Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2021 • EIN 77-0097495

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 15, 2021

Organization ProfileN/A

Refreshing map…

316 Howard StreetVentura, CA 93003

(805) 746-1146

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

13th percentile

-43%

Higher net margin than 13% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

29th percentile

-6.8%

Faster asset growth than 29% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

5th percentile

-87%

Faster revenue growth than 5% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$36,376

Down $2,636 (-6.8%) from 2020

Net Assets

Down

$36,376

Down $2,636 (-6.8%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin13th percentile

Revenue

Down

$6,151

Down $42,621 (-87%) from 2020

Expenses

Down

$8,787

Down $24,133 (-73%) from 2020

Net Income

Down

-$2,636

Down $18,488 (-117%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$60K$40K$20K$0Assets 2012: $25,552Net Assets 2012: $25,5522012Assets 2013: $35,815Liabilities 2013: $02013Assets 2014: $11,440Net Assets 2014: $11,4402014Assets 2015: $25,968Liabilities 2015: $02015Assets 2016: $40,558Liabilities 2016: $02016Assets 2017: $31,833Net Assets 2017: $31,8332017Assets 2018: $33,853Net Assets 2018: $33,8532018Assets 2019: $23,160Net Assets 2019: $23,1602019Assets 2020: $39,012Net Assets 2020: $39,0122020Assets 2021: $36,376Net Assets 2021: $36,3762021Assets 2024: $49,903Liabilities 2024: $02024Assets 2025: $53,243Net Assets 2025: $53,2432025

Highlighted filing

2021

Assets$36,376
Liabilities-
Net Assets$36,376
Open 2021 Filing

Operations Trend

Revenue Growth5th percentile

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

$100K$50K$0-$50KRevenue 2012: $44,798Expenses 2012: $28,235Net Income 2012: $16,5632012Revenue 2013: $42,184Expenses 2013: $31,921Net Income 2013: $10,2632013Revenue 2014: $34,990Expenses 2014: $59,365Net Income 2014: -$24,3752014Revenue 2015: $40,868Expenses 2015: $26,340Net Income 2015: $14,5282015Revenue 2016: $57,274Expenses 2016: $42,685Net Income 2016: $14,5892016Revenue 2017: $55,040Expenses 2017: $63,765Net Income 2017: -$8,7252017Revenue 2018: $45,713Expenses 2018: $43,693Net Income 2018: $2,0202018Revenue 2019: $48,192Expenses 2019: $58,885Net Income 2019: -$10,6932019Revenue 2020: $48,772Expenses 2020: $32,920Net Income 2020: $15,8522020Revenue 2021: $6,151Expenses 2021: $8,787Net Income 2021: -$2,6362021Revenue 2024: $69,100Expenses 2024: $89,602Net Income 2024: -$20,5022024Revenue 2025: $58,698Expenses 2025: $55,358Net Income 2025: $3,3402025

Highlighted filing

2021

Revenue$6,151
Expenses$8,787
Net Income-$2,636
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 15, 2021
Return Version
2020v4.0
Gross Receipts
$10,399
Mission and Program Overview

Mission

To support school activities

Program Services

DescriptionGrantsExpenses
SUPPORT SCHOOL ACTIVITIES$7,938-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MAUREEN SHERTZERPresident-$0--
TIM HARDLEYAuditor-$0--
HANI GESKETreasurer-$0--
MAUREEN SHERTZERSecretary-$0--
MEILISSA RUIZHistorian-$0--
Filing and Contact Details

Filer

Filer Name
Will Rogers Elementry School Pta
EIN
77-0097495
Phone
8057461146
Address
316 HOWARD STREET, VENTURA, CA 93003

Signing Officer

Name
Hani Geske
Title
Treasurer
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Stephen G Bradvica CPA
Address
5450 Telegraph Road Suite 101, Ventura, CA 93003
Preparer
Stephen G Bradvica CPA
Phone
8056509286
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $106”

Other Expenses.1

“LY EXPENSES $5266”

Other Expenses.2

“Classroom materials $1481”

Other Expenses.3

“HOSPITALITY $491”

Other Expenses.4

“FIELD TRIPS $446”

Other Expenses.5

“GARDENS $208”

Other Expenses.6

“Pta operating expenses $164”

Other Expenses.7

“EQUIPMENT & SUPPLIES $90”

Other Expenses.8

“TAXES & FILING FEES $35”

Raw XML Appendix185 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/PersonNm0HANI GESKE
IRS990EZ/BooksInCareOfDetail/PhoneNum08057461146
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0316 HOWARD STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VENTURA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093003
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039012
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036376
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06259
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2636
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039012
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036376
IRS990EZ/FundraisingGrossIncomeAmt03942
IRS990EZ/GamingGrossIncomeAmt0197
IRS990EZ/GrossReceiptsAmt010399
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039012
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036376
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039012
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036376
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MAUREEN SHERTZER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TIM HARDLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HANI GESKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MAUREEN SHERTZER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MEILISSA RUIZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4HISTORIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt08287
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT SCHOOL ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT SCHOOL ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07938
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04248
IRS990EZ/SpecialEventsNetIncomeLossAmt0-109
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt08787
IRS990EZ/TotalProgramServiceExpensesAmt07938
IRS990EZ/TotalRevenueAmt06151
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05984
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07829
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05621
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04134
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09433
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt033001
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt07
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03312
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt050732
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt056039
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt058477
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt051334
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0219894
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt07
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0252895
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt09296
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt058561
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt061660
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt062611
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt060767
IRS990ScheduleA/Total509Grp/TotalAmt0252895
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt09297
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt058563
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt061662
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt062613
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt060767
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0252902
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $106
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LY EXPENSES $5266
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CLASSROOM MATERIALS $1481
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HOSPITALITY $491
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FIELD TRIPS $446
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GARDENS $208
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PTA OPERATING EXPENSES $164
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7EQUIPMENT & SUPPLIES $90
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TAXES & FILING FEES $35
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HANI GESKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILL ROGERS ELEMENTRY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0770097495
ReturnHeader/Filer/PhoneNum08057461146
ReturnHeader/Filer/USAddress/AddressLine1Txt0316 HOWARD STREET
ReturnHeader/Filer/USAddress/CityNm0VENTURA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093003
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770495821
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Stephen G Bradvica CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05450 Telegraph Road Suite 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ventura
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093003
ReturnHeader/PreparerPersonGrp/PhoneNum08056509286
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephen G Bradvica CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-15T08:59:48-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HANI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GESKE
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,376
Liabilities
-
Net assets
$36,376
Revenue
$6,151
Expenses
$8,787
Net income
-$2,636
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$53.2$53.2$58.7$55.4$3.34
2024Summary only. Only limited summary data is available for this year.$49.9$0.00$69.1$89.6$20.5
2021Detailed filing. Detailed filing data is available for this year.$36.4$36.4$6.15$8.79$2.64
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.0$39.0$48.8$32.9$15.9
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.2$23.2$48.2$58.9$10.7
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.9$33.9$45.7$43.7$2.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.8$31.8$55.0$63.8$8.73
2016Summary only. Only limited summary data is available for this year.$40.6$0.00$57.3$42.7$14.6
2015Summary only. Only limited summary data is available for this year.$26.0$0.00$40.9$26.3$14.5
2014Detailed filing. Detailed filing data is available for this year.$11.4$11.4$35.0$59.4$24.4
2013Summary only. Only limited summary data is available for this year.$35.8$0.00$42.2$31.9$10.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.6$25.6$44.8$28.2$16.6