSecretary-$0--
CHRISSY JORDAN2-$0--
LUCY BILARDELLOParent Liaison-$0--
Filing and Contact Details

Filer

Filer Name
Emma Wilson Elementary Pta
EIN
68-0304514
Phone
5308913297
Address
1530 W 8TH AVENUE, CHICO, CA 95926

Signing Officer

Name
Lacy Bilardello
Title
Treasurer
Phone
5308913297
Signed
2024-05-28
Discuss with paid preparer
No

Preparer

Firm
H and R Block
Address
2255 ESPLANADE, CHICO, CA 95926
Preparer
Melissa Ramsey
Phone
5308951876
Supplemental Narrative

Additional Explanations

Part 1 Line 1

“Amazon smile donations $270”

Part 1 Line 6B

“Ram fun run $41107 carnival $4842”

Part 1 Line 8

“Classrm rewards $6592 bookfair $1704”

Part 1 Line 13

“Pta operating costs $1885”

Part 1 Line15

“PTA SUPPLIES $1164”

Part 1 Line 16

“Dues $214 classrm rewards $7986 return check $264 teacher appr $2107”

Part 1 Line 20

“Books off $-250 manual adjustment”

Raw XML Appendix141 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LACY BILARDELLO
IRS990EZ/BooksInCareOfDetail/PhoneNum08314211294
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01530 W 8TH AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Chico
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095926
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021360
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt056685
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0270
IRS990EZ/CostOfGoodsSoldAmt011134
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013699
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01885
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021360
IRS990EZ/Form990TotalAssetsGrp/EOYAmt056685
IRS990EZ/FundraisingGrossIncomeAmt045949
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-2179
IRS990EZ/GrossReceiptsAmt064350
IRS990EZ/GrossSalesOfInventoryAmt08955
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0880
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021360
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034809
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021360
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt056685
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JEN FOWLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JULIE CHESTERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TRISTA THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SAMMY WRIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRISSY JORDAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LUCY BILARDELLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SPIRT WEAR COORDINAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt42
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PARENT LIAISON
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-250
IRS990EZ/OtherExpensesTotalAmt010571
IRS990EZ/OtherRevenueTotalAmt08296
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE WELFARE OF THE CHILDREN IN THE HOME, SCHOOL, ANC COMMUNITY. TO PROMOTE THE RELATIONSHIP OF THE HOME AND SCHOOL THAT TEACHERS AND FAMILY MAY COOPERATE IN THE EDUCATION OF THE CHILDREN
IRS990EZ/PrintingPublicationsPostageAmt01164
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE THE WELFARE OF THE CHILDREN
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt025897
IRS990EZ/SpecialEventsNetIncomeLossAmt020052
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013620
IRS990EZ/TotalRevenueAmt027319
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.EMMAWILSON.CHICOUSD.ORG
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0false
IRS990ScheduleG/LicensedStatesCd0CA
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AMAZON SMILE DONATIONS $270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RAM FUN RUN $41107 CARNIVAL $4842
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CLASSRM REWARDS $6592 BOOKFAIR $1704
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PTA OPERATING COSTS $1885
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PTA SUPPLIES $1164
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DUES $214 CLASSRM REWARDS $7986 RETURN CHECK $264 TEACHER APPR $2107
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BOOKS OFF $-250 MANUAL ADJUSTMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART 1 LINE 6B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART 1 LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART 1 LINE 13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART 1 LINE15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART 1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6PART 1 LINE 20
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0LACY BILARDELLO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05308913297
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EMMA WILSON ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0EMMA
ReturnHeader/Filer/EIN0680304514
ReturnHeader/Filer/PhoneNum05308913297
ReturnHeader/Filer/USAddress/AddressLine1Txt01530 W 8TH AVENUE
ReturnHeader/Filer/USAddress/CityNm0CHICO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095926
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841680462
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H AND R BLOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02255 ESPLANADE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095926
ReturnHeader/PreparerPersonGrp/PhoneNum05308951876
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Melissa Ramsey
ReturnHeader/ReturnTs02024-05-29T16:28:09Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LACY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BILARDELLO
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,685
Liabilities
-
Net assets
$34,809
Revenue
$27,319
Expenses
$13,620
Net income
$13,699
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.02$1.02$0.68$0.40$0.28
2024Detailed filing. Detailed filing data is available for this year.$0.74$0.74$0.29$0.12$0.17
2023Detailed filing. Detailed filing data is available for this year.$0.57$0.35$0.27$0.14$0.14
2022Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.61$0.39$0.22
2021Detailed filing. Detailed filing data is available for this year.$0.21$0.21$0.05$0.03$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.19$0.19$0.22$0.01$0.23
2019Detailed filing. Detailed filing data is available for this year.$0.42$0.42$0.03$0.00$0.03
2017Summary only. Only limited summary data is available for this year.$0.21$0.00$0.17$0.06$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.09$0.09$0.08$0.05$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.08$0.16$0.08
2014Summary only. Only limited summary data is available for this year.$0.14$0.00$0.17$0.19$0.02
2013Summary only. Only limited summary data is available for this year.$0.16$0.00$0.10$0.30$0.19
2012Summary only. Only limited summary data is available for this year.$0.35$0.00$0.20$0.14$0.06