Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2017 • EIN 77-0232079

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 07, 2017

13400 Christian Barrett DriveMoorpark, CA 93021

(805) 378-6307

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

89th percentile

41%

Higher net margin than 89% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

88th percentile

72%

Faster asset growth than 88% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$75,662

Up $31,729 (+72%) from 2016

Net Assets

Up

$75,662

Up $31,729 (+72%) from 2016

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$76,740

Up $10,646 (+16%) from 2016

Expenses

Down

$45,011

Down $20,896 (-32%) from 2016

Net Income

Up

$31,729

Up $31,542 (+16867%) from 2016

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $24,417Liabilities 2011: $02011Assets 2012: $14,373Liabilities 2012: $02012Assets 2013: $24,999Net Assets 2013: $24,9992013Assets 2014: $34,021Net Assets 2014: $34,0212014Assets 2015: $43,746Net Assets 2015: $43,7462015Assets 2016: $43,933Net Assets 2016: $43,9332016Assets 2017: $75,662Liabilities 2017: $0Net Assets 2017: $75,6622017Assets 2018: $62,777Net Assets 2018: $62,7772018Assets 2019: $64,908Net Assets 2019: $64,9082019Assets 2020: $40,866Net Assets 2020: $40,8662020Assets 2025: $42,684Net Assets 2025: $42,6842025

Highlighted filing

2017

Assets$75,662
Liabilities$0
Net Assets$75,662

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $68,547Expenses 2011: $64,899Net Income 2011: $3,6482011Revenue 2012: $65,466Expenses 2012: $75,510Net Income 2012: -$10,0442012Revenue 2013: $58,496Expenses 2013: $47,870Net Income 2013: $10,6262013Revenue 2014: $51,119Expenses 2014: $42,097Net Income 2014: $9,0222014Revenue 2015: $51,155Expenses 2015: $41,430Net Income 2015: $9,7252015Revenue 2016: $66,094Expenses 2016: $65,907Net Income 2016: $1872016Revenue 2017: $76,740Expenses 2017: $45,011Net Income 2017: $31,7292017Revenue 2018: $85,267Expenses 2018: $98,152Net Income 2018: -$12,8852018Revenue 2019: $85,076Expenses 2019: $82,945Net Income 2019: $2,1312019Revenue 2020: $40,054Expenses 2020: $64,096Net Income 2020: -$24,0422020Revenue 2025: $54,662Expenses 2025: $68,648Net Income 2025: -$13,9862025

Highlighted filing

2017

Revenue$76,740
Expenses$45,011
Net Income$31,729
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 7, 2017
Return Version
2016v3.0
Gross Receipts
$76,740
Mission and Program Overview

Mission

Provide students with educational enrichment activites, additional teachers and supplies

Program Services

DescriptionGrantsExpenses
PROVIDE SUPPLEMENTAL SUPPORT TO THE CORE KNOWLEDGE CURRICULUM INCLUDING REIMBURSING THE DISTRICT FOR THE SALARIES OF THE ART INSTRUCTOR AND ANY SUPPLEMENTAL MATERIALS THAT MAY BE NEEDED.$7,038$798
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joanna CarnesAuditorPT$0--
Kristin ValsamisTreasurerPT$0--
Shandi SissersonPresidentPT$0--
Heidi JamesonFin SecretaryPT$0--
Crystal SwansonVice PresidentPT$0--
Tina WeinsteinSecretaryPT$0--
Sara BudzynHistorianPT$0--
Natalie BannenParliamentarianPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Carnival$32,169$32,169-$32,169
Book Fairs$12,686$12,686-$12,686
Total Events$63,722$63,722-$63,722
Filing and Contact Details

Filer

Filer Name
Peach Hill Academy PTA
EIN
77-0232079
Phone
8053786307
Address
13400 Christian Barrett Drive, Moorpark, CA 93021

Signing Officer

Name
Kristin Valsamis
Title
Treasurer
Signed
2017-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Steven B Altabef Inc
Address
2800 28th Street Suite 133, Santa Monica, CA 90405
Preparer
Steven B Altabef EA
Phone
3104523755
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $401

Other Expenses.1012

Insurance $221

Other Expenses.1

EVENT COSTS $27847

Other Expenses.2

Art Teacher $5322

Other Expenses.3

EDUCATIONAL Equipment $3000

Other Expenses.5

ART SUPPLIES $1716

Other Expenses.6

Membership $1500

Other Expenses.7

folders $849

Other Expenses.8

DUES $815

Other Expenses.9

CORE GRANTS $798

Raw XML Appendix198 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/PersonNm4Crystal Swanson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Tina Weinstein
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Natalie Bannen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Fin Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Parliamentarian
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt042469
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE STUDENTS WITH EDUCATIONAL ENRICHMENT ACTIVITES, ADDITIONAL TEACHERS AND SUPPLIES
IRS990EZ/PrintingPublicationsPostageAmt01867
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SUPPLEMENTAL SUPPORT TO THE CORE KNOWLEDGE CURRICULUM INCLUDING REIMBURSING THE DISTRICT FOR THE SALARIES OF THE ART INSTRUCTOR AND ANY SUPPLEMENTAL MATERIALS THAT MAY BE NEEDED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07038
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/RelatedOrgSect527OrgInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt075035
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalRevenueAmt076740
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01702
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01789
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02373
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04674
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01084
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt011622
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt075035
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt059676
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt057404
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0305196
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0316818
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt051152
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt064350
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt058488
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt076737
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0316818
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIRS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt032169
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012686
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt018867
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt063722
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt032169
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012686
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt018867
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt063722
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt063722
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $401
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $221
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EVENT COSTS $27847
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Art Teacher $5322
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EDUCATIONAL Equipment $3000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ART SUPPLIES $1716
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Membership $1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7folders $849
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DUES $815
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CORE GRANTS $798
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kristin Valsamis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Peach Hill Academy PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PTA CA Congress of Parents
ReturnHeader/Filer/BusinessNameControlTxt0PEAC
ReturnHeader/Filer/EIN0770232079
ReturnHeader/Filer/PhoneNum08053786307
ReturnHeader/Filer/USAddress/AddressLine1Txt013400 Christian Barrett Drive
ReturnHeader/Filer/USAddress/CityNm0Moorpark
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093021
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Steven B Altabef Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02800 28th Street Suite 133
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Monica
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090405
ReturnHeader/PreparerPersonGrp/PhoneNum03104523755
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven B Altabef EA
ReturnHeader/ReturnTs02017-11-07T10:06:17-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings