Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc Cleveland Elem

990EZ • Fiscal year 2022 • EIN 94-6171807

Jul 01, 2021 to Jun 30, 2022 • Filed on May 16, 2023

Organization Profilen/a
745 Cleveland StOakland, CA 94606-1513

(510) 452-3682

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

93rd percentile

65%

Higher net margin than 93% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

81st percentile

41%

Faster asset growth than 81% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

87th percentile

133%

Faster revenue growth than 87% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$338,150

Up $98,193 (+41%) from 2021

Net Assets

$337,825

No earlier filing loaded for comparison.

Liabilities

Down

$325

Down $837 (-72%) from 2021

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin93rd percentile

Revenue

Up

$151,976

Up $86,660 (+133%) from 2021

Expenses

Down

$52,945

Down $20,121 (-28%) from 2021

Net Income

Up

$99,031

Up $106,781 (+1378%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$600K$400K$200K$0Assets 2010: $25,693Liabilities 2010: $0Net Assets 2010: $25,6932010Assets 2011: $39,224Liabilities 2011: $0Net Assets 2011: $39,2242011Assets 2012: $49,304Liabilities 2012: $02012Assets 2014: $58,462Liabilities 2014: $02014Assets 2015: $58,462Liabilities 2015: $02015Assets 2016: $78,490Liabilities 2016: $02016Assets 2017: $92,928Liabilities 2017: $02017Assets 2018: $134,246Liabilities 2018: $3,2162018Assets 2019: $217,602Liabilities 2019: $3,3672019Assets 2020: $250,846Liabilities 2020: $4,3012020Assets 2021: $239,957Liabilities 2021: $1,1622021Assets 2022: $338,150Liabilities 2022: $325Net Assets 2022: $337,8252022Assets 2023: $382,412Liabilities 2023: $3,594Net Assets 2023: $378,8182023Assets 2024: $405,361Liabilities 2024: $1,663Net Assets 2024: $403,6982024

Highlighted filing

2022

Assets$338,150
Liabilities$325
Net Assets$337,825
Open 2022 Filing

Operations Trend

Revenue Growth87th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2010: $72,237Expenses 2010: $72,508Net Income 2010: -$2712010Revenue 2011: $41,954Expenses 2011: $28,423Net Income 2011: $13,5312011Revenue 2012: $51,453Expenses 2012: $41,373Net Income 2012: $10,0802012Revenue 2014: $82,029Expenses 2014: $66,771Net Income 2014: $15,2582014Revenue 2015: $80,835Expenses 2015: $74,652Net Income 2015: $6,1832015Revenue 2016: $72,952Expenses 2016: $59,108Net Income 2016: $13,8442016Revenue 2017: $81,638Expenses 2017: $67,201Net Income 2017: $14,4372017Revenue 2018: $112,856Expenses 2018: $74,755Net Income 2018: $38,1012018Revenue 2019: $160,080Expenses 2019: $76,875Net Income 2019: $83,2052019Revenue 2020: $131,225Expenses 2020: $98,915Net Income 2020: $32,3102020Revenue 2021: $65,316Expenses 2021: $73,066Net Income 2021: -$7,7502021Revenue 2022: $151,976Expenses 2022: $52,945Net Income 2022: $99,0312022Revenue 2023: $180,790Expenses 2023: $139,797Net Income 2023: $40,9932023Revenue 2024: $157,981Expenses 2024: $133,101Net Income 2024: $24,8802024

Highlighted filing

2022

Revenue$151,976
Expenses$52,945
Net Income$99,031
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 16, 2023
Return Version
2021v4.0
Gross Receipts
$154,173
Mission and Program Overview

Mission

Provide enrichment & support services for children, teachers and Cleveland Elementary School.

Program Services

DescriptionGrantsExpenses
Provide enrichment & support services for children, teachers and Cleveland Elementary School.-$52,353
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kelly Ernst-FriedmanSecretary-$0--
Sheehan GrantTreasurer-$0--
Danielle AltamiranoPresidentPT$0--
Shamieka PrestonVice-President, Membership-$0--
Jeff Ernst-FriendmanParlimentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walkathon$91,768$91,768-$91,768
Event 2-$0-$0
Total Events$91,768$91,768$2,197$89,571
Filing and Contact Details

Filer

Filer Name
PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC Cleveland Elem
EIN
94-6171807
Phone
5104523682
Address
745 CLEVELAND ST, OAKLAND, CA 94606-1513

Signing Officer

Name
Grant Sheehan
Title
Treasurer
Phone
5104523682
Signed
2023-05-16
Supplemental Narrative

Additional Explanations

Part I, Line 16

“Part I, Line 16, Other Expenses: $812 Dues & Fees $12,557 Program Expenses $320 Garden Maintenance $491 Meals $539 Promotional Items $220 Telecommunications $14,939 TOTAL Other Expenses.”

