Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2015 • EIN 90-0740987

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 04, 2015

2620 Orange AvLa Crescenta, CA 91214

(818) 248-2617

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

70th percentile

14%

Higher net margin than 70% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

38th percentile

-6.3%

Faster revenue growth than 38% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$147,190

Up $15,170 (+11%) from 2014

Net Assets

$147,190

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$105,767

Down $7,140 (-6.3%) from 2014

Expenses

Down

$90,597

Down $31,415 (-26%) from 2014

Net Income

Up

$15,170

Up $24,275 (+267%) from 2014

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2013: $141,125Liabilities 2013: $0Net Assets 2013: $141,1252013Assets 2014: $132,020Liabilities 2014: $02014Assets 2015: $147,190Net Assets 2015: $147,1902015Assets 2016: $166,202Net Assets 2016: $166,2022016Assets 2017: $134,326Net Assets 2017: $134,3262017Assets 2018: $77,956Net Assets 2018: $77,9562018Assets 2019: $77,654Net Assets 2019: $77,6542019Assets 2020: $101,107Net Assets 2020: $101,1072020Assets 2021: $120,283Net Assets 2021: $120,2832021Assets 2022: $93,542Net Assets 2022: $93,5422022Assets 2023: $89,184Net Assets 2023: $89,1842023Assets 2024: $57,788Liabilities 2024: $02024Assets 2025: $76,837Net Assets 2025: $76,8372025

Highlighted filing

2015

Assets$147,190
Liabilities-
Net Assets$147,190

Operations Trend

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

$200K$100K$0-$100KExpenses 2013: $76,3172013Revenue 2014: $112,907Expenses 2014: $122,012Net Income 2014: -$9,1052014Revenue 2015: $105,767Expenses 2015: $90,597Net Income 2015: $15,1702015Revenue 2016: $110,269Expenses 2016: $91,257Net Income 2016: $19,0122016Revenue 2017: $118,720Expenses 2017: $150,596Net Income 2017: -$31,8762017Revenue 2018: $127,091Expenses 2018: $183,461Net Income 2018: -$56,3702018Revenue 2019: $154,731Expenses 2019: $155,033Net Income 2019: -$3022019Revenue 2020: $111,550Expenses 2020: $88,097Net Income 2020: $23,4532020Revenue 2021: $76,613Expenses 2021: $57,437Net Income 2021: $19,1762021Revenue 2022: $92,998Expenses 2022: $119,739Net Income 2022: -$26,7412022Revenue 2023: $97,144Expenses 2023: $101,502Net Income 2023: -$4,3582023Revenue 2024: $75,789Expenses 2024: $107,185Net Income 2024: -$31,3962024Revenue 2025: $108,448Expenses 2025: $89,399Net Income 2025: $19,0492025

Highlighted filing

2015

Revenue$105,767
Expenses$90,597
Net Income$15,170
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 4, 2015
Return Version
2014v5.0
Gross Receipts
$159,745
Mission and Program Overview

Mission

The purpose of this association, in common with the purposes of the national pta and the california state pta, are: a. To promote the welfare of the children and youth in home, school, community, and place of worship. B. To raise the standards of home life. C. To secure adequate laws for the care and protection of children and youth.

Program Services

DescriptionGrantsExpenses
OTHER PROGRAM EXPENSES$31,542-
TECHNOLOGY - CHROMEBOOKS$17,995-
LIBRARY PROGRAMS$14,790-
PRIMARY MUSIC PROGRAM$14,249-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSICA SHEENPresidentPT$0--
JENNIFER PARKVice PresidentPT$0--
REBECCA JOHNSONVice PresidentPT$0--
CYNTHIA ATZERTVice PresidentPT$0--
MARISTELA CHOVice PresidentPT$0--
ANNA BRUCKVice PresidentPT$0--
LEILA BELLSecretaryPT$0--
ROOBINA KAHDIANTreasurerPT$0--
LAUREN LEEAuditorPT$0--
JULIET KIMHistorianPT$0--
REBECCA HARVEYParliamentarianPT$0--
SUZANNE RISSEPrincipalPT$0--
MELISSA VROMANTeacher LiasonPT$0--
MARRAL ARARADIANTeacher LiasonPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Campaign$60,901$60,901$2,001$58,900
Silent Auction$22,622$22,622$9,092$13,530
Total Events$149,362$149,362$53,978$95,384
Filing and Contact Details

