Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2016 • EIN 90-0547139

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 07, 2016

55 W Norman AveThousand Oaks, CA 91360

(310) 613-5634

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$21,926

Up $2,227 (+11%) from 2015

Net Assets

$21,926

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Down

$34,833

Down $11,240 (-24%) from 2015

Expenses

Down

$32,606

Down $10,404 (-24%) from 2015

Net Income

Down

$2,227

Down $836 (-27%) from 2015

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $25,655Liabilities 2012: $02012Assets 2013: $22,029Liabilities 2013: $02013Assets 2014: $16,636Liabilities 2014: $02014Assets 2015: $19,699Liabilities 2015: $02015Assets 2016: $21,926Net Assets 2016: $21,9262016Assets 2017: $28,379Net Assets 2017: $28,3792017Assets 2018: $41,269Net Assets 2018: $41,2692018Assets 2019: $31,200Liabilities 2019: $0Net Assets 2019: $31,2002019Assets 2020: $40,723Net Assets 2020: $40,7232020Assets 2021: $51,113Net Assets 2021: $51,1132021Assets 2022: $47,449Net Assets 2022: $47,4492022Assets 2023: $50,027Net Assets 2023: $50,0272023Assets 2024: $59,782Net Assets 2024: $59,7822024Assets 2025: $53,260Net Assets 2025: $53,2602025

Highlighted filing

2016

Assets$21,926
Liabilities-
Net Assets$21,926

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $60,216Expenses 2012: $59,998Net Income 2012: $2182012Revenue 2013: $60,260Expenses 2013: $63,926Net Income 2013: -$3,6662013Revenue 2014: $55,139Expenses 2014: $60,532Net Income 2014: -$5,3932014Revenue 2015: $46,073Expenses 2015: $43,010Net Income 2015: $3,0632015Revenue 2016: $34,833Expenses 2016: $32,606Net Income 2016: $2,2272016Revenue 2017: $39,568Expenses 2017: $33,115Net Income 2017: $6,4532017Revenue 2018: $69,907Expenses 2018: $57,017Net Income 2018: $12,8902018Revenue 2019: $74,078Expenses 2019: $84,147Net Income 2019: -$10,0692019Revenue 2020: $61,200Expenses 2020: $51,677Net Income 2020: $9,5232020Revenue 2021: $40,568Expenses 2021: $30,178Net Income 2021: $10,3902021Revenue 2022: $73,350Expenses 2022: $77,014Net Income 2022: -$3,6642022Revenue 2023: $79,417Expenses 2023: $76,839Net Income 2023: $2,5782023Revenue 2024: $69,556Expenses 2024: $59,801Net Income 2024: $9,7552024Revenue 2025: $55,211Expenses 2025: $61,733Net Income 2025: -$6,5222025

Highlighted filing

2016

Revenue$34,833
Expenses$32,606
Net Income$2,227
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 7, 2016
Return Version
2015v2.1
Gross Receipts
$56,696
Mission and Program Overview

Mission

To be a PTA that positively impacts childrens lives

Operate as a Parent Teacher Association (PTA) for Acacia Elementary School to support the educational and charitable mission of the school and positively impact the lives of children

Program Services

DescriptionGrantsExpenses
The PTA provides funding support for technology, music and PE specialists to support 325 children$0$17,881
The PTA provides assembly's, holiday programs, and other educational activities for the children$0$6,820
The PTA provides educational materials and supplies to about 25 classroom teachers for use in instruction$0$5,000
The PTA provided instructional materials and books to the library$0$2,905
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa FriedmanPta PresidentPT$0--
Julie LewisPta Vice PresidentPT$0--
Shellie HadvinaPta TreasurerPT$0--
Lucelly FarfanPta SecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog A Thon$23,906$14,274$14,274$0
Cub Club$7,577$0$0$0
Total Events$31,483$14,274$14,274$0
Filing and Contact Details

Filer

Filer Name
Acacia Elementary PTA
EIN
90-0547139
In Care Of
% Lisa Friedman
Phone
3106135634
Address
55 W Norman Ave, Thousand Oaks, CA 91360

Signing Officer

Name
Shellie Hadvina
Title
PTA Treasurer
Phone
8054955550
Signed
2016-11-07
Supplemental Narrative

Additional Explanations

Part I, line 16

| Other Expenses:, Amount:| Art - meet the Masters, $365.00| Classroom Expenses - Teacher Supplies, $5000.00| Harvest Festival food and prizes and decorations, $516.00| Hospitality - Coffee, food, cookies, papergoods, $394.00| Library and Instructional materials, $2906.00| Movie Night food and rentals, $1257.00| Pancakes with parents - food and supplies, $148.00| Music Instruction, $6139.00| PE Instruction, $7672.00| Reading Counts- Prizes and books, $891.00| Red Ribbon Week - Prizes and supplies, $116.00| Student Store inventory, $505.00| Spiritwear tshirts, $452.00| Technology instruction, $4071.00| Accounting Services, $179.00| Bank Charges, $8.00| CCPTA Dues, $100.00| Council District PTA Workshops, $148.00| Insurance and Permits, $271.00| Office Copies, $1000.00| Office Expenses, $425.00| Stamps and Supplies, $43.00|

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Other Expenses:, Amount:| Art - meet the Masters, $365.00| Classroom Expenses - Teacher Supplies, $5000.00| Harvest Festival food and prizes and decorations, $516.00| Hospitality - Coffee, food, cookies, papergoods, $394.00| Library and Instructional materials, $2906.00| Movie Night food and rentals, $1257.00| Pancakes with parents - food and supplies, $148.00| Music Instruction, $6139.00| PE Instruction, $7672.00| Reading Counts- Prizes and books, $891.00| Red Ribbon Week - Prizes and supplies, $116.00| Student Store inventory, $505.00| Spiritwear tshirts, $452.00| Technology instruction, $4071.00| Accounting Services, $179.00| Bank Charges, $8.00| CCPTA Dues, $100.00| Council District PTA Workshops, $148.00| Insurance and Permits, $271.00| Office Copies, $1000.00| Office Expenses, $425.00| Stamps and Supplies, $43.00|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Shellie Hadvina
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PTA Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08054955550
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Acacia Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0ACAC
ReturnHeader/Filer/EIN0900547139
ReturnHeader/Filer/InCareOfNm0% Lisa Friedman
ReturnHeader/Filer/PhoneNum03106135634
ReturnHeader/Filer/USAddress/AddressLine1Txt055 W Norman Ave
ReturnHeader/Filer/USAddress/CityNm0Thousand Oaks
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091360
ReturnHeader/ReturnTs02016-11-07T07:11:59-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings