Civic Intelligence

Golden Oak PTA Ca Congress of Parents Teachers and Students

990EZ • Fiscal year 2014 • EIN 90-0388087

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 01, 2014

25201 Via Princessa91387-1429

(661) 251-8929

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

47th percentile

1.8%

Higher net margin than 47% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

56th percentile

5.6%

Faster asset growth than 56% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$16,303

Up $863 (+5.6%) from 2013

Net Assets

Up

$16,303

Up $863 (+5.6%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$47,135

Up $6,610 (+16%) from 2013

Expenses

Up

$46,272

Up $12,943 (+39%) from 2013

Net Income

Down

$863

Down $6,333 (-88%) from 2013

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2011: $11,226Net Assets 2011: $11,2262011Assets 2012: $8,244Net Assets 2012: $8,2442012Assets 2013: $15,440Net Assets 2013: $15,4402013Assets 2014: $16,303Net Assets 2014: $16,3032014Assets 2015: $27,301Net Assets 2015: $27,3012015Assets 2016: $8,357Net Assets 2016: $8,3572016Assets 2017: $3,747Net Assets 2017: $3,7472017Assets 2018: $4,661Net Assets 2018: $4,6612018Assets 2019: $20,588Net Assets 2019: $20,5882019Assets 2020: $21,108Liabilities 2020: $0Net Assets 2020: $21,1082020Assets 2021: $6,794Liabilities 2021: $0Net Assets 2021: $6,7942021Assets 2022: $28,859Liabilities 2022: $0Net Assets 2022: $28,8592022Assets 2023: $30,610Liabilities 2023: $0Net Assets 2023: $30,6102023Assets 2024: $20,472Liabilities 2024: $0Net Assets 2024: $20,4722024

Highlighted filing

2014

Assets$16,303
Liabilities-
Net Assets$16,303

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $36,680Expenses 2011: $27,954Net Income 2011: $8,7262011Revenue 2012: $47,702Expenses 2012: $50,684Net Income 2012: -$2,9822012Revenue 2013: $40,525Expenses 2013: $33,329Net Income 2013: $7,1962013Revenue 2014: $47,135Expenses 2014: $46,272Net Income 2014: $8632014Revenue 2015: $51,717Expenses 2015: $40,782Net Income 2015: $10,9352015Revenue 2016: $43,448Expenses 2016: $62,392Net Income 2016: -$18,9442016Revenue 2017: $47,350Expenses 2017: $51,822Net Income 2017: -$4,4722017Revenue 2018: $34,529Expenses 2018: $33,615Net Income 2018: $9142018Revenue 2019: $34,050Expenses 2019: $18,123Net Income 2019: $15,9272019Revenue 2020: $36,022Expenses 2020: $35,502Net Income 2020: $5202020Revenue 2021: $3,269Expenses 2021: $17,583Net Income 2021: -$14,3142021Revenue 2022: $31,774Expenses 2022: $9,709Net Income 2022: $22,0652022Revenue 2023: $38,388Expenses 2023: $36,637Net Income 2023: $1,7512023Revenue 2024: $37,092Expenses 2024: $47,230Net Income 2024: -$10,1382024

Highlighted filing

2014

Revenue$47,135
Expenses$46,272
Net Income$863
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 1, 2014
Return Version
2013v3.1
Gross Receipts
$101,436
Mission and Program Overview

Mission

Child Advocacy Focusing On Education

Child advocacy, focusing on education health.

Program Services

DescriptionGrantsExpenses
Gifts to school classrooms-Program gifts technology and equipment to the school to help modernize school grounds and infrastructure, and to provide equipment to classrooms.-$23,464
Student Activities enrichment-Program includes after school enrichment, assemblies, and reading programs to benefit all students in kindergarten through 6th grade. Enrichment programs include music and fine arts.-$15,368
Hospitality teacher appreciation-Program focuses on developing good communication betwen students, parents, and teachers through social functions and classroom incentives.-$3,722
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michanne DempseyPresident-$0--
Eva Avila-MoralesVice Pres-Ways Means-$0--
Jen TerryVice Pres-Membership-$0--
Amie TraversSecretary-$0--
Roxanne JeppesenTreasurer-$0--
Monica RogozikAuditor-$0--
Racine RhamboHistorian-$0--
Kristie ParkerParliamentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$15,182$15,182$3,208$11,974
Event 2$11,072$11,072$11,103$-31
Total Events$59,508$59,508$39,171$20,337
Filing and Contact Details

Filer

EIN
90-0388087
Phone
6612518929

Signing Officer

Name
Monica Rogozik
Title
Auditor
Signed
2014-10-01
Discuss with paid preparer
Yes

Preparer

Preparer
Wayne Wright
Phone
6612951950
Supplemental Narrative

Additional Explanations

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

Fundraising 36

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

Bank Fees 19

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

Dues to PTA Council 2,240

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

Insurance Assessment Fees 252

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

Membership Costs 528

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

Office Expenses-Postage, Supplies, Etc 644

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

Student Activities After School Enrichment Program 15,368

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

Gifts to School Classrooms Program 23,464

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

Hospitality Teacher Appreciation Program 3,721

Raw XML Appendix206 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Fundraising 36
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank Fees 19
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Dues to PTA Council 2,240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance Assessment Fees 252
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Membership Costs 528
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Office Expenses-Postage, Supplies, Etc 644
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Student Activities After School Enrichment Program 15,368
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Gifts to School Classrooms Program 23,464
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Hospitality Teacher Appreciation Program 3,721
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
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ReturnHeader/Filer/EIN0900388087
ReturnHeader/Filer/PhoneNum06612518929
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ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode0913871429
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WAYNE WRIGHT EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1029317 VIA MILAGRO
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WAYNE WRIGHT
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-10-01T09:12:32-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.5$0.00$20.5$37.1$47.2$10.1
2023Detailed filing. Detailed filing data is available for this year.$30.6$0.00$30.6$38.4$36.6$1.75
2022Detailed filing. Detailed filing data is available for this year.$28.9$0.00$28.9$31.8$9.71$22.1
2021Detailed filing. Detailed filing data is available for this year.$6.79$0.00$6.79$3.27$17.6$14.3
2020Detailed filing. Detailed filing data is available for this year.$21.1$0.00$21.1$36.0$35.5$0.52
2019Detailed filing. Detailed filing data is available for this year.$20.6$20.6$34.1$18.1$15.9
2018Detailed filing. Detailed filing data is available for this year.$4.66$4.66$34.5$33.6$0.91
2017Detailed filing. Detailed filing data is available for this year.$3.75$3.75$47.4$51.8$4.47
2016Detailed filing. Detailed filing data is available for this year.$8.36$8.36$43.4$62.4$18.9
2015Detailed filing. Detailed filing data is available for this year.$27.3$27.3$51.7$40.8$10.9
2014Detailed filing. Detailed filing data is available for this year.$16.3$16.3$47.1$46.3$0.86
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.4$15.4$40.5$33.3$7.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.24$8.24$47.7$50.7$2.98
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.2$11.2$36.7$28.0$8.73