Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2016 • EIN 94-6174727

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 05, 2016

Organization ProfileN/A
250 Dutton AveSan Leandro, CA 94577-2804

(415) 265-4582

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

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

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.

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

Asset Growth

92nd percentile

109%

Faster asset growth than 92% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$15,570

Up $8,137 (+109%) from 2015

Net Assets

Up

$15,570

Up $8,137 (+109%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin85th percentile

Revenue

Up

$17,921

Up $18,689 (+2433%) from 2015

Expenses

Up

$12,225

Up $10,013 (+453%) from 2015

Net Income

Up

$5,696

Up $8,676 (+291%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$20K$15K$10K$5.0K$0Assets 2011: $15,726Net Assets 2011: $15,7262011Assets 2013: $10,413Liabilities 2013: $02013Assets 2015: $7,433Liabilities 2015: $0Net Assets 2015: $7,4332015Assets 2016: $15,570Liabilities 2016: $0Net Assets 2016: $15,5702016Assets 2017: $9,485Liabilities 2017: $02017

Highlighted filing

2016

Assets$15,570
Liabilities$0
Net Assets$15,570
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30K$20K$10K$0-$10KRevenue 2011: $24,139Expenses 2011: $16,333Net Income 2011: $7,8062011Revenue 2013: $21,769Expenses 2013: $21,153Net Income 2013: $6162013Revenue 2015: -$768Expenses 2015: $2,212Net Income 2015: -$2,9802015Revenue 2016: $17,921Expenses 2016: $12,225Net Income 2016: $5,6962016Revenue 2017: $12,279Expenses 2017: $18,364Net Income 2017: -$6,0852017

Highlighted filing

2016

Revenue$17,921
Expenses$12,225
Net Income$5,696
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 5, 2016
Return Version
2015v2.1
Gross Receipts
$34,111
Mission and Program Overview

Mission

Promote the welfare of children in home and school

Program Services

DescriptionGrantsExpenses
Various school needs including laminating, bulletin boards,outdoor education, field trips, math competitions etc-$28,415
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ADRIANA LUJANPresident-$0--
BRITTANY DAILVice President-$0--
MICHELLE TAYLORSecretary-$0--
MARGARITA MUNOZTreasurer-$0--
ROCIO RAMIREZFinancial Secretary-$0--
JENNIFER FITZGERALDMembership-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Popcornapolis$5,735$5,735-$5,735
Camp Arroyo$5,118$5,118-$5,118
Total Events$27,642$27,642$16,190$11,452
Filing and Contact Details

Filer

Filer Name
PTA-California Congress of Parents
EIN
94-6174727
Phone
4152654582
Address
250 Dutton Ave, San Leandro, CA 94577-2804

Signing Officer

Name
Adriana Lujin
Title
Adriana Lujin
Phone
4152654582
Signed
2016-12-05

Preparer

Firm
John P Zukoski CPA Inc
Address
478 LINDBERGH AVE, LIVERMORE, CA 94551
Preparer
John P Zukoski CPA
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“refund 10.”

Form 990EZ, Part I, Line 16

“Hospitality 138.”

Form 990EZ, Part I, Line 16

“Office Expense 68.”

Form 990EZ, Part I, Line 16

“translations 185.”

Form 990EZ, Part I, Line 16

“Fees 509.”

Form 990EZ, Part I, Line 16

“Childcare 280.”

Form 990EZ, Part I, Line 16

“Teacher Appreciations 812.”

Form 990EZ, Part I, Line 16

“Field Trips 3243.”

Form 990EZ, Part I, Line 16

“Classroom Supplies 5812.”

Form 990EZ, Part I, Line 16

“Memberships 653.”

Raw XML Appendix168 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/PersonNm0SARA MARTINEAU
IRS990EZ/BooksInCareOfDetail/PhoneNum05107543811
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0256 California Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Leandro
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094577
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09874
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015570
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05924
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05696
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0525
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09874
IRS990EZ/Form990TotalAssetsGrp/EOYAmt015570
IRS990EZ/FundraisingGrossIncomeAmt027642
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt034111
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0535
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09874
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015570
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09874
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015570
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ADRIANA LUJAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRITTANY DAIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHELLE TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARGARITA MUNOZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROCIO RAMIREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JENNIFER FITZGERALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Financial Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Membership
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt011700
IRS990EZ/OtherRevenueTotalAmt010
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Promote the welfare of children in home and school
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Various school needs including laminating, bulletin boards,outdoor education, field trips, math competitions etc
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt028415
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt016190
IRS990EZ/SpecialEventsNetIncomeLossAmt011452
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012225
IRS990EZ/TotalProgramServiceExpensesAmt028415
IRS990EZ/TotalRevenueAmt017921
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06459
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01430
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07889
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt07889
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt06459
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01430
IRS990ScheduleA/Total509Grp/TotalAmt07889
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07889
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016190
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Popcornapolis
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Camp Arroyo
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt05735
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05118
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt016789
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027642
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05735
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05118
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt016789
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027642
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011452
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt013190
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013190
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt03000
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt03000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0refund 10.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Hospitality 138.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expense 68.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3translations 185.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Fees 509.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Childcare 280.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Teacher Appreciations 812.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Field Trips 3243.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Classroom Supplies 5812.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Memberships 653.
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/PersonNm0ADRIANA LUJIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADRIANA LUJIN
ReturnHeader/BusinessOfficerGrp/PhoneNum04152654582
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA-California Congress of Parents
ReturnHeader/Filer/BusinessNameControlTxt0PTA-
ReturnHeader/Filer/EIN0946174727
ReturnHeader/Filer/PhoneNum04152654582
ReturnHeader/Filer/USAddress/AddressLine1Txt0250 Dutton Ave
ReturnHeader/Filer/USAddress/CityNm0San Leandro
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0945772804
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN P ZUKOSKI CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0478 LINDBERGH AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LIVERMORE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094551
ReturnHeader/PreparerPersonGrp/PreparationDt02016-12-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN P ZUKOSKI CPA
ReturnHeader/ReturnTs02016-12-15T10:55:16-08:00
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
$15,570
Liabilities
$0
Net assets
$15,570
Revenue
$17,921
Expenses
$12,225
Net income
$5,696
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Summary only. Only limited summary data is available for this year.$9.49$0.00$12.3$18.4$6.09
2016Detailed filing. Detailed filing data is available for this year.$15.6$0.00$15.6$17.9$12.2$5.70
2015Detailed filing. Detailed filing data is available for this year.$7.43$0.00$7.43$0.77$2.21$2.98
2013Summary only. Only limited summary data is available for this year.$10.4$0.00$21.8$21.2$0.62
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.7$15.7$24.1$16.3$7.81