Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2017 • EIN 90-0409365

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

Organization ProfileN/A
1015 Carnation LaneBeaumont, CA 92223

(909) 855-1097

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

56th percentile

6.0%

Higher net margin than 56% 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

86th percentile

56%

Faster asset growth than 86% of similar nonprofits.

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

Revenue Growth

77th percentile

28%

Faster revenue growth than 77% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$10,730

Up $3,873 (+56%) from 2016

Net Assets

Up

$10,730

Up $3,873 (+56%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin56th percentile

Revenue

Up

$64,518

Up $14,097 (+28%) from 2016

Expenses

Up

$60,645

Up $10,857 (+22%) from 2016

Net Income

Up

$3,873

Up $3,240 (+512%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$40K$30K$20K$10K$0Assets 2014: $9,763Liabilities 2014: $02014Assets 2016: $6,857Liabilities 2016: $0Net Assets 2016: $6,8572016Assets 2017: $10,730Liabilities 2017: $0Net Assets 2017: $10,7302017Assets 2018: $17,375Liabilities 2018: $0Net Assets 2018: $17,3752018Assets 2019: $17,557Liabilities 2019: $02019Assets 2020: $36,633Liabilities 2020: $0Net Assets 2020: $36,6332020Assets 2021: $18,622Liabilities 2021: $0Net Assets 2021: $18,6222021Assets 2022: $14,231Liabilities 2022: $0Net Assets 2022: $14,2312022Assets 2023: $17,467Liabilities 2023: $02023Assets 2024: $13,656Liabilities 2024: $02024Assets 2025: $8,316Liabilities 2025: $0Net Assets 2025: $8,3162025

Highlighted filing

2017

Assets$10,730
Liabilities$0
Net Assets$10,730
Open 2017 Filing

Operations Trend

Revenue Growth77th percentile

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

$100K$50K$0-$50KRevenue 2014: $57,380Expenses 2014: $55,387Net Income 2014: $1,9932014Revenue 2016: $50,421Expenses 2016: $49,788Net Income 2016: $6332016Revenue 2017: $64,518Expenses 2017: $60,645Net Income 2017: $3,8732017Revenue 2018: $87,690Expenses 2018: $81,045Net Income 2018: $6,6452018Revenue 2019: $72,149Expenses 2019: $67,859Net Income 2019: $4,2902019Revenue 2020: $84,522Expenses 2020: $65,446Net Income 2020: $19,0762020Revenue 2021: -$4,345Expenses 2021: $3,836Net Income 2021: -$8,1812021Revenue 2022: $29,278Expenses 2022: $33,669Net Income 2022: -$4,3912022Revenue 2023: $67,091Expenses 2023: $63,855Net Income 2023: $3,2362023Revenue 2024: $58,391Expenses 2024: $62,203Net Income 2024: -$3,8122024Revenue 2025: $42,460Expenses 2025: $47,800Net Income 2025: -$5,3402025

Highlighted filing

2017

Revenue$64,518
Expenses$60,645
Net Income$3,873
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 12, 2017
Return Version
2016v3.0
Gross Receipts
$124,430
Mission and Program Overview

Mission

Promoting student achievement

Program Services

DescriptionGrantsExpenses
FIELD TRIPS FOR STUDENTS ASSEMBLIES YEARBOOK READING PROGRAMS AND AWARDS-$45,186
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIA CASILLASPresidentPT$0--
ANNA CHACONASVice PresidentPT$0--
TONYA DYCUSTreasurerPT$0--
LINDA NELSONSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundrai$30,371$30,371$16,297$14,074
Spring Fundr$24,597$24,597$11,192$13,405
Total Events$89,294$89,294$59,912$29,382
Filing and Contact Details

Filer

Filer Name
Anna Hause Pta
EIN
90-0409365
Address
1015 CARNATION LANE, BEAUMONT, CA 92223

Signing Officer

Name
Anna Chaconas
Title
President
Signed
2017-01-12
Discuss with paid preparer
Yes

