Civic Intelligence

James K Polk PTA

990EZ • Fiscal year 2018 • EIN 90-0536257

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 01, 2019

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

47th percentile

2.0%

Higher net margin than 47% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

59th percentile

6.7%

Faster asset growth than 59% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

43rd percentile

-3.1%

Faster revenue growth than 43% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$26,200

Up $1,655 (+6.7%) from 2017

Net Assets

Up

$26,200

Up $1,655 (+6.7%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin47th percentile

Revenue

Down

$82,296

Down $2,591 (-3.1%) from 2017

Expenses

Up

$80,641

Up $6,388 (+8.6%) from 2017

Net Income

Down

$1,655

Down $8,979 (-84%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

2018

Assets$26,200
Liabilities-
Net Assets$26,200
Open 2018 Filing

Operations Trend

Revenue Growth43rd percentile

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

2018

Revenue$82,296
Expenses$80,641
Net Income$1,655
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 1, 2019
Return Version
2017v2.2
Gross Receipts
$82,296
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.$52,673-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jamie EbrightPresident-$0--
Bethany SotoVice President-$0--
Christeena ZaussTreasurer-$0--
Ashleigh WagnerSecretary-$0--
Desiree LewisFundraising-$0--
Denise JacintoHospitality-$0--
Kristen BaysingerHistorian-$0--
Michelle RoblesPublicity-$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
2019-04-01
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 $30”

Other Expenses.1012

“Insurance $228”

Other Expenses.1

“Event expenses $24448”

Other Expenses.2

“Fundraising supplies $18289”

Other Expenses.3

“Shirts $11362”

Other Expenses.4

“Teacher/School expenses $11089”

Other Expenses.5

“Snack bar purchases $7133”

Other Expenses.6

“Miscellaneous program expenses $4604”

Other Expenses.7

“EQUIPMENT $1140”

Other Expenses.8

“Dues & subscriptions $917”

Other Expenses.9

“Meetings $651”

Other Expenses.10

“BANK FEES $200”

Raw XML Appendix176 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fresno
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093722
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IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0550
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jamie Ebright
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Bethany Soto
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Christeena Zauss
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Ashleigh Wagner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Desiree Lewis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Denise Jacinto
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Kristen Baysinger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Michelle Robles
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Hospitality
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Publicity
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt080091
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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Positively impacted the lives of all children and families through representation of the members.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt052673
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt080641
IRS990EZ/TotalProgramServiceExpensesAmt052673
IRS990EZ/TotalRevenueAmt082296
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt082231
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt083511
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0165742
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt067
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt048
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0115
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt067
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt048
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0115
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0165742
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt082231
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt083511
IRS990ScheduleA/Total509Grp/TotalAmt0165742
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt082298
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt083559
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0165857
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $228
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Event expenses $24448
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FUNDRAISING SUPPLIES $18289
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Shirts $11362
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Teacher/School expenses $11089
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SNACK BAR PURCHASES $7133
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MISCELLANEOUS PROGRAM EXPENSES $4604
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8EQUIPMENT $1140
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DUES & SUBSCRIPTIONS $917
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Meetings $651
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11BANK FEES $200
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.10
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Christeena Zauss
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-01
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/PreparerFirmEIN0811741762
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/ReturnTs02019-04-01T13:45:02-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,200
Liabilities
-
Net assets
$26,200
Revenue
$82,296
Expenses
$80,641
Net income
$1,655
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