Civic Intelligence

Golden Oak PTA Ca Congress of Parents Teachers and Students

990EZ • Fiscal year 2017 • EIN 90-0388087

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 12, 2017

25201 Via PrincessaSanta Clarita, CA 91387-1429

(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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

24th percentile

-9.4%

Higher net margin than 24% 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

8th percentile

-55%

Faster asset growth than 8% of similar nonprofits.

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

Revenue Growth

61st percentile

9.0%

Faster revenue growth than 61% of similar nonprofits.

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

Assets

Down

$3,747

Down $4,610 (-55%) from 2016

Net Assets

Down

$3,747

Down $4,610 (-55%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$47,350

Up $3,902 (+9.0%) from 2016

Expenses

Down

$51,822

Down $10,570 (-17%) from 2016

Net Income

Up

-$4,472

Up $14,472 (+76%) from 2016

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

2017

Assets$3,747
Liabilities-
Net Assets$3,747

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

2017

Revenue$47,350
Expenses$51,822
Net Income-$4,472
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 12, 2017
Return Version
2016v3.0
Gross Receipts
$123,587
Mission and Program Overview

Mission

Child Advocacy Focusing On Education

Child advocacy, focusing on education health.

Program Services

DescriptionGrantsExpenses
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.-$32,906
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.-$14,473
Hospitality teacher appreciation-Program focuses on developing good communication betwen students, parents, and teachers through social functions and classroom incentives.-$1,054
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jen TerryPresident-$0--
Marcia BennettVice Pres-Ways Means-$0--
Traci TraversoVice Pres-Membership-$0--
Marti WhittemoreSecretary-$0--
Monica Newton and Deirdre DillehuntTreasurer-$0--
Kristi Parker and Erika CarrilloAuditor-$0--
Lucia ZornizerHistorian-$0--
Glenda GamboaParliamentarian-$0--
Shannon ChavezVice Pres-Hospitality-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apex Fun Run$44,597$44,597$25,126$19,471
Parent Events$14,416$14,416$16,029$-1,613
Total Events$89,784$89,784$60,905$28,879
Filing and Contact Details

Filer

Filer Name
Golden Oak PTA CA Congress of Parents Teachers and Students
EIN
90-0388087
Phone
6612518929
Address
25201 Via Princessa, Santa Clarita, CA 91387-1429

Signing Officer

Name
Deirdre Dillehunt
Title
Treasurer
Phone
6612518929
Signed
2017-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Wayne Wright Ea
Address
27200 TOURNEY RD STE 250, SANTA CLARITA, CA 91355
Preparer
Wayne Wright
Phone
6612951950
Supplemental Narrative

Additional Explanations

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

Fundraising 198

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

Conferences, conventions, and meetings 923

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

Bank Fees 134

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

Government Fees 25

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

Insurance Assessment Fees 271

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

Membership Costs 1,193

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

Office Expenses-Postage, Supplies, Etc 395

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

Student Activities After School Enrichment Program 32,906

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

Gifts to School Classrooms Program 14,473

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

Hospitality Teacher Appreciation Program 1,054

Form 990-EZ, Part I, Line 20, Net Assets

Prior Period Adjustments -138

Raw XML Appendix232 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/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
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IRS990EZ/OtherExpensesTotalAmt051572
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt051822
IRS990EZ/TotalProgramServiceExpensesAmt048433
IRS990EZ/TotalRevenueAmt047350
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt012017
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt097779
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt083411
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt075061
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt067631
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0392835
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt019865
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Fundraising 198
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, conventions, and meetings 923
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bank Fees 134
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Government Fees 25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance Assessment Fees 271
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Membership Costs 1,193
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Office Expenses-Postage, Supplies, Etc 395
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Student Activities After School Enrichment Program 32,906
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Gifts to School Classrooms Program 14,473
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Hospitality Teacher Appreciation Program 1,054
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Prior Period Adjustments -138
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 20, Net Assets
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Deirdre Dillehunt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06612518929
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Golden Oak PTA CA Congress of Parents Teachers and Students
ReturnHeader/Filer/BusinessNameControlTxt0GOLD
ReturnHeader/Filer/EIN0900388087
ReturnHeader/Filer/PhoneNum06612518929
ReturnHeader/Filer/USAddress/AddressLine1Txt025201 Via Princessa
ReturnHeader/Filer/USAddress/CityNm0Santa Clarita
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0913871429
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06BFCE0DFDC53E23D590ED260BB1DA9EFEF68BF96
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0172.222.168.161
ReturnHeader/FilingSecurityInformation/IPDt02017-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm002:39:49
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WAYNE WRIGHT EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt027200 TOURNEY RD STE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA CLARITA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091355
ReturnHeader/PreparerPersonGrp/PhoneNum06612951950
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WAYNE WRIGHT
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-12T04:25:09-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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