Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2016 • EIN 77-0006539

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 23, 2016

7120 N ValentineFresno, CA 93711

(559) 432-3577

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

35th percentile

-2.3%

Higher net margin than 35% 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

89th percentile

76%

Faster asset growth than 89% of similar nonprofits.

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

Revenue Growth

49th percentile

0.1%

Faster revenue growth than 49% of similar nonprofits.

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

Assets

Up

$14,027

Up $6,046 (+76%) from 2015

Net Assets

Up

$14,027

Up $6,046 (+76%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$42,104

Up $60 (+0.1%) from 2015

Expenses

Down

$43,079

Down $10,402 (-19%) from 2015

Net Income

Up

-$975

Up $10,462 (+91%) from 2015

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2011: $34,787Liabilities 2011: $02011Assets 2012: $11,274Liabilities 2012: $02012Assets 2013: $16,917Liabilities 2013: $02013Assets 2014: $19,418Liabilities 2014: $0Net Assets 2014: $19,4182014Assets 2015: $7,981Liabilities 2015: $0Net Assets 2015: $7,9812015Assets 2016: $14,027Liabilities 2016: $0Net Assets 2016: $14,0272016Assets 2017: $20,357Liabilities 2017: $0Net Assets 2017: $20,3572017Assets 2018: $23,357Liabilities 2018: $0Net Assets 2018: $23,3572018Assets 2019: $13,214Liabilities 2019: $0Net Assets 2019: $13,2142019Assets 2020: $31,526Liabilities 2020: $0Net Assets 2020: $31,5262020Assets 2023: $39,831Net Assets 2023: $39,8312023Assets 2024: $32,469Net Assets 2024: $32,4692024Assets 2025: $36,938Net Assets 2025: $36,9382025

Highlighted filing

2016

Assets$14,027
Liabilities$0
Net Assets$14,027

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $39,580Expenses 2011: $32,483Net Income 2011: $7,0972011Revenue 2012: $36,218Expenses 2012: $59,731Net Income 2012: -$23,5132012Revenue 2013: $47,527Expenses 2013: $41,884Net Income 2013: $5,6432013Revenue 2014: $33,289Expenses 2014: $30,788Net Income 2014: $2,5012014Revenue 2015: $42,044Expenses 2015: $53,481Net Income 2015: -$11,4372015Revenue 2016: $42,104Expenses 2016: $43,079Net Income 2016: -$9752016Revenue 2017: $51,339Expenses 2017: $45,009Net Income 2017: $6,3302017Revenue 2018: $48,662Expenses 2018: $45,662Net Income 2018: $3,0002018Revenue 2019: $36,794Expenses 2019: $46,937Net Income 2019: -$10,1432019Revenue 2020: $53,888Expenses 2020: $35,576Net Income 2020: $18,3122020Revenue 2023: $68,842Expenses 2023: $48,773Net Income 2023: $20,0692023Revenue 2024: $91,277Expenses 2024: $98,639Net Income 2024: -$7,3622024Revenue 2025: $94,385Expenses 2025: $89,916Net Income 2025: $4,4692025

Highlighted filing

2016

Revenue$42,104
Expenses$43,079
Net Income-$975
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 23, 2016
Return Version
2015v2.1
Gross Receipts
$76,663
Mission and Program Overview

Mission

ENRICH SCHOOL EXPERIENCE

Program Services

DescriptionGrantsExpenses
SCHOOL DONATIONS ARE PROVIDED BY THE FORKNER PTA TO PURCHASE EQUIPMENT AND MATERIALS TO ENRICH THE FORKNER SCHOOL EDUCATIONAL EXPERIENCE$42,437$42,437
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HILARY CONNORSPresident-$0--
EMILY MARTINEZVice President-$0--
AMY MORANTreasurer-$0--
SARA BROWNFinancial Secretary-$0--
HOLLY JAMESRecording Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Forkner Parent Teacher Association
EIN
77-0006539
Phone
5594323577
Address
7120 N VALENTINE, FRESNO, CA 93711

Signing Officer

Name
Hilary Connors
Title
President
Phone
5594323577
Signed
2016-09-23
Discuss with paid preparer
Yes

Preparer

Firm
Mastro & Associates
Address
6740 N WEST AVESTE 103, FRESNO, CA 93711-4302
Preparer
Matthew a Mastro
Phone
5594491040
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

Description: INTEREST INCOME. Amount: 5.

