Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2020 • EIN 68-0415204

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 14, 2020

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

90th percentile

55%

Higher net margin than 90% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

66th percentile

19%

Faster asset growth than 66% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

33rd percentile

-34%

Faster revenue growth than 33% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$31,089

Up $4,926 (+19%) from 2019

Net Assets

Up

$31,089

Up $4,926 (+19%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin90th percentile

Revenue

Down

$8,994

Down $4,631 (-34%) from 2019

Expenses

Down

$4,068

Down $11,858 (-74%) from 2019

Net Income

Up

$4,926

Up $7,227 (+314%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2020

Assets$31,089
Liabilities$0
Net Assets$31,089
Open 2020 Filing

Operations Trend

Revenue Growth33rd 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

2020

Revenue$8,994
Expenses$4,068
Net Income$4,926
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 14, 2020
Return Version
2019v5.0
Gross Receipts
$18,631
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.$4,068-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERRY SCHLUPPresident-$0--
BROOKE TROSTTreasurer-$0--
CHRISTY BROWNSecretary-$0--
FRANCES HOWEHistorian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cookie Dough Fundraiser$9,075$9,075$5,656$3,419
Pie Company Fundraiser$6,586$6,586$3,981$2,605
Total Events$15,661$15,661$9,637$6,024
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
2020-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Deborah Klosky CPA
Address
608 Bosque River Dr, Mckinney, TX 75071
Preparer
Debbie Klosky
Phone
5106738430
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $55”

Other Expenses.1012

“Insurance $232”

Other Expenses.1

“CLASSROOM MATERIALS $988”

Other Expenses.2

“HOSPITALITY $633”

Other Expenses.3

“Student scholarship awards $500”

Other Expenses.4

“GIVE BACKS $394”

Other Expenses.5

“Teacher appreciation $296”

Other Expenses.6

“VETERANS BREAKFAST $250”

Other Expenses.7

“BANK CHARGES $170”

Other Expenses.8

“MISCELLANEOUS $120”

Raw XML Appendix168 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/PersonNm0BROOKE TROST
IRS990EZ/BooksInCareOfDetail/PhoneNum09256342128
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt014301 BYRON HIGHWAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BYRON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094514
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026163
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031089
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0863
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04926
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0430
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026163
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031089
IRS990EZ/FundraisingGrossIncomeAmt015763
IRS990EZ/GrossReceiptsAmt018631
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt013
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01992
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026163
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031089
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026163
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031089
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/PersonNm1BROOKE TROST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTY BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3FRANCES HOWE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3HISTORIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03638
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/GrantsAndAllocationsAmt04068
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09637
IRS990EZ/SpecialEventsNetIncomeLossAmt06126
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt04068
IRS990EZ/TotalProgramServiceExpensesAmt04068
IRS990EZ/TotalRevenueAmt08994
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02855
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02686
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03896
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09437
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/PublicSupportTotal509Amt09437
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02855
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02686
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03896
IRS990ScheduleA/Total509Grp/TotalAmt09437
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02855
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02686
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03896
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt09437
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09637
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COOKIE DOUGH FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PIE COMPANY FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt09075
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06586
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015661
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09075
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06586
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015661
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06024
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09637
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05656
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03981
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $55
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CLASSROOM MATERIALS $988
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HOSPITALITY $633
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4STUDENT SCHOLARSHIP AWARDS $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GIVE BACKS $394
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TEACHER APPRECIATION $296
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7VETERANS BREAKFAST $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK CHARGES $170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MISCELLANEOUS $120
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
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY CORBETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-14
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/AddressLine1Txt0608 Bosque River Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mckinney
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075071
ReturnHeader/PreparerPersonGrp/PhoneNum05106738430
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Debbie Klosky
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-14T13:06:55-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,089
Liabilities
$0
Net assets
$31,089
Revenue
$8,994
Expenses
$4,068
Net income
$4,926
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