Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2018 • EIN 68-0415204

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 15, 2018

Organization ProfileN/A
14301 Byron HighwayByron, CA 94514

(925) 634-2128

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

72nd percentile

16%

Higher net margin than 72% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$28,464

Down $2,262 (-7.4%) from 2013

Net Assets

Down

$28,464

Down $2,262 (-7.4%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin72nd percentile

Revenue

Down

$11,500

Down $20,684 (-64%) from 2013

Expenses

Down

$9,636

Down $14,808 (-61%) from 2013

Net Income

Down

$1,864

Down $5,876 (-76%) from 2013

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$40K$30K$20K$10K$0Assets 2011: $15,739Liabilities 2011: $0Net Assets 2011: $15,7392011Assets 2012: $22,986Liabilities 2012: $0Net Assets 2012: $22,9862012Assets 2013: $30,726Liabilities 2013: $0Net Assets 2013: $30,7262013Assets 2018: $28,464Liabilities 2018: $0Net Assets 2018: $28,4642018Assets 2019: $26,163Liabilities 2019: $0Net Assets 2019: $26,1632019Assets 2020: $31,089Liabilities 2020: $0Net Assets 2020: $31,0892020Assets 2021: $18,595Liabilities 2021: $0Net Assets 2021: $18,5952021

Highlighted filing

2018

Assets$28,464
Liabilities$0
Net Assets$28,464
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $64,701Expenses 2011: $49,387Net Income 2011: $15,3142011Revenue 2012: $44,672Expenses 2012: $37,425Net Income 2012: $7,2472012Revenue 2013: $32,184Expenses 2013: $24,444Net Income 2013: $7,7402013Revenue 2018: $11,500Expenses 2018: $9,636Net Income 2018: $1,8642018Revenue 2019: $13,625Expenses 2019: $15,926Net Income 2019: -$2,3012019Revenue 2020: $8,994Expenses 2020: $4,068Net Income 2020: $4,9262020Revenue 2021: $1,512Expenses 2021: $14,006Net Income 2021: -$12,4942021

Highlighted filing

2018

Revenue$11,500
Expenses$9,636
Net Income$1,864
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$18,897
Mission and Program Overview

Mission

To promote the welfare of children & youth in home, school, community, and place of worship. To support teachers and foster good parent, student and teacher relationships.

Program Services

DescriptionGrantsExpenses
THE PTSA WAS ABLE TO SUPPORT A SCHOOL LIBRARIAN, FOSTER TEACHER APPRECIATION, AND ENABLE ADDITIONAL PROGRAMS.$9,636-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WENDY BETTLISPresident-$0--
AMY CORBETTTreasurer-$0--
JEANNETTE HEMENWAYSecretary-$0--
SHANNON BLOOMFIELDMembership-$0--
SHERRY SCHLUPHistorian-$0--
CHAYA ROWLANDVice President-$0--
Filing and Contact Details

Filer

Filer Name
Excelsior Middle School Ptsa
EIN
68-0415204
Address
14301 BYRON HIGHWAY, BYRON, CA 94514

Signing Officer

Name
Amy Corbett
Title
Treasurer
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Deborah Klosky CPA
Address
8156 Locust Place, Dublin, CA 94568
Preparer
Debbie Klosky
Phone
5106738430
Supplemental Narrative

Additional Explanations

Other Expenses.1

“LIBRARY AIDE $6500”

Other Expenses.2

“Teacher appreciation $1234”

Other Expenses.3

“Student scholarship awards $500”

Other Expenses.4

“HOSPITALITY $420”

Other Expenses.5

“RENAISSANCE DAY $350”

Other Expenses.6

“VETERANS BREAKFAST $200”

Other Expenses.7

“GIVE BACKS $150”

Other Expenses.8

“WATER FILTERS $129”

Other Expenses.9

“PTA EZ $99”

Other Expenses.10

“COSTUME CONTEST $54”

Raw XML Appendix156 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/PersonNm0AMY CORBETT
IRS990EZ/BooksInCareOfDetail/PhoneNum09256342128
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt014301 BYRON HIGHWAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BYRON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094514
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026600
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028464
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01465
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01864
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026600
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028464
IRS990EZ/FundraisingGrossIncomeAmt014984
IRS990EZ/GrossReceiptsAmt018897
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt017
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02431
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026600
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028464
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026600
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WENDY BETTLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMY CORBETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEANNETTE HEMENWAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHANNON BLOOMFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHERRY SCHLUP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHAYA ROWLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt09636
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE WELFARE OF CHILDREN & YOUTH IN HOME, SCHOOL, COMMUNITY, AND PLACE OF WORSHIP. TO SUPPORT TEACHERS AND FOSTER GOOD PARENT, STUDENT AND TEACHER RELATIONSHIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PTSA WAS ABLE TO SUPPORT A SCHOOL LIBRARIAN, FOSTER TEACHER APPRECIATION, AND ENABLE ADDITIONAL PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09636
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07397
IRS990EZ/SpecialEventsNetIncomeLossAmt07587
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09636
IRS990EZ/TotalProgramServiceExpensesAmt09636
IRS990EZ/TotalRevenueAmt011500
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03896
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03896
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt03896
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03896
IRS990ScheduleA/Total509Grp/TotalAmt03896
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03896
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03896
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LIBRARY AIDE $6500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TEACHER APPRECIATION $1234
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STUDENT SCHOLARSHIP AWARDS $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HOSPITALITY $420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RENAISSANCE DAY $350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5VETERANS BREAKFAST $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GIVE BACKS $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7WATER FILTERS $129
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PTA EZ $99
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9COSTUME CONTEST $54
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY CORBETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EXCELSIOR MIDDLE SCHOOL PTSA
ReturnHeader/Filer/BusinessNameControlTxt0EXCE
ReturnHeader/Filer/EIN0680415204
ReturnHeader/Filer/USAddress/AddressLine1Txt014301 BYRON HIGHWAY
ReturnHeader/Filer/USAddress/CityNm0BYRON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094514
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261102132
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Deborah Klosky CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08156 Locust Place
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dublin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094568
ReturnHeader/PreparerPersonGrp/PhoneNum05106738430
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Debbie Klosky
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-15T12:36:59-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,464
Liabilities
$0
Net assets
$28,464
Revenue
$11,500
Expenses
$9,636
Net income
$1,864
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$18.6$0.00$18.6$1.51$14.0$12.5
2020Detailed filing. Detailed filing data is available for this year.$31.1$0.00$31.1$8.99$4.07$4.93
2019Detailed filing. Detailed filing data is available for this year.$26.2$0.00$26.2$13.6$15.9$2.30
2018Detailed filing. Detailed filing data is available for this year.$28.5$0.00$28.5$11.5$9.64$1.86
2013Summary only. Only limited summary data is available for this year.$30.7$0.00$30.7$32.2$24.4$7.74
2012Summary only. Only limited summary data is available for this year.$23.0$0.00$23.0$44.7$37.4$7.25
2011Summary only. Only limited summary data is available for this year.$15.7$0.00$15.7$64.7$49.4$15.3