Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2018 • EIN 94-6171226

Jul 01, 2017 to Jun 30, 2018 • Filed on May 13, 2019

Organization ProfileN/A
1640 Watt AveSacramento, CA 95864

(916) 971-7306

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

35th percentile

-2.7%

Higher net margin than 35% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

41st percentile

-2.5%

Faster asset growth than 41% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

81st percentile

34%

Faster revenue growth than 81% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$45,319

Down $1,185 (-2.5%) from 2017

Net Assets

Down

$45,319

Down $1,185 (-2.5%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin35th percentile

Revenue

Up

$44,179

Up $11,146 (+34%) from 2017

Expenses

Up

$45,364

Up $7,699 (+20%) from 2017

Net Income

Up

-$1,185

Up $3,447 (+74%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$150K$100K$50K$0Assets 2012: $53,744Liabilities 2012: $02012Assets 2013: $52,778Liabilities 2013: $02013Assets 2014: $55,428Liabilities 2014: $02014Assets 2015: $57,074Liabilities 2015: $02015Assets 2016: $51,136Net Assets 2016: $51,1362016Assets 2017: $46,504Net Assets 2017: $46,5042017Assets 2018: $45,319Net Assets 2018: $45,3192018Assets 2019: $39,747Liabilities 2019: $02019Assets 2020: $35,098Net Assets 2020: $35,0982020Assets 2021: $34,768Net Assets 2021: $34,7682021Assets 2022: $41,668Net Assets 2022: $41,6682022Assets 2023: $45,830Net Assets 2023: $45,8302023Assets 2024: $48,132Liabilities 2024: $02024Assets 2025: $105,842Net Assets 2025: $105,8422025

Highlighted filing

2018

Assets$45,319
Liabilities-
Net Assets$45,319
Open 2018 Filing

Operations Trend

Revenue Growth81st percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $41,832Expenses 2012: $27,339Net Income 2012: $14,4932012Revenue 2013: $35,683Expenses 2013: $36,649Net Income 2013: -$9662013Revenue 2014: $43,887Expenses 2014: $41,237Net Income 2014: $2,6502014Revenue 2015: $52,419Expenses 2015: $50,773Net Income 2015: $1,6462015Revenue 2016: $48,803Expenses 2016: $54,741Net Income 2016: -$5,9382016Revenue 2017: $33,033Expenses 2017: $37,665Net Income 2017: -$4,6322017Revenue 2018: $44,179Expenses 2018: $45,364Net Income 2018: -$1,1852018Revenue 2019: $46,784Expenses 2019: $52,356Net Income 2019: -$5,5722019Revenue 2020: $28,926Expenses 2020: $33,575Net Income 2020: -$4,6492020Revenue 2021: $10,046Expenses 2021: $10,376Net Income 2021: -$3302021Revenue 2022: $36,601Expenses 2022: $29,701Net Income 2022: $6,9002022Revenue 2023: $44,947Expenses 2023: $40,785Net Income 2023: $4,1622023Revenue 2024: $48,727Expenses 2024: $46,425Net Income 2024: $2,3022024Revenue 2025: $114,334Expenses 2025: $56,624Net Income 2025: $57,7102025

Highlighted filing

2018

Revenue$44,179
Expenses$45,364
Net Income-$1,185
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 13, 2019
Return Version
2017v2.2
Gross Receipts
$44,179
Mission and Program Overview

Mission

To promote the education of the students attending the public school known as arden middle school.

Program Services

DescriptionGrantsExpenses
INSTRUCTIONAL SUPPORT MATERIALS--
MEDIA AND TECH LAB SUPPORT--
SCHOOL EVENTS--
SCIENCE BOWL--
FACILITY IMPROVEMENTS--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARL FOXPresident-$0--
ANDREA BACHICSecretary-$0--
JULIE GEPHARTVP Programs-$0--
CATHERINE MCGOUGHVP Ways & Means-$0--
SARAH VIEIRATreasurer-$0--
AMANDA THOMASAuditor-$0--
MARAL HANNENIANParliamentarian-$0--
LORI EICHMANHistorian-$0--
STEPHANIE MALIAPrincipal-$0--
Filing and Contact Details

Filer

Filer Name
Arden Middle School Pta
EIN
94-6171226
Phone
9169717306
Address
1640 WATT AVE, SACRAMENTO, CA 95864

