Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

EIN 94-6172546 • 501(c)3 • Mather, CA

Profile

ELEMENTARY SCHOOL PTA

4370 School RoadMather, CA 95655

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

93rd percentile

1.00x

Higher debt load relative to assets than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

96th percentile

1.27x

Higher debt load relative to revenue than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

84th percentile

36%

Higher net margin than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

83rd percentile

39%

Faster asset growth than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

89th percentile

75%

Faster revenue growth than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$31,736

Up $8,953 (+39%) from 2018

Liabilities

Up

$31,736

Up $8,953 (+39%) from 2018

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue96th percentileNet Margin84th percentile

Revenue

Up

$24,913

Up $10,703 (+75%) from 2018

Expenses

Down

$15,960

Down $3,992 (-20%) from 2018

Net Income

Up

$8,953

Up $14,695 (+256%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth83rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2011: $13,212Liabilities 2011: $02011Assets 2012: $21,034Liabilities 2012: $02012Assets 2013: $10,562Liabilities 2013: $02013Assets 2014: $5,946Liabilities 2014: $02014Assets 2015: $14,697Liabilities 2015: $0Net Assets 2015: $14,6972015Assets 2016: $28,605Liabilities 2016: $28,605Net Assets 2016: $19,6162016Assets 2018: $22,783Liabilities 2018: $22,7832018Assets 2019: $31,736Liabilities 2019: $31,7362019

Highlighted filing

2019

Assets$31,736
Liabilities$31,736
Net Assets-
Open 2019 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KRevenue 2011: $17,359Expenses 2011: $14,380Net Income 2011: $2,9792011Revenue 2012: $26,631Expenses 2012: $18,808Net Income 2012: $7,8232012Revenue 2013: $19,762Expenses 2013: $30,234Net Income 2013: -$10,4722013Revenue 2014: $13,507Expenses 2014: $18,123Net Income 2014: -$4,6162014Revenue 2015: $18,785Expenses 2015: $10,034Net Income 2015: $8,7512015Revenue 2016: $19,6162016Revenue 2018: $14,210Expenses 2018: $19,952Net Income 2018: -$5,7422018Revenue 2019: $24,913Expenses 2019: $15,960Net Income 2019: $8,9532019

Highlighted filing

2019

Revenue$24,913
Expenses$15,960
Net Income$8,953
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$31,736
Liabilities
$31,736
Net assets
-
Revenue
$24,913
Expenses
$15,960
Net income
$8,953
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Summary only. Only limited summary data is available for this year.$31.7$31.7$24.9$16.0$8.95
2018Summary only. Only limited summary data is available for this year.$22.8$22.8$14.2$20.0$5.74
2016Detailed filing. Detailed filing data is available for this year.$28.6$28.6$19.6$19.6
2015Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$18.8$10.0$8.75
2014Summary only. Only limited summary data is available for this year.$5.95$0.00$13.5$18.1$4.62
2013Summary only. Only limited summary data is available for this year.$10.6$0.00$19.8$30.2$10.5
2012Summary only. Only limited summary data is available for this year.$21.0$0.00$26.6$18.8$7.82
2011Summary only. Only limited summary data is available for this year.$13.2$0.00$17.4$14.4$2.98
Latest Detailed Filing

The latest 2019 filing currently has summary financial data only. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2016
Signed
Oct 18, 2017
Return Version
2016v3.0
Gross Receipts
$68,157
Mission and Program Overview

Mission

ELEMENTARY SCHOOL PTA

To help raise money to support the school and teachers and students in the amount of $48541

Program Services

DescriptionGrantsExpenses
None-$48,541
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHY HENIONPresidentPT$0--
POPPY SMALLEYTreasurer-$0--
STARR STIRLINGVice President-$0--
Filing and Contact Details

Filer

Filer Name
Pta California Congress of Parents
EIN
94-6172546
Phone
9168037756
Address
4370 SCHOOL ROAD, MATHER, CA 95655

Signing Officer

Name
Poppy Smalley
Title
Treasurer
Phone
9168037756
Signed
2017-10-18

Preparer

Firm
Hrb Tax Group Inc
Address
2233 WATT AVE, SACRAMENTO, CA 95825
Preparer
Marjorie Connor
Phone
9164834095
Supplemental Narrative

Additional Explanations

Part III Line 1

“To hold membership drives and fund raisers to help support the school and teachers with supplies and equipment in the education of the students”

Raw XML Appendix120 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/PersonNm0POPPY SMALLEY
IRS990EZ/BooksInCareOfDetail/PhoneNum09168037756
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011039 WOODRING DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Mather
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095655
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014102
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028605
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0275
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt019616
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014102
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028605
IRS990EZ/FundraisingGrossIncomeAmt067874
IRS990EZ/GrossReceiptsAmt068157
IRS990EZ/InvestmentIncomeAmt08
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019616
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHY HENION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1POPPY SMALLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STARR STIRLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO HELP RAISE MONEY TO SUPPORT THE SCHOOL AND TEACHERS AND STUDENTS IN THE AMOUNT OF $48541
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0None
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt048541
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt048541
IRS990EZ/SpecialEventsNetIncomeLossAmt019333
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt014102
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt028605
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalProgramServiceExpensesAmt048541
IRS990EZ/TotalRevenueAmt019616
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt068157
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt025147
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt093304
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt08
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt093304
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt068157
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt025147
IRS990ScheduleA/Total509Grp/TotalAmt093304
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt068165
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt025147
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt093312
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO HOLD MEMBERSHIP DRIVES AND FUND RAISERS TO HELP SUPPORT THE SCHOOL AND TEACHERS WITH SUPPLIES AND EQUIPMENT IN THE EDUCATION OF THE STUDENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III LINE 1
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0POPPY SMALLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09168037756
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CALIFORNIA CONGRESS OF PARENTS
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0946172546
ReturnHeader/Filer/PhoneNum09168037756
ReturnHeader/Filer/USAddress/AddressLine1Txt04370 SCHOOL ROAD
ReturnHeader/Filer/USAddress/CityNm0MATHER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095655
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02F0DD065433A9297C050A6A2669D43229FB28531
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02F0DD065433A9297C050A6A2669D43229FB28531
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.48.176.214
ReturnHeader/FilingSecurityInformation/IPDt02017-11-07
ReturnHeader/FilingSecurityInformation/IPTm012:10:02
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02233 WATT AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095825
ReturnHeader/PreparerPersonGrp/PhoneNum09164834095
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marjorie Connor
ReturnHeader/ReturnTs02017-11-07T18:03:24Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02016

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