Civic Intelligence

PTA California Congress of Parents Teachers Students Inc

990EZ • Fiscal year 2016 • EIN 90-0388065

Jul 01, 2015 to Jun 30, 2016 • Filed on Jul 31, 2016

14727 Via AzulSan Diego, CA 92127-4183

(858) 674-6300

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

66th percentile

11%

Higher net margin than 66% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

75th percentile

23%

Faster asset growth than 75% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

18th percentile

-28%

Faster revenue growth than 18% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$39,173

Up $7,447 (+23%) from 2015

Net Assets

$39,173

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$66,142

Down $25,100 (-28%) from 2015

Expenses

Down

$58,695

Down $22,502 (-28%) from 2015

Net Income

Down

$7,447

Down $2,598 (-26%) from 2015

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $20,602Liabilities 2011: $02011Assets 2012: $13,764Liabilities 2012: $02012Assets 2013: $21,250Liabilities 2013: $02013Assets 2014: $21,681Liabilities 2014: $02014Assets 2015: $31,726Liabilities 2015: $02015Assets 2016: $39,173Net Assets 2016: $39,1732016Assets 2017: $42,874Net Assets 2017: $42,8742017Assets 2018: $53,584Net Assets 2018: $53,5842018Assets 2019: $49,268Net Assets 2019: $49,2682019Assets 2020: $56,096Net Assets 2020: $56,0962020Assets 2021: $0Net Assets 2021: $65,7362021Assets 2022: $70,447Net Assets 2022: $70,4472022Assets 2023: $59,756Net Assets 2023: $59,7562023Assets 2024: $79,170Net Assets 2024: $79,1702024Assets 2025: $110,677Net Assets 2025: $110,6772025

Highlighted filing

2016

Assets$39,173
Liabilities-
Net Assets$39,173

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $42,575Expenses 2011: $42,041Net Income 2011: $5342011Revenue 2012: $41,439Expenses 2012: $53,253Net Income 2012: -$11,8142012Revenue 2013: $45,460Expenses 2013: $37,974Net Income 2013: $7,4862013Revenue 2014: $91,618Expenses 2014: $91,187Net Income 2014: $4312014Revenue 2015: $91,242Expenses 2015: $81,197Net Income 2015: $10,0452015Revenue 2016: $66,142Expenses 2016: $58,695Net Income 2016: $7,4472016Revenue 2017: $80,956Expenses 2017: $77,255Net Income 2017: $3,7012017Revenue 2018: $89,846Expenses 2018: $79,136Net Income 2018: $10,7102018Revenue 2019: $80,808Expenses 2019: $85,124Net Income 2019: -$4,3162019Revenue 2020: $100,623Expenses 2020: $93,795Net Income 2020: $6,8282020Revenue 2021: $57,614Expenses 2021: $47,974Net Income 2021: $9,6402021Revenue 2022: $87,049Expenses 2022: $82,338Net Income 2022: $4,7112022Revenue 2023: $100,551Expenses 2023: $111,242Net Income 2023: -$10,6912023Revenue 2024: $102,707Expenses 2024: $83,293Net Income 2024: $19,4142024Revenue 2025: $99,251Expenses 2025: $67,744Net Income 2025: $31,5072025

Highlighted filing

2016

Revenue$66,142
Expenses$58,695
Net Income$7,447
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jul 31, 2016
Return Version
2015v2.1
Gross Receipts
$146,949
Mission and Program Overview

Mission

Promote learning, wellness and community

Program Services

DescriptionGrantsExpenses
Educational (Arts and Learning) programs: School-wide benefit received from art, math, science, technology and reading programs-$24,132
HEALTH AND WELLNESS PROGRAMS: SCHOOL-WIDE BENEFIT TO PROMOTE EXERCISE, NUTRITION AND HEALTHY LIFESTYLE.-$13,176
Community and Parent Involvement programs: School- wide benefit to promote community and parent involvement-$7,725
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE HUMEPresidentFT$0--
SOO CHENVP Ways And Means-$0--
LISA RYANVP Programs-$0--
JANE KANGVP Memberships-$0--
LIZ CLINKVP Volunteers-$0--
ANYI LEEVP Legislation-$0--
SILVIA HANNAMANSecretary-$0--
HARMONIE PHAMTreasurerPT$0--
ALLY PAWLICKIFinancial Secretary-$0--
LEILA KHANSARIAuditor-$0--
CARA O'BRIENHistorian-$0--
LOIS BERNSTEINParliamentarian-$0--
AMY HUFFPrincipal Liaison-$0--
LISA HASINSKYTeacher Liaison-$0--
JAMIE CLEMENTSTeacher Liaison-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$75,169$75,169$45,625$29,544
Winter Workshop$10,930$10,930$9,145$1,785
Total Events$98,018$98,018$61,984$36,034
Filing and Contact Details

Filer

Filer Name
Willow Grove Elementary PTA
EIN
90-0388065
Phone
8586746300
Address
14727 Via Azul, San Diego, CA 92127-4183

Signing Officer

Name
Harmonie Pham
Title
Treasurer
Phone
8586746300
Signed
2016-07-31
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

District PTA dues remittance 2345.

