Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2016 • EIN 94-1693168

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 13, 2016

430 Donaldson WayAmerican Canyon, CA 94503

(707) 253-3524

Siviq Scores

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

Liabilities / Assets

54th 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

54th 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

15th percentile

-22%

Higher net margin than 15% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

19th percentile

-22%

Faster asset growth than 19% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

21st percentile

-23%

Faster revenue growth than 21% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$25,582

Down $7,238 (-22%) from 2015

Net Assets

Down

$25,582

Down $7,238 (-22%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$33,499

Down $10,154 (-23%) from 2015

Expenses

Down

$40,737

Down $22,394 (-35%) from 2015

Net Income

Up

-$7,238

Up $12,240 (+63%) from 2015

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2012: $43,948Liabilities 2012: $02012Assets 2013: $47,654Liabilities 2013: $02013Assets 2014: $52,298Net Assets 2014: $52,2982014Assets 2015: $32,820Liabilities 2015: $0Net Assets 2015: $32,8202015Assets 2016: $25,582Liabilities 2016: $0Net Assets 2016: $25,5822016Assets 2021: $79,614Liabilities 2021: $02021Assets 2022: $82,943Net Assets 2022: $82,9432022Assets 2023: $91,670Net Assets 2023: $91,6702023Assets 2024: $67,836Net Assets 2024: $67,8362024Assets 2025: $49,962Net Assets 2025: $49,9622025

Highlighted filing

2016

Assets$25,582
Liabilities$0
Net Assets$25,582

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $55,463Expenses 2012: $53,069Net Income 2012: $2,3942012Revenue 2013: $59,608Expenses 2013: $55,902Net Income 2013: $3,7062013Revenue 2014: $62,525Expenses 2014: $57,881Net Income 2014: $4,6442014Revenue 2015: $43,653Expenses 2015: $63,131Net Income 2015: -$19,4782015Revenue 2016: $33,499Expenses 2016: $40,737Net Income 2016: -$7,2382016Revenue 2021: $28,661Expenses 2021: $13,327Net Income 2021: $15,3342021Revenue 2022: $49,469Expenses 2022: $46,017Net Income 2022: $3,4522022Revenue 2023: $65,639Expenses 2023: $56,912Net Income 2023: $8,7272023Revenue 2024: $62,834Expenses 2024: $86,668Net Income 2024: -$23,8342024Revenue 2025: $64,057Expenses 2025: $81,931Net Income 2025: -$17,8742025

Highlighted filing

2016

Revenue$33,499
Expenses$40,737
Net Income-$7,238
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 13, 2016
Return Version
2015v2.1
Gross Receipts
$33,499
Mission and Program Overview

Mission

Classroom curriculum support, file dtrip, school assemblies book fairs, technology supplies,\community building events and safety support

The mission of the Donaldson Way PTA is to positively impact the lives of the children and families by representing our members and empowering and supporting then with skills in advocacy, leadership and communication. Our goal is to enhance the quality of our students' education. We provide community outreach, hold fundraisers and host events aimed at building our academic community.

Program Services

DescriptionGrantsExpenses
in 2015/2016 school year, we provided more than $40,000 in direct support to all classrooms and teachers in the form of school supplies, books, teaching aid material, Field Trips and school assemblies$0$31,480
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard PetersonPresidentPT$0--
Alisa LindTreasurerPT$0--
Silivia Regaldo-ZachlodSecretary-$0--
Susan PereiraVice President-$0--
Filing and Contact Details

Filer

Filer Name
Donaldson Way Elementary PTA
EIN
94-1693168
Phone
7072533524
Address
430 Donaldson Way, American Canyon, CA 94503

Signing Officer

Name
Alisa Lind
Title
Treasurer
Phone
7073734163
Signed
2016-11-13
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Classroom curriculum support, field trips, school assemblies, ipad covers, chrome books for classrooms, book fairs,

Raw XML Appendix157 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/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Alisa Lind
IRS990EZ/BooksInCareOfDetail/PhoneNum07073734163
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0430 Donaldson Way
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0American Canyon
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094503
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032820
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025582
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt033499
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-7238
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt032820
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025582
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt033499
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032820
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025582
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032820
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025582
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Richard Peterson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Alisa Lind
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Silivia Regaldo-Zachlod
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Susan Pereira
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt040737
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0The mission of the Donaldson Way PTA is to positively impact the lives of the children and families by representing our members and empowering and supporting then with skills in advocacy, leadership and communication. Our goal is to enhance the quality of our students' education. We provide community outreach, hold fundraisers and host events aimed at building our academic community.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0in 2015/2016 school year, we provided more than $40,000 in direct support to all classrooms and teachers in the form of school supplies, books, teaching aid material, Field Trips and school assemblies
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt031480
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt040737
IRS990EZ/TotalProgramServiceExpensesAmt031480
IRS990EZ/TotalRevenueAmt033499
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0donaldsonwaypta.com
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt033499
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt043653
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt062525
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt059608
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt055463
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0254748
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt0254748
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt033499
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt043653
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt062525
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt059608
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt055463
IRS990ScheduleA/Total509Grp/TotalAmt0254748
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt033499
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt043653
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt062525
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt059608
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt055463
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0254748
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Classroom curriculum support, field trips, school assemblies, ipad covers, chrome books for classrooms, book fairs,
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Alisa Lind
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07073734163
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Donaldson Way Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0DONA
ReturnHeader/Filer/EIN0941693168
ReturnHeader/Filer/PhoneNum07072533524
ReturnHeader/Filer/USAddress/AddressLine1Txt0430 Donaldson Way
ReturnHeader/Filer/USAddress/CityNm0American Canyon
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094503
ReturnHeader/ReturnTs02016-11-13T15:09:09-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings