Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2020 • EIN 68-0475230

Jul 01, 2019 to Jun 30, 2020 • Filed on May 17, 2021

Organization ProfileN/A
4901 Frank Hengel WayOakley, CA 94561

(925) 997-7304

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

63rd percentile

14%

Higher net margin than 63% 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

78th percentile

44%

Faster asset growth than 78% of similar nonprofits.

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

Revenue Growth

98th percentile

417%

Faster revenue growth than 98% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$3,090

Up $950 (+44%) from 2019

Net Assets

Up

$3,090

Up $950 (+44%) from 2019

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin63rd percentile

Revenue

Up

$6,592

Up $5,316 (+417%) from 2019

Expenses

Up

$5,642

Up $2,468 (+78%) from 2019

Net Income

Up

$950

Up $2,848 (+150%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2020

Assets$3,090
Liabilities$0
Net Assets$3,090
Open 2020 Filing

Operations Trend

Revenue Growth98th 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

2020

Revenue$6,592
Expenses$5,642
Net Income$950
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 17, 2021
Return Version
2019v5.1
Gross Receipts
$6,592
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.

School enrichment programs

Program Services

DescriptionGrantsExpenses
STUDENT PROGRAMS TO ENCOURAGE SCHOOL SPIRIT AND MORAL . PROVIDE PROGRAMS FOR HEALTHY LIFESTYLE AND EDUCTION-$3,667
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATIE PATTERSONPresident-$0--
Filing and Contact Details

Filer

Filer Name
Delta Vista Middle School Ptsa
EIN
68-0475230
Address
4901 FRANK HENGEL WAY, OAKLEY, CA 94561

Signing Officer

Name
Katie Patterson
Title
President
Signed
2021-05-17
Discuss with paid preparer
No

Preparer

Firm
Hurst Bookkeeping
Address
640 Allagash Court, Oakley, CA 94561
Preparer
Danielle Hurst
Phone
9252404009
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountdues 334fundraising expense 3,667hospitality 144meeting expense 10supplies 111student gifts 706taxes state 20”

Raw XML Appendix111 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/PersonNm0KATIE PATTERSON
IRS990EZ/BooksInCareOfDetail/PhoneNum09259977304
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04901 FRANK HENGEL WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OAKLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094561
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02140
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03090
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt051
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0950
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0650
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt02140
IRS990EZ/Form990TotalAssetsGrp/EOYAmt03090
IRS990EZ/FundraisingGrossIncomeAmt06041
IRS990EZ/GrossReceiptsAmt06592
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0500
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02140
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03090
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02140
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03090
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATIE PATTERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt04992
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SCHOOL ENRICHMENT PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT PROGRAMS TO ENCOURAGE SCHOOL SPIRIT AND MORAL . PROVIDE PROGRAMS FOR HEALTHY LIFESTYLE AND EDUCTION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03667
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt06041
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt05642
IRS990EZ/TotalProgramServiceExpensesAmt03667
IRS990EZ/TotalRevenueAmt06592
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01276
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01276
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt01276
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01276
IRS990ScheduleA/Total509Grp/TotalAmt01276
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01276
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01276
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTDUES 334FUNDRAISING EXPENSE 3,667HOSPITALITY 144MEETING EXPENSE 10SUPPLIES 111STUDENT GIFTS 706TAXES STATE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0KATIE PATTERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DELTA VISTA MIDDLE SCHOOL PTSA
ReturnHeader/Filer/BusinessNameControlTxt0DELT
ReturnHeader/Filer/EIN0680475230
ReturnHeader/Filer/USAddress/AddressLine1Txt04901 FRANK HENGEL WAY
ReturnHeader/Filer/USAddress/CityNm0OAKLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094561
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hurst Bookkeeping
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0640 Allagash Court
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oakley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094561
ReturnHeader/PreparerPersonGrp/PhoneNum09252404009
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Danielle Hurst
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-17T21:08:27-04:00
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
$3,090
Liabilities
$0
Net assets
$3,090
Revenue
$6,592
Expenses
$5,642
Net income
$950
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