Signing Officer

Name
Sarah Vieira
Title
Treasurer
Signed
2019-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Haley Shaw & Butikofer LLP
Address
2200-B DOUGLAS BLVD STE 250B, ROSEVILLE, CA 95661
Preparer
John Shaw
Phone
9167868880
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1314”

Other Expenses.1012

“Insurance $165”

Other Expenses.1

“SCHOOL EVENTS $22121”

Other Expenses.2

“MEDIA AND TECH LAB $6921”

Other Expenses.3

“Instructional support $5755”

Other Expenses.4

“BOOK FAIRS $3159”

Other Expenses.5

“PTA MEMBERSHIP $1463”

Other Expenses.6

“FACILITY LIBRARY $1320”

Other Expenses.7

“HOSPITALITY $1001”

Other Expenses.8

“Facility improvements $1000”

Other Expenses.9

“SCHOLARSHIPS $800”

Other Expenses.10

“SERVICE AWARDS $345”

Raw XML Appendix203 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/BooksInCareOfDetail/PhoneNum09169717306
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SACRAMENTO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095864
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CARL FOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANDREA BACHIC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JULIE GEPHART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CATHERINE MCGOUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SARAH VIEIRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5AMANDA THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARAL HANNENIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LORI EICHMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8STEPHANIE MALIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP WAYS & MEANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PRINCIPAL
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt045364
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE EDUCATION OF THE STUDENTS ATTENDING THE PUBLIC SCHOOL KNOWN AS ARDEN MIDDLE SCHOOL.
IRS990EZ/ProgramServiceRevenueAmt019215
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0INSTRUCTIONAL SUPPORT MATERIALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MEDIA AND TECH LAB SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SCHOOL EVENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3SCIENCE BOWL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4FACILITY IMPROVEMENTS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045364
IRS990EZ/TotalRevenueAmt044179
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt024959
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt012420
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt017502
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt019595
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt014080
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt088556
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt025
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt019215
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt020608
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt031296
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt032445
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt029802
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0133366
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt025
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0221922
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt044174
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt033028
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt048798
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt052040
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt043882
IRS990ScheduleA/Total509Grp/TotalAmt0221922
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt044179
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt033033
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt048803
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt052045
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt043887
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0221947
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1314
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $165
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOOL EVENTS $22121
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEDIA AND TECH LAB $6921
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INSTRUCTIONAL SUPPORT $5755
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BOOK FAIRS $3159
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PTA MEMBERSHIP $1463
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FACILITY LIBRARY $1320
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8HOSPITALITY $1001
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9FACILITY IMPROVEMENTS $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SCHOLARSHIPS $800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11SERVICE AWARDS $345
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH VIEIRA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ARDEN MIDDLE SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0ARDE
ReturnHeader/Filer/EIN0946171226
ReturnHeader/Filer/PhoneNum09169717306
ReturnHeader/Filer/USAddress/AddressLine1Txt01640 WATT AVE
ReturnHeader/Filer/USAddress/CityNm0SACRAMENTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095864
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680369828
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Haley Shaw & Butikofer LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02200-B DOUGLAS BLVD STE 250B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROSEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095661
ReturnHeader/PreparerPersonGrp/PhoneNum09167868880
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John Shaw
ReturnHeader/ReturnTs02019-05-14T09:25:39-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,319
Liabilities
-
Net assets
$45,319
Revenue
$44,179
Expenses
$45,364
Net income
-$1,185
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.06$1.06$1.14$0.57$0.58
2024Summary only. Only limited summary data is available for this year.$0.48$0.00$0.49$0.46$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.46$0.46$0.45$0.41$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.42$0.42$0.37$0.30$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.35$0.10$0.10$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.35$0.29$0.34$0.05
2019Summary only. Only limited summary data is available for this year.$0.40$0.00$0.47$0.52$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.45$0.45$0.44$0.45$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.47$0.33$0.38$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.51$0.49$0.55$0.06
2015Summary only. Only limited summary data is available for this year.$0.57$0.00$0.52$0.51$0.02
2014Summary only. Only limited summary data is available for this year.$0.55$0.00$0.44$0.41$0.03
2013Summary only. Only limited summary data is available for this year.$0.53$0.00$0.36$0.37$0.01
2012Summary only. Only limited summary data is available for this year.$0.54$0.00$0.42$0.27$0.14