Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

EIN 94-6174474 • 501(c)3 • Chico, CA

Profile

To promote the welfare of children and youth in home, school, community, and place of worship. To bring into closer relation the home and the school, that parents and teachers may cooperate intelligently in the education of children and youth. To help bridge the gap in funding projects and upgrades for the school.

1598 Hooker Oak AvenueChico, CA 95926

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2019

Net Margin

12th percentile

-69%

Higher net margin than 12% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

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

Revenue Growth

15th percentile

-56%

Faster revenue growth than 15% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$1

Down $18,546 (-100%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

Down

$0

Down $18,547 (-100%) from 2018

Operations
Liabilities / RevenueScore unavailableNet Margin12th percentile

Revenue

Down

$26,974

Down $34,586 (-56%) from 2018

Expenses

Up

$45,521

Up $1,267 (+2.9%) from 2018

Net Income

Down

-$18,547

Down $35,853 (-207%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

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

$40K$30K$20K$10K$0Assets 2012: $25,733Liabilities 2012: $02012Assets 2013: $31,776Liabilities 2013: $0Net Assets 2013: $31,7762013Assets 2014: $26,617Liabilities 2014: $0Net Assets 2014: $26,6172014Assets 2015: $17,613Liabilities 2015: $0Net Assets 2015: $17,6132015Assets 2016: $9,015Liabilities 2016: $0Net Assets 2016: $9,0152016Assets 2017: $1,241Liabilities 2017: $0Net Assets 2017: $1,2412017Assets 2018: $18,547Liabilities 2018: $0Net Assets 2018: $18,5472018Assets 2019: $1Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2019

Assets$1
Liabilities$0
Net Assets$0
Open 2019 Filing

Operations Trend

Revenue Growth15th percentile

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

$100K$50K$0-$50KRevenue 2012: $75,775Expenses 2012: $83,576Net Income 2012: -$7,8012012Revenue 2013: $75,200Expenses 2013: $69,157Net Income 2013: $6,0432013Revenue 2014: $59,821Expenses 2014: $64,980Net Income 2014: -$5,1592014Revenue 2015: $51,776Expenses 2015: $60,780Net Income 2015: -$9,0042015Revenue 2016: $57,171Expenses 2016: $65,769Net Income 2016: -$8,5982016Revenue 2017: $48,873Expenses 2017: $56,647Net Income 2017: -$7,7742017Revenue 2018: $61,560Expenses 2018: $44,254Net Income 2018: $17,3062018Revenue 2019: $26,974Expenses 2019: $45,521Net Income 2019: -$18,5472019

Highlighted filing

2019

Revenue$26,974
Expenses$45,521
Net Income-$18,547
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1
Liabilities
$0
Net assets
$0
Revenue
$26,974
Expenses
$45,521
Net income
-$18,547
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$27.0$45.5$18.5
2018Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$61.6$44.3$17.3
2017Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$48.9$56.6$7.77
2016Detailed filing. Detailed filing data is available for this year.$9.02$0.00$9.02$57.2$65.8$8.60
2015Detailed filing. Detailed filing data is available for this year.$17.6$0.00$17.6$51.8$60.8$9.00
2014Detailed filing. Detailed filing data is available for this year.$26.6$0.00$26.6$59.8$65.0$5.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.8$0.00$31.8$75.2$69.2$6.04
2012Summary only. Only limited summary data is available for this year.$25.7$0.00$75.8$83.6$7.80
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 11, 2019
Return Version
2018v3.1
Gross Receipts
$49,817
Mission and Program Overview

Mission

To promote the welfare of children and youth in home, school, community, and place of worship. To bring into closer relation the home and the school, that parents and teachers may cooperate intelligently in the education of children and youth. To help bridge the gap in funding projects and upgrades for the school.

