Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2018 • EIN 77-0463196

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 13, 2018

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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

8th percentile

-56%

Higher net margin than 8% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

23rd percentile

-16%

Faster asset growth than 23% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Revenue Growth

28th percentile

-15%

Faster revenue growth than 28% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Assets

Down

$18,764

Down $8,142 (-30%) from 2016

Net Assets

Down

$18,764

Down $8,142 (-30%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$22,475

Down $8,784 (-28%) from 2016

Expenses

Up

$35,007

Up $4,285 (+14%) from 2016

Net Income

Down

-$12,532

Down $13,069 (-2434%) from 2016

Historical Trend

Balance Sheet Trend

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

2018

Assets$18,764
Liabilities$0
Net Assets$18,764

Operations Trend

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

2018

Revenue$22,475
Expenses$35,007
Net Income-$12,532
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 13, 2018
Return Version
2017v2.2
Gross Receipts
$66,346
Mission and Program Overview

Mission

See Schedule O

Program Services

DescriptionGrantsExpenses
FUND STUDENT FIELD TRIPS FOR ALL STUDENTS OF DOWNTOWN SCHOOL-$23,148
GAME DAY FOR END OF SCHOOL MIDDLE SCHOOL DANCE ACADEMIC SPONSORSHIPS AFTER SCHOOL SPORTS 8TH GRADE PRT-$5,610
TEACHER REIMBURSEMENT AND APPRECITATION-$3,515
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA AVILAPresident-$0--
VANESSA BARRIENTOSSecretary-$0--
CHRISTI GUELDNERTreasurer-$0--
MARIA RAMIREZVP Of Membership-$0--
NOREEN BARTHELMESAdvisor Principal-$0--
SARA RATTY MARSHALLFundraising-$0--
CHRIS CRUZ BOONEParlimentarian-$0--
AUTUMN MENDEZPrograms-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Charl Jog$21,359$21,359$9,253$12,106
Parent Night$18,350$18,350$3,874$14,476
Total Events$65,165$65,165$43,871$21,294
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
President
Signed
2018-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Spectrum Tax & Financial
Address
1716 OAK STREET SUITE 9, BAKERSFIELD, CA 93301
Preparer
Valori Allison Ea
Phone
6618520710
Supplemental Narrative

Additional Explanations

Form 990 EZ Part I Line 16 Other Expenses

Pta dues and expenses 715 audit 100 tax penalty 57 bank charges 137 insurance 328 supplies 86 software 179 teacher reimb appreciation 3515 school programs 5610 student field trips 23148

Form 990 EZ Part III Organizations Primary Exempt Purpose

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

Form 990 EZ Part V Regarding Transfers Associated With Pers

(a) Did the organization, during the year, receive any funds directly or indirectly, to pay premiums on a personal bene- fit contract?................No

Form 990 EZ Part V Regarding Transfers Associated With Pers

(b) Did the organization, during the year, pay premiums, di- rectly or indirectly, on a personl benefit contract?....No

Form 990 EZ Part I Line 20 Fund Balance Adjustment

During audit fund balance was adjusted corrections made

Raw XML Appendix183 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/USAddress/AddressLine1Txt02021 M STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BAKERSFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LAURA AVILA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NOREEN BARTHELMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SARA RATTY MARSHALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHRIS CRUZ BOONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7AUTUMN MENDEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OF MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ADVISOR PRINCIPAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PARLIMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PROGRAMS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt01268
IRS990EZ/OtherExpensesTotalAmt033818
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUND STUDENT FIELD TRIPS FOR ALL STUDENTS OF DOWNTOWN SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TEACHER REIMBURSEMENT AND APPRECITATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2GAME DAY FOR END OF SCHOOL MIDDLE SCHOOL DANCE ACADEMIC SPONSORSHIPS AFTER SCHOOL SPORTS 8TH GRADE PRT
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IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0BCSD.COM/DOWNTOWN
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0755
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01581
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt065820
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt069696
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt071243
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt067290
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IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt071243
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt067290
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0348614
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt043871
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PARENT NIGHT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CHARL JOG
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018350
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt021359
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt025456
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018350
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt021359
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt025456
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt021294
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt030744
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt043871
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03874
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09253
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt08
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PTA DUES AND EXPENSES 715 AUDIT 100 TAX PENALTY 57 BANK CHARGES 137 INSURANCE 328 SUPPLIES 86 SOFTWARE 179 TEACHER REIMB APPRECIATION 3515 SCHOOL PROGRAMS 5610 STUDENT FIELD TRIPS 23148
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL AND COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2(a) Did the organization, during the year, receive any funds directly or indirectly, to pay premiums on a personal bene- fit contract?................No
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3(b) Did the organization, during the year, pay premiums, di- rectly or indirectly, on a personl benefit contract?....No
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DURING AUDIT FUND BALANCE WAS ADJUSTED CORRECTIONS MADE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 EZ PART I LINE 16 OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990 EZ PART III ORGANIZATIONS PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990 EZ PART V REGARDING TRANSFERS ASSOCIATED WITH PERS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990 EZ PART V REGARDING TRANSFERS ASSOCIATED WITH PERS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990 EZ PART I LINE 20 FUND BALANCE ADJUSTMENT
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA AVILA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
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
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId07721902018317h003341
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.200.199.94
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205197485
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SPECTRUM TAX & FINANCIAL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01716 OAK STREET SUITE 9
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BAKERSFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093301
ReturnHeader/PreparerPersonGrp/PhoneNum06618520710
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VALORI ALLISON EA
ReturnHeader/ReturnTs02018-11-13T18:38:10-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings