Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2016 • EIN 90-1014948

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 08, 2016

Organization ProfileWWW.IVALONGBEACH.ORG
3601 Linden AvenueLong Beach, CA 90807

(562) 787-4527

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

76th percentile

19%

Higher net margin than 76% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

$36,464

No earlier filing loaded for comparison.

Net Assets

$36,464

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin76th percentile

Revenue

$73,950

No earlier filing loaded for comparison.

Expenses

$59,819

No earlier filing loaded for comparison.

Net Income

$14,131

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$40K$30K$20K$10K$0Assets 2016: $36,464Liabilities 2016: $0Net Assets 2016: $36,4642016Assets 2018: $23,338Liabilities 2018: $0Net Assets 2018: $23,3382018Assets 2019: $24,182Liabilities 2019: $0Net Assets 2019: $24,1822019Assets 2020: $7,144Liabilities 2020: $02020Assets 2022: $7,889Net Assets 2022: $7,8892022

Highlighted filing

2016

Assets$36,464
Liabilities$0
Net Assets$36,464
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2016: $73,950Expenses 2016: $59,819Net Income 2016: $14,1312016Revenue 2018: $55,446Expenses 2018: $54,475Net Income 2018: $9712018Revenue 2019: $57,081Expenses 2019: $56,237Net Income 2019: $8442019Revenue 2020: $27,477Expenses 2020: $43,720Net Income 2020: -$16,2432020Revenue 2022: $53,244Expenses 2022: $52,474Net Income 2022: $7702022

Highlighted filing

2016

Revenue$73,950
Expenses$59,819
Net Income$14,131
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 8, 2016
Return Version
2015v2.1
Gross Receipts
$78,372
Mission and Program Overview

Mission

Student experience enhancement

To provide funds for the school to enhance student programs.

Program Services

DescriptionGrantsExpenses
STUDENT PROGRAMS$0$55,147
FUNDRAISING FOR SCHOOL BENEFIT$0$4,422
VENDING MACHINE TO BENEFIT PARENTS AND STUDENTS$0$2,449
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDY HUNTERPresidentPT$0--
JUDY-CAREY FISHERSecretaryPT$0--
MARISOL GOLDTreasurerPT$0--
JANET WATTVP Of FundraisingPT$0--
CINDY BROOKSVP Of MemebrshipPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Read-a-thon$12,781$12,781-$12,781
Parent Social$5,421$5,421-$5,421
Total Events$52,528$52,528-$52,528
Filing and Contact Details

Filer

Filer Name
Intellectual Virtues Pta
EIN
90-1014948
Phone
5627874527
Address
3601 LINDEN AVENUE, LONG BEACH, CA 90807

Signing Officer

Name
Marisol Gold
Title
Treasurer
Phone
5623059881
Signed
2016-10-08
Discuss with paid preparer
Yes

Preparer

Firm
WILLIAMS & RIBB LLP CPA'S
Address
6700 E PACIFIC COAST HWY STE 275, LONG BEACH, CA 90803
Preparer
John D Williams
Phone
5624238777
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: student programs. Amount: 55,147. Description: organizational expenses. Amount: 1,289. Description: membership expenses not belonging to council. Amount: 934. Description: other disbursements. Amount: 2,449. Total to form 990-ez, line 16: 59,819.”

Raw XML Appendix161 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0MARISOL GOLD
IRS990EZ/BooksInCareOfDetail/PhoneNum05623059881
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03904 BOUTON DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKEWOOD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090712
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022333
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036464
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt08284
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt014131
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022333
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036464
IRS990EZ/FundraisingGrossIncomeAmt052528
IRS990EZ/GrossReceiptsAmt078372
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt01480
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022333
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036464
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022333
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036464
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt38.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt48.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JUDY HUNTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JUDY-CAREY FISHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARISOL GOLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JANET WATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CINDY BROOKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OF FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF MEMEBRSHIP
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt059819
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FUNDS FOR THE SCHOOL TO ENHANCE STUDENT PROGRAMS.
IRS990EZ/ProgramServiceRevenueAmt016080
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FUNDRAISING FOR SCHOOL BENEFIT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2VENDING MACHINE TO BENEFIT PARENTS AND STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt055147
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14422
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22449
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt04422
IRS990EZ/SpecialEventsNetIncomeLossAmt048106
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt059819
IRS990EZ/TotalProgramServiceExpensesAmt062018
IRS990EZ/TotalRevenueAmt073950
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.IVALONGBEACH.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08284
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt08284
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt092421
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt092421
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0100705
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0100705
IRS990ScheduleA/Total509Grp/TotalAmt0100705
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0100705
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0100705
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0READ-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PARENT SOCIAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt012781
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05421
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt034326
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt052528
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012781
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05421
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt034326
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt052528
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt052528
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: STUDENT PROGRAMS. AMOUNT: 55,147. DESCRIPTION: ORGANIZATIONAL EXPENSES. AMOUNT: 1,289. DESCRIPTION: MEMBERSHIP EXPENSES NOT BELONGING TO COUNCIL. AMOUNT: 934. DESCRIPTION: OTHER DISBURSEMENTS. AMOUNT: 2,449. TOTAL TO FORM 990-EZ, LINE 16: 59,819.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARISOL GOLD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05623059881
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INTELLECTUAL VIRTUES PTA
ReturnHeader/Filer/BusinessNameControlTxt0INTE
ReturnHeader/Filer/EIN0901014948
ReturnHeader/Filer/PhoneNum05627874527
ReturnHeader/Filer/USAddress/AddressLine1Txt03601 LINDEN AVENUE
ReturnHeader/Filer/USAddress/CityNm0LONG BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090807
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330102115
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAMS & RIBB LLP CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06700 E PACIFIC COAST HWY STE 275
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LONG BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090803
ReturnHeader/PreparerPersonGrp/PhoneNum05624238777
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN D WILLIAMS
ReturnHeader/ReturnTs02016-10-17T19:34:12-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,464
Liabilities
$0
Net assets
$36,464
Revenue
$73,950
Expenses
$59,819
Net income
$14,131
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$7.89$7.89$53.2$52.5$0.77
2020Summary only. Only limited summary data is available for this year.$7.14$0.00$27.5$43.7$16.2
2019Detailed filing. Detailed filing data is available for this year.$24.2$0.00$24.2$57.1$56.2$0.84
2018Detailed filing. Detailed filing data is available for this year.$23.3$0.00$23.3$55.4$54.5$0.97
2016Detailed filing. Detailed filing data is available for this year.$36.5$0.00$36.5$74.0$59.8$14.1