Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2016 • EIN 68-0545694

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 10, 2016

32545 Ridge Route RoadCastaic, CA 91384-4133

(661) 257-4560

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

18th percentile

-17%

Higher net margin than 18% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

23rd percentile

-17%

Faster asset growth than 23% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

77th percentile

26%

Faster revenue growth than 77% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$25,531

Down $5,220 (-17%) from 2015

Net Assets

Down

$25,531

Down $5,220 (-17%) from 2015

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$29,745

Up $6,210 (+26%) from 2015

Expenses

Up

$34,770

Up $11,772 (+51%) from 2015

Net Income

Down

-$5,025

Down $5,562 (-1036%) from 2015

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2010: $29,184Liabilities 2010: $0Net Assets 2010: $29,1842010Assets 2011: $42,106Liabilities 2011: $0Net Assets 2011: $42,1062011Assets 2012: $43,840Liabilities 2012: $0Net Assets 2012: $43,8402012Assets 2013: $42,748Net Assets 2013: $42,7482013Assets 2014: $30,214Net Assets 2014: $30,2142014Assets 2015: $30,751Net Assets 2015: $30,7512015Assets 2016: $25,531Liabilities 2016: $0Net Assets 2016: $25,5312016

Highlighted filing

2016

Assets$25,531
Liabilities$0
Net Assets$25,531

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $49,911Expenses 2010: $45,399Net Income 2010: $4,5122010Revenue 2011: $66,519Expenses 2011: $53,597Net Income 2011: $12,9222011Revenue 2012: $70,579Expenses 2012: $68,845Net Income 2012: $1,7342012Revenue 2013: $34,811Expenses 2013: $35,903Net Income 2013: -$1,0922013Revenue 2014: $38,840Expenses 2014: $51,374Net Income 2014: -$12,5342014Revenue 2015: $23,535Expenses 2015: $22,998Net Income 2015: $5372015Revenue 2016: $29,745Expenses 2016: $34,770Net Income 2016: -$5,0252016

Highlighted filing

2016

Revenue$29,745
Expenses$34,770
Net Income-$5,025
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 10, 2016
Return Version
2015v2.1
Gross Receipts
$66,173
Mission and Program Overview

Mission

Child Advocacy, Focusing on Education and Health

Program Services

DescriptionGrantsExpenses
Gifts to School Classrooms Support Program Provides funding and support for classroom needs, equipment, and school modernization needs.-$20,177
Student Activities Program Provides funding and logistical support for assemblies, field trips, and other student oriented activities.-$11,130
Hospitality Teacher Appreciation Program Focuses on developing good communication between students, parents, and teachers though social functions and classroom incentives.-$2,166
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Betsy SchubertPresident-$0--
Chrissy GonzalesExecutive Vice President-$0--
Janice Cash1st VP Membership-$0--
Dawn Zischke3rd VP Ways And Means-$0--
Hannah DeCaussin2nd VP Programs-$0--
Diana WhitlachTreasurer-$0--
Erin HageSecretary-$0--
Janice CashAuditor-$0--
Teri CheerHistorian-$0--
Lynn FairleeParliamentarian-$0--
Lisa Cybul4th VP Bookfairs-$0--
Suzy James5th VP Child Welfare-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraiser I$13,567$13,567$7,707$5,860
Book Fair$13,036$13,036$9,178$3,858
Total Events$51,275$51,275$32,855$18,420
Filing and Contact Details

Filer

Filer Name
Northlake Hills Elementary PTA
EIN
68-0545694
Phone
6612574560
Address
32545 Ridge Route Road, Castaic, CA 91384-4133

Signing Officer

Name
Diana Whitlach
Title
Treasurer
Phone
6612574560
Signed
2016-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Wayne Wright Ea
Address
27200 TOURNEY RD STE 250, SANTA CLARITA, CA 91355
Preparer
Wayne Wright
Phone
6612951950
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

Conferences, conventions, and meetings 414

Form 990-EZ, Part I, Line 16, Other Expenses

Bank Fees 90

Form 990-EZ, Part I, Line 16, Other Expenses

Assessment Fees Insurance 266

Form 990-EZ, Part I, Line 16, Other Expenses

Office Expenses 527

Form 990-EZ, Part I, Line 16, Other Expenses

Programs-Student Activities, Field Trips 11,130

Form 990-EZ, Part I, Line 16, Other Expenses

Programs-Gifts to School Classrooms 20,177

Form 990-EZ, Part I, Line 16, Other Expenses

Programs-Hospitality Teacher Appreciation 2,166

Form 990-EZ, Part I, Line 20, Net Assets

Due to close out of prior period unadjusted receipts in Paypal account -195

Raw XML Appendix225 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/USAddress/AddressLine1Txt032545 Ridge Route Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Castaic
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0913844133
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030751
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Betsy Schubert
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Chrissy Gonzales
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Janice Cash
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Dawn Zischke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Hannah DeCaussin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Diana Whitlach
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Erin Hage
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Janice Cash
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Teri Cheer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Lynn Fairlee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Lisa Cybul
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Suzy James
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Executive Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt21st VP Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt33rd VP Ways and Means
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt42nd VP Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Parliamentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt104th VP Bookfairs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt115th VP Child Welfare
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-195
IRS990EZ/OtherExpensesTotalAmt034770
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Child Advocacy, Focusing on Education and Health
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Gifts to School Classrooms Support Program Provides funding and support for classroom needs, equipment, and school modernization needs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Hospitality Teacher Appreciation Program Focuses on developing good communication between students, parents, and teachers though social functions and classroom incentives.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011130
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt120177
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22166
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt032855
IRS990EZ/SpecialEventsNetIncomeLossAmt018420
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt034770
IRS990EZ/TotalProgramServiceExpensesAmt033473
IRS990EZ/TotalRevenueAmt029745
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010495
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08748
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt016265
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010586
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09678
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt055772
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt051275
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt043667
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt070822
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt068239
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt085525
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0319528
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt04403
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt04403
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt01569
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01569
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.99590
IRS990ScheduleA/PublicSupportPY509Pct00.99620
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0379703
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt066173
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt052415
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt087087
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt078825
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt095203
IRS990ScheduleA/Total509Grp/TotalAmt0379703
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt066173
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt052415
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt087087
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt080394
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt095203
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0381272
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt032855
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fundraiser I
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book Fair
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013036
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt024672
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt051275
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013567
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013036
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt024672
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt051275
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018420
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt015970
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt032855
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07707
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09178
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, conventions, and meetings 414
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank Fees 90
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Assessment Fees Insurance 266
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office Expenses 527
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Programs-Student Activities, Field Trips 11,130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Programs-Gifts to School Classrooms 20,177
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Programs-Hospitality Teacher Appreciation 2,166
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Due to close out of prior period unadjusted receipts in Paypal account -195
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 20, Net Assets
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Diana Whitlach
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06612574560
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Northlake Hills Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0680545694
ReturnHeader/Filer/PhoneNum06612574560
ReturnHeader/Filer/USAddress/AddressLine1Txt032545 Ridge Route Road
ReturnHeader/Filer/USAddress/CityNm0Castaic
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0913844133
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WAYNE WRIGHT EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt027200 TOURNEY RD STE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA CLARITA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091355
ReturnHeader/PreparerPersonGrp/PhoneNum06612951950
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WAYNE WRIGHT
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-10T02:34:16-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings