Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2018 • EIN 86-1124173

Jul 01, 2017 to Jun 30, 2018 • Filed on Mar 08, 2019

Organization ProfileN/A
974 Melrose StreetPlacentia, CA 92870

(714) 986-7220

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

85th percentile

33%

Higher net margin than 85% 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

Score unavailable

No value available

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

Source year 2018

Revenue Growth

Score unavailable

No value available

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

Source year 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$12,751

No earlier filing loaded for comparison.

Net Assets

$12,751

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin85th percentile

Revenue

$26,841

No earlier filing loaded for comparison.

Expenses

$18,078

No earlier filing loaded for comparison.

Net Income

$8,763

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15K$10K$5.0K$0Assets 2018: $12,751Net Assets 2018: $12,7512018

Highlighted filing

2018

Assets$12,751
Liabilities-
Net Assets$12,751
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30K$20K$10K$0Revenue 2018: $26,841Expenses 2018: $18,078Net Income 2018: $8,7632018

Highlighted filing

2018

Revenue$26,841
Expenses$18,078
Net Income$8,763
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Mar 8, 2019
Return Version
2017v2.2
Gross Receipts
$47,724
Mission and Program Overview

Mission

To support melrose elementary students

Program Services

DescriptionGrantsExpenses
FIELD TRIPS TO ENRICH STUDENT LEARNING$8,613-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TANYA CERVANTESPresidentPT$0--
CYNTHIA ALVAREZHistorian-$0--
CLARA GUZMANTeacher Rep-$0--
STACY FARKASSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pacific Fun Raisers / Spring Fundraiser$12,814$12,814$7,450$5,364
Worlds Finest Chocolates$10,858$10,858$6,030$4,828
Total Events$36,423$36,423$20,766$15,657
Filing and Contact Details

Filer

Filer Name
Melrose Elementary School Pta
EIN
86-1124173
Phone
7149867220
Address
974 MELROSE STREET, PLACENTIA, CA 92870

Signing Officer

Name
Tanya Cervantes
Title
President
Signed
2019-03-08
Discuss with paid preparer
Yes

Preparer

Firm
Michael C Agresti CPA
Address
17342 STAFFORD CIR, YORBA LINDA, CA 92886-3819
Preparer
Michael C Agresti
Phone
7143213680
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Student/family services $8488”

Other Revenue.2

“Council pta membership $562”

Other Revenue.3

“RETURNED BANK FEE $7”

Other Expenses.1

“LEARNING EXPENSES $8613”

Other Expenses.2

“Student/family services $5753”

Other Expenses.3

“Pta convention, training & wks $1664”

Other Expenses.4

“School/teacher services $1539”

Other Expenses.5

“Council, district, state & nat $509”

Raw XML Appendix156 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/PersonNm0TANYA CERVANTES
IRS990EZ/BooksInCareOfDetail/PhoneNum07143986494
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PLACENTIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0928707117
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03988
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IRS990EZ/ExcessOrDeficitForYearAmt08763
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0510
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TANYA CERVANTES
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TEACHER REP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt018078
IRS990EZ/OtherRevenueTotalAmt09057
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT MELROSE ELEMENTARY STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FIELD TRIPS TO ENRICH STUDENT LEARNING
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08613
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt020883
IRS990EZ/SpecialEventsNetIncomeLossAmt017274
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018078
IRS990EZ/TotalProgramServiceExpensesAmt08613
IRS990EZ/TotalRevenueAmt026841
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0510
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0510
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt09057
IRS990ScheduleA/OtherIncome170Grp/TotalAmt09057
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0510
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0510
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0510
IRS990ScheduleA/TotalSupportAmt09567
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020766
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PACIFIC FUN RAISERS / SPRING FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WORLDS FINEST CHOCOLATES
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt012814
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010858
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt012751
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt036423
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012814
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010858
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt012751
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt036423
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015657
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt07286
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020766
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07450
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06030
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STUDENT/FAMILY SERVICES $8488
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COUNCIL PTA MEMBERSHIP $562
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RETURNED BANK FEE $7
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LEARNING EXPENSES $8613
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4STUDENT/FAMILY SERVICES $5753
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PTA CONVENTION, TRAINING & WKS $1664
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SCHOOL/TEACHER SERVICES $1539
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7COUNCIL, DISTRICT, STATE & NAT $509
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Revenue.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TANYA CERVANTES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MELROSE ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0MELR
ReturnHeader/Filer/EIN0861124173
ReturnHeader/Filer/PhoneNum07149867220
ReturnHeader/Filer/USAddress/AddressLine1Txt0974 MELROSE STREET
ReturnHeader/Filer/USAddress/CityNm0PLACENTIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092870
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MICHAEL C AGRESTI CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017342 STAFFORD CIR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0YORBA LINDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0928863819
ReturnHeader/PreparerPersonGrp/PhoneNum07143213680
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael C Agresti
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-03-08T15:12:23-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,751
Liabilities
-
Net assets
$12,751
Revenue
$26,841
Expenses
$18,078
Net income
$8,763
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$12.8$12.8$26.8$18.1$8.76