Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2019 • EIN 68-0415204

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 30, 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

18th percentile

-17%

Higher net margin than 18% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

31st percentile

-8.1%

Faster asset growth than 31% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

71st percentile

18%

Faster revenue growth than 71% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$26,163

Down $2,301 (-8.1%) from 2018

Net Assets

Down

$26,163

Down $2,301 (-8.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin18th percentile

Revenue

Up

$13,625

Up $2,125 (+18%) from 2018

Expenses

Up

$15,926

Up $6,290 (+65%) from 2018

Net Income

Down

-$2,301

Down $4,165 (-223%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

2019

Assets$26,163
Liabilities$0
Net Assets$26,163
Open 2019 Filing

Operations Trend

Revenue Growth71st percentile

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

2019

Revenue$13,625
Expenses$15,926
Net Income-$2,301
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 30, 2019
Return Version
2018v3.1
Gross Receipts
$23,051
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.$15,926-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERRY SCHLUPPresident-$0--
AMY CORBETTTreasurer-$0--
BROKE TRUSTSecretary-$0--
DEBBIE NEELYHistorian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pie Company Fundraiser$9,063$9,063$5,330$3,733
Cookie Dough Fundraiser$6,654$6,654$4,081$2,573
Total Events$15,717$15,717$9,411$6,306
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
2019-09-30
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.1002

“Office Expenses $205”

Other Expenses.1012

“Insurance $232”

Other Expenses.1

“LIBRARY AIDE $6500”

Other Expenses.2

“Classroom materials $3129”

Other Expenses.3

“Campus improvements $1700”

Other Expenses.4

“6th grade science camp $1000”

Other Expenses.5

“HOSPITALITY $825”

Other Expenses.6

“8th grade promotional activity $576”

Other Expenses.7

“Student scholarship awards $500”

Other Expenses.8

“RENAISSANCE DAY $350”

Other Expenses.9

“Teacher appreciation $200”

Other Expenses.10

“GIVE BACKS $120”

Other Expenses.11

“VETERANS BREAKFAST $116”

Other Expenses.12

“BANK CHARGES $73”

Raw XML Appendix173 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/BOYAmt028464
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026163
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01578
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2301
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0400
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028464
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026163
IRS990EZ/FundraisingGrossIncomeAmt018771
IRS990EZ/GrossReceiptsAmt023051
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt016
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02686
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028464
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026163
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028464
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHERRY SCHLUP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMY CORBETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BROKE TRUST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DEBBIE NEELY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3HISTORIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt015526
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/GrantsAndAllocationsAmt015926
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09426
IRS990EZ/SpecialEventsNetIncomeLossAmt09345
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015926
IRS990EZ/TotalProgramServiceExpensesAmt015926
IRS990EZ/TotalRevenueAmt013625
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02686
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03896
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06582
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/PublicSupportTotal509Amt06582
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02686
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03896
IRS990ScheduleA/Total509Grp/TotalAmt06582
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02686
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03896
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt06582
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09411
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PIE COMPANY FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0COOKIE DOUGH FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt09063
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06654
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015717
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09063
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06654
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015717
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06306
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09411
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05330
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04081
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $205
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LIBRARY AIDE $6500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CLASSROOM MATERIALS $3129
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CAMPUS IMPROVEMENTS $1700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt56TH GRADE SCIENCE CAMP $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6HOSPITALITY $825
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt78TH GRADE PROMOTIONAL ACTIVITY $576
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8STUDENT SCHOLARSHIP AWARDS $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9RENAISSANCE DAY $350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10TEACHER APPRECIATION $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11GIVE BACKS $120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12VETERANS BREAKFAST $116
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13BANK CHARGES $73
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.12
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY CORBETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-30
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/ReturnTs02019-09-30T13:34:20-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,163
Liabilities
$0
Net assets
$26,163
Revenue
$13,625
Expenses
$15,926
Net income
-$2,301
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