Preparer

Firm
Tax Cottage
Address
783 W Ramsey St Ste A, Banning, CA 92220
Preparer
Jerry B Morgan EA
Phone
9519220445
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountfees to district 632ar program 3,000promotions 609program svc - field trips, yearbook 45,186k-5th grade contributions 4,972student and teacher gifts 2,447trophies 315office supplies 1,678pta operating expense 798misc 1,008”

Raw XML Appendix174 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0TONYA DYCUS
IRS990EZ/BooksInCareOfDetail/PhoneNum09098551097
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01015 CARNATION LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BEAUMONT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092223
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06857
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010730
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt040
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03873
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06857
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010730
IRS990EZ/FundraisingGrossIncomeAmt089294
IRS990EZ/GrossReceiptsAmt0124430
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0335
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06857
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010730
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06857
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010730
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARIA CASILLAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANNA CHACONAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TONYA DYCUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LINDA NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt060645
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTING STUDENT ACHIEVEMENT
IRS990EZ/ProgramServiceRevenueAmt034761
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FIELD TRIPS FOR STUDENTS ASSEMBLIES YEARBOOK READING PROGRAMS AND AWARDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt045186
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt059912
IRS990EZ/SpecialEventsNetIncomeLossAmt029382
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060645
IRS990EZ/TotalProgramServiceExpensesAmt045186
IRS990EZ/TotalRevenueAmt064518
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0375
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01107
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0876
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0678
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03036
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt018
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt034761
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt029198
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt019236
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt034764
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0117959
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt018
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0120995
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt035136
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt030305
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt020112
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt035442
IRS990ScheduleA/Total509Grp/TotalAmt0120995
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt035136
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt030306
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt020119
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt035452
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0121013
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt059912
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAI
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPRING FUNDR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt030371
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt024597
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt034326
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt089294
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt030371
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt024597
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt034326
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt089294
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt029382
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt032423
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt059912
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016297
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt011192
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt012
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTFEES TO DISTRICT 632AR PROGRAM 3,000PROMOTIONS 609PROGRAM SVC - FIELD TRIPS, YEARBOOK 45,186K-5TH GRADE CONTRIBUTIONS 4,972STUDENT AND TEACHER GIFTS 2,447TROPHIES 315OFFICE SUPPLIES 1,678PTA OPERATING EXPENSE 798MISC 1,008
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNA CHACONAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANNA HAUSE PTA
ReturnHeader/Filer/BusinessNameControlTxt0ANNA
ReturnHeader/Filer/EIN0900409365
ReturnHeader/Filer/USAddress/AddressLine1Txt01015 CARNATION LANE
ReturnHeader/Filer/USAddress/CityNm0BEAUMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092223
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CDCFF2D1CF26FDAA8D7390D1A1D01D438B5B0828
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CDCFF2D1CF26FDAA8D7390D1A1D01D438B5B0828
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03342962018180cn0s2u0
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-06-29
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.151.196.32
ReturnHeader/FilingSecurityInformation/IPDt02018-06-29
ReturnHeader/FilingSecurityInformation/IPTm017:35:47
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330867126
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tax Cottage
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0783 W Ramsey St Ste A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Banning
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092220
ReturnHeader/PreparerPersonGrp/PhoneNum09519220445
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jerry B Morgan EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-06-29T17:35:04-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,730
Liabilities
$0
Net assets
$10,730
Revenue
$64,518
Expenses
$60,645
Net income
$3,873
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.32$0.00$8.32$42.5$47.8$5.34
2024Summary only. Only limited summary data is available for this year.$13.7$0.00$58.4$62.2$3.81
2023Summary only. Only limited summary data is available for this year.$17.5$0.00$67.1$63.9$3.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.2$0.00$14.2$29.3$33.7$4.39
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.6$0.00$18.6$4.35$3.84$8.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.6$0.00$36.6$84.5$65.4$19.1
2019Summary only. Only limited summary data is available for this year.$17.6$0.00$72.1$67.9$4.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.4$0.00$17.4$87.7$81.0$6.65
2017Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$64.5$60.6$3.87
2016Detailed filing. Detailed filing data is available for this year.$6.86$0.00$6.86$50.4$49.8$0.63
2014Summary only. Only limited summary data is available for this year.$9.76$0.00$57.4$55.4$1.99