Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2014 • EIN 94-3312253

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 19, 2014

222 Burbank Street94541

(650) 303-1284

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

71st percentile

14%

Higher net margin than 71% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

90th percentile

91%

Faster asset growth than 90% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

15th percentile

-31%

Faster revenue growth than 15% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$40,316

Up $19,168 (+91%) from 2013

Net Assets

Up

$40,316

Up $19,168 (+91%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$41,800

Down $19,069 (-31%) from 2013

Expenses

Down

$35,762

Down $29,472 (-45%) from 2013

Net Income

Up

$6,038

Up $10,403 (+238%) from 2013

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2013: $21,148Net Assets 2013: $21,1482013Assets 2014: $40,316Net Assets 2014: $40,3162014Assets 2019: $27,014Liabilities 2019: $02019Assets 2022: $23,688Net Assets 2022: $23,6882022Assets 2023: $23,668Net Assets 2023: $23,6682023Assets 2024: $8,076Net Assets 2024: $8,0762024

Highlighted filing

2014

Assets$40,316
Liabilities-
Net Assets$40,316

Operations Trend

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

$100K$50K$0-$50KRevenue 2013: $60,869Expenses 2013: $65,234Net Income 2013: -$4,3652013Revenue 2014: $41,800Expenses 2014: $35,762Net Income 2014: $6,0382014Revenue 2019: $44,864Expenses 2019: $28,381Net Income 2019: $16,4832019Revenue 2022: $51,055Expenses 2022: $33,762Net Income 2022: $17,2932022Revenue 2023: $75,889Expenses 2023: $75,909Net Income 2023: -$202023Revenue 2024: $54,427Expenses 2024: $70,019Net Income 2024: -$15,5922024

Highlighted filing

2014

Revenue$41,800
Expenses$35,762
Net Income$6,038
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 19, 2014
Return Version
2013v3.1
Gross Receipts
$41,800
Mission and Program Overview

Mission

The PTAs mission is to make every childs potential a reality by engaging and empowering families and communities to advocate for all children.

Parent teacher association

Program Services

DescriptionGrantsExpenses
FALL CATALOGUE FUNDRAISER SALES OF GIFTS AND ITEMS FOR PARENTS TO BUY PARENTS, STUDENTS, FAMILY AND FRIENDS PARTICIPATE-$11,946
6TH GRADE STUDENT LED CATOLOGUE FUNDRAISING EVENT-$9,270
SCHOLASTIC BOOKFAIR EVENT SALE OF BOOKS - PORTION OF SALES GO BACK TO THE SCHOOL PARENTS, STUDENTS, FAMILY AND FRIENDS PARTICIPATE-$8,139
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROSA GARCIAPresidentPT$0--
NORMAN ARROYOTreasurerPT$0--
FRANCISCA MONTESSecretaryPT$0--
Filing and Contact Details

Filer

EIN
94-3312253
Phone
6503031284

Signing Officer

Name
Norman Arroyo
Title
Treasurer
Phone
6503031284
Signed
2014-09-19

Preparer

Preparer
Juan Carlos Bermudez
Phone
5105384829
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

6th grade graduation expense 7402. Depreciation 35. Attorney general 25. Child care expense 290. Bank service charges 184. Farmers market 40. Build a book family writing eve 100. Best buy 244. Pta sponsored activities 13840. Bookfair expenses 7746. Violin class expense 2550. Cal exempt organization 25. Cash box 130. Family reading night 268. End of year party expense 150. Jc tax services 300. Historian 6. Pizza purchase 109. Office supplies 7. Peralta distric pta 906. Student store 633. Burbank

Form 990EZ, Part I, Line 20

A new wells fargo account was open and could not find 13130. The difference - more than likely related to retained earnings that were not transferred to new quickbooks account or possibly the balances of all accounts were not transferred

Form 990EZ, Part II, Line 24

Pocorn machine 294. 294. Kodak camera 174. 174. Canon camera 0. 244.

Raw XML Appendix131 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.

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IRS990EZ/BooksInCareOfDetail/PhoneNum06503031284
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IRS990EZ/BooksInCareOfDetail/USAddress/City0HAYWARD
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode094541
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06038
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/FundraisingGrossIncomeAmt011946
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01464
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FRANCISCA MONTES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0468
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IRS990EZ/OtherChangesInNetAssetsAmt013130
IRS990EZ/OtherExpensesTotalAmt035744
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PARENT TEACHER ASSOCIATION
IRS990EZ/PrintingPublicationsPostageAmt018
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FALL CATALOGUE FUNDRAISER SALES OF GIFTS AND ITEMS FOR PARENTS TO BUY PARENTS, STUDENTS, FAMILY AND FRIENDS PARTICIPATE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOLASTIC BOOKFAIR EVENT SALE OF BOOKS - PORTION OF SALES GO BACK TO THE SCHOOL PARENTS, STUDENTS, FAMILY AND FRIENDS PARTICIPATE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt26TH GRADE STUDENT LED CATOLOGUE FUNDRAISING EVENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011946
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18139
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt29270
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt011946
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035762
IRS990EZ/TotalProgramServiceExpensesAmt029355
IRS990EZ/TotalRevenueAmt041800
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt06TH GRADE GRADUATION EXPENSE 7402. DEPRECIATION 35. ATTORNEY GENERAL 25. CHILD CARE EXPENSE 290. BANK SERVICE CHARGES 184. FARMERS MARKET 40. BUILD A BOOK FAMILY WRITING EVE 100. BEST BUY 244. PTA SPONSORED ACTIVITIES 13840. BOOKFAIR EXPENSES 7746. VIOLIN CLASS EXPENSE 2550. CAL EXEMPT ORGANIZATION 25. CASH BOX 130. FAMILY READING NIGHT 268. END OF YEAR PARTY EXPENSE 150. JC TAX SERVICES 300. HISTORIAN 6. PIZZA PURCHASE 109. OFFICE SUPPLIES 7. PERALTA DISTRIC PTA 906. STUDENT STORE 633. BURBANK
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A NEW WELLS FARGO ACCOUNT WAS OPEN AND COULD NOT FIND 13130. THE DIFFERENCE - MORE THAN LIKELY RELATED TO RETAINED EARNINGS THAT WERE NOT TRANSFERRED TO NEW QUICKBOOKS ACCOUNT OR POSSIBLY THE BALANCES OF ALL ACCOUNTS WERE NOT TRANSFERRED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2POCORN MACHINE 294. 294. KODAK CAMERA 174. 174. CANON CAMERA 0. 244.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02015-11-30 17:44:51Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum06503031284
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-19
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ReturnHeader/Filer/EIN0943312253
ReturnHeader/Filer/PhoneNum06503031284
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ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094541
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0945412158
ReturnHeader/PreparerPersonGrp/PhoneNum05105384829
ReturnHeader/PreparerPersonGrp/PreparationDt02014-09-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUAN CARLOS BERMUDEZ
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-09-19T15:01:16-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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