Civic Intelligence

PTA California Congress of Parents

EIN 91-1790151 • 501(c)3 • San Rafael, CA

Profile

The primary purpose is to support and enrich the education of Laurel Dell students, teachers and families.

225 Woodland AveSan Rafael, CA 94901

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

24th percentile

-18%

Higher net margin than 24% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2017

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 2017

Asset Growth

40th percentile

-10%

Faster asset growth than 40% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

21st percentile

-43%

Faster revenue growth than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$61,547

Down $7,098 (-10%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$61,547

Down $7,098 (-10%) from 2016

Operations
Liabilities / Revenue62nd percentileNet Margin24th percentile

Revenue

Down

$39,344

Down $30,100 (-43%) from 2016

Expenses

Down

$46,442

Down $16,955 (-27%) from 2016

Net Income

Down

-$7,098

Down $13,145 (-217%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

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

$80K$60K$40K$20K$0Assets 2011: $47,897Liabilities 2011: $02011Assets 2012: $54,712Liabilities 2012: $02012Assets 2013: $46,827Liabilities 2013: $02013Assets 2014: $65,522Liabilities 2014: $02014Assets 2015: $62,598Net Assets 2015: $62,5982015Assets 2016: $68,645Net Assets 2016: $68,6452016Assets 2017: $61,547Net Assets 2017: $61,5472017

Highlighted filing

2017

Assets$61,547
Liabilities-
Net Assets$61,547
Open 2017 Filing

Operations Trend

Revenue Growth21st percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $54,069Expenses 2011: $42,138Net Income 2011: $11,9312011Revenue 2012: $44,486Expenses 2012: $37,671Net Income 2012: $6,8152012Revenue 2013: $40,083Expenses 2013: $47,968Net Income 2013: -$7,8852013Revenue 2014: $59,358Expenses 2014: $40,663Net Income 2014: $18,6952014Revenue 2015: $50,486Expenses 2015: $53,410Net Income 2015: -$2,9242015Revenue 2016: $69,444Expenses 2016: $63,397Net Income 2016: $6,0472016Revenue 2017: $39,344Expenses 2017: $46,442Net Income 2017: -$7,0982017

Highlighted filing

2017

Revenue$39,344
Expenses$46,442
Net Income-$7,098
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$61,547
Liabilities
-
Net assets
$61,547
Revenue
$39,344
Expenses
$46,442
Net income
-$7,098
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.5$61.5$39.3$46.4$7.10
2016Detailed filing. Detailed filing data is available for this year.$68.6$68.6$69.4$63.4$6.05
2015Detailed filing. Detailed filing data is available for this year.$62.6$62.6$50.5$53.4$2.92
2014Summary only. Only limited summary data is available for this year.$65.5$0.00$59.4$40.7$18.7
2013Summary only. Only limited summary data is available for this year.$46.8$0.00$40.1$48.0$7.89
2012Summary only. Only limited summary data is available for this year.$54.7$0.00$44.5$37.7$6.82
2011Summary only. Only limited summary data is available for this year.$47.9$0.00$54.1$42.1$11.9
Latest Detailed Filing

The latest 2017 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 2, 2016
Return Version
2015v2.1
Gross Receipts
$73,610
Mission and Program Overview

Mission

The primary purpose is to support and enrich the education of Laurel Dell students, teachers and families.

Program Services

DescriptionGrantsExpenses
Services we provide for our students include: outdoor PE, after school enrichment, Youth in Art, classroom gardens, classroom supplies & field trips.-$60,767
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALEJANDRA ARGUEAPresident-$0--
SILVIA VARGASVice President-$0--
MELINA SHEPHERDTreasurer-$0--
ALI BELLOSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fiesta del sol$8,331$8,331$185$8,146
Movie night$5,522$5,522-$5,522
Total Events$13,853$13,853$3,088$10,765
Filing and Contact Details

Filer

Filer Name
PTA California Congress of Parents
EIN
91-1790151
Phone
4154852317
Address
225 Woodland Ave, San Rafael, CA 94901

Signing Officer

Name
Melina Shepherd
Title
Treasurer
Phone
4154852317
Signed
2016-09-02
Discuss with paid preparer
Yes

Preparer

Firm
L & L Tax and Business Services
Address
384 BEL MARIN KEYS BLVD STE 125, NOVATO, CA 94949
Preparer
Karen a Lavsa Ea
Phone
4158842951
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Youth in Arts 7000.”

