Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2018 • EIN 68-0475230

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 20, 2019

Organization ProfileN/A
4901 Frank Hengel WayOakley, CA 94561

(925) 625-6840

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

24th percentile

-10.0%

Higher net margin than 24% 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

35th percentile

-5.7%

Faster asset growth than 35% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

10th percentile

-48%

Faster revenue growth than 10% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$4,038

Down $243 (-5.7%) from 2017

Net Assets

Down

$4,038

Down $243 (-5.7%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin24th percentile

Revenue

Down

$2,438

Down $2,257 (-48%) from 2017

Expenses

Down

$2,681

Down $1,129 (-30%) from 2017

Net Income

Down

-$243

Down $1,128 (-127%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$6.0K$4.0K$2.0K$0Assets 2017: $4,281Net Assets 2017: $4,2812017Assets 2018: $4,038Net Assets 2018: $4,0382018Assets 2019: $2,140Net Assets 2019: $2,1402019Assets 2020: $3,090Liabilities 2020: $0Net Assets 2020: $3,0902020Assets 2021: $3,026Liabilities 2021: $0Net Assets 2021: $3,0262021Assets 2022: $2,537Liabilities 2022: $0Net Assets 2022: $2,5372022Assets 2023: $2,726Liabilities 2023: $0Net Assets 2023: $2,7262023Assets 2024: $3,247Liabilities 2024: $0Net Assets 2024: $3,2472024Assets 2025: $2,106Liabilities 2025: $0Net Assets 2025: $2,1062025

Highlighted filing

2018

Assets$4,038
Liabilities-
Net Assets$4,038
Open 2018 Filing

Operations Trend

Revenue Growth10th percentile

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

$15K$10K$5.0K$0-$5.0KRevenue 2017: $4,695Expenses 2017: $3,810Net Income 2017: $8852017Revenue 2018: $2,438Expenses 2018: $2,681Net Income 2018: -$2432018Revenue 2019: $1,276Expenses 2019: $3,174Net Income 2019: -$1,8982019Revenue 2020: $6,592Expenses 2020: $5,642Net Income 2020: $9502020Revenue 2021: $93Expenses 2021: $157Net Income 2021: -$642021Revenue 2022: $834Expenses 2022: $1,323Net Income 2022: -$4892022Revenue 2023: $6,166Expenses 2023: $5,977Net Income 2023: $1892023Revenue 2024: $14,470Expenses 2024: $13,949Net Income 2024: $5212024Revenue 2025: $9,768Expenses 2025: $10,993Net Income 2025: -$1,2252025

Highlighted filing

2018

Revenue$2,438
Expenses$2,681
Net Income-$243
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 20, 2019
Return Version
2017v2.2
Gross Receipts
$8,157
Mission and Program Overview

Mission

The mission of the PTSA is to positively impact the lives of all children and families by representing our members, and empowering and supporting them with skills in advocacy, leadership and communications. PTSA promotes the well-being of all children in four vital areas: Community Concerns.

Program Services

DescriptionGrantsExpenses
Fund-raising and Community Support.$5,719-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rusty EhrlichPresident-$0--
Cynthia PerezTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Delta Vista Middle School PTSA
EIN
68-0475230
Phone
9256256840
Address
4901 Frank Hengel Way, Oakley, CA 94561

Signing Officer

Name
Rusty Ehrlich
Title
President
Signed
2019-08-20
Discuss with paid preparer
Yes

Preparer

Firm
JLD Accounting INC
Address
479 Susie Street, Oakley, CA 94561
Preparer
Julie L Knapp
Phone
9255500414
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $9”

Other Expenses.1012

“Insurance $253”

Other Expenses.1

“Programs & Assemblies $1853”

Other Expenses.2

“Hospitality $392”

Other Expenses.3

“Teacher Support $174”

Raw XML Appendix121 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/BooksInCareOfDetail/PersonNm0Cynthia Perez
IRS990EZ/BooksInCareOfDetail/PhoneNum09252860017
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04901 Frank Hengel Way
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Oakley
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0945613712
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04281
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04038
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-243
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04281
IRS990EZ/Form990TotalAssetsGrp/EOYAmt04038
IRS990EZ/FundraisingGrossIncomeAmt07997
IRS990EZ/GrossReceiptsAmt08157
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0160
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04281
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04038
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04281
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04038
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Rusty Ehrlich
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Cynthia Perez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02681
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The mission of the PTSA is to positively impact the lives of all children and families by representing our members, and empowering and supporting them with skills in advocacy, leadership and communications. PTSA promotes the well-being of all children in four vital areas: Community Concerns.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Fund-raising and Community Support.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05719
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05719
IRS990EZ/SpecialEventsNetIncomeLossAmt02278
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt02681
IRS990EZ/TotalProgramServiceExpensesAmt05719
IRS990EZ/TotalRevenueAmt02438
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalSupportAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $9
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $253
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Programs & Assemblies $1853
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Hospitality $392
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Teacher Support $174
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
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rusty Ehrlich
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Delta Vista Middle School PTSA
ReturnHeader/Filer/BusinessNameControlTxt0DELT
ReturnHeader/Filer/EIN0680475230
ReturnHeader/Filer/PhoneNum09256256840
ReturnHeader/Filer/USAddress/AddressLine1Txt04901 Frank Hengel Way
ReturnHeader/Filer/USAddress/CityNm0Oakley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094561
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0275215214
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JLD Accounting INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0479 Susie Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oakley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094561
ReturnHeader/PreparerPersonGrp/PhoneNum09255500414
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Julie L Knapp
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-08-20T13:41:08-07:00
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
$4,038
Liabilities
-
Net assets
$4,038
Revenue
$2,438
Expenses
$2,681
Net income
-$243
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$9.77$11.0$1.23
2024Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$14.5$13.9$0.52
2023Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$6.17$5.98$0.19
2022Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.83$1.32$0.49
2021Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.09$0.16$0.06
2020Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$6.59$5.64$0.95
2019Detailed filing. Detailed filing data is available for this year.$2.14$2.14$1.28$3.17$1.90
2018Detailed filing. Detailed filing data is available for this year.$4.04$4.04$2.44$2.68$0.24
2017Detailed filing. Detailed filing data is available for this year.$4.28$4.28$4.70$3.81$0.89