Civic Intelligence

PTA California Congress of Parents Teachers & Students

990EZ • Fiscal year 2014 • EIN 94-6174544

Jul 01, 2013 to Jun 30, 2014 • Filed on May 15, 2015

Organization ProfileN/A
1031 S Delaware StreetSan Mateo, CA 94402

(650) 312-7599

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

49th percentile

2.6%

Higher net margin than 49% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

95th percentile

191%

Faster asset growth than 95% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

91st percentile

85%

Faster revenue growth than 91% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$25,262

Up $16,570 (+191%) from 2013

Net Assets

Up

$25,262

Up $16,570 (+191%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin49th percentile

Revenue

Up

$47,011

Up $21,576 (+85%) from 2013

Expenses

Up

$45,792

Up $14,051 (+44%) from 2013

Net Income

Up

$1,219

Up $7,525 (+119%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$60K$40K$20K$0Assets 2011: $11,953Liabilities 2011: $02011Assets 2012: $14,998Net Assets 2012: $14,9982012Assets 2013: $8,692Liabilities 2013: $0Net Assets 2013: $8,6922013Assets 2014: $25,262Liabilities 2014: $0Net Assets 2014: $25,2622014Assets 2015: $43,122Liabilities 2015: $0Net Assets 2015: $43,1222015Assets 2016: $50,466Liabilities 2016: $0Net Assets 2016: $50,4662016

Highlighted filing

2014

Assets$25,262
Liabilities$0
Net Assets$25,262
Open 2014 Filing

Operations Trend

Revenue Growth91st percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $22,474Expenses 2011: $20,907Net Income 2011: $1,5672011Revenue 2012: $52,881Expenses 2012: $50,037Net Income 2012: $2,8442012Revenue 2013: $25,435Expenses 2013: $31,741Net Income 2013: -$6,3062013Revenue 2014: $47,011Expenses 2014: $45,792Net Income 2014: $1,2192014Revenue 2015: $33,561Expenses 2015: $8,191Net Income 2015: $25,3702015Revenue 2016: $40,855Expenses 2016: $33,511Net Income 2016: $7,3442016

Highlighted filing

2014

Revenue$47,011
Expenses$45,792
Net Income$1,219
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 15, 2015
Return Version
2013v4.0
Gross Receipts
$47,011
Mission and Program Overview

Mission

To provided educational enrichment programs, teacher and student support, and community/public involvement where budgets have been cut to enhance the academic experience for all students in public education in the community.

Program Services

DescriptionGrantsExpenses
TO PROVIDE FUNDRAISING ACTIVITIES TO FUND EDUCATIONAL ENRICHMENT PROGRAMS, ART INSTRUCTION, EDUCATIONAL ASSEMBLIES, FIELD TRIPS, FIFTH-GRADE GRADUATION ACTIVITIES, SITE AND STAFF SUPPORT, ADDITIONAL SUPPLIES, ETC NEEDED BY THE SCHOOL THAT FINANCIALLY STRAPPED SCHOOL DISTRICTS CANNOT AFFORD TO PAY FOR.$17,403-
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REBECCA LINDSKOGPresidentPT$0--
JAMIE GUBMANSecretaryPT$0--
DANNY SHIHTreasurer-$0--
STACY RYANAuditor-$0--
JENNIFER WARNEHistorian-$0--
MARK BERNSTEINFinancial Sec.-$0--
MOLLY REIDYCommunicationsPT$0--
CATHY BECERRAFundraising-$0--
ELSA SAMAYOAParliamentarian-$0--
KIMBERLY HARDMANNew Parliament.-$0--
Filing and Contact Details

Filer

EIN
94-6174544
Phone
6503127599

Signing Officer

Name
Danny Shih
Title
Treasurer
Signed
2015-05-15
Discuss with paid preparer
Yes

Preparer

Preparer
Samuel H Gluck CPA
Phone
6508379800
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $593”

Other Expenses.1

“Fundraising expenses $25583”

Other Expenses.2

“Program service expenses $13794”

Other Expenses.3

“CLASSROOM EXPENSES $3609”

Other Expenses.4

“OPERATING EXPENSES $2213”

Raw XML Appendix180 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/PersonNm2DANNY SHIH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STACY RYAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARK BERNSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MOLLY REIDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CATHY BECERRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ELSA SAMAYOA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KIMBERLY HARDMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FINANCIAL SEC.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6COMMUNICATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9NEW PARLIAMENT.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt015351
IRS990EZ/OtherExpensesTotalAmt045792
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDED EDUCATIONAL ENRICHMENT PROGRAMS, TEACHER AND STUDENT SUPPORT, AND COMMUNITY/PUBLIC INVOLVEMENT WHERE BUDGETS HAVE BEEN CUT TO ENHANCE THE ACADEMIC EXPERIENCE FOR ALL STUDENTS IN PUBLIC EDUCATION IN THE COMMUNITY.
IRS990EZ/ProgramServiceRevenueAmt045447
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt017403
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0705
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0703
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01196
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0226587
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $593
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSES $25583
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROGRAM SERVICE EXPENSES $13794
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CLASSROOM EXPENSES $3609
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OPERATING EXPENSES $2213
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
ReturnHeader/BuildTS02016-02-25 16:41:14Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0DANNY SHIH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10SUNNYBRAE PTA
ReturnHeader/Filer/BusinessNameControlTxt0SUNN
ReturnHeader/Filer/EIN0946174544
ReturnHeader/Filer/PhoneNum06503127599
ReturnHeader/Filer/USAddress/AddressLine101031 S DELAWARE STREET
ReturnHeader/Filer/USAddress/City0SAN MATEO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094402
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Goldberg Gluck & Associates CPAs LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10950 Tower Ln Ste 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Foster City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode094404
ReturnHeader/PreparerPersonGrp/PhoneNum06508379800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAMUEL H GLUCK CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-15T11:57:47-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,262
Liabilities
$0
Net assets
$25,262
Revenue
$47,011
Expenses
$45,792
Net income
$1,219
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$50.5$0.00$50.5$40.9$33.5$7.34
2015Detailed filing. Detailed filing data is available for this year.$43.1$0.00$43.1$33.6$8.19$25.4
2014Detailed filing. Detailed filing data is available for this year.$25.3$0.00$25.3$47.0$45.8$1.22
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.69$0.00$8.69$25.4$31.7$6.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.0$15.0$52.9$50.0$2.84
2011Summary only. Only limited summary data is available for this year.$12.0$0.00$22.5$20.9$1.57