Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2016 • EIN 94-6125220

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 14, 2016

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

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

3rd percentile

-208%

Higher net margin than 3% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

5th percentile

-70%

Faster asset growth than 5% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

13th percentile

-40%

Faster revenue growth than 13% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$28,175

Down $65,346 (-70%) from 2015

Net Assets

Down

$28,175

Down $65,346 (-70%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$31,390

Down $20,583 (-40%) from 2015

Expenses

Up

$96,736

Up $79,990 (+478%) from 2015

Net Income

Down

-$65,346

Down $100,573 (-285%) from 2015

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

2016

Assets$28,175
Liabilities$0
Net Assets$28,175

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

2016

Revenue$31,390
Expenses$96,736
Net Income-$65,346
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 14, 2016
Return Version
2015v2.0
Gross Receipts
$143,804
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.$94,264-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY MORGAN3rd Vice PresPT$0--
HEIDI BUCKHANAN2nd Vice PresPT$0--
AMY WINDORSKITreasurerPT$0--
KERRI-LYN STANKPresidentPT$0--
ALICIA VALENCIAMembershipPT$0--
PAMELA ROBINSONSecretaryPT$0--
VIVIAN TREVINO1st Vice PresPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Scrip$84,692$84,692$76,434$8,258
Cookie Dough$24,368$24,368$15,310$9,058
Total Events$128,849$128,849$100,722$28,127
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
2016-11-14
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 $1377

Other Expenses.1012

Insurance $216

Other Expenses.1

Playground improvement $76000

Other Expenses.2

Miscellaneous programs $5434

Other Expenses.3

ICE MACHINE $4989

Other Expenses.4

TEACHER SUPPORT $3523

Other Expenses.5

HOSPITALITY $1808

Other Expenses.6

Student support/scholarships $1500

Other Expenses.7

ADMINISTRATIVE $525

Other Expenses.8

DUES $399

Other Expenses.9

STUDENT ENRICHMENT $298

Other Expenses.10

MEMBERSHIP & APPEAL $71

Other Expenses.11

BANKING FEES $36

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/PersonNm3KERRI-LYN STANK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ALICIA VALENCIA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6VIVIAN TREVINO
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/OtherExpensesTotalAmt096176
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
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IRS990EZ/SpecialEventsNetIncomeLossAmt030923
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt096736
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IRS990EZ/TotalRevenueAmt031390
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0467
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01607
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0746
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0712
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0329
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0467
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0329
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03861
IRS990ScheduleA/TotalSupportAmt03861
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0100722
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt084692
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt019789
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt08978
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0100722
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt076434
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt015310
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1377
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $216
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PLAYGROUND IMPROVEMENT $76000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MISCELLANEOUS PROGRAMS $5434
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ICE MACHINE $4989
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TEACHER SUPPORT $3523
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6HOSPITALITY $1808
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7STUDENT SUPPORT/SCHOLARSHIPS $1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ADMINISTRATIVE $525
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DUES $399
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10STUDENT ENRICHMENT $298
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MEMBERSHIP & APPEAL $71
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12BANKING FEES $36
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KERRI-LYN STANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-14
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/ReturnTs02016-11-14T10:09:28-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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