Civic Intelligence

PTA California Congress of Parents

EIN 77-0555034 • 501(c)3 • Tracy, CA

Profile

To enhance the community and learning within the school

1701 S Central AveTracy, CA 95376-8186

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

93rd percentile

65%

Higher net margin than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$56,998

Up $56,998 from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

$56,998

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin93rd percentile

Revenue

Up

$35,051

Up $11,020 (+46%) from 2016

Expenses

Down

$12,119

Down $31,336 (-72%) from 2016

Net Income

Up

$22,932

Up $42,356 (+218%) from 2016

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2011: $32,004Liabilities 2011: $02011Assets 2012: $16,055Liabilities 2012: $02012Assets 2013: $18,480Liabilities 2013: $02013Assets 2014: $26,488Liabilities 2014: $02014Assets 2015: $13,206Liabilities 2015: $422015Assets 2016: $0Liabilities 2016: $02016Assets 2020: $56,998Liabilities 2020: $0Net Assets 2020: $56,9982020

Highlighted filing

2020

Assets$56,998
Liabilities$0
Net Assets$56,998
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $67,180Expenses 2011: $61,140Net Income 2011: $6,0402011Revenue 2012: $32,228Expenses 2012: $48,177Net Income 2012: -$15,9492012Revenue 2013: $46,935Expenses 2013: $44,510Net Income 2013: $2,4252013Revenue 2014: $21,983Expenses 2014: $13,975Net Income 2014: $8,0082014Revenue 2015: $33,159Expenses 2015: $46,483Net Income 2015: -$13,3242015Revenue 2016: $24,031Expenses 2016: $43,455Net Income 2016: -$19,4242016Revenue 2020: $35,051Expenses 2020: $12,119Net Income 2020: $22,9322020

Highlighted filing

2020

Revenue$35,051
Expenses$12,119
Net Income$22,932
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,998
Liabilities
$0
Net assets
$56,998
Revenue
$35,051
Expenses
$12,119
Net income
$22,932
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$57.0$0.00$57.0$35.1$12.1$22.9
2016Summary only. Only limited summary data is available for this year.$0.00$0.00$24.0$43.5$19.4
2015Summary only. Only limited summary data is available for this year.$13.2$0.04$33.2$46.5$13.3
2014Summary only. Only limited summary data is available for this year.$26.5$0.00$22.0$14.0$8.01
2013Summary only. Only limited summary data is available for this year.$18.5$0.00$46.9$44.5$2.43
2012Summary only. Only limited summary data is available for this year.$16.1$0.00$32.2$48.2$15.9
2011Summary only. Only limited summary data is available for this year.$32.0$0.00$67.2$61.1$6.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Dec 13, 2021
Return Version
2019v5.2
Gross Receipts
$53,622
Mission and Program Overview

Mission

To enhance the community and learning within the school

Program Services

DescriptionGrantsExpenses
POET PTSA PROVIDES SCHOLASTIC READING REWARD PROGRAM BOOKS, COMMUNICATION BETWEEN STUDENTS AND OFFICE FAMILY ACTIVITIES, FIELD TRIPS, CLASSROOM SUPPLIES, PLAYGROUND EQUIPMENT, AND REWARDS FOR THE STUDENTS IN OUR K-8 PUBLIC SCHOOL.$0$12,119
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNAH BUNKERPresident-$0--
KATE HUBREGSTETreasurer-$0--
JENNIE GRANADOSSecretary-$0--
VALERIE NORTONHistorian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Carnival$24,054$24,054$2,699$21,355
Santa Shop$6,126$6,126$2,967$3,159
Total Events$51,828$51,828$18,571$33,257
Filing and Contact Details

Filer

Filer Name
Pta California Congress of Parents
EIN
77-0555034
Phone
2098303325
Address
1701 S CENTRAL AVE, TRACY, CA 95376-8186

Signing Officer

Name
Brie-anne Paterson
Title
Treasurer
Phone
2098303325
Signed
2021-12-13
Discuss with paid preparer
Yes

Preparer

Firm
Kemper CPA Group Llp
Address
929 NORTH CENTRAL AVENUE, TRACY, CA 95376
Preparer
William J Reeves CPA Cva
Phone
2098350246
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: miscellaneous. Amount: 12,119.”

Raw XML Appendix157 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum02098303325
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01701 S CENTRAL AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TRACY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0953768186
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034066
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt056998
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
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IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
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IRS990EZ/FundraisingGrossIncomeAmt051828
IRS990EZ/GrossReceiptsAmt053622
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0143
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034066
IRS990EZ/NetAssetsOrFundBalancesEOYAmt056998
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034066
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt056998
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANNAH BUNKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATE HUBREGSTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIE GRANADOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3VALERIE NORTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3HISTORIAN
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt012119
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO ENHANCE THE COMMUNITY AND LEARNING WITHIN THE SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0POET PTSA PROVIDES SCHOLASTIC READING REWARD PROGRAM BOOKS, COMMUNICATION BETWEEN STUDENTS AND OFFICE FAMILY ACTIVITIES, FIELD TRIPS, CLASSROOM SUPPLIES, PLAYGROUND EQUIPMENT, AND REWARDS FOR THE STUDENTS IN OUR K-8 PUBLIC SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012119
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt018571
IRS990EZ/SpecialEventsNetIncomeLossAmt033257
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt012119
IRS990EZ/TotalProgramServiceExpensesAmt012119
IRS990EZ/TotalRevenueAmt035051
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01793
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01793
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt053622
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt051829
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt051829
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt053622
IRS990ScheduleA/Total509Grp/TotalAmt053622
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt053622
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt053622
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018571
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SANTA SHOP
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024054
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06126
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt021648
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt051828
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt024054
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06126
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt021648
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt051828
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt033257
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt012905
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02967
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt06
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MISCELLANEOUS. AMOUNT: 12,119.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIE-ANNE PATERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02098303325
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CALIFORNIA CONGRESS OF PARENTS
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0770555034
ReturnHeader/Filer/PhoneNum02098303325
ReturnHeader/Filer/USAddress/AddressLine1Txt01701 S CENTRAL AVE
ReturnHeader/Filer/USAddress/CityNm0TRACY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0953768186
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0370818432
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0929 NORTH CENTRAL AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TRACY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095376
ReturnHeader/PreparerPersonGrp/PhoneNum02098350246
ReturnHeader/PreparerPersonGrp/PreparationDt02021-12-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM J REEVES CPA CVA
ReturnHeader/ReturnTs02021-12-13T12:41:22-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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