Form 990EZ, Part I, Line 16

Bank charges 458.

Form 990EZ, Part I, Line 16

Insurance 216.

Form 990EZ, Part I, Line 16

Filing and registration fees 84.

Form 990EZ, Part I, Line 16

Supplies 900.

Form 990EZ, Part I, Line 16

Arts and learning programs 24132.

Form 990EZ, Part I, Line 16

Character building programs 283.

Form 990EZ, Part I, Line 16

Community programs 6881.

Form 990EZ, Part I, Line 16

Health and wellness programs 13176.

Form 990EZ, Part I, Line 16

Parent involvement programs 844.

Form 990EZ, Part I, Line 16

Other program expenses 7684.

Raw XML Appendix213 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/PhoneNum06193229728
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt014727 Via Azul
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Diego
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0921274183
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JULIE HUME
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SOO CHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LISA RYAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JANE KANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LIZ CLINK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANYI LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SILVIA HANNAMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7HARMONIE PHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ALLY PAWLICKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9LEILA KHANSARI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10CARA O'BRIEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11LOIS BERNSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12AMY HUFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13LISA HASINSKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14JAMIE CLEMENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP Ways and Means
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP Memberships
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP Volunteers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP Legislation
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Financial Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Parliamentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Principal Liaison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Teacher Liaison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14Teacher Liaison
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt057003
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Promote learning, wellness and community
IRS990EZ/PrintingPublicationsPostageAmt01692
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Educational (Arts and Learning) programs: School-wide benefit received from art, math, science, technology and reading programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1HEALTH AND WELLNESS PROGRAMS: SCHOOL-WIDE BENEFIT TO PROMOTE EXERCISE, NUTRITION AND HEALTHY LIFESTYLE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Community and Parent Involvement programs: School- wide benefit to promote community and parent involvement
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt024132
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt113176
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27725
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt062730
IRS990EZ/SpecialEventsNetIncomeLossAmt043277
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058695
IRS990EZ/TotalProgramServiceExpensesAmt045033
IRS990EZ/TotalRevenueAmt066142
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0http://www.ptawillowgrove.my-pta.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0130358
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0122763
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0134687
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt049067
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt023889
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0460764
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt016592
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt026153
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt035807
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt049067
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt022526
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0150145
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0610909
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0146950
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0148916
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0170494
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt098134
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt046415
IRS990ScheduleA/Total509Grp/TotalAmt0610909
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0610909
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt061984
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fun Run
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Winter Workshop
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt075169
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010930
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt011919
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt098018
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt075169
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010930
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt011919
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt098018
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt036034
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt07214
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt061984
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt045625
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09145
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0District PTA dues remittance 2345.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank charges 458.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance 216.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Filing and registration fees 84.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Supplies 900.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Arts and learning programs 24132.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Character building programs 283.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Community programs 6881.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Health and wellness programs 13176.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Parent involvement programs 844.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Other program expenses 7684.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HARMONIE PHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08586746300
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Willow Grove Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0900388065
ReturnHeader/Filer/PhoneNum08586746300
ReturnHeader/Filer/USAddress/AddressLine1Txt014727 Via Azul
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0921274183
ReturnHeader/ReturnTs02016-09-02T08:29:27-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.11$1.11$0.99$0.68$0.32
2024Detailed filing. Detailed filing data is available for this year.$0.79$0.79$1.03$0.83$0.19
2023Detailed filing. Detailed filing data is available for this year.$0.60$0.60$1.01$1.11$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.70$0.70$0.87$0.82$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.66$0.58$0.48$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.56$0.56$1.01$0.94$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.49$0.49$0.81$0.85$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.54$0.54$0.90$0.79$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.43$0.43$0.81$0.77$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.39$0.39$0.66$0.59$0.07
2015Summary only. Only limited summary data is available for this year.$0.32$0.00$0.91$0.81$0.10
2014Summary only. Only limited summary data is available for this year.$0.22$0.00$0.92$0.91$0.00
2013Summary only. Only limited summary data is available for this year.$0.21$0.00$0.45$0.38$0.07
2012Summary only. Only limited summary data is available for this year.$0.14$0.00$0.41$0.53$0.12
2011Summary only. Only limited summary data is available for this year.$0.21$0.00$0.43$0.42$0.01