Raw XML Appendix176 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Edward Lee
IRS990EZ/BooksInCareOfDetail/PhoneNum05104523682
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01129 McKinley Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Oakland
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094610
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0239957
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0338150
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt062134
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt099031
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt038006
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0239957
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0338150
IRS990EZ/FundraisingGrossIncomeAmt091768
IRS990EZ/GrossReceiptsAmt0154173
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt040
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0231
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0238794
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0337825
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0238795
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0337825
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kelly Ernst-Friedman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sheehan Grant
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Danielle Altamirano
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Shamieka Preston
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jeff Ernst-Friendman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice-President, Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Parlimentarian
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt014939
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide enrichment & support services for children, teachers and Cleveland Elementary School.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide enrichment & support services for children, teachers and Cleveland Elementary School.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt052353
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02197
IRS990EZ/SpecialEventsNetIncomeLossAmt089571
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01162
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0325
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt052945
IRS990EZ/TotalProgramServiceExpensesAmt052353
IRS990EZ/TotalRevenueAmt0151976
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt062134
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt065407
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0105676
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0102040
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0104229
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0439486
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt040
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt039
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0132
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0108
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt065
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0384
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt091768
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01575
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt032893
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt066766
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0193002
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt040
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt039
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0132
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0108
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt065
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0384
IRS990ScheduleA/InvestmentIncomeCYPct00.00060
IRS990ScheduleA/InvestmentIncomePYPct00.00070
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99940
IRS990ScheduleA/PublicSupportPY509Pct00.98000
IRS990ScheduleA/PublicSupportTotal509Amt0632488
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/SupportedOrganizationsCnt00
IRS990ScheduleA/SupportedOrganizationsTotalCnt00
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0153902
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt066982
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0138569
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0168806
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0104229
IRS990ScheduleA/Total509Grp/TotalAmt0632488
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0153942
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt067021
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0138701
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0168914
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0104294
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0632872
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt02197
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Walkathon
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02197
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02197
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt091768
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt091768
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt091768
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt091768
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt089571
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part I, Line 16, Other Expenses: $812 Dues & Fees $12,557 Program Expenses $320 Garden Maintenance $491 Meals $539 Promotional Items $220 Telecommunications $14,939 TOTAL Other Expenses.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Grant Sheehan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05104523682
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC Cleveland Elem
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0946171807
ReturnHeader/Filer/PhoneNum05104523682
ReturnHeader/Filer/USAddress/AddressLine1Txt0745 CLEVELAND ST
ReturnHeader/Filer/USAddress/CityNm0OAKLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0946061513
ReturnHeader/ReturnTs02023-05-16T12:19:29Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$338,150
Liabilities
$325
Net assets
$337,825
Revenue
$151,976
Expenses
$52,945
Net income
$99,031
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.05$0.02$4.04$1.58$1.33$0.25
2023Detailed filing. Detailed filing data is available for this year.$3.82$0.04$3.79$1.81$1.40$0.41
2022Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$1.52$0.53$0.99
2021Summary only. Only limited summary data is available for this year.$2.40$0.01$0.65$0.73$0.08
2020Summary only. Only limited summary data is available for this year.$2.51$0.04$1.31$0.99$0.32
2019Summary only. Only limited summary data is available for this year.$2.18$0.03$1.60$0.77$0.83
2018Summary only. Only limited summary data is available for this year.$1.34$0.03$1.13$0.75$0.38
2017Summary only. Only limited summary data is available for this year.$0.93$0.00$0.82$0.67$0.14
2016Summary only. Only limited summary data is available for this year.$0.78$0.00$0.73$0.59$0.14
2015Summary only. Only limited summary data is available for this year.$0.58$0.00$0.81$0.75$0.06
2014Summary only. Only limited summary data is available for this year.$0.58$0.00$0.82$0.67$0.15
2012Summary only. Only limited summary data is available for this year.$0.49$0.00$0.51$0.41$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.00$0.39$0.42$0.28$0.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.00$0.26$0.72$0.73$0.00