Civic Intelligence

PTA California Congress of Parents

EIN 68-0362738 • 501(c)3 • Folsom, CA

Profile

Promote teacher/parent interaction to improve child education

5162 Natoma Station Elem500 TurnpikFolsom, CA 95630

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

79th percentile

26%

Higher net margin than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

91st percentile

86%

Faster asset growth than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

27th percentile

-30%

Faster revenue growth than 27% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$17,198

Up $7,960 (+86%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$17,198

Up $7,960 (+86%) from 2014

Operations
Liabilities / Revenue62nd percentileNet Margin79th percentile

Revenue

Down

$30,674

Down $13,393 (-30%) from 2014

Expenses

Down

$22,714

Down $33,508 (-60%) from 2014

Net Income

Up

$7,960

Up $20,115 (+165%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth91st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2010: $21,273Net Assets 2010: $21,2732010Assets 2014: $9,238Net Assets 2014: $9,2382014Assets 2015: $17,198Net Assets 2015: $17,1982015

Highlighted filing

2015

Assets$17,198
Liabilities-
Net Assets$17,198
Open 2015 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2010: $35,967Expenses 2010: $45,185Net Income 2010: -$9,2182010Revenue 2014: $44,067Expenses 2014: $56,222Net Income 2014: -$12,1552014Revenue 2015: $30,674Expenses 2015: $22,714Net Income 2015: $7,9602015

Highlighted filing

2015

Revenue$30,674
Expenses$22,714
Net Income$7,960
Open 2015 Filing

Filings

Most recent year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,198
Liabilities
-
Net assets
$17,198
Revenue
$30,674
Expenses
$22,714
Net income
$7,960
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$17.2$17.2$30.7$22.7$7.96
2014Detailed filing. Detailed filing data is available for this year.$9.24$9.24$44.1$56.2$12.2
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.3$21.3$36.0$45.2$9.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 23, 2015
Return Version
2014v5.0
Gross Receipts
$48,531
Mission and Program Overview

Mission

Promote teacher/parent interaction to improve child education

Program Services

DescriptionGrantsExpenses
CARNIVAL EVENT PROVIDED TABLETS & APPLE TV IN CLASS ROOMS 450 STUDENTS AND TEACHERS BENEFITED-$4,829
CHETA CHASE PROVDED SCHOLARSHIPS AND KINDERGARTEN GIFTS STUDENT BODY OF 450 BENEFITED-$2,934
TRUNK OR TREAT PROVIDED PLAYGROUND BENCHES 450 STUDENTS AND TEACHERS BENEFITED-$1,446
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CLARISSA FALENPresidentPT$0--
AMY PELZNERVice PresidentPT$0--
MIKE DONATTreasurer-$0--
PAMELA JOHNSONSecretaryPT$0--
JOANNE BOYLEParliamentarian-$0--
PAMELA JOHNSONHistorian-$0--
JIM CHAVEZFinancial Secretary-$0--
TED BOSQUEPrincipal-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Carnival$12,631$12,631$4,829$7,802
Book Fair$8,354$8,354$117$8,237
Total Events$38,268$38,268$7,880$30,388
Filing and Contact Details

Filer

Filer Name
Pta California Congress of Parents
EIN
68-0362738
Phone
9164088690
Address
5162 NATOMA STATION ELEM500 TURNPIK, FOLSOM, CA 95630

Signing Officer

Name
Michael Donat
Title
Treasurer
Phone
9164088690
Signed
2015-10-23

Preparer

Firm
Ma Barker Bookkeeping & Tax Service
Address
PO BOX 1567, LINCOLN, CA 95648-1443
Preparer
Mary Ann Barker
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Bank charges 10. Gifts to pta/school 637. Program expenses 109. Directories 415. Movie license 394. Supplies 207.”

Raw XML Appendix167 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/BenefitsPaidToOrForMembersAmt020717
IRS990EZ/BooksInCareOfDetail/PersonNm0MICHAEL DONAT
IRS990EZ/BooksInCareOfDetail/PhoneNum09169850927
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0500 TURNPIKE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FOLSOM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095630
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09238
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017198
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0769
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07960
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0225
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09238
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017198
IRS990EZ/FundraisingGrossIncomeAmt043058
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt048531
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09238
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017198
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09238
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017198
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
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/PersonNm0CLARISSA FALEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMY PELZNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MIKE DONAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAMELA JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOANNE BOYLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PAMELA JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JIM CHAVEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7TED BOSQUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PRINCIPAL
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01772
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE TEACHER/PARENT INTERACTION TO IMPROVE CHILD EDUCATION
IRS990EZ/ProgramServiceRevenueAmt04704
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CARNIVAL EVENT PROVIDED TABLETS & APPLE TV IN CLASS ROOMS 450 STUDENTS AND TEACHERS BENEFITED
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TRUNK OR TREAT PROVIDED PLAYGROUND BENCHES 450 STUDENTS AND TEACHERS BENEFITED
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2CHETA CHASE PROVDED SCHOLARSHIPS AND KINDERGARTEN GIFTS STUDENT BODY OF 450 BENEFITED
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04829
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11446
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22934
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt017857
IRS990EZ/SpecialEventsNetIncomeLossAmt025201
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022714
IRS990EZ/TotalProgramServiceExpensesAmt09209
IRS990EZ/TotalRevenueAmt030674
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt048531
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt052219
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt056636
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt046801
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt046261
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0250448
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0250448
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt048531
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt052219
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt056636
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt046801
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt046261
IRS990ScheduleA/Total509Grp/TotalAmt0250448
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0250448
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07880
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt08354
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012631
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt017283
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt038268
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt08354
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012631
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt017283
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt038268
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt030388
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02934
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07880
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0117
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04829
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BANK CHARGES 10. GIFTS TO PTA/SCHOOL 637. PROGRAM EXPENSES 109. DIRECTORIES 415. MOVIE LICENSE 394. SUPPLIES 207.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL DONAT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09164088690
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CALIFORNIA CONGRESS OF PARENTS
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0680362738
ReturnHeader/Filer/PhoneNum09164088690
ReturnHeader/Filer/USAddress/AddressLine1Txt05162 NATOMA STATION ELEM500 TURNPIK
ReturnHeader/Filer/USAddress/CityNm0FOLSOM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095630
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MA BARKER BOOKKEEPING & TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1567
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LINCOLN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0956481443
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY ANN BARKER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-06T11:46:50-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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