Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2015 • EIN 94-6174434

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 22, 2016

Organization ProfileN/A
3333 Rosemont DriveSacramento, CA 95826

(916) 228-5850

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

25th percentile

-8.2%

Higher net margin than 25% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

18th percentile

-24%

Faster asset growth than 18% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

24th percentile

-20%

Faster revenue growth than 24% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$5,612

Down $1,763 (-24%) from 2014

Net Assets

$5,612

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin25th percentile

Revenue

Down

$21,535

Down $5,281 (-20%) from 2014

Expenses

Up

$23,298

Up $562 (+2.5%) from 2014

Net Income

Down

-$1,763

Down $5,843 (-143%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$10K$5.0K$0Assets 2011: $6,247Liabilities 2011: $02011Assets 2012: $6,496Liabilities 2012: $02012Assets 2013: $3,295Liabilities 2013: $02013Assets 2014: $7,375Liabilities 2014: $02014Assets 2015: $5,612Net Assets 2015: $5,6122015Assets 2016: $9,631Net Assets 2016: $9,6312016Assets 2017: $5,008Net Assets 2017: $5,0082017Assets 2018: $7,108Net Assets 2018: $7,1082018Assets 2019: $4,562Net Assets 2019: $4,5622019

Highlighted filing

2015

Assets$5,612
Liabilities-
Net Assets$5,612
Open 2015 Filing

Operations Trend

Revenue Growth24th percentile

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

$40K$20K$0-$20KRevenue 2011: $27,309Expenses 2011: $34,594Net Income 2011: -$7,2852011Revenue 2012: $21,332Expenses 2012: $21,083Net Income 2012: $2492012Revenue 2013: $15,648Expenses 2013: $18,849Net Income 2013: -$3,2012013Revenue 2014: $26,816Expenses 2014: $22,736Net Income 2014: $4,0802014Revenue 2015: $21,535Expenses 2015: $23,298Net Income 2015: -$1,7632015Revenue 2016: $28,321Expenses 2016: $24,302Net Income 2016: $4,0192016Revenue 2017: $13,426Expenses 2017: $18,049Net Income 2017: -$4,6232017Revenue 2018: $16,781Expenses 2018: $14,681Net Income 2018: $2,1002018Revenue 2019: $18,859Expenses 2019: $21,405Net Income 2019: -$2,5462019

Highlighted filing

2015

Revenue$21,535
Expenses$23,298
Net Income-$1,763
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 22, 2016
Return Version
2014v6.0
Gross Receipts
$32,117
Mission and Program Overview

Mission

SCHOOL PTA

Program Services

DescriptionGrantsExpenses
EDUCATIONAL PROGRAM EXPENSE-$19,730
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTINA FRANKSPresidentPT$0--
JENNIFER VILLALPANDOSecretary-$0--
LELSIE ISHIKAWATreasurer-$0--
KELLY BIBICAVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cookie Dough$14,625$14,625$8,780$5,845
Total Events$14,625$14,625$8,780$5,845
Filing and Contact Details

Filer

Filer Name
Sequoia Elementary School Pta
EIN
94-6174434
Phone
9162285850
Address
3333 ROSEMONT DRIVE, SACRAMENTO, CA 95826

Signing Officer

Name
Christy Franks
Title
President
Phone
9162285850
Signed
2016-02-22

Preparer

Firm
Philip E Schlofner CPA
Address
8532 BENNINGTON WAY, SACRAMENTO, CA 95826
Preparer
Philip E Schlofner
Phone
9163880544
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“MISCELLANEOUS”

Form 990EZ, Part I, Line 16

“Bank charges 64. Donations 3111. Educational program expenses and student services 6785. Insurance 234. Dues 825. Pta meetings and supplies 1375. School repairs and maintenance 1366. Teacher appreciation, supplies and services 3263. Yearbook 3926. Taxes/licenses/permits 299. Field trips 1956.”

Raw XML Appendix150 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/BooksInCareOfDetail/PersonNm0CHRISTY FRANKS
IRS990EZ/BooksInCareOfDetail/PhoneNum09162285850
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SACRAMENTO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095826
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07375
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05612
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IRS990EZ/ContributionsGiftsGrantsEtcAmt00
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IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1763
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt032117
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01195
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07375
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05612
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07375
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRISTINA FRANKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER VILLALPANDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LELSIE ISHIKAWA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KELLY BIBICA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt023204
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SCHOOL PTA
IRS990EZ/PrintingPublicationsPostageAmt094
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL PROGRAM EXPENSE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019730
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010582
IRS990EZ/SpecialEventsNetIncomeLossAmt020340
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023298
IRS990EZ/TotalProgramServiceExpensesAmt019730
IRS990EZ/TotalRevenueAmt021535
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01195
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01379
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0995
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0504
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06427
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010500
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt030922
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt040302
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt031263
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt039832
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt045329
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0187648
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0198148
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt032117
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt041681
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt032258
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt040336
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt051756
IRS990ScheduleA/Total509Grp/TotalAmt0198148
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0198148
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08780
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COOKIE DOUGH
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014625
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt014625
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014625
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt014625
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05845
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08780
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08780
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK CHARGES 64. DONATIONS 3111. EDUCATIONAL PROGRAM EXPENSES AND STUDENT SERVICES 6785. INSURANCE 234. DUES 825. PTA MEETINGS AND SUPPLIES 1375. SCHOOL REPAIRS AND MAINTENANCE 1366. TEACHER APPRECIATION, SUPPLIES AND SERVICES 3263. YEARBOOK 3926. TAXES/LICENSES/PERMITS 299. FIELD TRIPS 1956.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTY FRANKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09162285850
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SEQUOIA ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0SEQU
ReturnHeader/Filer/EIN0946174434
ReturnHeader/Filer/PhoneNum09162285850
ReturnHeader/Filer/USAddress/AddressLine1Txt03333 ROSEMONT DRIVE
ReturnHeader/Filer/USAddress/CityNm0SACRAMENTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095826
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PHILIP E SCHLOFNER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08532 BENNINGTON WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095826
ReturnHeader/PreparerPersonGrp/PhoneNum09163880544
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILIP E SCHLOFNER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-02-22T19:14:12-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,612
Liabilities
-
Net assets
$5,612
Revenue
$21,535
Expenses
$23,298
Net income
-$1,763
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$4.56$4.56$18.9$21.4$2.55
2018Detailed filing. Detailed filing data is available for this year.$7.11$7.11$16.8$14.7$2.10
2017Detailed filing. Detailed filing data is available for this year.$5.01$5.01$13.4$18.0$4.62
2016Detailed filing. Detailed filing data is available for this year.$9.63$9.63$28.3$24.3$4.02
2015Detailed filing. Detailed filing data is available for this year.$5.61$5.61$21.5$23.3$1.76
2014Summary only. Only limited summary data is available for this year.$7.38$0.00$26.8$22.7$4.08
2013Summary only. Only limited summary data is available for this year.$3.30$0.00$15.6$18.8$3.20
2012Summary only. Only limited summary data is available for this year.$6.50$0.00$21.3$21.1$0.25
2011Summary only. Only limited summary data is available for this year.$6.25$0.00$27.3$34.6$7.29