Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2018 • EIN 94-2645113

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 07, 2018

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

84th percentile

49%

Faster asset growth than 84% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

96th percentile

178%

Faster revenue growth than 96% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$20,279

Up $6,636 (+49%) from 2017

Net Assets

Up

$20,279

Up $6,636 (+49%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin65th percentile

Revenue

Up

$50,747

Up $32,461 (+178%) from 2017

Expenses

Up

$45,089

Up $21,845 (+94%) from 2017

Net Income

Up

$5,658

Up $10,616 (+214%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2018

Assets$20,279
Liabilities-
Net Assets$20,279
Open 2018 Filing

Operations Trend

Revenue Growth96th 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

2018

Revenue$50,747
Expenses$45,089
Net Income$5,658
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 7, 2018
Return Version
2017v2.2
Gross Receipts
$50,747
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--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRACI WALDHEIMPresidentPT$0--
ASHLEY NOVELOZOAuditor-$0--
FATEN ROCHATreasurerPT$0--
NAME NOT AVAILABLEVice 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
Julia Hernandez Hernandez
Title
Pta Auditor
Phone
5306621769
Signed
2018-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Burns Medina Tax Service Inc
Address
642 Cleveland Street, WOODLAND, CA 95695
Preparer
Sue Burns Medina
Phone
5303838348
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Bank fees 34.”

Form 990EZ, Part I, Line 16

“Business Registration Fees 45.”

Form 990EZ, Part I, Line 16

“Sports equipment, games & music 2979.”

Form 990EZ, Part I, Line 16

“Fundraiser Expenses 24456.”

Form 990EZ, Part I, Line 16

“Ballet Folklorico Expenses 2231.”

Form 990EZ, Part I, Line 16

“Membership Dues 633.”

Form 990EZ, Part I, Line 16

“Parent Reimbursement Bereavement 200.”

Form 990EZ, Part I, Line 16

“Postage 14.”

Form 990EZ, Part I, Line 16

“Printing 136.”

Form 990EZ, Part I, Line 16

“Read Across America 50.”

Form 990EZ, Part I, Line 16

“State Tax Fee 10.”

Form 990EZ, Part I, Line 16

“Supplies 1452.”

Form 990EZ, Part I, Line 16

“Promotion BBQ 250.”

Form 990EZ, Part I, Line 16

“Insurance 175.”

Form 990EZ, Part I, Line 16

“Bank stamps 56.”

Form 990EZ, Part I, Line 16

“PTA EZ 249.”

Form 990EZ, Part I, Line 16

“Field Trip Expenses 4706.”

Form 990EZ, Part I, Line 16

“Classroom Funds 4619.”

Form 990EZ, Part I, Line 16

“Teacher Funds 422.”

Form 990EZ, Part II, Line 24

“Uncleared deposits 1028.”

Form 990EZ, Part II, Line 26

“Uncleared checks - Prior Period 50.”

Raw XML Appendix187 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/BenefitsPaidToOrForMembersAmt02197
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/BOYAmt013643
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020279
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01577
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05658
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0175
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014671
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020279
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt050747
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0502
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014621
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020279
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014621
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020279
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/PersonNm0TRACI WALDHEIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ASHLEY NOVELOZO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FATEN ROCHA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NAME NOT AVAILABLE
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/OtherAssetsTotalDetail/BOYAmt01028
IRS990EZ/OtherExpensesTotalAmt042717
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PTA California Congress of Parents, Teachers and Students - Beamer Elementary PTA
IRS990EZ/ProgramServiceRevenueAmt048668
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT ACTIVITIES, CLASSROOM SUPPLIS, FIELD TRIPS, PARENT FINGERPRINTING, LIBRARY FUNDS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt050
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045089
IRS990EZ/TotalRevenueAmt050747
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt043055
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt022016
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt035763
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0100834
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt07692
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt05140
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03557
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt016389
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0117223
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt050747
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt027156
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt039320
IRS990ScheduleA/Total509Grp/TotalAmt0117223
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0117223
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Bank fees 34.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Business Registration Fees 45.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Sports equipment, games & music 2979.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Fundraiser Expenses 24456.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Ballet Folklorico Expenses 2231.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Membership Dues 633.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Parent Reimbursement Bereavement 200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Postage 14.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Printing 136.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Read Across America 50.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10State Tax Fee 10.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Supplies 1452.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Promotion BBQ 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Insurance 175.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Bank stamps 56.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15PTA EZ 249.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Field Trip Expenses 4706.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Classroom Funds 4619.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Teacher Funds 422.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Uncleared deposits 1028.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Uncleared checks - Prior Period 50.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIA HERNANDEZ HERNANDEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PTA AUDITOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05306621769
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-07
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/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.196.93.206
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm017:21:49
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/PhoneNum05303838348
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUE BURNS MEDINA
ReturnHeader/ReturnTs02018-11-15T17:21:57-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,279
Liabilities
-
Net assets
$20,279
Revenue
$50,747
Expenses
$45,089
Net income
$5,658
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