Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2023 • EIN 94-1693168

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 06, 2023

Organization ProfileDONALDSONWAYPTA.COM
430 Donaldson WayAmerican Canyon, CA 94503

(808) 463-2848

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

66th percentile

13%

Higher net margin than 66% 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

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

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

Revenue Growth

73rd percentile

33%

Faster revenue growth than 73% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$91,670

Up $8,727 (+11%) from 2022

Net Assets

Up

$91,670

Up $8,727 (+11%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin66th percentile

Revenue

Up

$65,639

Up $16,170 (+33%) from 2022

Expenses

Up

$56,912

Up $10,895 (+24%) from 2022

Net Income

Up

$8,727

Up $5,275 (+153%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

2023

Assets$91,670
Liabilities-
Net Assets$91,670
Open 2023 Filing

Operations Trend

Revenue Growth73rd percentile

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

2023

Revenue$65,639
Expenses$56,912
Net Income$8,727
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 6, 2023
Return Version
2022v5.0
Gross Receipts
$65,639
Mission and Program Overview

Mission

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

Classroom curriculum support, field trip, school assemblies book fairs, technology supplies,community building events and safety support

Program Services

DescriptionGrantsExpenses
HELPING TEACHERS WITH EXTRA EXPENSESIN THE CLASSROOM$0$35,260
SEVERAL COMMUNITY BUILDING ACTIVITIES$0$8,950
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VANESSA PLASCENCIAPresidentPT$0--
MEGAN DAMERONCommunicationsPT$0--
STEVEN BACLIGTreasurerPT$0--
CHRISTA KINGSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Donaldson Way Elementary Pta
EIN
94-1693168
Phone
8084632848
Address
430 DONALDSON WAY, AMERICAN CANYON, CA 94503

Signing Officer

Name
Steven Baclic
Title
Treasurer
Phone
8084632848
Signed
2023-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Hamati Bookkeeping & Tax Services
Address
3429 Broadway St Suite C-5, American Canyon, CA 94503
Preparer
Nicolas a Hamati
Phone
7076458100
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“FUNDRAISER EXPENSES 714.”

Form 990EZ, Part I, Line 16

“Community building activities 8950.”

Form 990EZ, Part I, Line 16

“LIBRARY SUPPORT”

Form 990EZ, Part I, Line 16

“PICNIC TABLES 954.”

Form 990EZ, Part I, Line 16

“PROGRAM EXPENSE 35260.”

Form 990EZ, Part I, Line 16

“Pta operating expense 2170.”

Form 990EZ, Part I, Line 16

“BOOK FAIR EXPENSES 7545.”

Form 990EZ, Part I, Line 16

“Pass-through expenses 500.”

Form 990EZ, Part I, Line 16

“Teacher appreciation 814.”

Form 990EZ, Part I, Line 16

“Membership dues expense 5.”

Raw XML Appendix175 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/PersonNm0STEVEN BACLIC
IRS990EZ/BooksInCareOfDetail/PhoneNum08084632848
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0480 DONALDSON WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AMERICAN CANYON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094503
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt082943
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt091670
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt050810
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08727
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt082943
IRS990EZ/Form990TotalAssetsGrp/EOYAmt091670
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt065639
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01038
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt082943
IRS990EZ/NetAssetsOrFundBalancesEOYAmt091670
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt082943
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt091670
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
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/PersonNm0VANESSA PLASCENCIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MEGAN DAMERON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEVEN BACLIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISTA KING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1COMMUNICATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt056912
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CLASSROOM CURRICULUM SUPPORT, FIELD TRIP, SCHOOL ASSEMBLIES BOOK FAIRS, TECHNOLOGY SUPPLIES,COMMUNITY BUILDING EVENTS AND SAFETY SUPPORT
IRS990EZ/ProgramServiceRevenueAmt013791
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HELPING TEACHERS WITH EXTRA EXPENSESIN THE CLASSROOM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SEVERAL COMMUNITY BUILDING ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035260
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18950
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt056912
IRS990EZ/TotalProgramServiceExpensesAmt044210
IRS990EZ/TotalRevenueAmt065639
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0DONALDSONWAYPTA.COM
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt065639
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt049469
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt028661
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt091065
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt053512
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0288346
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0288346
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt065639
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt049469
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt028661
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt091065
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt053512
IRS990ScheduleA/Total509Grp/TotalAmt0288346
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0288346
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FUNDRAISER EXPENSES 714.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMMUNITY BUILDING ACTIVITIES 8950.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LIBRARY SUPPORT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PICNIC TABLES 954.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROGRAM EXPENSE 35260.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PTA OPERATING EXPENSE 2170.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BOOK FAIR EXPENSES 7545.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PASS-THROUGH EXPENSES 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TEACHER APPRECIATION 814.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MEMBERSHIP DUES EXPENSE 5.
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
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN BACLIC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08084632848
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DONALDSON WAY ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0DONA
ReturnHeader/Filer/EIN0941693168
ReturnHeader/Filer/PhoneNum08084632848
ReturnHeader/Filer/USAddress/AddressLine1Txt0430 DONALDSON WAY
ReturnHeader/Filer/USAddress/CityNm0AMERICAN CANYON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094503
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752985678
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAMATI BOOKKEEPING & TAX SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03429 Broadway St Suite C-5
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0American Canyon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094503
ReturnHeader/PreparerPersonGrp/PhoneNum07076458100
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICOLAS A HAMATI
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-10T08:14:25-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEVEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BACLIC
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$91,670
Liabilities
-
Net assets
$91,670
Revenue
$65,639
Expenses
$56,912
Net income
$8,727
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$50.0$50.0$64.1$81.9$17.9
2024Detailed filing. Detailed filing data is available for this year.$67.8$67.8$62.8$86.7$23.8
2023Detailed filing. Detailed filing data is available for this year.$91.7$91.7$65.6$56.9$8.73
2022Detailed filing. Detailed filing data is available for this year.$82.9$82.9$49.5$46.0$3.45
2021Summary only. Only limited summary data is available for this year.$79.6$0.00$28.7$13.3$15.3
2016Detailed filing. Detailed filing data is available for this year.$25.6$0.00$25.6$33.5$40.7$7.24
2015Detailed filing. Detailed filing data is available for this year.$32.8$0.00$32.8$43.7$63.1$19.5
2014Detailed filing. Detailed filing data is available for this year.$52.3$52.3$62.5$57.9$4.64
2013Summary only. Only limited summary data is available for this year.$47.7$0.00$59.6$55.9$3.71
2012Summary only. Only limited summary data is available for this year.$43.9$0.00$55.5$53.1$2.39