Civic Intelligence

PTA California Congress of Parents

EIN 90-0882314 • 501(c)3 • Porterville, CA

Profile

Provide support for school activities and educational needs

1509 N Lombardi StreetPorterville, CA 93257

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2020

Net Margin

11th percentile

-78%

Higher net margin than 11% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

19th percentile

-53%

Faster asset growth than 19% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

42nd percentile

-10%

Faster revenue growth than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$25,403

Down $28,836 (-53%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$25,403

Down $28,836 (-53%) from 2019

Operations
Liabilities / RevenueScore unavailableNet Margin11th percentile

Revenue

Down

$37,148

Down $4,134 (-10%) from 2019

Expenses

Up

$65,984

Up $47,854 (+264%) from 2019

Net Income

Down

-$28,836

Down $51,988 (-225%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2013: $23,812Net Assets 2013: $23,8122013Assets 2014: $14,112Liabilities 2014: $02014Assets 2015: $10,810Net Assets 2015: $10,8102015Assets 2016: $18,356Net Assets 2016: $18,3562016Assets 2017: $7,005Net Assets 2017: $7,0052017Assets 2018: $31,087Net Assets 2018: $31,0872018Assets 2019: $54,239Net Assets 2019: $54,2392019Assets 2020: $25,403Net Assets 2020: $25,4032020

Highlighted filing

2020

Assets$25,403
Liabilities-
Net Assets$25,403
Open 2020 Filing

Operations Trend

Revenue Growth42nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2013: $33,156Expenses 2013: $9,344Net Income 2013: $23,8122013Revenue 2014: $23,247Expenses 2014: $32,947Net Income 2014: -$9,7002014Revenue 2015: $25,717Expenses 2015: $29,019Net Income 2015: -$3,3022015Revenue 2016: $30,678Expenses 2016: $23,132Net Income 2016: $7,5462016Revenue 2017: $46,122Expenses 2017: $57,473Net Income 2017: -$11,3512017Revenue 2018: $50,877Expenses 2018: $26,795Net Income 2018: $24,0822018Revenue 2019: $41,282Expenses 2019: $18,130Net Income 2019: $23,1522019Revenue 2020: $37,148Expenses 2020: $65,984Net Income 2020: -$28,8362020

Highlighted filing

2020

Revenue$37,148
Expenses$65,984
Net Income-$28,836
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$25,403
Liabilities
-
Net assets
$25,403
Revenue
$37,148
Expenses
$65,984
Net income
-$28,836
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.4$25.4$37.1$66.0$28.8
2019Detailed filing. Detailed filing data is available for this year.$54.2$54.2$41.3$18.1$23.2
2018Detailed filing. Detailed filing data is available for this year.$31.1$31.1$50.9$26.8$24.1
2017Detailed filing. Detailed filing data is available for this year.$7.01$7.01$46.1$57.5$11.4
2016Detailed filing. Detailed filing data is available for this year.$18.4$18.4$30.7$23.1$7.55
2015Detailed filing. Detailed filing data is available for this year.$10.8$10.8$25.7$29.0$3.30
2014Summary only. Only limited summary data is available for this year.$14.1$0.00$23.2$32.9$9.70
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.8$23.8$33.2$9.34$23.8
Latest Detailed Filing

The latest 2020 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 6, 2019
Return Version
2018v3.1
Gross Receipts
$76,904
Mission and Program Overview

Mission

Provide support for school activities and educational needs

Program Services

DescriptionGrantsExpenses
THE LARGEST FUND RAISERS FOR OUR SCHOOL ARE MIXED BAG SALES. THE STUDENTS AND TEACHERS OF SUMMIT CHARTER ACADEMY SCHOOL BENEFIT FROM THE NET REVENUE GENERATED FORM THE FUND RAISERS--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NICKI OWENPresident-$0--
EMILY DEMENTSecretary-$0--
KRISTY MARTINTreasurer-$0--
WENDY HONEYCUTTMembership-$0--
LAUREN SHERRILLVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Funraiser$17,287$17,287$6,487$10,800
Fun Run$17,001$17,001$3,397$13,604
Total Events$58,157$58,157$30,971$27,186
Filing and Contact Details

Filer

Filer Name
Pta California Congress of Parents
EIN
90-0882314
Address
1509 N LOMBARDI STREET, PORTERVILLE, CA 93257

Signing Officer

Name
Kristy Martin
Title
Treasurer
Signed
2019-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Marty Lalanne CPA
Address
140 East Morton Ave, Porterville, CA 93257
Preparer
Marty Lalanne
Phone
5597816617
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $232”

Other Expenses.1

“TEACHER SUPPLIES $5715”

Other Expenses.2

“SUPPLIES $5127”

Other Expenses.3

“MISCELLANEOUS $3459”

Other Expenses.4

“COMPUTER $1199”

Other Expenses.5

“Teacher appreciation $1170”

Other Expenses.6

“BANK CHARGES $374”

Other Expenses.7

“DUES $214”

Other Expenses.8

“SCHOOL IMPROVEMENTS $160”

Raw XML Appendix182 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/PersonNm0KRISTY MARTIN
IRS990EZ/BooksInCareOfDetail/PhoneNum05593106210
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01509 N LOMBARDI STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTERVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093257
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt031087
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt054239
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt012114
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt023152
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0480
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031087
IRS990EZ/Form990TotalAssetsGrp/EOYAmt054239
IRS990EZ/FundraisingGrossIncomeAmt064790
IRS990EZ/GrossReceiptsAmt076904
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031087
IRS990EZ/NetAssetsOrFundBalancesEOYAmt054239
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031087
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt054239
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NICKI OWEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1EMILY DEMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRISTY MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WENDY HONEYCUTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LAUREN SHERRILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt017650
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SUPPORT FOR SCHOOL ACTIVITIES AND EDUCATIONAL NEEDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE LARGEST FUND RAISERS FOR OUR SCHOOL ARE MIXED BAG SALES. THE STUDENTS AND TEACHERS OF SUMMIT CHARTER ACADEMY SCHOOL BENEFIT FROM THE NET REVENUE GENERATED FORM THE FUND RAISERS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt035622
IRS990EZ/SpecialEventsNetIncomeLossAmt029168
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018130
IRS990EZ/TotalRevenueAmt041282
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt012114
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011085
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt019654
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0390
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06130
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt049373
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt064236
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt054170
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt051584
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt052631
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0222621
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0271994
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt012114
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt075321
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt073824
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt051974
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt058761
IRS990ScheduleA/Total509Grp/TotalAmt0271994
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt012114
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt075321
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt073824
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt051974
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt058761
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0271994
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt030971
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017287
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt017001
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt023869
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt058157
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017287
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt017001
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt023869
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt058157
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt027186
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt021087
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt030971
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06487
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03397
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TEACHER SUPPLIES $5715
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUPPLIES $5127
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MISCELLANEOUS $3459
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPUTER $1199
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TEACHER APPRECIATION $1170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK CHARGES $374
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DUES $214
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SCHOOL IMPROVEMENTS $160
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
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTY MARTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CALIFORNIA CONGRESS OF PARENTS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SUMMIT CHARTER ACADEMY LOMBARDI
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0900882314
ReturnHeader/Filer/USAddress/AddressLine1Txt01509 N LOMBARDI STREET
ReturnHeader/Filer/USAddress/CityNm0PORTERVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093257
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203562444
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Marty Lalanne CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0140 East Morton Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Porterville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093257
ReturnHeader/PreparerPersonGrp/PhoneNum05597816617
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARTY LALANNE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-06T11:29:45-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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