Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2020 • EIN 90-0388982

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 13, 2020

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

61st percentile

13%

Higher net margin than 61% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

85th percentile

76%

Faster asset growth than 85% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

75th percentile

13%

Faster revenue growth than 75% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$19,249

Up $8,335 (+76%) from 2019

Net Assets

$19,249

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$69,991

Up $8,142 (+13%) from 2019

Expenses

Down

$61,071

Down $1,596 (-2.5%) from 2019

Net Income

Up

$8,920

Up $9,738 (+1190%) 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: $10,914Liabilities 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

2020

Assets$19,249
Liabilities-
Net Assets$19,249

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 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

2020

Revenue$69,991
Expenses$61,071
Net Income$8,920
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 13, 2020
Return Version
2019v5.1
Gross Receipts
$69,991
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$11,097$26,476
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sam SidhuPresidentPT$0--
Melissa FoxVice-PresidentPT$0--
Sarah McKenzieTreasurerPT$0--
Stacy EvansRecording SecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraisers$64,774$32,492$33,509$-1,017
Total Events$64,774$32,492$33,509$-1,017
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
2020-11-13

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 2019-2020 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

Reimbursements for assemblies, art docent, clubs, athletics, prizes, PE, and DJ; Grant; Creekview Ranch School: 8779 Cook Riolo Road , Roseville, CA, 95747; None, 11097.

Form 990EZ, Part I, Line 16

Fundraising Expenses 33509.

Form 990EZ, Part I, Line 16

Taxes 35.

Form 990EZ, Part I, Line 16

Insurance 232.

Form 990EZ, Part I, Line 16

Operating 320.

Form 990EZ, Part I, Line 16

School Events 14340.

Form 990EZ, Part I, Line 16

Teacher Appreciation 1038.

Form 990EZ, Part I, Line 20

An old outstanding check was voided in the prior period. -585.

Raw XML Appendix190 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/PhoneNum09167708845
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Roseville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095747
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sam Sidhu
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Melissa Fox
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sarah McKenzie
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Stacy Evans
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Recording Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-585
IRS990EZ/OtherExpensesTotalAmt049474
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/GrantsAndAllocationsAmt011097
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt026476
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt033509
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt061071
IRS990EZ/TotalProgramServiceExpensesAmt026476
IRS990EZ/TotalRevenueAmt069991
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt036482
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt033021
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt034807
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0104310
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt033509
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt028828
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt035728
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt098065
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt069991
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt061849
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt070535
IRS990ScheduleA/Total509Grp/TotalAmt0202375
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0202375
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt032282
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt032282
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt033509
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fundraisers
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-1017
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt033509
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt033509
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0During the 2019-2020 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/ExplanationTxt1Reimbursements for assemblies, art docent, clubs, athletics, prizes, PE, and DJ; Grant; Creekview Ranch School: 8779 Cook Riolo Road , Roseville, CA, 95747; None, 11097.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Fundraising Expenses 33509.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Taxes 35.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance 232.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Operating 320.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6School Events 14340.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Teacher Appreciation 1038.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8An old outstanding check was voided in the prior period. -585.
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 20
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Sarah McKenzie
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09167708845
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
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/AtSubmissionCreationDeviceId096939DD0A1FA55E84BF7BCD7647F0E19AD443E62
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId096939DD0A1FA55E84BF7BCD7647F0E19AD443E62
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.48.255.152
ReturnHeader/FilingSecurityInformation/IPDt02020-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm014:50:00
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/PreparationDt02020-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carley Blackstock
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-13T14:50:07-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • <$500k nonprofits