Civic Intelligence

PTA California Congress of Parents Teachers and Students Inc

990EZ • Fiscal year 2023 • EIN 90-0839396

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 14, 2023

480 Adams WayPleasanton, CA 94566

(925) 426-4230

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

61st percentile

9.8%

Higher net margin than 61% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

69th percentile

15%

Faster asset growth than 69% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

46th percentile

1.6%

Faster revenue growth than 46% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$122,024

Up $16,165 (+15%) from 2022

Net Assets

Up

$122,024

Up $16,165 (+15%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$164,263

Up $2,616 (+1.6%) from 2022

Expenses

Down

$148,098

Down $30,786 (-17%) from 2022

Net Income

Up

$16,165

Up $33,402 (+194%) from 2022

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: $120,470Liabilities 2013: $0Net Assets 2013: $120,4702013Assets 2014: $122,037Liabilities 2014: $0Net Assets 2014: $122,0372014Assets 2015: $97,714Liabilities 2015: $02015Assets 2016: $95,394Liabilities 2016: $02016Assets 2017: $90,887Liabilities 2017: $02017Assets 2018: $85,313Liabilities 2018: $0Net Assets 2018: $85,3132018Assets 2019: $61,089Liabilities 2019: $02019Assets 2020: $111,345Liabilities 2020: $02020Assets 2021: $123,096Net Assets 2021: $123,0962021Assets 2022: $105,859Net Assets 2022: $105,8592022Assets 2023: $122,024Net Assets 2023: $122,0242023Assets 2024: $134,146Liabilities 2024: $0Net Assets 2024: $134,1462024Assets 2025: $164,572Liabilities 2025: $0Net Assets 2025: $164,5722025

Highlighted filing

2023

Assets$122,024
Liabilities-
Net Assets$122,024

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2013: $322,973Expenses 2013: $202,503Net Income 2013: $120,4702013Revenue 2014: $159,494Expenses 2014: $151,210Net Income 2014: $8,2842014Revenue 2015: $129,145Expenses 2015: $149,311Net Income 2015: -$20,1662015Revenue 2016: $146,376Expenses 2016: $146,119Net Income 2016: $2572016Revenue 2017: $135,583Expenses 2017: $141,950Net Income 2017: -$6,3672017Revenue 2018: $192,006Expenses 2018: $197,580Net Income 2018: -$5,5742018Revenue 2019: $156,126Expenses 2019: $174,350Net Income 2019: -$18,2242019Revenue 2020: $154,683Expenses 2020: $110,427Net Income 2020: $44,2562020Revenue 2021: $78,212Expenses 2021: $66,461Net Income 2021: $11,7512021Revenue 2022: $161,647Expenses 2022: $178,884Net Income 2022: -$17,2372022Revenue 2023: $164,263Expenses 2023: $148,098Net Income 2023: $16,1652023Revenue 2024: $253,996Expenses 2024: $241,874Net Income 2024: $12,1222024Revenue 2025: $257,904Expenses 2025: $227,478Net Income 2025: $30,4262025

Highlighted filing

2023

Revenue$164,263
Expenses$148,098
Net Income$16,165
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$180,574
Mission and Program Overview

Mission

To financially support the students and programs of valley view elemtary school.

Program Services

DescriptionGrantsExpenses
TO FINANCIALLY SUPPORT THE STUDENTS AND PROGRAMS OF VALLEY VIEW ELEMENTARY SCHOOL.-$139,937
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRACEY MCLEANVP Membership-$0--
ARYN OLDHAMTreasurer-$0--
SONATA PEREZVP Fundraising-$0--
ANIKA BRINERParliamentarian-$0--
KATIE LOVEWELLAuditor-$0--
BRITTANY HASSEBROCKVP Communicatio-$0--
TAMMY QUANHistorian-$0--
KATY GABBANIVP Activities-$0--
KRISTEN HAMMESFinancial Scty-$0--
AMY ZYSKPresidentPT$0--
JENN PRANSCHKEVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$79,832$79,832$7,564$72,268
Direct Appeal$26,285$26,285$615$25,670
Total Events$113,465$113,465$15,428$98,037
Filing and Contact Details

