Civic Intelligence

Golden Oak PTA Ca Congress of Parents Teachers and Students

990EZ • Fiscal year 2021 • EIN 90-0388087

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 29, 2021

Organization Profilegoldenoakpta.com
25201 Via PrincessaCanyon Country, CA 91387-1429

(661) 251-8929

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

3rd percentile

-438%

Higher net margin than 3% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

5th percentile

-68%

Faster asset growth than 5% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

5th percentile

-91%

Faster revenue growth than 5% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$6,794

Down $14,314 (-68%) from 2020

Net Assets

Down

$6,794

Down $14,314 (-68%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin3rd percentile

Revenue

Down

$3,269

Down $32,753 (-91%) from 2020

Expenses

Down

$17,583

Down $17,919 (-50%) from 2020

Net Income

Down

-$14,314

Down $14,834 (-2853%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

2021

Assets$6,794
Liabilities$0
Net Assets$6,794
Open 2021 Filing

Operations Trend

Revenue Growth5th percentile

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

2021

Revenue$3,269
Expenses$17,583
Net Income-$14,314
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 29, 2021
Return Version
2020v4.1
Gross Receipts
$3,762
Mission and Program Overview

Mission

Child Advocacy Focusing On Education

Program Services

DescriptionGrantsExpenses
Program-Gifts to school & classroom support provides technology, equipment, & funding for modernization of school grounds & infrastructure-$13,903
Program-Student activities, after school enrichment, including music & fine arts, assemblies, & reading programs to benefit all students kindergarten-6th grade.-$1,913
Program-Hospitality & teacher appreciation focuses on developing good communication between students, parents, & teachers through social functions & classroom incentives-$910
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Leslie ScattagliaPresident-$0--
Roseen DibbiniTreasurer-$0--
Deirdre DillehuntAuditor-$0--
Angie MillerSecretary-$0--
Lucia ZornizerVP-Fundraisingways And Means-$0--
Itzi CoriVP-Membership-$0--
Glenda GamboaHistorian-$0--
Pallavi AdduriVP-Hospitality-$0--
Cherise MooreParliamentarian-$0--
Filing and Contact Details

Filer

Filer Name
Golden Oak PTA
EIN
90-0388087
Address
25201 Via Princessa, Canyon Country, CA 91387-1429

Signing Officer

Name
Roseen Dibbini
Title
Treasurer
Phone
6612518929
Signed
2021-09-29
Discuss with paid preparer
Yes

Preparer

Firm
Wayne Wright EA
Address
130 N Garden St Unit 1112, Ventura, CA 93001
Preparer
Wayne F Wright
Phone
6612951950
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountOffice Expenses 349Insurance & Unit Assessment 258Program-Enrichment & Field Trips 1,913Program-Gifts: School & Classrooms 13,903Prog-Hospitality & Teacher Apprec 910”

Raw XML Appendix210 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/PersonNm0Leslie Scattaglia
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP-Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP-Hospitality
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Parliamentarian
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt017333
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0Child Advocacy Focusing On Education
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt0-493
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt079337
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt091697
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wayne Wright EA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ventura
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum06612951950
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Wayne F Wright
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-09-29T22:14:29-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Roseen
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Dibbini
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,794
Liabilities
$0
Net assets
$6,794
Revenue
$3,269
Expenses
$17,583
Net income
-$14,314
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