Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2016 • EIN 94-6174434

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 09, 2017

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

70th percentile

14%

Higher net margin than 70% of similar nonprofits.

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

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

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

Asset Growth

89th percentile

72%

Faster asset growth than 89% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

80th percentile

32%

Faster revenue growth than 80% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$9,631

Up $4,019 (+72%) from 2015

Net Assets

Up

$9,631

Up $4,019 (+72%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin70th percentile

Revenue

Up

$28,321

Up $6,786 (+32%) from 2015

Expenses

Up

$24,302

Up $1,004 (+4.3%) from 2015

Net Income

Up

$4,019

Up $5,782 (+328%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth89th 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

2016

Assets$9,631
Liabilities-
Net Assets$9,631
Open 2016 Filing

Operations Trend

Revenue Growth80th 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

2016

Revenue$28,321
Expenses$24,302
Net Income$4,019
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 9, 2017
Return Version
2015v3.0
Gross Receipts
$47,552
Mission and Program Overview

Mission

SCHOOL PTA

Program Services

DescriptionGrantsExpenses
EDUCATIONAL PROGRAM EXPENSE-$20,606
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VERONICA GUZMANPresidentPT$0--
GINA FYFESecretary-$0--
JENNIFER PERRYTreasurer-$0--
DEREK FYFEVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cookie Dough$15,281$15,281$9,134$6,147
Total Events$15,281$15,281$9,134$6,147
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
Veronica Guzman
Title
President
Phone
9162285850
Signed
2017-02-09

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 84.”

Form 990EZ, Part I, Line 16

“DUES 680.”

Form 990EZ, Part I, Line 16

“Educational program expenses and student services 14776.”

Form 990EZ, Part I, Line 16

“FIELD TRIPS 2832.”

Form 990EZ, Part I, Line 16

“INSURANCE 216.”

Form 990EZ, Part I, Line 16

“Pta meetings and supplies 2003.”

Form 990EZ, Part I, Line 16

“Taxes/licenses/permits 195.”

Form 990EZ, Part I, Line 16

“Teacher appreciation, supplies and services 368.”

Form 990EZ, Part I, Line 16

“YEARBOOK 2998.”

Raw XML Appendix166 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/PersonNm0CHRISTY FRANKS
IRS990EZ/BooksInCareOfDetail/PhoneNum09162285850
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03333 ROSEMONT DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SACRAMENTO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095826
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05612
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09631
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0181
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04019
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0150
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05612
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09631
IRS990EZ/FundraisingGrossIncomeAmt046693
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt047552
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0678
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05612
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09631
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05612
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09631
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/PersonNm0VERONICA GUZMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GINA FYFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER PERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DEREK FYFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt024152
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SCHOOL PTA
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL PROGRAM EXPENSE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020606
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt019231
IRS990EZ/SpecialEventsNetIncomeLossAmt027462
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024302
IRS990EZ/TotalProgramServiceExpensesAmt020606
IRS990EZ/TotalRevenueAmt028321
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0859
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01195
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01379
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0995
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0504
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04932
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt046693
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt030922
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt040302
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt031263
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt039832
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0189012
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0193944
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt047552
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt032117
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt041681
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt032258
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt040336
IRS990ScheduleA/Total509Grp/TotalAmt0193944
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0193944
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09134
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COOKIE DOUGH
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015281
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015281
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015281
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015281
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06147
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09134
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09134
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK CHARGES 84.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUES 680.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EDUCATIONAL PROGRAM EXPENSES AND STUDENT SERVICES 14776.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FIELD TRIPS 2832.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INSURANCE 216.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PTA MEETINGS AND SUPPLIES 2003.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TAXES/LICENSES/PERMITS 195.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TEACHER APPRECIATION, SUPPLIES AND SERVICES 368.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9YEARBOOK 2998.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0VERONICA GUZMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09162285850
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-09
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/PreparationDt02017-02-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILIP E SCHLOFNER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-02-09T12:36:28-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,631
Liabilities
-
Net assets
$9,631
Revenue
$28,321
Expenses
$24,302
Net income
$4,019
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