Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2016 • EIN 77-0463196

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 10, 2017

Organization ProfileWWW.BCSD.COM/DOWNTOWN
2021 M StreetBakersfield, CA 93301

(661) 631-5920

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

47th percentile

1.7%

Higher net margin than 47% 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

51st percentile

2.0%

Faster asset growth than 51% of similar nonprofits.

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

Revenue Growth

65th percentile

12%

Faster revenue growth than 65% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$26,906

Up $537 (+2.0%) from 2015

Net Assets

$26,906

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin47th percentile

Revenue

Up

$31,259

Up $3,272 (+12%) from 2015

Expenses

Down

$30,722

Down $2,486 (-7.5%) from 2015

Net Income

Up

$537

Up $5,758 (+110%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$60K$40K$20K$0Assets 2011: $17,295Liabilities 2011: $02011Assets 2012: $55,516Liabilities 2012: $02012Assets 2013: $30,958Liabilities 2013: $02013Assets 2014: $31,590Liabilities 2014: $02014Assets 2015: $26,369Liabilities 2015: $02015Assets 2016: $26,906Liabilities 2016: $0Net Assets 2016: $26,9062016Assets 2018: $18,764Liabilities 2018: $0Net Assets 2018: $18,7642018Assets 2019: $27,925Liabilities 2019: $0Net Assets 2019: $27,9252019

Highlighted filing

2016

Assets$26,906
Liabilities$0
Net Assets$26,906
Open 2016 Filing

Operations Trend

Revenue Growth65th percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2011: -$5,196Expenses 2011: $0Net Income 2011: -$5,1962011Revenue 2012: $27,136Expenses 2012: $0Net Income 2012: $27,1362012Revenue 2013: -$24,558Expenses 2013: $0Net Income 2013: -$24,5582013Revenue 2014: $28,345Expenses 2014: $27,713Net Income 2014: $6322014Revenue 2015: $27,987Expenses 2015: $33,208Net Income 2015: -$5,2212015Revenue 2016: $31,259Expenses 2016: $30,722Net Income 2016: $5372016Revenue 2018: $22,475Expenses 2018: $35,007Net Income 2018: -$12,5322018Revenue 2019: $52,358Expenses 2019: $42,997Net Income 2019: $9,3612019

Highlighted filing

2016

Revenue$31,259
Expenses$30,722
Net Income$537
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 10, 2017
Return Version
2015v3.0
Gross Receipts
$73,284
Mission and Program Overview

Mission

To promote the welfare of children and youth in home, school, community and place of worship.

Program Services

DescriptionGrantsExpenses
FUND STUDENT FIELD TRIPS FOR ALL STUDENTS OF DOWNTOWN SCHOOL.$21,010-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LILA RAYPresident-$0--
SAMANTHA HALLVice President-$0--
MATTHEW GILLIGANTreasurer-$0--
KELLI MCGINTYSecretary-$0--
LAURA AVILADirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
All Fund Raising$72,984$72,984$42,025$30,959
Total Events$72,984$72,984$42,025$30,959
Filing and Contact Details

Filer

Filer Name
Downtown Pta
EIN
77-0463196
Phone
6616315920
Address
2021 M STREET, BAKERSFIELD, CA 93301

Signing Officer

Name
Laura Avila
Title
Director
Signed
2017-10-10
Discuss with paid preparer
Yes

Preparer

Firm
Advanced Bookkeeping & Tax Preparation Inc
Address
113 18th Street, Bakersfield, CA 93301
Preparer
Michael J Daillak
Phone
6613226054
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Student field trips $21010”

Other Expenses.2

“SCHOOL PROGRAMS $8512”

Other Expenses.3

“7TH DISTRICT PTA $687”

Other Expenses.4

“Bank service charges $321”

Other Expenses.5

“Adj to prior yr tax return $134”

Other Expenses.6

“OTHER EXPENSES $58”

Raw XML Appendix164 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/BooksInCareOfDetail/PersonNm0LAURA AVILA
IRS990EZ/BooksInCareOfDetail/PhoneNum06616315920
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02021 M STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BAKERSFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0933014636
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026369
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IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0537
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt072984
IRS990EZ/GrossReceiptsAmt073284
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LILA RAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SAMANTHA HALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MATTHEW GILLIGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KELLI MCGINTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LAURA AVILA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt030722
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, COMMUNITY AND PLACE OF WORSHIP.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUND STUDENT FIELD TRIPS FOR ALL STUDENTS OF DOWNTOWN SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt021010
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt042025
IRS990EZ/SpecialEventsNetIncomeLossAmt030959
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030722
IRS990EZ/TotalProgramServiceExpensesAmt021010
IRS990EZ/TotalRevenueAmt031259
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.BCSD.COM/DOWNTOWN
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0300
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt072984
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt071243
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt067290
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0114524
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt076552
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0402593
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0402893
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt073284
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt071243
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt067290
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0114524
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt076552
IRS990ScheduleA/Total509Grp/TotalAmt0402893
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt073284
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt071243
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt067290
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0114524
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt076552
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0402893
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt042025
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ALL FUND RAISING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt072984
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt072984
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt072984
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt072984
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt030959
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt042025
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt042025
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STUDENT FIELD TRIPS $21010
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOOL PROGRAMS $8512
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27TH DISTRICT PTA $687
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK SERVICE CHARGES $321
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADJ TO PRIOR YR TAX RETURN $134
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OTHER EXPENSES $58
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA AVILA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DOWNTOWN PTA
ReturnHeader/Filer/BusinessNameControlTxt0DOWN
ReturnHeader/Filer/EIN0770463196
ReturnHeader/Filer/PhoneNum06616315920
ReturnHeader/Filer/USAddress/AddressLine1Txt02021 M STREET
ReturnHeader/Filer/USAddress/CityNm0BAKERSFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093301
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ADVANCED BOOKKEEPING & TAX PREPARATION INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0113 18th Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bakersfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093301
ReturnHeader/PreparerPersonGrp/PhoneNum06613226054
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael J Daillak
ReturnHeader/ReturnTs02017-10-10T14:20:06-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,906
Liabilities
$0
Net assets
$26,906
Revenue
$31,259
Expenses
$30,722
Net income
$537
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$27.9$0.00$27.9$52.4$43.0$9.36
2018Detailed filing. Detailed filing data is available for this year.$18.8$0.00$18.8$22.5$35.0$12.5
2016Detailed filing. Detailed filing data is available for this year.$26.9$0.00$26.9$31.3$30.7$0.54
2015Summary only. Only limited summary data is available for this year.$26.4$0.00$28.0$33.2$5.22
2014Summary only. Only limited summary data is available for this year.$31.6$0.00$28.3$27.7$0.63
2013Summary only. Only limited summary data is available for this year.$31.0$0.00$24.6$0.00$24.6
2012Summary only. Only limited summary data is available for this year.$55.5$0.00$27.1$0.00$27.1
2011Summary only. Only limited summary data is available for this year.$17.3$0.00$5.20$0.00$5.20