Form 990-EZ, Part I, Line 7 - Sales of Inventory

Income: Gross Receipts: 20433. Returns and Allowances: 0. Less Cost of Goods Sold: 25621. Gross Profit: -5188. Cost of Goods Sold: Inventory at Beginning of Year: 1457. Merchandise Purchased: 24164. Cost of Labor: 0. Materials and Supplies: 0. Other Costs: 0. Inventory at End of Year: 0. Cost of Goods Sold: 25621.

Form 990-EZ, Part I, Line 8 - Other Revenue

Description: SCHOOL REDEMPTION PROGRAM. Amount: 2999. Description: OTHER SCHOOL EVENTS INCOME. Amount: 3997. Total to Form 990-EZ, line 8: 6996.

Form 990-EZ, Part I, Line 10 - Payments to Affiliates

Affiliate Name: FORKNER ELEMENTARY. Affiliate Address: 7120 NORTH VALENTINE FRESNO, CA 93711. Purpose of Payment: ENRICH SCHOOL EXPERIENCE. Amount of Payment: 42437.

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

Description: BANK CHARGES. Amount: 426. Description: INSURANCE. Amount: 216. Total to Form 990-EZ, line 16: 642.

Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets

Description: TO ADJUST NET ASSETS TO AGREE WITH BOOK BALANCE . Amount: 7021.

Form 990-EZ, Part II, Line 24 - Other Assets

Description: INVENTORY. Beg. of Year Amount: 1457. End of Year Amount: 0.

Raw XML Appendix253 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4RECORDING SECRETARY
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IRS990EZ/OtherExpensesTotalAmt0642
IRS990EZ/OtherRevenueTotalAmt06996
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt042437
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0NA
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt06996
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0217
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
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IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt0642
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IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt06996
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IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0-1039
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt087683
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt042437
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt045246
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
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IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: INTEREST INCOME. Amount: 5.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Income: Gross Receipts: 20433. Returns and Allowances: 0. Less Cost of Goods Sold: 25621. Gross Profit: -5188. Cost of Goods Sold: Inventory at Beginning of Year: 1457. Merchandise Purchased: 24164. Cost of Labor: 0. Materials and Supplies: 0. Other Costs: 0. Inventory at End of Year: 0. Cost of Goods Sold: 25621.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: SCHOOL REDEMPTION PROGRAM. Amount: 2999. Description: OTHER SCHOOL EVENTS INCOME. Amount: 3997. Total to Form 990-EZ, line 8: 6996.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Affiliate Name: FORKNER ELEMENTARY. Affiliate Address: 7120 NORTH VALENTINE FRESNO, CA 93711. Purpose of Payment: ENRICH SCHOOL EXPERIENCE. Amount of Payment: 42437.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: BANK CHARGES. Amount: 426. Description: INSURANCE. Amount: 216. Total to Form 990-EZ, line 16: 642.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description: TO ADJUST NET ASSETS TO AGREE WITH BOOK BALANCE . Amount: 7021.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description: INVENTORY. Beg. of Year Amount: 1457. End of Year Amount: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 7 - Sales of Inventory
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 10 - Payments to Affiliates
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part II, Line 24 - Other Assets
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-23
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06740 N WEST AVESTE 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FRESNO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0937114302
ReturnHeader/PreparerPersonGrp/PhoneNum05594491040
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW A MASTRO
ReturnHeader/ReturnTs02016-10-06T18:40:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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