Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2019 • EIN 90-0388982

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 15, 2019

8779 Cook Riolo RoadRoseville, CA 95747

(916) 770-8845

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

37th percentile

-1.3%

Higher net margin than 37% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

32nd percentile

-7.0%

Faster asset growth than 32% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

31st percentile

-12%

Faster revenue growth than 31% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Flat

$10,914

Flat from 2019

Net Assets

$10,914

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$61,849

Flat from 2019

Expenses

Flat

$62,667

Flat from 2019

Net Income

Flat

-$818

Flat from 2019

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2018: $11,732Net Assets 2018: $11,7322018Assets 2019: $10,914Net Assets 2019: $10,9142019Assets 2019: $10,914Liabilities 2019: $02019Assets 2020: $19,249Net Assets 2020: $19,2492020Assets 2021: $22,927Net Assets 2021: $22,9272021Assets 2022: $11,442Net Assets 2022: $11,4422022Assets 2023: $13,630Net Assets 2023: $13,6302023Assets 2024: $9,314Net Assets 2024: $9,3142024Assets 2025: $12,171Net Assets 2025: $12,1712025

Highlighted filing

2019

Assets$10,914
Liabilities-
Net Assets$10,914

Operations Trend

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

$100K$50K$0-$50KRevenue 2018: $70,535Expenses 2018: $73,231Net Income 2018: -$2,6962018Revenue 2019: $61,849Expenses 2019: $62,667Net Income 2019: -$8182019Revenue 2019: $61,849Expenses 2019: $62,667Net Income 2019: -$8182019Revenue 2020: $69,991Expenses 2020: $61,071Net Income 2020: $8,9202020Revenue 2021: $42,012Expenses 2021: $38,334Net Income 2021: $3,6782021Revenue 2022: $44,256Expenses 2022: $55,741Net Income 2022: -$11,4852022Revenue 2023: $56,580Expenses 2023: $54,392Net Income 2023: $2,1882023Revenue 2024: $68,095Expenses 2024: $72,411Net Income 2024: -$4,3162024Revenue 2025: $64,674Expenses 2025: $61,817Net Income 2025: $2,8572025

Highlighted filing

2019

Revenue$61,849
Expenses$62,667
Net Income-$818
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$61,849
Mission and Program Overview

Mission

The organization's primary exempt purpose is to organize fundraisers and activities for the benefit of the students and teachers of Creekview Ranch School.

Program Services

DescriptionGrantsExpenses
See Schedule O$7,497$32,339
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sam SidhuPresidentPT$0--
Melissa FoxVice-PresidentPT$0--
Sarah McKenzieTreasurerPT$0--
Stacy EvansRecording SecretaryPT$0--
Monica SisnerosVice-President FundraisingPT$0--
Lisa ValdezParliamentarianPT$0--
Lindsey WallaceMembership CoordinatorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraisers$54,277$30,343$22,586$7,757
Total Events$54,277$30,343$22,586$7,757
Filing and Contact Details

Filer

Filer Name
Creekview Ranch School PTA
EIN
90-0388982
Phone
9167708845
Address
8779 Cook Riolo Road, Roseville, CA 95747

Signing Officer

Name
Sarah McKenzie
Title
Treasurer
Phone
9167708845
Signed
2019-11-15

Preparer

Firm
Carley Blackstock CPA
Address
9620 DUCKWEED ST, ROSEVILLE, CA 95747
Preparer
Carley Blackstock
Phone
9162761501
Supplemental Narrative

Additional Explanations

Pt III, Line 31

During the 2018-2019 year the PTA was able to provide funds to enable the students to go on various field trips, to have several assemblies, to purchase new athletic equipment, to put on various events for the students and their families, to host events for teacher appreciation, and to provide supplies and prizes/incentives for the school to use as needed.

Form 990EZ, Part I, Line 10

Student Incentives/Supplies, Band, Athletics, Field Trips, and DJ/MC; Grant; Creekview Ranch School: 8779 Cook Riolo Road, Roseville, CA, 95747; None, 7497.

Form 990EZ, Part I, Line 16

Fundraising Expenses 31287.

Form 990EZ, Part I, Line 16

Taxes 35.

Form 990EZ, Part I, Line 16

Insurance 232.

Form 990EZ, Part I, Line 16

Operating 785.

Form 990EZ, Part I, Line 16

School Events 11058.

Form 990EZ, Part I, Line 16

Teacher Appreciation 1185.

Form 990EZ, Part I, Line 16

Reading Rooms 4499.

Form 990EZ, Part I, Line 16

School Supplies 1066.

Form 990EZ, Part I, Line 16

Band 665.

Form 990EZ, Part I, Line 16

Art Docent 68.

Form 990EZ, Part I, Line 16

Community Events 4290.

Raw XML Appendix211 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Sarah McKenzie
IRS990EZ/BooksInCareOfDetail/PhoneNum09167708845
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08879 Cook Riolo Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Roseville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095747
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011732
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt07497
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/GrossReceiptsForPublicUseAmt00
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IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MembershipDuesAmt0756
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt610.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sam Sidhu
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Melissa Fox
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sarah McKenzie
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Stacy Evans
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Monica Sisneros
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Lisa Valdez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Lindsey Wallace
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Recording Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice-President Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Parliamentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Membership Coordinator
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt055170
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The organization's primary exempt purpose is to organize fundraisers and activities for the benefit of the students and teachers of Creekview Ranch School.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0See Schedule O
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07497
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt032339
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt031287
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt062667
IRS990EZ/TotalProgramServiceExpensesAmt032339
IRS990EZ/TotalRevenueAmt061849
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt033021
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt034807
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt067828
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt028828
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt035728
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt064556
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0132384
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt061849
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt070535
IRS990ScheduleA/Total509Grp/TotalAmt0132384
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0132384
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt023934
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt023934
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022586
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fundraisers
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt054277
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt054277
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt030343
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt030343
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt07757
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt022586
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt022586
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0During the 2018-2019 year the PTA was able to provide funds to enable the students to go on various field trips, to have several assemblies, to purchase new athletic equipment, to put on various events for the students and their families, to host events for teacher appreciation, and to provide supplies and prizes/incentives for the school to use as needed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Student Incentives/Supplies, Band, Athletics, Field Trips, and DJ/MC; Grant; Creekview Ranch School: 8779 Cook Riolo Road, Roseville, CA, 95747; None, 7497.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Fundraising Expenses 31287.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Taxes 35.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance 232.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Operating 785.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6School Events 11058.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Teacher Appreciation 1185.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Reading Rooms 4499.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9School Supplies 1066.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Band 665.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Art Docent 68.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Community Events 4290.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Sarah McKenzie
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09167708845
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Creekview Ranch School PTA
ReturnHeader/Filer/BusinessNameControlTxt0CREE
ReturnHeader/Filer/EIN0900388982
ReturnHeader/Filer/PhoneNum09167708845
ReturnHeader/Filer/USAddress/AddressLine1Txt08779 Cook Riolo Road
ReturnHeader/Filer/USAddress/CityNm0Roseville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095747
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId062E1D9B8FFF8013F44AAF657546E634DD7B78280
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId062E1D9B8FFF8013F44AAF657546E634DD7B78280
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.2.27.50
ReturnHeader/FilingSecurityInformation/IPDt02019-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm014:38:36
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARLEY BLACKSTOCK CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09620 DUCKWEED ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROSEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095747
ReturnHeader/PreparerPersonGrp/PhoneNum09162761501
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carley Blackstock
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-15T14:38:47-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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