Civic Intelligence

James K Polk PTA

990EZ • Fiscal year 2017 • EIN 90-0536257

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 19, 2018

Organization ProfileN/A
2195 N Polk AveFresno, CA 93722

(559) 274-9780

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

67th percentile

13%

Higher net margin than 67% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$24,545

No earlier filing loaded for comparison.

Net Assets

$24,545

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin67th percentile

Revenue

$84,887

No earlier filing loaded for comparison.

Expenses

$74,253

No earlier filing loaded for comparison.

Net Income

$10,634

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60K$40K$20K$0Assets 2017: $24,545Net Assets 2017: $24,5452017Assets 2018: $26,200Net Assets 2018: $26,2002018Assets 2019: $30,788Net Assets 2019: $30,7882019Assets 2020: $41,035Net Assets 2020: $41,0352020Assets 2022: $42,018Net Assets 2022: $42,0182022Assets 2023: $52,100Net Assets 2023: $52,1002023Assets 2024: $41,726Net Assets 2024: $41,7262024

Highlighted filing

2017

Assets$24,545
Liabilities-
Net Assets$24,545
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2017: $84,887Expenses 2017: $74,253Net Income 2017: $10,6342017Revenue 2018: $82,296Expenses 2018: $80,641Net Income 2018: $1,6552018Revenue 2019: $37,523Expenses 2019: $32,980Net Income 2019: $4,5432019Revenue 2020: $43,084Expenses 2020: $32,837Net Income 2020: $10,2472020Revenue 2022: $47,830Expenses 2022: $22,622Net Income 2022: $25,2082022Revenue 2023: $57,932Expenses 2023: $47,568Net Income 2023: $10,3642023Revenue 2024: $45,180Expenses 2024: $55,554Net Income 2024: -$10,3742024

Highlighted filing

2017

Revenue$84,887
Expenses$74,253
Net Income$10,634
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 19, 2018
Return Version
2016v3.0
Gross Receipts
$84,887
Mission and Program Overview

Mission

The mission of the parent teacher association is to positively impact the lives of all children and families by representing the members and empowering and supporting them with skills in advocacy, leadership, and communication.

Program Services

DescriptionGrantsExpenses
Positively impacted the lives of all children and families through representation of the members.$49,657-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mercy HernandezPresident-$0--
Sandra Diaz RodriguezTreasurer-$0--
Jamie EbrightSecretary-$0--
Felicia SpitzerHospitality-$0--
Filing and Contact Details

Filer

Filer Name
James K Polk PTA
EIN
90-0536257
Phone
5592749780
Address
2195 N Polk Ave, Fresno, CA 93722

Signing Officer

Name
Christeena Zauss
Title
Treasurer
Signed
2018-03-19
Discuss with paid preparer
Yes

Preparer

Firm
Hudson Henderson & Company Inc
Address
7473 N Ingram Suite 102, Fresno, CA 93711
Preparer
Kip Hudson
Phone
5594127576
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $258”

Other Expenses.1012

“Insurance $246”

Other Expenses.1

“Event expenses $27159”

Other Expenses.2

“Fundraising supplies $22095”

Other Expenses.3

“Shirts $9691”

Other Expenses.4

“Teacher/School expenses $9001”

Other Expenses.5

“Miscellaneous program expenses $1864”

Other Expenses.6

“EQUIPMENT $1683”

Other Expenses.7

“SNACK BAR PURCHASES $932”

Other Expenses.8

“Dues & subscriptions $816”

Other Expenses.9

“Meetings $338”

Other Expenses.11

“BANK FEES $62”

Raw XML Appendix155 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/PersonNm0Christeena Zauss
IRS990EZ/BooksInCareOfDetail/PhoneNum02096176670
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02195 N Polk Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fresno
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093722
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013911
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024545
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt084839
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010634
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013911
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024545
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt084887
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt048
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013911
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024545
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013911
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024545
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Mercy Hernandez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sandra Diaz Rodriguez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jamie Ebright
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Felicia Spitzer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Hospitality
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt074145
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The mission of the parent teacher association is to positively impact the lives of all children and families by representing the members and empowering and supporting them with skills in advocacy, leadership, and communication.
IRS990EZ/PrintingPublicationsPostageAmt0108
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Positively impacted the lives of all children and families through representation of the members.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt049657
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt074253
IRS990EZ/TotalProgramServiceExpensesAmt049657
IRS990EZ/TotalRevenueAmt084887
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt083511
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt083511
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt048
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt048
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt048
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt048
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt083511
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt083511
IRS990ScheduleA/Total509Grp/TotalAmt083511
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt083559
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt083559
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $246
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Event expenses $27159
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FUNDRAISING SUPPLIES $22095
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Shirts $9691
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Teacher/School expenses $9001
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MISCELLANEOUS PROGRAM EXPENSES $1864
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7EQUIPMENT $1683
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SNACK BAR PURCHASES $932
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DUES & SUBSCRIPTIONS $816
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Meetings $338
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11BANK FEES $62
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Christeena Zauss
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0James K Polk PTA
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0900536257
ReturnHeader/Filer/PhoneNum05592749780
ReturnHeader/Filer/USAddress/AddressLine1Txt02195 N Polk Ave
ReturnHeader/Filer/USAddress/CityNm0Fresno
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093722
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hudson Henderson & Company Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07473 N Ingram Suite 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fresno
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093711
ReturnHeader/PreparerPersonGrp/PhoneNum05594127576
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kip Hudson
ReturnHeader/ReturnTs02018-03-19T12:30:41-07:00
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
$24,545
Liabilities
-
Net assets
$24,545
Revenue
$84,887
Expenses
$74,253
Net income
$10,634
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$41.7$41.7$45.2$55.6$10.4
2023Detailed filing. Detailed filing data is available for this year.$52.1$52.1$57.9$47.6$10.4
2022Detailed filing. Detailed filing data is available for this year.$42.0$42.0$47.8$22.6$25.2
2020Detailed filing. Detailed filing data is available for this year.$41.0$41.0$43.1$32.8$10.2
2019Detailed filing. Detailed filing data is available for this year.$30.8$30.8$37.5$33.0$4.54
2018Detailed filing. Detailed filing data is available for this year.$26.2$26.2$82.3$80.6$1.66
2017Detailed filing. Detailed filing data is available for this year.$24.5$24.5$84.9$74.3$10.6