Filer

Filer Name
Valley View Elementary School Pta
EIN
90-0839396
Phone
9254264230
Address
480 ADAMS WAY, PLEASANTON, CA 94566

Signing Officer

Name
Katie Lovewell
Title
Treasurer
Signed
2023-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Janet S Yarbrough CPA
Address
550 Main Street Ste F2B, Placerville, CA 95667
Preparer
Janet Yarbrough
Phone
9252003302
Supplemental Narrative

Additional Explanations

Other Expenses.1012

Insurance $530

Other Expenses.1

CLASSROOM SUPPORT $43797

Other Expenses.2

OUTDOOR EDUCATION $22693

Other Expenses.3

ART SUPPORT $17296

Other Expenses.4

FIELD TRIPS $8968

Other Expenses.5

BOOK CLUB $8213

Other Expenses.6

HOSPITALITY $6009

Other Expenses.7

ELL $5264

Other Expenses.8

LIBRARY SUPPORT $4997

Other Expenses.9

GARDEN SUPPORT $3793

Other Expenses.10

Campus improvements $3703

Other Expenses.11

Online learning support $2990

Other Expenses.12

TEACHER GRANTS $2608

Other Expenses.13

PLAYWORKS $2581

Other Expenses.14

ELP SCHOLARSHIPS $2446

Other Expenses.15

PRINCIPAL'S FUND $2012

Other Expenses.16

SCIENCE FAIR $1936

Other Expenses.17

SECOND STEP $1750

Other Expenses.18

Dinner with a scientist $1316

Other Expenses.19

Beginning of year events $966

Other Expenses.20

STUDENT ORGANIZERS $741

Other Expenses.21

PARENTS NIGHT OUT $650

Other Expenses.22

Front office support $488

Other Expenses.23

Emergency preparedness $431

Other Expenses.24

READ A THON $295

Other Expenses.25

REFLECTIONS $194

Other Expenses.26

TALENT SHOWCASE $154

Other Expenses.27

TECHNOLOGY $143

Other Expenses.28

BANK FEES $112

Other Expenses.29

DUES $76

Other Expenses.30

WEBSITE $37

Raw XML Appendix264 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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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01227
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0133500
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0284870
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $530
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLASSROOM SUPPORT $43797
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OUTDOOR EDUCATION $22693
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ART SUPPORT $17296
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FIELD TRIPS $8968
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BOOK CLUB $8213
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6HOSPITALITY $6009
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ELL $5264
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8LIBRARY SUPPORT $4997
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9GARDEN SUPPORT $3793
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10CAMPUS IMPROVEMENTS $3703
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ONLINE LEARNING SUPPORT $2990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12TEACHER GRANTS $2608
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13PLAYWORKS $2581
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14ELP SCHOLARSHIPS $2446
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15PRINCIPAL'S FUND $2012
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16SCIENCE FAIR $1936
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17SECOND STEP $1750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18DINNER WITH A SCIENTIST $1316
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19BEGINNING OF YEAR EVENTS $966
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20STUDENT ORGANIZERS $741
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21PARENTS NIGHT OUT $650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22FRONT OFFICE SUPPORT $488
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23EMERGENCY PREPAREDNESS $431
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24READ A THON $295
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25REFLECTIONS $194
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26TALENT SHOWCASE $154
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27TECHNOLOGY $143
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28BANK FEES $112
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29DUES $76
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30WEBSITE $37
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.17
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.20
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Expenses.22
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Other Expenses.26
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc28Other Expenses.28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc29Other Expenses.29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc30Other Expenses.30
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
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ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
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ReturnHeader/Filer/EIN0900839396
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Placerville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095667
ReturnHeader/PreparerPersonGrp/PhoneNum09252003302
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Janet Yarbrough
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-14T10:30:19-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LOVEWELL
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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