Form 990EZ, Part I, Line 16

“Graduation 4555.”

Form 990EZ, Part I, Line 16

“book fair 1954.”

Form 990EZ, Part I, Line 16

“Teacher expenses 2761.”

Form 990EZ, Part I, Line 16

“supplies for PTO & events 1954.”

Form 990EZ, Part I, Line 16

“Taxes, insurance, dues 1434.”

Form 990EZ, Part I, Line 16

“teacher Appreciation 810.”

Form 990EZ, Part I, Line 16

“special events 4928.”

Form 990EZ, Part I, Line 16

“Field Trip expense 2804.”

Form 990EZ, Part I, Line 16

“outdoor education camp 15363.”

Form 990EZ, Part I, Line 16

“PE 7243.”

Form 990EZ, Part I, Line 16

“Pledge expense 604.”

Form 990EZ, Part I, Line 16

“bank fees 87.”

Form 990EZ, Part I, Line 16

“special projects - teacher requests 9599.”

Form 990EZ, Part I, Line 16

“chairs and cart 2301.”

Raw XML Appendix188 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/PersonNm0JESSICA SKIERESZ
IRS990EZ/BooksInCareOfDetail/PhoneNum04154852317
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0225 Woodland Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Rafael
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094901
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt062598
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt068645
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt040772
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06047
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt062598
IRS990EZ/Form990TotalAssetsGrp/EOYAmt068645
IRS990EZ/FundraisingGrossIncomeAmt016958
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt073610
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt062598
IRS990EZ/NetAssetsOrFundBalancesEOYAmt068645
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt062598
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt068645
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALEJANDRA ARGUEA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SILVIA VARGAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MELINA SHEPHERD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALI BELLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt063397
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The primary purpose is to support and enrich the education of Laurel Dell students, teachers and families.
IRS990EZ/ProgramServiceRevenueAmt015880
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Services we provide for our students include: outdoor PE, after school enrichment, Youth in Art, classroom gardens, classroom supplies & field trips.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt060767
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04166
IRS990EZ/SpecialEventsNetIncomeLossAmt012792
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt063397
IRS990EZ/TotalProgramServiceExpensesAmt060767
IRS990EZ/TotalRevenueAmt069444
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt040772
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt021998
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt035154
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt025627
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt017094
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0140645
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt032838
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt028488
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt029826
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt014456
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt026962
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0132570
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0273215
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt073610
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt050486
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt064980
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt040083
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt044056
IRS990ScheduleA/Total509Grp/TotalAmt0273215
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0273215
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03088
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt0620
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0620
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Movie night
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fiesta del sol
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0711
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt01192
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01903
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt05522
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08331
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt013853
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05522
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08331
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt013853
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010765
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt0380
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0380
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0185
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0185
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Youth in Arts 7000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Graduation 4555.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2book fair 1954.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Teacher expenses 2761.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4supplies for PTO & events 1954.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Taxes, insurance, dues 1434.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6teacher Appreciation 810.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7special events 4928.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Field Trip expense 2804.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9outdoor education camp 15363.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PE 7243.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Pledge expense 604.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12bank fees 87.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13special projects - teacher requests 9599.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14chairs and cart 2301.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MELINA SHEPHERD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04154852317
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA California Congress of Parents
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0911790151
ReturnHeader/Filer/PhoneNum04154852317
ReturnHeader/Filer/USAddress/AddressLine1Txt0225 Woodland Ave
ReturnHeader/Filer/USAddress/CityNm0San Rafael
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094901
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0L & L Tax and Business Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0384 BEL MARIN KEYS BLVD STE 125
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NOVATO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094949
ReturnHeader/PreparerPersonGrp/PhoneNum04158842951
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN A LAVSA EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-09-22T15:27:36-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits