Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2017 • EIN 90-0065057

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

Organization ProfileN/A
3129 S LinwoodVisalia, CA 93277

(559) 730-7776

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

43rd percentile

0.6%

Higher net margin than 43% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

52nd percentile

3.0%

Faster asset growth than 52% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

40th percentile

-5.1%

Faster revenue growth than 40% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$5,879

Up $172 (+3.0%) from 2016

Net Assets

Up

$5,879

Up $172 (+3.0%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin43rd percentile

Revenue

Down

$29,594

Down $1,586 (-5.1%) from 2016

Expenses

Down

$29,422

Down $740 (-2.5%) from 2016

Net Income

Down

$172

Down $846 (-83%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$30K$20K$10K$0Assets 2012: $8,680Liabilities 2012: $02012Assets 2013: $3,501Liabilities 2013: $02013Assets 2014: $3,491Liabilities 2014: $02014Assets 2015: $4,689Net Assets 2015: $4,6892015Assets 2016: $5,707Net Assets 2016: $5,7072016Assets 2017: $5,879Net Assets 2017: $5,8792017Assets 2018: $24,033Net Assets 2018: $24,0332018Assets 2019: $23,633Net Assets 2019: $23,6332019

Highlighted filing

2017

Assets$5,879
Liabilities-
Net Assets$5,879
Open 2017 Filing

Operations Trend

Revenue Growth40th percentile

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

$40K$20K$0-$20KRevenue 2012: $23,557Expenses 2012: $24,873Net Income 2012: -$1,3162012Revenue 2013: $32,115Expenses 2013: $37,294Net Income 2013: -$5,1792013Revenue 2014: $31,525Expenses 2014: $31,535Net Income 2014: -$102014Revenue 2015: $31,403Expenses 2015: $30,205Net Income 2015: $1,1982015Revenue 2016: $31,180Expenses 2016: $30,162Net Income 2016: $1,0182016Revenue 2017: $29,594Expenses 2017: $29,422Net Income 2017: $1722017Revenue 2018: $30,932Expenses 2018: $12,778Net Income 2018: $18,1542018Revenue 2019: $18,774Expenses 2019: $19,174Net Income 2019: -$4002019

Highlighted filing

2017

Revenue$29,594
Expenses$29,422
Net Income$172
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$64,810
Mission and Program Overview

Mission

To support the teachers, parents and students of linwood elementary school with services and funding.

Program Services

DescriptionGrantsExpenses
TO SUPPORT THE TEACHERS, PARENTS AND STUDENTS OF LINWOOD ELEMENTARY SCHOOL WITH SERVICES AND FUNDING.$28,597-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NICCI WHITEPresident-$0--
BRITTANI SNYDERVice President-$0--
JEFF ORCHARDVice President-$0--
HEIDI SMITHTreasurer-$0--
JENNIFER LA SERNAParliamentarian-$0--
DONAN BENAVENTEAuditor-$0--
JOENELL SANDOVALHistorian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cookie Dough$34,531$34,531$20,386$14,145
Misc.$11,365$11,365$7,521$3,844
Total Events$63,445$63,445$35,216$28,229
Filing and Contact Details

Filer

Filer Name
Linwood Pta
EIN
90-0065057
Phone
5597307776
Address
3129 S LINWOOD, VISALIA, CA 93277

Signing Officer

Name
Heidi Smith
Title
Treasurer
Signed
2018-05-15
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Donations to linwood elem $23422”

Other Expenses.2

“SPECIAL EVENTS $3885”

Other Expenses.3

“MEMBERSHIP EXPENSES $790”

Other Expenses.4

“MISCELLANEOUS $604”

Other Expenses.5

“SCHOLARSHIP FUND $500”

Other Expenses.6

“INSURANCE $221”

Raw XML Appendix181 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0HEIDI SMITH
IRS990EZ/BooksInCareOfDetail/PhoneNum05597307776
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03129 S LINWOOD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VISALIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093277
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05707
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05879
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0185
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0172
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05707
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05879
IRS990EZ/FundraisingGrossIncomeAmt063445
IRS990EZ/GrossReceiptsAmt064810
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01180
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05707
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05879
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05707
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05879
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NICCI WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRITTANI SNYDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEFF ORCHARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HEIDI SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER LA SERNA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DONAN BENAVENTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOENELL SANDOVAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6HISTORIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt029422
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE TEACHERS, PARENTS AND STUDENTS OF LINWOOD ELEMENTARY SCHOOL WITH SERVICES AND FUNDING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO SUPPORT THE TEACHERS, PARENTS AND STUDENTS OF LINWOOD ELEMENTARY SCHOOL WITH SERVICES AND FUNDING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt028597
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt035216
IRS990EZ/SpecialEventsNetIncomeLossAmt028229
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029422
IRS990EZ/TotalProgramServiceExpensesAmt028597
IRS990EZ/TotalRevenueAmt029594
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01365
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01119
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01753
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01409
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01602
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07248
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt063445
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt080890
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt079362
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt083797
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt067609
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0375103
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0382351
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt064810
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt082009
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt081115
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt085206
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt069211
IRS990ScheduleA/Total509Grp/TotalAmt0382351
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt064810
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt082009
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt081115
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt085206
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt069212
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0382352
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt035216
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COOKIE DOUGH
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0MISC.
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034531
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011365
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt017549
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt063445
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt034531
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011365
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt017549
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt063445
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt028229
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt07309
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt035216
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt020386
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07521
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DONATIONS TO LINWOOD ELEM $23422
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SPECIAL EVENTS $3885
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERSHIP EXPENSES $790
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MISCELLANEOUS $604
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHOLARSHIP FUND $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INSURANCE $221
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HEIDI SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LINWOOD PTA
ReturnHeader/Filer/BusinessNameControlTxt0LINW
ReturnHeader/Filer/EIN0900065057
ReturnHeader/Filer/PhoneNum05597307776
ReturnHeader/Filer/USAddress/AddressLine1Txt03129 S LINWOOD
ReturnHeader/Filer/USAddress/CityNm0VISALIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093277
ReturnHeader/ReturnTs02018-05-15T09:06:21-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,879
Liabilities
-
Net assets
$5,879
Revenue
$29,594
Expenses
$29,422
Net income
$172
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$23.6$23.6$18.8$19.2$0.40
2018Detailed filing. Detailed filing data is available for this year.$24.0$24.0$30.9$12.8$18.2
2017Detailed filing. Detailed filing data is available for this year.$5.88$5.88$29.6$29.4$0.17
2016Detailed filing. Detailed filing data is available for this year.$5.71$5.71$31.2$30.2$1.02
2015Detailed filing. Detailed filing data is available for this year.$4.69$4.69$31.4$30.2$1.20
2014Summary only. Only limited summary data is available for this year.$3.49$0.00$31.5$31.5$0.01
2013Summary only. Only limited summary data is available for this year.$3.50$0.00$32.1$37.3$5.18
2012Summary only. Only limited summary data is available for this year.$8.68$0.00$23.6$24.9$1.32