Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2015 • EIN 94-6125220

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 11, 2015

1120 Rose AvenueModesto, CA 95355

(209) 569-2843

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

95th percentile

68%

Higher net margin than 95% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

86th percentile

60%

Faster asset growth than 86% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

93rd percentile

111%

Faster revenue growth than 93% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$93,521

Up $35,227 (+60%) from 2014

Net Assets

Up

$93,521

Up $35,227 (+60%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$51,973

Up $27,296 (+111%) from 2014

Expenses

Down

$16,746

Down $13,596 (-45%) from 2014

Net Income

Up

$35,227

Up $40,892 (+722%) from 2014

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $47,980Liabilities 2011: $02011Assets 2012: $45,438Liabilities 2012: $02012Assets 2013: $63,959Liabilities 2013: $0Net Assets 2013: $63,9592013Assets 2014: $58,294Liabilities 2014: $0Net Assets 2014: $58,2942014Assets 2015: $93,521Liabilities 2015: $0Net Assets 2015: $93,5212015Assets 2016: $28,175Liabilities 2016: $0Net Assets 2016: $28,1752016Assets 2017: $24,276Liabilities 2017: $0Net Assets 2017: $24,2762017Assets 2018: $34,133Liabilities 2018: $0Net Assets 2018: $34,1332018

Highlighted filing

2015

Assets$93,521
Liabilities$0
Net Assets$93,521

Operations Trend

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

$100K$50K$0-$50K-$100KRevenue 2011: $23,397Expenses 2011: $24,431Net Income 2011: -$1,0342011Revenue 2012: $22,537Expenses 2012: $25,079Net Income 2012: -$2,5422012Revenue 2013: $36,246Expenses 2013: $17,725Net Income 2013: $18,5212013Revenue 2014: $24,677Expenses 2014: $30,342Net Income 2014: -$5,6652014Revenue 2015: $51,973Expenses 2015: $16,746Net Income 2015: $35,2272015Revenue 2016: $31,390Expenses 2016: $96,736Net Income 2016: -$65,3462016Revenue 2017: $32,198Expenses 2017: $36,097Net Income 2017: -$3,8992017Revenue 2018: $25,450Expenses 2018: $15,593Net Income 2018: $9,8572018

Highlighted filing

2015

Revenue$51,973
Expenses$16,746
Net Income$35,227
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 11, 2015
Return Version
2014v5.0
Gross Receipts
$193,703
Mission and Program Overview

Mission

Promoted the welfare of children and youth in home, school, community and place of waorship through activities and programs. To raise the standards of home life. To secure adequate laws for the care and protection of children and youth. To bring into closer relation the home and the school that parents and teachers may cooperate intelligently in the education of children and youth. To develop between educatiors and teh general public such unified efforts as will secure for all children and youth the highest advantages in physical, mental, social and spiritual education.

Program Services

DescriptionGrantsExpenses
PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, COMMUNITY AND PLACE OF WORSHIP - THROUGH ACTIVITIES AND PROGRAMS.$14,245-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY MORGAN3rd Vice PresPT$0--
HEIDI BUCKANAN2nd Vice PresPT$0--
STEPHANIE BOYDTreasurerPT$0--
KERRI-LYN STANKPresidentPT$0--
ERICA VANBIBBERMembershipPT$0--
CYNTHIA DIXONSecretaryPT$0--
JANA CLARKE1st Vice PresPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Scrip$98,657$98,657$93,094$5,563
Cookie Dough$32,213$32,213$19,807$12,406
Total Events$181,500$181,500$136,572$44,928
Filing and Contact Details

Filer

Filer Name
Rose Avenue Elementary Pta
EIN
94-6125220
Phone
2095692843
Address
1120 ROSE AVENUE, MODESTO, CA 95355

Signing Officer

Name
Kerri-lyn Stank
Title
President
Signed
2015-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Ristau & Co Inc CPAs
Address
101 College Avenue Suite 1, Modesto, CA 95350-5979
Preparer
Marianne P Russo CPA
Phone
2095211376
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $1212

Other Expenses.1

Miscellaneous programs $6390

Other Expenses.2

TEACHER SUPPORT $3888

Other Expenses.3

Playground improvement $1070

Other Expenses.4

PTA SHED $774

Other Expenses.5

DUES $629

Other Expenses.6

ADMINISTRATIVE $545

Other Expenses.7

Student support/scholarships $500

Other Expenses.8

HOSPITALITY $371

Other Expenses.9

Volunteer appreciation $320

Other Expenses.10

STUDENT ENRICHMENT $259

Other Expenses.11

BANKING FEES $180

Other Expenses.12

MEMBERSHIP & APPEAL $128

Raw XML Appendix184 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/OfficerDirectorTrusteeEmplGrp/PersonNm6JANA CLARKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt03RD Vice Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12ND VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt61ST VICE PRES
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt016266
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTED THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, COMMUNITY AND PLACE OF WAORSHIP THROUGH ACTIVITIES AND PROGRAMS. TO RAISE THE STANDARDS OF HOME LIFE. TO SECURE ADEQUATE LAWS FOR THE CARE AND PROTECTION OF CHILDREN AND YOUTH. TO BRING INTO CLOSER RELATION THE HOME AND THE SCHOOL THAT PARENTS AND TEACHERS MAY COOPERATE INTELLIGENTLY IN THE EDUCATION OF CHILDREN AND YOUTH. TO DEVELOP BETWEEN EDUCATIORS AND TEH GENERAL PUBLIC SUCH UNIFIED EFFORTS AS WILL SECURE FOR ALL CHILDREN AND YOUTH THE HIGHEST ADVANTAGES IN PHYSICAL, MENTAL, SOCIAL AND SPIRITUAL EDUCATION.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt050366
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt016746
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IRS990EZ/TotalRevenueAmt051973
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01607
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0746
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0712
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0329
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0330
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03724
IRS990ScheduleA/TotalSupportAmt03724
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SCRIP
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt093094
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt019807
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1212
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MISCELLANEOUS PROGRAMS $6390
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TEACHER SUPPORT $3888
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PLAYGROUND IMPROVEMENT $1070
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PTA SHED $774
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DUES $629
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ADMINISTRATIVE $545
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7STUDENT SUPPORT/SCHOLARSHIPS $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8HOSPITALITY $371
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9VOLUNTEER APPRECIATION $320
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10STUDENT ENRICHMENT $259
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11BANKING FEES $180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12MEMBERSHIP & APPEAL $128
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KERRI-LYN STANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROSE AVENUE ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0ROSE
ReturnHeader/Filer/EIN0946125220
ReturnHeader/Filer/PhoneNum02095692843
ReturnHeader/Filer/USAddress/AddressLine1Txt01120 ROSE AVENUE
ReturnHeader/Filer/USAddress/CityNm0MODESTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095355
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ristau & Co Inc CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 College Avenue Suite 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Modesto
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0953505979
ReturnHeader/PreparerPersonGrp/PhoneNum02095211376
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marianne P Russo CPA
ReturnHeader/ReturnTs02015-11-11T09:25:01-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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