Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2023 • EIN 90-0388982

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 13, 2023

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

51st percentile

3.9%

Higher net margin than 51% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

72nd percentile

19%

Faster asset growth than 72% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

71st percentile

28%

Faster revenue growth than 71% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$13,630

Up $2,188 (+19%) from 2022

Net Assets

Up

$13,630

Up $2,188 (+19%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$56,580

Up $12,324 (+28%) from 2022

Expenses

Down

$54,392

Down $1,349 (-2.4%) from 2022

Net Income

Up

$2,188

Up $13,673 (+119%) from 2022

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

2023

Assets$13,630
Liabilities-
Net Assets$13,630

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

2023

Revenue$56,580
Expenses$54,392
Net Income$2,188
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$56,580
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$17,518$39,067
During the 2022-2023 year the PTA was able to provide funds to enable the students to have assemblies, to put on various events for the students and their families, to host events for teacher appreciation, and to provide school supplies and prizes/incentives for the school to use as needed.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sam SidhuPresidentPT$0--
Rebecca MaxwellVice-PresidentPT$0--
Sarah McKenzieTreasurerPT$0--
Lindsey WallaceRecording SecretaryPT$0--
Brenda PacabMembershipPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Raptor Fun Run$48,144$5,508$5,508$0
Total Events$48,144$5,508$5,508$0
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
Sara Spencer
Title
Treasurer
Phone
9167708845
Signed
2023-11-13
Discuss with paid preparer
Yes

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 2022-2023 year the PTA was able to provide funds to enable the students to have assemblies, to put on various events for the students and their families, to host events for teacher appreciation, and to provide school supplies and prizes/incentives for the school to use as needed.

Form 990EZ, Part I, Line 10

Assemblies, Prizes, School Supplies, Clubs, and 8th Grade Grad; Grant; Creekview Ranch School: 8779 Cook Riolo Road, Roseville, CA, 95747; None, 17518.

Form 990EZ, Part I, Line 16

Fundraising Expenses 14243.

Form 990EZ, Part I, Line 16

Taxes 25.

Form 990EZ, Part I, Line 16

Insurance 272.

Form 990EZ, Part I, Line 16

Operating 285.

Form 990EZ, Part I, Line 16

School Events 18156.

Form 990EZ, Part I, Line 16

Teacher Appreciation 3393.

Raw XML Appendix195 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/USAddress/CityNm0Roseville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095747
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011442
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sam Sidhu
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Rebecca Maxwell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sarah McKenzie
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lindsey Wallace
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Brenda Pacab
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Recording Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Membership
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt036374
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/DescriptionProgramSrvcAccomTxt1During the 2022-2023 year the PTA was able to provide funds to enable the students to have assemblies, to put on various events for the students and their families, to host events for teacher appreciation, and to provide school supplies and prizes/incentives for the school to use as needed.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt017518
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt039067
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt014243
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt054392
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IRS990EZ/TotalRevenueAmt056580
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt042337
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt033887
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt035314
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt036482
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt033021
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0181041
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt06698
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt033509
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt042337
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt044256
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt042012
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt069991
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt061849
IRS990ScheduleA/Total509Grp/TotalAmt0260445
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0260445
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt042636
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05508
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Raptor Fun Run
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt048144
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05508
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05508
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05508
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0During the 2022-2023 year the PTA was able to provide funds to enable the students to have assemblies, to put on various events for the students and their families, to host events for teacher appreciation, and to provide school supplies and prizes/incentives for the school to use as needed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Assemblies, Prizes, School Supplies, Clubs, and 8th Grade Grad; Grant; Creekview Ranch School: 8779 Cook Riolo Road, Roseville, CA, 95747; None, 17518.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Fundraising Expenses 14243.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Taxes 25.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance 272.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Operating 285.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6School Events 18156.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Teacher Appreciation 3393.
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
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sara Spencer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09167708845
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-13
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/Form8822BAttachedInd0X
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02023-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carley Blackstock
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-14T09:36:52-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Sara
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Spencer
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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