Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2020 • EIN 90-0409365

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 10, 2020

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

55th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

72nd percentile

23%

Higher net margin than 72% 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

89th percentile

109%

Faster asset growth than 89% of similar nonprofits.

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

Revenue Growth

77th percentile

17%

Faster revenue growth than 77% of similar nonprofits.

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

Assets

Up

$36,633

Up $19,076 (+109%) from 2019

Net Assets

$36,633

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$84,522

Up $12,373 (+17%) from 2019

Expenses

Down

$65,446

Down $2,413 (-3.6%) from 2019

Net Income

Up

$19,076

Up $14,786 (+345%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$36,633
Liabilities$0
Net Assets$36,633

Operations Trend

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

2020

Revenue$84,522
Expenses$65,446
Net Income$19,076
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 10, 2020
Return Version
2019v5.1
Gross Receipts
$84,522
Mission and Program Overview

Mission

Promoting student achievement

Program Services

DescriptionGrantsExpenses
FIELD TRIPS FOR STUDENTS; ASSEMBLIES, YEARBOOK, READING PROGRAMS AND AWARDS.-$39,571
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLY KIRCHGATERPresidentPT$0--
MICHELLE ANDERSONVice PresidentPT$0--
TONYA DYCUSTreasurerPT$0--
ROBERT MARQUEZSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Festiva$8,541$8,541$2,085$6,456
Fall Book Fa$6,889$6,889$6,994$-105
Total Events$26,606$26,606$22,289$4,317
Filing and Contact Details

Filer

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

Signing Officer

Name
Kelly Kirchgater
Title
President
Signed
2020-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Tax Cottage
Address
783 W Ramsey St Ste A, Banning, CA 92220
Preparer
Lisa Redwine
Phone
9519220445
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description amountcash box income member dues 172fall festival income 8,541

Description of other expenses Part I line 16

Description amounthospitality 44book fairs 7,171kindergarten field trip 1,575program svc-field trips,yearbk,prom 1,603fall festival 2,085assemblies expense 1,632pta operating expense 830box tops 13first grade field trip 1,585misc exp. Printing supp tshirt sale 4,7462nd grade field trip 1,8423rd grade field trip 2,0654th grade field trip 2,5905th grade field trip 13,210running club 1,013teacher appreciation 949k-5 contribution expenses 5,005pass through expenses 147fall spring fundraiser exp 15,767clubs & family night 1,574

Raw XML Appendix175 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/PhoneNum09098551097
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BEAUMONT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092223
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017557
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036633
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IRS990EZ/ContributionsGiftsGrantsEtcAmt036556
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt019076
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017557
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KELLY KIRCHGATER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHELLE ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TONYA DYCUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBERT MARQUEZ
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/OtherExpensesTotalAmt065446
IRS990EZ/OtherRevenueTotalAmt08713
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTING STUDENT ACHIEVEMENT
IRS990EZ/ProgramServiceRevenueAmt039253
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FIELD TRIPS FOR STUDENTS; ASSEMBLIES, YEARBOOK, READING PROGRAMS AND AWARDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt039571
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt065446
IRS990EZ/TotalProgramServiceExpensesAmt039571
IRS990EZ/TotalRevenueAmt084522
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06485
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03853
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04496
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0375
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01107
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt016316
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt039253
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt028961
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt050114
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt034761
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt029198
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0182287
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0198603
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt045738
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt032814
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt054610
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt035136
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt030305
IRS990ScheduleA/Total509Grp/TotalAmt0198603
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt045738
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt032814
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt054610
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt035136
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt030306
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0198604
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022289
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL BOOK FA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FESTIVA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt06889
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08541
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt011176
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt026606
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt06889
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08541
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt011176
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt026606
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt04317
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt013210
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt022289
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06994
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02085
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTCASH BOX INCOME MEMBER DUES 172FALL FESTIVAL INCOME 8,541
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTHOSPITALITY 44BOOK FAIRS 7,171KINDERGARTEN FIELD TRIP 1,575PROGRAM SVC-FIELD TRIPS,YEARBK,PROM 1,603FALL FESTIVAL 2,085ASSEMBLIES EXPENSE 1,632PTA OPERATING EXPENSE 830BOX TOPS 13FIRST GRADE FIELD TRIP 1,585MISC EXP. PRINTING SUPP TSHIRT SALE 4,7462ND GRADE FIELD TRIP 1,8423RD GRADE FIELD TRIP 2,0654TH GRADE FIELD TRIP 2,5905TH GRADE FIELD TRIP 13,210RUNNING CLUB 1,013TEACHER APPRECIATION 949K-5 CONTRIBUTION EXPENSES 5,005PASS THROUGH EXPENSES 147FALL SPRING FUNDRAISER EXP 15,767CLUBS & FAMILY NIGHT 1,574
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLY KIRCHGATER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-10
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
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03342962020315jniyajf
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-10
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.155.74.207
ReturnHeader/FilingSecurityInformation/IPDt02020-11-10
ReturnHeader/FilingSecurityInformation/IPTm018:22:36
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/PreparationDt02020-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lisa Redwine
ReturnHeader/ReturnTs02020-11-10T18:21:34-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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Filings