Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2020 • EIN 94-3040394

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 30, 2020

5280 Irene WayLivermore, CA 94550

(925) 606-4700

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

63rd percentile

14%

Higher net margin than 63% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

68th percentile

21%

Faster asset growth than 68% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

75th percentile

13%

Faster revenue growth than 75% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$53,400

Up $9,395 (+21%) from 2019

Net Assets

Up

$53,400

Up $9,395 (+21%) from 2019

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$66,209

Up $7,431 (+13%) from 2019

Expenses

Up

$56,814

Up $216 (+0.4%) from 2019

Net Income

Up

$9,395

Up $7,215 (+331%) from 2019

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $42,471Liabilities 2011: $02011Assets 2012: $19,160Liabilities 2012: $02012Assets 2013: $36,114Liabilities 2013: $02013Assets 2014: $33,445Liabilities 2014: $02014Assets 2015: $30,572Net Assets 2015: $30,5722015Assets 2018: $41,825Net Assets 2018: $41,8252018Assets 2019: $44,005Net Assets 2019: $44,0052019Assets 2020: $53,400Liabilities 2020: $0Net Assets 2020: $53,4002020Assets 2021: $37,161Liabilities 2021: $0Net Assets 2021: $37,1612021Assets 2022: $46,804Liabilities 2022: $0Net Assets 2022: $46,8042022Assets 2023: $45,228Liabilities 2023: $0Net Assets 2023: $45,2282023Assets 2024: $52,300Liabilities 2024: $0Net Assets 2024: $52,3002024Assets 2025: $54,854Net Assets 2025: $54,8542025

Highlighted filing

2020

Assets$53,400
Liabilities$0
Net Assets$53,400

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $65,064Expenses 2011: $58,027Net Income 2011: $7,0372011Revenue 2012: $98,629Expenses 2012: $122,211Net Income 2012: -$23,5822012Revenue 2013: $87,046Expenses 2013: $70,092Net Income 2013: $16,9542013Revenue 2014: $72,021Expenses 2014: $74,690Net Income 2014: -$2,6692014Revenue 2015: $58,526Expenses 2015: $61,401Net Income 2015: -$2,8752015Revenue 2018: $50,978Expenses 2018: $61,966Net Income 2018: -$10,9882018Revenue 2019: $58,778Expenses 2019: $56,598Net Income 2019: $2,1802019Revenue 2020: $66,209Expenses 2020: $56,814Net Income 2020: $9,3952020Revenue 2021: $28,313Expenses 2021: $44,552Net Income 2021: -$16,2392021Revenue 2022: $66,510Expenses 2022: $56,867Net Income 2022: $9,6432022Revenue 2023: $60,427Expenses 2023: $62,003Net Income 2023: -$1,5762023Revenue 2024: $67,147Expenses 2024: $60,075Net Income 2024: $7,0722024Revenue 2025: $64,829Expenses 2025: $62,275Net Income 2025: $2,5542025

Highlighted filing

2020

Revenue$66,209
Expenses$56,814
Net Income$9,395
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 30, 2020
Return Version
2019v5.1
Gross Receipts
$85,148
Mission and Program Overview

Mission

To support students staff and parents.

to support students staff and parents

Program Services

DescriptionGrantsExpenses
Program expenses include assemblies, STEM and media curriculum, family activities, a cultural festival, library books and other activities to enhance the educational environment-$36,610
Teacher stipends allow for curriculum enrichment and additional supplies-$14,884
The PTA funds some campus improvements and Physical Education equipment-$2,624
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kerri DawsonPresidentPT$0--
Karna MapesVice President-$0--
Sarah SilagiSecretary-$0--
Michelle HarrisonTreasurerPT$0--
Jennifer HoltTreasurer-$0--
Mina NawardAuditor-$0--
Heather DayHistorian-$0--
Stephnee LeathersParliamentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Stampede$55,184$55,184$12,655$42,529
Total Events$58,822$58,822$12,655$46,167
Filing and Contact Details

Filer

Filer Name
Arroyo Seco Elementary School PTA
EIN
94-3040394
Address
5280 Irene Way, Livermore, CA 94550

Signing Officer

Name
Jennifer Holt
Title
Treasurer
Phone
9256064700
Signed
2020-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Susan P Pines
Address
4109 Donald Dr, Palo Alto, CA 94306
Preparer
Susan P Pines
Phone
6504932314
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description AmountImprovements/PE Equipment 2,624Programs 36,610Teacher stipends 14,884Administrative expenses 2,696

Raw XML Appendix200 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kerri Dawson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Karna Mapes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sarah Silagi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Michelle Harrison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jennifer Holt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Mina Naward
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Heather Day
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Stephnee Leathers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Parliamentarian
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/OtherExpensesTotalAmt056814
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramServiceRevenueAmt06299
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Teacher stipends allow for curriculum enrichment and additional supplies
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2The PTA funds some campus improvements and Physical Education equipment
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt136610
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22624
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010222
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt019421
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt019922
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt085148
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt03638
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt055184
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt03638
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountImprovements/PE Equipment 2,624Programs 36,610Teacher stipends 14,884Administrative expenses 2,696
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer Holt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09256064700
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Arroyo Seco Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0ARRO
ReturnHeader/Filer/EIN0943040394
ReturnHeader/Filer/USAddress/AddressLine1Txt05280 Irene Way
ReturnHeader/Filer/USAddress/CityNm0Livermore
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094550
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId07761922020309icdrfnt
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-04
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.218.107.194
ReturnHeader/FilingSecurityInformation/IPDt02020-11-04
ReturnHeader/FilingSecurityInformation/IPTm020:13:32
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770337811
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Susan P Pines
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04109 Donald Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Palo Alto
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094306
ReturnHeader/PreparerPersonGrp/PhoneNum06504932314
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susan P Pines
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-10-28T22:02:14-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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