Civic Intelligence

California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2019 • EIN 94-6173874

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 12, 2020

1151 Vancouver AvenueBurlingame, CA 94010

(650) 259-3890

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

52nd percentile

4.3%

Higher net margin than 52% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

66th percentile

13%

Faster asset growth than 66% of similar nonprofits.

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

Revenue Growth

45th percentile

-1.6%

Faster revenue growth than 45% of similar nonprofits.

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

Assets

Up

$24,404

Up $2,892 (+13%) from 2018

Net Assets

Up

$24,404

Up $2,892 (+13%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$67,073

Down $1,110 (-1.6%) from 2018

Expenses

Down

$64,181

Down $13,081 (-17%) from 2018

Net Income

Up

$2,892

Up $11,971 (+132%) from 2018

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $60,602Liabilities 2011: $02011Assets 2012: $42,919Liabilities 2012: $02012Assets 2013: $52,276Liabilities 2013: $02013Assets 2014: $65,826Liabilities 2014: $02014Assets 2015: $27,284Net Assets 2015: $27,2842015Assets 2016: $39,902Net Assets 2016: $39,9022016Assets 2017: $30,591Net Assets 2017: $30,5912017Assets 2018: $21,512Net Assets 2018: $21,5122018Assets 2019: $24,404Net Assets 2019: $24,4042019Assets 2020: $41,155Net Assets 2020: $41,1552020Assets 2021: $34,136Net Assets 2021: $34,1362021Assets 2022: $33,049Net Assets 2022: $33,0492022Assets 2023: $36,497Net Assets 2023: $36,4972023Assets 2024: $49,226Liabilities 2024: $02024Assets 2025: $42,566Net Assets 2025: $42,5662025

Highlighted filing

2019

Assets$24,404
Liabilities-
Net Assets$24,404

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $88,330Expenses 2011: $74,626Net Income 2011: $13,7042011Revenue 2012: $84,678Expenses 2012: $101,362Net Income 2012: -$16,6842012Revenue 2013: $94,127Expenses 2013: $83,771Net Income 2013: $10,3562013Revenue 2014: $71,172Expenses 2014: $57,622Net Income 2014: $13,5502014Revenue 2015: $50,406Expenses 2015: $87,949Net Income 2015: -$37,5432015Revenue 2016: $64,816Expenses 2016: $52,198Net Income 2016: $12,6182016Revenue 2017: $69,380Expenses 2017: $77,692Net Income 2017: -$8,3122017Revenue 2018: $68,183Expenses 2018: $77,262Net Income 2018: -$9,0792018Revenue 2019: $67,073Expenses 2019: $64,181Net Income 2019: $2,8922019Revenue 2020: $66,392Expenses 2020: $48,642Net Income 2020: $17,7502020Revenue 2021: $22,024Expenses 2021: $29,043Net Income 2021: -$7,0192021Revenue 2022: $49,022Expenses 2022: $50,109Net Income 2022: -$1,0872022Revenue 2023: $65,039Expenses 2023: $61,591Net Income 2023: $3,4482023Revenue 2024: $71,749Expenses 2024: $59,020Net Income 2024: $12,7292024Revenue 2025: $75,970Expenses 2025: $83,630Net Income 2025: -$7,6602025

Highlighted filing

2019

Revenue$67,073
Expenses$64,181
Net Income$2,892
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 12, 2020
Return Version
2018v3.1
Gross Receipts
$94,406
Mission and Program Overview

Mission

Pta's mission is to impact the lives of all childen and families in a positive way.

School PTA to promote better education.