Filer

Filer Name
Monte Vista Elementary School PTA
EIN
90-0740987
Phone
8182482617
Address
2620 Orange Av, La Crescenta, CA 91214

Signing Officer

Name
Jessica Sheen
Title
President
Signed
2015-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Kelly and Small CPAs LLP
Address
P O Box 598, Montrose, CA 91021-0598
Preparer
David B Small
Phone
8182499896
Supplemental Narrative

Additional Explanations

Other Expenses.1

CHROMEBOOKS $17995

Other Expenses.2

Primary music programs $14249

Other Expenses.3

Library & lab assistants $11675

Other Expenses.4

Lower grade pe assistant $6422

Other Expenses.5

CLASSROOM FUNDS $5725

Other Expenses.6

OFFICE EXPENSE $4362

Other Expenses.7

Website-school wires $3750

Other Expenses.8

LIBRARY BOOKS $3115

Other Expenses.9

President's expense $2969

Other Expenses.10

BACKPACK HOOKS $1702

Other Expenses.11

SCHOLARSHIPS CVHA $1500

Other Expenses.12

Walk through california $1480

Other Expenses.13

ASSEMBLIES $1295

Other Expenses.14

Discovery cube science rocks $1226

Other Expenses.15

Walk through america $1165

Other Expenses.16

Education through nature $1130

Other Expenses.17

Pig heart dissection $1080

Other Expenses.18

LIBRARY $1066

Other Expenses.19

Will & co "the odyssey" $990

Other Expenses.20

STAFF APPRECIATION $829

Other Expenses.21

6th grade breakfast/promotion $752

Other Expenses.22

Random acts of kindness $593

Other Expenses.23

MICROSCOPE & SLIDES $565

Other Expenses.24

AMAZING ANIMALS $465

Other Expenses.25

CUE CONFERENCE $420

Other Expenses.26

RED RIBBON WEEK $414

Other Expenses.27

Honorary service awards $400

Other Expenses.28

MEET THE MASTERS $363

Other Expenses.29

HOWDY COFFEE $350

Other Expenses.30

HOLIDAY DINNER $345

Other Expenses.31

STUDY HALL REWARD $344

Other Expenses.32

CHUMASH MARITIME $290

Other Expenses.33

QUARTERLY MEETINGS $257

Other Expenses.34

PROJECT FAIR $218

Other Expenses.35

AED $210

Other Expenses.36

INSURANCE $209

Other Expenses.37

ABRAHAM LINCOLN $150

Other Expenses.38

COUNCIL $125

Other Expenses.39

TREASURY EXPENSE $120

Other Expenses.40

Summer reading program $90

Other Expenses.41

WEBSITE EXPENSE $86

Other Expenses.42

REFLECTIONS $50

Other Expenses.43

BANK CHARGES $28

Other Expenses.44

FOUNDERS CELEB $28

Raw XML Appendix298 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/PrimaryExemptPurposeTxt0THE PURPOSE OF THIS ASSOCIATION, IN COMMON WITH THE PURPOSES OF THE NATIONAL PTA AND THE CALIFORNIA STATE PTA, ARE: A. TO PROMOTE THE WELFARE OF THE CHILDREN AND YOUTH IN HOME, SCHOOL, COMMUNITY, AND PLACE OF WORSHIP. B. TO RAISE THE STANDARDS OF HOME LIFE. C. TO SECURE ADEQUATE LAWS FOR THE CARE AND PROTECTION OF CHILDREN AND YOUTH.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHROMEBOOKS $17995
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIMARY MUSIC PROGRAMS $14249
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LIBRARY & LAB ASSISTANTS $11675
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LOWER GRADE PE ASSISTANT $6422
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CLASSROOM FUNDS $5725
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OFFICE EXPENSE $4362
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6WEBSITE-SCHOOL WIRES $3750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7LIBRARY BOOKS $3115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PRESIDENT'S EXPENSE $2969
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BACKPACK HOOKS $1702
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SCHOLARSHIPS CVHA $1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11WALK THROUGH CALIFORNIA $1480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12ASSEMBLIES $1295
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13DISCOVERY CUBE SCIENCE ROCKS $1226
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14WALK THROUGH AMERICA $1165
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15EDUCATION THROUGH NATURE $1130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16PIG HEART DISSECTION $1080
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17LIBRARY $1066
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18WILL & CO "THE ODYSSEY" $990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19STAFF APPRECIATION $829
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt206TH GRADE BREAKFAST/PROMOTION $752
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21RANDOM ACTS OF KINDNESS $593
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22MICROSCOPE & SLIDES $565
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23AMAZING ANIMALS $465
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24CUE CONFERENCE $420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25RED RIBBON WEEK $414
