Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2020 • EIN 94-6119519

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 03, 2020

3775 Bodega AvenuePetaluma, CA 94952

(415) 717-2714

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

92nd percentile

63%

Higher net margin than 92% 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

93rd percentile

213%

Faster asset growth than 93% of similar nonprofits.

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

Revenue Growth

97th percentile

199%

Faster revenue growth than 97% of similar nonprofits.

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

Assets

Up

$34,655

Up $23,572 (+213%) from 2019

Net Assets

Up

$34,655

Up $23,572 (+213%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$37,503

Up $24,945 (+199%) from 2019

Expenses

Down

$13,931

Down $5,298 (-28%) from 2019

Net Income

Up

$23,572

Up $30,243 (+453%) from 2019

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2010: $13,467Liabilities 2010: $0Net Assets 2010: $13,4672010Assets 2011: $17,033Net Assets 2011: $17,0332011Assets 2012: $20,902Liabilities 2012: $0Net Assets 2012: $20,9022012Assets 2019: $11,083Liabilities 2019: $0Net Assets 2019: $11,0832019Assets 2020: $34,655Liabilities 2020: $0Net Assets 2020: $34,6552020Assets 2021: $26,450Liabilities 2021: $0Net Assets 2021: $26,4502021Assets 2022: $18,924Liabilities 2022: $0Net Assets 2022: $18,9242022Assets 2023: $19,875Liabilities 2023: $0Net Assets 2023: $19,8752023

Highlighted filing

2020

Assets$34,655
Liabilities$0
Net Assets$34,655

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2010: $17,079Expenses 2010: $15,532Net Income 2010: $1,5472010Revenue 2011: $16,739Expenses 2011: $13,173Net Income 2011: $3,5662011Revenue 2012: $21,750Expenses 2012: $17,881Net Income 2012: $3,8692012Revenue 2019: $12,558Expenses 2019: $19,229Net Income 2019: -$6,6712019Revenue 2020: $37,503Expenses 2020: $13,931Net Income 2020: $23,5722020Revenue 2021: $10,366Expenses 2021: $18,570Net Income 2021: -$8,2042021Revenue 2022: $30,266Expenses 2022: $37,794Net Income 2022: -$7,5282022Revenue 2023: $62,616Expenses 2023: $61,667Net Income 2023: $9492023

Highlighted filing

2020

Revenue$37,503
Expenses$13,931
Net Income$23,572
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 3, 2020
Return Version
2019v5.0
Gross Receipts
$56,092
Mission and Program Overview

Mission

Wilson elementary school's parent teacher association's mission is to positively impact the lives of all children and families with the wilson community. We advocate and support our children by partnering with staff, families and the community to create a safe and healthy learning environment allowing our students excel personally, academically and socially.

Program Services

DescriptionGrantsExpenses
TEACHER & STAFF APPRECIATION-$3,469
SCHOOL WIDE SOCIAL EVENTS-$3,370
MEMBERSHIP & COMMUNITY APPRECIATION-$1,332
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIELLE JAVADIPresident-$0--
MIMI JARVISVice Preside-$0--
MARY CERVANTEZTreasurer-$0--
COURTNEY DEAMSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Wilson School Pta 2054
EIN
94-6119519
Phone
4157172714
Address
3775 BODEGA AVENUE, PETALUMA, CA 94952

Signing Officer

Name
Mary Cervantez
Title
Treasurer
Phone
4157172714
Signed
2020-09-03

Preparer

Firm
Sharon Albertoni CPA
Address
124 HOWARD ST, PETALUMA, CA 94952
Preparer
Sharon Albertoni
Phone
7077629300
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses insurance 232 awards 1,200 bank charges 310 donation expense 300 miscellaneous 1,282 software 179 ca registration 45 school promotional expens 1,100 square service charges 462 back to school night 376 classroom/teacher reimbur 1,629 daughters dance 599 family social night 167 gifts from the heart lunc 184 gifts from the heart supp 1,111 membership drive 37 mother son event 95 staff appreciation 1,296 wow lunches 168 gift expense 150 robotics 1,905 trikes 604 total 13,431

Form 990-ez, Part III

Wilson elementary school's parent teacher association's mission is to positively impact the lives of all children and families with the wilson community. We advocate and support our children by partnering with staff, families and the community to create a safe and healthy learning environment allowing our students excel personally, academically and socially.

Raw XML Appendix141 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/PersonNm0MARY CERVANTEZ
IRS990EZ/BooksInCareOfDetail/PhoneNum04157172714
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03775 BODEGA AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PETALUMA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094952
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011083
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IRS990EZ/GrossSalesOfInventoryAmt01043
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3COURTNEY DEAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt013431
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0WILSON ELEMENTARY SCHOOL'S PARENT TEACHER ASSOCIATION'S MISSION IS TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES WITH THE WILSON COMMUNITY. WE ADVOCATE AND SUPPORT OUR CHILDREN BY PARTNERING WITH STAFF, FAMILIES AND THE COMMUNITY TO CREATE A SAFE AND HEALTHY LEARNING ENVIRONMENT ALLOWING OUR STUDENTS EXCEL PERSONALLY, ACADEMICALLY AND SOCIALLY.
IRS990EZ/ProgramServiceRevenueAmt0944
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOOL WIDE SOCIAL EVENTS
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03370
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13469
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21332
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt034231
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013931
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01324
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02435
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03759
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt054768
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt056053
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0114580
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt056092
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt058488
IRS990ScheduleA/Total509Grp/TotalAmt0114580
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt056092
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt058488
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0114580
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 232 AWARDS 1,200 BANK CHARGES 310 DONATION EXPENSE 300 MISCELLANEOUS 1,282 SOFTWARE 179 CA REGISTRATION 45 SCHOOL PROMOTIONAL EXPENS 1,100 SQUARE SERVICE CHARGES 462 BACK TO SCHOOL NIGHT 376 CLASSROOM/TEACHER REIMBUR 1,629 DAUGHTERS DANCE 599 FAMILY SOCIAL NIGHT 167 GIFTS FROM THE HEART LUNC 184 GIFTS FROM THE HEART SUPP 1,111 MEMBERSHIP DRIVE 37 MOTHER SON EVENT 95 STAFF APPRECIATION 1,296 WOW LUNCHES 168 GIFT EXPENSE 150 ROBOTICS 1,905 TRIKES 604 TOTAL 13,431
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WILSON ELEMENTARY SCHOOL'S PARENT TEACHER ASSOCIATION'S MISSION IS TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES WITH THE WILSON COMMUNITY. WE ADVOCATE AND SUPPORT OUR CHILDREN BY PARTNERING WITH STAFF, FAMILIES AND THE COMMUNITY TO CREATE A SAFE AND HEALTHY LEARNING ENVIRONMENT ALLOWING OUR STUDENTS EXCEL PERSONALLY, ACADEMICALLY AND SOCIALLY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/Filer/PhoneNum04157172714
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:30:35
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0124 HOWARD ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PETALUMA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094952
ReturnHeader/PreparerPersonGrp/PhoneNum07077629300
ReturnHeader/PreparerPersonGrp/PreparationDt02020-09-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHARON ALBERTONI
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-09-28T13:30:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • <$500k nonprofits