Program Services

DescriptionGrantsExpenses
Books, teacher and curriculum supplies.$20,209-
Costs associated with parent/teacher/student events such as science fairs, carnivals, t-shirt sales, and reading programs and membership drive.$18,835-
Campus beautification and playground equipment.$2,500-
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heather KellerAuditor-$0--
Katie DanielsPresident-$0--
Ryan FabianParliamentarian-$0--
Juli Addington1st Vice Pres-$0--
Michelle GustafsonSecretary-$0--
Jenny SlinkardTreasurer-$0--
Jessica Peck2nd Vice Pres-$0--
Justin IngersollCorres. Secrtry-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-A-Thon$19,039$19,039$1,847$17,192
Cookie Dough Sales$15,356$15,356$9,577$5,779
Total Events$34,395$34,395$11,424$22,971
Filing and Contact Details

Filer

Filer Name
Sierra View Elementary PTA
EIN
94-6174474
Phone
5308913117
Address
1598 Hooker Oak Avenue, Chico, CA 95926

Signing Officer

Name
Melissa Kozak
Title
Treasurer
Signed
2019-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Merrell Irwin & Associates
Address
3120 Cohasset Rd Suite 8, Chico, CA 95973-0978
Preparer
Jennifer Merrell CPA
Phone
5308938761
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $232”

Other Expenses.1

“School Supplies $12811”

Other Expenses.2

“Technology $7399”

Other Expenses.3

“Spirit Events $6503”

Other Expenses.4

“Student Store $6102”

Other Expenses.5

“Program Expenses $3501”

Other Expenses.6

“Beautification $2500”

Other Expenses.7

“FIeld Trips $2000”

Other Expenses.8

“Administration $1780”

Other Expenses.9

“School Assemblies $728”

Other Expenses.11

“Membership Drive $49”

Other Expenses.13

“District Assessments $25”

Other Expenses.14

“Bank services charges $6”

Raw XML Appendix206 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/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Heather Keller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Katie Daniels
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ryan Fabian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Juli Addington
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Michelle Gustafson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Jenny Slinkard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Jessica Peck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Justin Ingersoll
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Parliamentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt31st Vice Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt62nd Vice Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Corres. Secrtry
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt043636
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To promote the welfare of children and youth in home, school, community, and place of worship. To bring into closer relation the home and the school, that parents and teachers may cooperate intelligently in the education of children and youth. To help bridge the gap in funding projects and upgrades for the school.
IRS990EZ/PrintingPublicationsPostageAmt0125
IRS990EZ/ProgramServiceRevenueAmt09271
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Costs associated with parent/teacher/student events such as science fairs, carnivals, t-shirt sales, and reading programs and membership drive.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Campus beautification and playground equipment.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Books, teacher and curriculum supplies.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt018835
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt12500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt220209
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt022843
IRS990EZ/SpecialEventsNetIncomeLossAmt016084
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045521
IRS990EZ/TotalProgramServiceExpensesAmt041544
IRS990EZ/TotalRevenueAmt026974
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01619
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04625
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08301
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04312
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt022607
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt049817
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0312092
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011424
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Jog-A-Thon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Cookie Dough Sales
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019039
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015356
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt034395
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019039
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt015356
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022971
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011424
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01847
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09577
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1School Supplies $12811
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Technology $7399
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Spirit Events $6503
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Student Store $6102
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Program Expenses $3501
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Beautification $2500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FIeld Trips $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Administration $1780
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9School Assemblies $728
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Membership Drive $49
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11District Assessments $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Bank services charges $6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.14
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Melissa Kozak
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sierra View Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0SIER
ReturnHeader/Filer/EIN0946174474
ReturnHeader/Filer/PhoneNum05308913117
ReturnHeader/Filer/USAddress/AddressLine1Txt01598 Hooker Oak Avenue
ReturnHeader/Filer/USAddress/CityNm0Chico
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095926
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201902239
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Merrell Irwin & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03120 Cohasset Rd Suite 8
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chico
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0959730978
ReturnHeader/PreparerPersonGrp/PhoneNum05308938761
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennifer Merrell CPA
ReturnHeader/ReturnTs02019-11-11T16:38:44-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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