Program Services

DescriptionGrantsExpenses
Purchase equipment, furniture, fixtures, playground equipment, classroom supplies and books for the school.$30,393-
Pay for school activites and field trips.$30,200-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Monica MacMillanPresidentPT$0--
Christina KooTreasurerPT$0--
Cindy Lin AndersonExec. V.PPT$0--
Megan FarrellVP VolunteersPT$0--
Chris O'BrienVP VolunteersPT$0--
Molly St ClairVP FundraisingPT$0--
Reiko OsakiVP FundraisingPT$0--
Rohini LuthraVP Communicat'NPT$0--
Penny CrespoVP Communicat'NPT$0--
Melanie WangFinancial Sec'YPT$0--
Fouzia ShamsiHistorianPT$0--
Amanda RogowskiSecretaryPT$0--
Jamie ChengParliamentarianPT$0--
Nitin BafnaAuditorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Chili Cookoff$84,325$19,979$23,363$-3,384
Total Events$84,325$19,979$23,363$-3,384
Filing and Contact Details

Filer

Filer Name
Roosevelt Elementary School PTA
EIN
94-6173874
Phone
6502593890
Address
1151 Vancouver Avenue, Burlingame, CA 94010

Signing Officer

Name
Christina Koo
Title
Treasurer
Signed
2020-01-12
Discuss with paid preparer
Yes

Preparer

Firm
Terence Ching CPA
Address
10 Rollins Road 205, Millbrae, CA 94030-3129
Preparer
Terence KW Ching
Phone
6506925568
Supplemental Narrative

Additional Explanations

Other Expenses.1012

Insurance $232

Other Expenses.1

School Supplies $30393

Other Expenses.2

School Activities $30201

Other Expenses.4

PTA council dues $494

Other Expenses.5

Bank charges $33

Raw XML Appendix227 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/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Monica MacMillan
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Cindy Lin Anderson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Megan Farrell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Chris O'Brien
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Molly St Clair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Reiko Osaki
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Rohini Luthra
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Penny Crespo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Melanie Wang
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Fouzia Shamsi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Amanda Rogowski
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Nitin Bafna
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Exec. V.P
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP Volunteers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP Volunteers
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP Communicat'n
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP Communicat'n
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Financial Sec'y
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Parliamentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Auditor
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt061353
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0School PTA to promote better education.
IRS990EZ/PrintingPublicationsPostageAmt01188
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Pay for school activites and field trips.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt030200
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt130393
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt027333
IRS990EZ/SpecialEventsNetIncomeLossAmt0-503
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt064181
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0roosevelt.bsd.k12.ca.us
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt067552
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt069402
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt070164
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt052046
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt053705
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0312869
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt069
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt019979
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt028367
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt028630
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt039736
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt026509
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0143221
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt027
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt06
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IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0456090
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt091782
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt080214
IRS990ScheduleA/Total509Grp/TotalAmt0456090
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt087555
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt097796
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt091788
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt080220
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0456159
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt064346
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt064346
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023363
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Chili Cookoff
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt084325
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt084325
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019979
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt023363
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1School Supplies $30393
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2School Activities $30201
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PTA council dues $494
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank charges $33
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Christina Koo
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Roosevelt Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0ROOS
ReturnHeader/Filer/EIN0946173874
ReturnHeader/Filer/PhoneNum06502593890
ReturnHeader/Filer/USAddress/AddressLine1Txt01151 Vancouver Avenue
ReturnHeader/Filer/USAddress/CityNm0Burlingame
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094010
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943104146
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Terence Ching CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 Rollins Road 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Millbrae
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0940303129
ReturnHeader/PreparerPersonGrp/PhoneNum06506925568
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Terence KW Ching
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-01-17T11:37:08-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.43$0.43$0.76$0.84$0.08
2024Summary only. Only limited summary data is available for this year.$0.49$0.00$0.72$0.59$0.13
2023Detailed filing. Detailed filing data is available for this year.$0.36$0.36$0.65$0.62$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.33$0.49$0.50$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.34$0.22$0.29$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.41$0.66$0.49$0.18
2019Detailed filing. Detailed filing data is available for this year.$0.24$0.24$0.67$0.64$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.22$0.22$0.68$0.77$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.31$0.69$0.78$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.40$0.40$0.65$0.52$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.27$0.27$0.50$0.88$0.38
2014Summary only. Only limited summary data is available for this year.$0.66$0.00$0.71$0.58$0.14
2013Summary only. Only limited summary data is available for this year.$0.52$0.00$0.94$0.84$0.10
2012Summary only. Only limited summary data is available for this year.$0.43$0.00$0.85$1.01$0.17
2011Summary only. Only limited summary data is available for this year.$0.61$0.00$0.88$0.75$0.14