Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2019 • EIN 77-0463196

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 13, 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

74th percentile

18%

Higher net margin than 74% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

84th percentile

49%

Faster asset growth than 84% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

94th percentile

133%

Faster revenue growth than 94% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$27,925

Up $9,161 (+49%) from 2018

Net Assets

Up

$27,925

Up $9,161 (+49%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$52,358

Up $29,883 (+133%) from 2018

Expenses

Up

$42,997

Up $7,990 (+23%) from 2018

Net Income

Up

$9,361

Up $21,893 (+175%) from 2018

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

2019

Assets$27,925
Liabilities$0
Net Assets$27,925

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

2019

Revenue$52,358
Expenses$42,997
Net Income$9,361
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 13, 2019
Return Version
2018v3.0
Gross Receipts
$88,872
Mission and Program Overview

Mission

See Schedule O

Program Services

DescriptionGrantsExpenses
FUND STUDENT FIELD TRIPS FOR ALL STUDENTS OF DOWNTOWN SCHOOL-$25,933
GAME DAY FOR END OF SCHOOL MIDDLE SCHOOL DANCE ACADEMIC SPONSORSHIPS AFTER SCHOOL SPORTS 8TH GRADE PRT-$11,114
TEACHER REIMBURSEMENT AND APPRECITATION-$3,281
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARA RATTY MARSHALLPresident-$0--
VANESSA BARRIENTOSSecretary-$0--
MIRIAM RICHARDSTreasurer-$0--
LAURA AVILAVP Of Membership-$0--
NOREEN BARTHELMESAdvisor Principal-$0--
KENDRA GRAHAMFundraising-$0--
MATT GUTIERREZParlimentarian-$0--
AUTUMN MENDEZPrograms-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Uniform Jog$22,772$22,772$11,651$11,121
Parent Night$18,366$18,366$4,162$14,204
Total Events$69,732$69,732$33,009$36,723
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
VP of Membership
Signed
2019-11-13
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 904 audit (100) training 100 bank charges 10 insurance 332 supplies 181 software 179 teacher reimb appreciation 3281 school programs 11114 student field trips 25933

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- (b) Did the organization, during the year, pay premiums, di-

Form 990 EZ Part I Line 20 Fund Balance Adjustment

During audit fund balance was adjusted corrections made

Raw XML Appendix182 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/CityNm0BAKERSFIELD
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SARA RATTY MARSHALL
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MIRIAM RICHARDS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NOREEN BARTHELMES
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MATT GUTIERREZ
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/OtherChangesInNetAssetsAmt0-200
IRS990EZ/OtherExpensesTotalAmt041934
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
IRS990EZ/PrintingPublicationsPostageAmt0105
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/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0BCSD.COM/DOWNTOWN
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0526
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0755
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01631
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt088822
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IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt088872
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0370196
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PARENT NIGHT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0UNIFORM JOG
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt028594
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt069732
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt036723
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt017196
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt033009
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04162
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt011651
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PTA DUES AND EXPENSES 904 AUDIT (100) TRAINING 100 BANK CHARGES 10 INSURANCE 332 SUPPLIES 181 SOFTWARE 179 TEACHER REIMB APPRECIATION 3281 SCHOOL PROGRAMS 11114 STUDENT FIELD TRIPS 25933
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- (b) Did the organization, during the year, pay premiums, di-
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/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA AVILA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF MEMBERSHIP
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-13
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/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/PreparationDt02019-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VALORI ALLISON EA
ReturnHeader/ReturnTs02019-11-13T19:37:38-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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