Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2024 • EIN 94-1693168

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 14, 2024

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 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

12th percentile

-38%

Higher net margin than 12% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

20th percentile

-26%

Faster asset growth than 20% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

40th percentile

-4.3%

Faster revenue growth than 40% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$67,836

Down $23,834 (-26%) from 2023

Net Assets

Down

$67,836

Down $23,834 (-26%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$62,834

Down $2,805 (-4.3%) from 2023

Expenses

Up

$86,668

Up $29,756 (+52%) from 2023

Net Income

Down

-$23,834

Down $32,561 (-373%) from 2023

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

2024

Assets$67,836
Liabilities-
Net Assets$67,836

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

2024

Revenue$62,834
Expenses$86,668
Net Income-$23,834
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$66,260
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 EXPENSES IN CLASSROOM, 5TH GRADE PROMOTION,CAPITATION,FIELDTRIPS, LIBRARY, ASSEMBLIES/PERFORMANCES,PLAYGROUND EQUIP,SCHOLASTIC SUBSCRIPTIONS, TEACHER/STAFF APPRECIATION, SAFETY SUPPORT, ETC.$0$61,265
SEVERAL COMMUNITY BUILDING ACTIVITIES: SPRING FLING, TRUNK OR TREAT FESTIVAL, BRICKSPACE, YEARBOOK,ICE CREAM SOCIAL$0$14,011
Compensation and Service Providers

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
2024-11-14
Discuss with paid preparer
Yes

Preparer

Firm
AmCan Financial Services
Address
3429 Broadway St Suite C-5, American Canyon, CA 94503
Preparer
Maira Villafana
Phone
7076458100
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

Community building activities 14011.

Form 990EZ, Part I, Line 16

Community garden project 1488.

Form 990EZ, Part I, Line 16

LIBRARY SUPPORT 119.

Form 990EZ, Part I, Line 16

CAPITATION 19076.

Form 990EZ, Part I, Line 16

Other program expenses 1739.

Form 990EZ, Part I, Line 16

Pta operating expense 1464.

Form 990EZ, Part I, Line 16

Performance/assembly expenses 11475.

Form 990EZ, Part I, Line 16

Pass-through expenses 7552.

Form 990EZ, Part I, Line 16

LIBRARY FROM RAT 8157.

Form 990EZ, Part I, Line 16

5th grade promotion expenses 9768.

Form 990EZ, Part I, Line 16

Scholastic subscription 4408.

Form 990EZ, Part I, Line 16

Teacher apprecation 1792.

Form 990EZ, Part I, Line 16

FIELDTRIPS 4849.

Raw XML Appendix176 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/BOYAmt091670
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt067836
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-23834
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0770
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt091670
IRS990EZ/Form990TotalAssetsGrp/EOYAmt067836
IRS990EZ/FundraisingGrossIncomeAmt057412
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt066260
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01046
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt091670
IRS990EZ/NetAssetsOrFundBalancesEOYAmt067836
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt091670
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt067836
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/OtherExpensesTotalAmt085898
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/ProgramServiceRevenueAmt07802
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HELPING TEACHERS WITH EXTRA EXPENSES IN CLASSROOM, 5TH GRADE PROMOTION,CAPITATION,FIELDTRIPS, LIBRARY, ASSEMBLIES/PERFORMANCES,PLAYGROUND EQUIP,SCHOLASTIC SUBSCRIPTIONS, TEACHER/STAFF APPRECIATION, SAFETY SUPPORT, ETC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SEVERAL COMMUNITY BUILDING ACTIVITIES: SPRING FLING, TRUNK OR TREAT FESTIVAL, BRICKSPACE, YEARBOOK,ICE CREAM SOCIAL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt061265
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt114011
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03426
IRS990EZ/SpecialEventsNetIncomeLossAmt053986
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt086668
IRS990EZ/TotalProgramServiceExpensesAmt075276
IRS990EZ/TotalRevenueAmt062834
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0DONALDSONWAYPTA.COM
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt066260
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt065639
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt049469
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt028661
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt091065
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0301094
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0301094
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt066260
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt065639
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt049469
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt028661
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt091065
IRS990ScheduleA/Total509Grp/TotalAmt0301094
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0301094
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMMUNITY BUILDING ACTIVITIES 14011.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMMUNITY GARDEN PROJECT 1488.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LIBRARY SUPPORT 119.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CAPITATION 19076.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER PROGRAM EXPENSES 1739.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PTA OPERATING EXPENSE 1464.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PERFORMANCE/ASSEMBLY EXPENSES 11475.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PASS-THROUGH EXPENSES 7552.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8LIBRARY FROM RAT 8157.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt95TH GRADE PROMOTION EXPENSES 9768.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SCHOLASTIC SUBSCRIPTION 4408.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11TEACHER APPRECATION 1792.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12FIELDTRIPS 4849.
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
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN BACLIC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08084632848
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
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/PreparerFirmEIN0884009305
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AmCan Financial 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/PreparerPersonNm0Maira Villafana
ReturnHeader/ReturnTs02024-11-15T15:02:27-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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