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26HONORARY SERVICE AWARDS $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27MEET THE MASTERS $363
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28HOWDY COFFEE $350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29HOLIDAY DINNER $345
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30STUDY HALL REWARD $344
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31CHUMASH MARITIME $290
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt32QUARTERLY MEETINGS $257
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt33PROJECT FAIR $218
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt34AED $210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt35INSURANCE $209
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt36ABRAHAM LINCOLN $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt37COUNCIL $125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt38TREASURY EXPENSE $120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt39SUMMER READING PROGRAM $90
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt40WEBSITE EXPENSE $86
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt41REFLECTIONS $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt42BANK CHARGES $28
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt43FOUNDERS CELEB $28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Expenses.23
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Other Expenses.24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Other Expenses.25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Other Expenses.26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Other Expenses.27
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27Other Expenses.28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc28Other Expenses.29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc29Other Expenses.30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc30Other Expenses.31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc31Other Expenses.32
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc32Other Expenses.33
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc33Other Expenses.34
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc34Other Expenses.35
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc35Other Expenses.36
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc36Other Expenses.37
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc37Other Expenses.38
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc38Other Expenses.39
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc39Other Expenses.40
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc40Other Expenses.41
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc41Other Expenses.42
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc42Other Expenses.43
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc43Other Expenses.44
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JESSICA SHEEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Monte Vista Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0900740987
ReturnHeader/Filer/PhoneNum08182482617
ReturnHeader/Filer/USAddress/AddressLine1Txt02620 Orange Av
ReturnHeader/Filer/USAddress/CityNm0La Crescenta
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091214
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kelly and Small CPAs LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O Box 598
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Montrose
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0910210598
ReturnHeader/PreparerPersonGrp/PhoneNum08182499896
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID B SMALL
ReturnHeader/ReturnTs02015-11-04T16:16:40-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.77$0.77$1.08$0.89$0.19
2024Summary only. Only limited summary data is available for this year.$0.58$0.00$0.76$1.07$0.31
2023Detailed filing. Detailed filing data is available for this year.$0.89$0.89$0.97$1.02$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.94$0.94$0.93$1.20$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$1.20$0.77$0.57$0.19
2020Detailed filing. Detailed filing data is available for this year.$1.01$1.01$1.12$0.88$0.23
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.78$1.55$1.55$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.78$1.27$1.83$0.56
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$1.34$1.19$1.51$0.32
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$1.66$1.10$0.91$0.19
2015Detailed filing. Detailed filing data is available for this year.$1.47$1.47$1.06$0.91$0.15
2014Summary only. Only limited summary data is available for this year.$1.32$0.00$1.13$1.22$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.00$1.41$0.76