Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2017 • EIN 94-2645113

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 12, 2017

Organization ProfileN/A
525 Beamer StreetWoodland, CA 95695

(530) 662-1769

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

13th percentile

-27%

Higher net margin than 13% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

16th percentile

-29%

Faster asset growth than 16% of similar nonprofits.

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

Revenue Growth

26th percentile

-17%

Faster revenue growth than 26% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$13,643

Down $5,516 (-29%) from 2016

Net Assets

Down

$13,643

Down $5,516 (-29%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin13th percentile

Revenue

Down

$18,286

Down $3,659 (-17%) from 2016

Expenses

Down

$23,244

Down $2,158 (-8.5%) from 2016

Net Income

Down

-$4,958

Down $1,501 (-43%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$30K$20K$10K$0Assets 2014: $15,350Liabilities 2014: $02014Assets 2015: $22,616Liabilities 2015: $02015Assets 2016: $19,159Liabilities 2016: $0Net Assets 2016: $19,1592016Assets 2017: $13,643Net Assets 2017: $13,6432017Assets 2018: $20,279Net Assets 2018: $20,2792018Assets 2020: $18,415Net Assets 2020: $18,4152020

Highlighted filing

2017

Assets$13,643
Liabilities-
Net Assets$13,643
Open 2017 Filing

Operations Trend

Revenue Growth26th percentile

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

$60K$40K$20K$0-$20KRevenue 2014: $37,904Expenses 2014: $33,872Net Income 2014: $4,0322014Revenue 2015: $36,080Expenses 2015: $28,814Net Income 2015: $7,2662015Revenue 2016: $21,945Expenses 2016: $25,402Net Income 2016: -$3,4572016Revenue 2017: $18,286Expenses 2017: $23,244Net Income 2017: -$4,9582017Revenue 2018: $50,747Expenses 2018: $45,089Net Income 2018: $5,6582018Revenue 2020: $30,392Expenses 2020: $28,712Net Income 2020: $1,6802020

Highlighted filing

2017

Revenue$18,286
Expenses$23,244
Net Income-$4,958
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 12, 2017
Return Version
2016v3.0
Gross Receipts
$28,430
Mission and Program Overview

Mission

PTA California Congress of Parents, Teachers and Students - Beamer Elementary PTA

Program Services

DescriptionGrantsExpenses
STUDENT ACTIVITIES, CLASSROOM SUPPLIS, FIELD TRIPS, PARENT FINGERPRINTING, LIBRARY FUNDS-$22,342
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WENDY CASASPresidentPT$0--
NILI KIRSCHNERAuditor-$0--
ASHLEY NOVELOZOTreasurerPT$0--
RALPH ANGEL LOPEZVice PresidentPT$0--
NICOLE I DENNISSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Beamer Elementary PTA
EIN
94-2645113
Phone
5306621769
Address
525 Beamer Street, Woodland, CA 95695

Signing Officer

Name
Ashley Novelozo
Title
Pta Treasurer
Phone
5306621769
Signed
2017-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Burns Medina Tax Service Inc
Address
642 Cleveland Street, WOODLAND, CA 95695
Preparer
Sue Burns Medina
Phone
5306684829
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Miscellaneous cash on hand 300.”

Form 990EZ, Part I, Line 8

“Transfer of funds between accounts 974.”

Raw XML Appendix145 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/PersonNm0ASHLEY NOVELOZO
IRS990EZ/BooksInCareOfDetail/PhoneNum05306621769
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0525 Beamer Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Woodland
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095695
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018601
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013643
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt021751
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4958
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018601
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013643
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt028430
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0265
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018601
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013643
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018601
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013643
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WENDY CASAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NILI KIRSCHNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ASHLEY NOVELOZO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RALPH ANGEL LOPEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NICOLE I DENNIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt023086
IRS990EZ/OtherRevenueTotalAmt01274
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PTA California Congress of Parents, Teachers and Students - Beamer Elementary PTA
IRS990EZ/PrintingPublicationsPostageAmt0158
IRS990EZ/ProgramServiceRevenueAmt05140
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT ACTIVITIES, CLASSROOM SUPPLIS, FIELD TRIPS, PARENT FINGERPRINTING, LIBRARY FUNDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022342
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010144
IRS990EZ/SpecialEventsNetIncomeLossAmt0-10144
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023244
IRS990EZ/TotalProgramServiceExpensesAmt022342
IRS990EZ/TotalRevenueAmt018286
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt022016
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt035763
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt057779
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt05140
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03557
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt08697
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt066476
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt027156
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt039320
IRS990ScheduleA/Total509Grp/TotalAmt066476
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt066476
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Miscellaneous cash on hand 300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Transfer of funds between accounts 974.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ASHLEY NOVELOZO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PTA TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05306621769
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Beamer Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0BEAM
ReturnHeader/Filer/EIN0942645113
ReturnHeader/Filer/PhoneNum05306621769
ReturnHeader/Filer/USAddress/AddressLine1Txt0525 Beamer Street
ReturnHeader/Filer/USAddress/CityNm0Woodland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095695
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F72E7DDE53E7D6DF75B8297182F3F7DA3F15E1A3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F72E7DDE53E7D6DF75B8297182F3F7DA3F15E1A3
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId068941220173160001t7a
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-12
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.196.93.206
ReturnHeader/FilingSecurityInformation/IPDt02017-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm020:54:26
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BURNS MEDINA TAX SERVICE INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0642 Cleveland Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095695
ReturnHeader/PreparerPersonGrp/PhoneNum05306684829
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUE BURNS MEDINA
ReturnHeader/ReturnTs02017-11-15T20:54:31-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,643
Liabilities
-
Net assets
$13,643
Revenue
$18,286
Expenses
$23,244
Net income
-$4,958
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$18.4$18.4$30.4$28.7$1.68
2018Detailed filing. Detailed filing data is available for this year.$20.3$20.3$50.7$45.1$5.66
2017Detailed filing. Detailed filing data is available for this year.$13.6$13.6$18.3$23.2$4.96
2016Detailed filing. Detailed filing data is available for this year.$19.2$0.00$19.2$21.9$25.4$3.46
2015Summary only. Only limited summary data is available for this year.$22.6$0.00$36.1$28.8$7.27
2014Summary only. Only limited summary data is available for this year.$15.4$0.00$37.9$33.9$4.03