Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2016 • EIN 90-0409365

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 27, 2018

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

45th percentile

1.3%

Higher net margin than 45% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

23rd percentile

-16%

Faster asset growth than 23% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2016

Revenue Growth

39th percentile

-6.3%

Faster revenue growth than 39% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$6,857

Down $2,906 (-30%) from 2014

Net Assets

$6,857

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin45th percentile

Revenue

Down

$50,421

Down $6,959 (-12%) from 2014

Expenses

Down

$49,788

Down $5,599 (-10%) from 2014

Net Income

Down

$633

Down $1,360 (-68%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2016

Assets$6,857
Liabilities$0
Net Assets$6,857
Open 2016 Filing

Operations Trend

Revenue Growth39th 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

2016

Revenue$50,421
Expenses$49,788
Net Income$633
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 27, 2018
Return Version
2015v3.0
Gross Receipts
$109,237
Mission and Program Overview

Mission

Promoting student achievement

Program Services

DescriptionGrantsExpenses
FIELD TRIPS FOR STUDENTS ASSEMBLIES YEARBOOK READING PROGRAMS AND AWARDS-$38,093
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundrai$34,109$34,109$18,287$15,822
Spring Fundr$11,714$11,714$6,576$5,138
Total Events$78,929$78,929$58,816$20,113
Filing and Contact Details

Filer

Filer Name
Pta California Congress of Parents Teachers & Stud
EIN
90-0409365
Address
1015 CARNATION LANE, BEAUMONT, CA 92223

Signing Officer

Name
Anna Chaconas
Title
President
Signed
2018-02-27
Discuss with paid preparer
Yes

Preparer

Firm
Tax Cottage
Address
34942 Yucaipa Blvd, Yucaipa, CA 92399
Preparer
Jerry B Morgan EA
Phone
9097972700
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountuncatergorized 2”

Description of other expenses Part I line 16

“Description amountbank and nsf fees 283fees to district 1,087insurance 216program svc - field trips, yearbook 38,093k-5th grade contributions 3,589student and teacher gifts 3,434trophies 295office supplies 755pta operating expense 400hospitality and misc 1,636”

Other changes in net assets or fund balances Part I line 20

“Description amountchecking account adjustments (329)”

Raw XML Appendix169 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/BOYAmt06553
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06857
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt082
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0633
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06553
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06857
IRS990EZ/FundraisingGrossIncomeAmt078929
IRS990EZ/GrossReceiptsAmt0109237
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01025
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06553
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06857
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06553
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06857
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/PersonNm0LINDA LAMMERS
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/OtherChangesInNetAssetsAmt0-329
IRS990EZ/OtherExpensesTotalAmt049788
IRS990EZ/OtherRevenueTotalAmt02
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTING STUDENT ACHIEVEMENT
IRS990EZ/ProgramServiceRevenueAmt029198
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FIELD TRIPS FOR STUDENTS ASSEMBLIES YEARBOOK READING PROGRAMS AND AWARDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt038093
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt058816
IRS990EZ/SpecialEventsNetIncomeLossAmt020113
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt049788
IRS990EZ/TotalProgramServiceExpensesAmt038093
IRS990EZ/TotalRevenueAmt050421
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01107
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0876
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0678
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02661
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt018
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt029198
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt019236
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt034764
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt083198
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt018
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt085859
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt030305
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt020112
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt035442
IRS990ScheduleA/Total509Grp/TotalAmt085859
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt030306
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt020119
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt035452
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt085877
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt058816
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAI
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPRING FUNDR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034109
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011714
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt033106
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt078929
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt034109
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011714
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt033106
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt078929
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020113
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt033953
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt058816
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt018287
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06576
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt012
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTUNCATERGORIZED 2
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTBANK AND NSF FEES 283FEES TO DISTRICT 1,087INSURANCE 216PROGRAM SVC - FIELD TRIPS, YEARBOOK 38,093K-5TH GRADE CONTRIBUTIONS 3,589STUDENT AND TEACHER GIFTS 3,434TROPHIES 295OFFICE SUPPLIES 755PTA OPERATING EXPENSE 400HOSPITALITY AND MISC 1,636
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTCHECKING ACCOUNT ADJUSTMENTS (329)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNA CHACONAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUD
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0900409365
ReturnHeader/Filer/USAddress/AddressLine1Txt01015 CARNATION LANE
ReturnHeader/Filer/USAddress/CityNm0BEAUMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092223
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330867126
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tax Cottage
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt034942 Yucaipa Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Yucaipa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092399
ReturnHeader/PreparerPersonGrp/PhoneNum09097972700
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jerry B Morgan EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-03-09T09:13:23-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,857
Liabilities
$0
Net assets
$6,857
Revenue
$50,421
Expenses
$49,788
Net income
$633
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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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