Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2018 • EIN 94-6174434

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 14, 2019

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

83rd percentile

42%

Faster asset growth than 83% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

76th percentile

25%

Faster revenue growth than 76% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$7,108

Up $2,100 (+42%) from 2017

Net Assets

Up

$7,108

Up $2,100 (+42%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin68th percentile

Revenue

Up

$16,781

Up $3,355 (+25%) from 2017

Expenses

Down

$14,681

Down $3,368 (-19%) from 2017

Net Income

Up

$2,100

Up $6,723 (+145%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth83rd 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

2018

Assets$7,108
Liabilities-
Net Assets$7,108
Open 2018 Filing

Operations Trend

Revenue Growth76th 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

2018

Revenue$16,781
Expenses$14,681
Net Income$2,100
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 14, 2019
Return Version
2017v2.2
Gross Receipts
$26,825
Mission and Program Overview

Mission

SCHOOL PTA

Program Services

DescriptionGrantsExpenses
EDUCATIONAL PROGRAM EXPENSE-$12,150
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARYBETH GILLELANDPresidentPT$0--
DEIDRA GORDONSecretary-$0--
JENNIFER PERRYTreasurer-$0--
SHEILA GREENParliamentarian-$0--
JACKIE MUNNSAuditor-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fair$6,711$6,711$2,100$4,611
Candy Sales$5,352$5,352$4,003$1,349
Total Events$12,063$12,063$6,103$5,960
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
Marybeth Gilleland
Title
President
Phone
9162285850
Signed
2019-11-14

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 16

“ADVERTISING 505.”

Form 990EZ, Part I, Line 16

“DUES 357.”

Form 990EZ, Part I, Line 16

“Educational program expenses and student services 1121.”

Form 990EZ, Part I, Line 16

“FIELD TRIPS 1655.”

Form 990EZ, Part I, Line 16

“FINGERPRINTING 219.”

Form 990EZ, Part I, Line 16

“INSURANCE 228.”

Form 990EZ, Part I, Line 16

“Pta meetings and supplies 1380.”

Form 990EZ, Part I, Line 16

“School repairs and maintenance 1113.”

Form 990EZ, Part I, Line 16

“Taxes/licenses/permits 139.”

Form 990EZ, Part I, Line 16

“Teacher appreciation, supplies and services 3362.”

Form 990EZ, Part I, Line 16

“YEARBOOK 4452.”

Raw XML Appendix184 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/PersonNm0JENNIFER PERRY
IRS990EZ/BooksInCareOfDetail/PhoneNum09162285850
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03333 ROSEMONT DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SACRAMENTO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095826
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05008
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07108
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01361
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02100
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0150
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05008
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07108
IRS990EZ/FundraisingGrossIncomeAmt025026
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt026825
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0438
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05008
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07108
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05008
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07108
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARYBETH GILLELAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEIDRA GORDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER PERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHEILA GREEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JACKIE MUNNS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4AUDITOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt014531
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SCHOOL PTA
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL PROGRAM EXPENSE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012150
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010044
IRS990EZ/SpecialEventsNetIncomeLossAmt014982
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt014681
IRS990EZ/TotalProgramServiceExpensesAmt012150
IRS990EZ/TotalRevenueAmt016781
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01799
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01230
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0859
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01195
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01379
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06462
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt025026
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt030199
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt046693
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt030922
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt040302
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0173142
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0179604
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt026825
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt031429
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt047552
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt032117
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt041681
IRS990ScheduleA/Total509Grp/TotalAmt0179604
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0179604
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06103
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CANDY SALES
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt06711
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05352
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt012063
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt06711
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05352
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt012063
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05960
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06103
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02100
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04003
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADVERTISING 505.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DUES 357.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EDUCATIONAL PROGRAM EXPENSES AND STUDENT SERVICES 1121.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FIELD TRIPS 1655.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FINGERPRINTING 219.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INSURANCE 228.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PTA MEETINGS AND SUPPLIES 1380.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SCHOOL REPAIRS AND MAINTENANCE 1113.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TAXES/LICENSES/PERMITS 139.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TEACHER APPRECIATION, SUPPLIES AND SERVICES 3362.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10YEARBOOK 4452.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARYBETH GILLELAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09162285850
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
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/FilingSecurityInformation/AtSubmissionCreationDeviceId05FE6601E6E425D25DF48A62CA1FD9682B4AEFD2D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05FE6601E6E425D25DF48A62CA1FD9682B4AEFD2D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.12.191.191
ReturnHeader/FilingSecurityInformation/IPDt02019-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm018:14:19
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/PreparationDt02019-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILIP E SCHLOFNER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-14T18:14:34-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,108
Liabilities
-
Net assets
$7,108
Revenue
$16,781
Expenses
$14,681
Net income
$2,100
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