Civic Intelligence

PTA California Congress of Parents Loma Verde Elementary School PTA

EIN 94-6181770 • 501(c)3 • Novato, CA

Profile

To positively impact the lives of all children and families.

399 Alameda DE LA LomaNovato, CA 94949

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

82nd percentile

31%

Higher net margin than 82% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

90th percentile

81%

Faster asset growth than 90% of similar nonprofits.

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

Revenue Growth

84th percentile

51%

Faster revenue growth than 84% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$104,087

Up $46,687 (+81%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

$104,087

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin82nd percentile

Revenue

Up

$151,332

Up $50,908 (+51%) from 2015

Expenses

Up

$104,645

Up $23,080 (+28%) from 2015

Net Income

Up

$46,687

Up $27,828 (+148%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth90th percentile

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

$150K$100K$50K$0Assets 2010: $51,832Net Assets 2010: $51,8322010Assets 2011: $33,272Liabilities 2011: $02011Assets 2012: $39,471Liabilities 2012: $0Net Assets 2012: $39,4712012Assets 2013: $43,947Liabilities 2013: $0Net Assets 2013: $43,9472013Assets 2014: $38,541Liabilities 2014: $0Net Assets 2014: $38,5412014Assets 2015: $57,400Liabilities 2015: $02015Assets 2016: $104,087Liabilities 2016: $0Net Assets 2016: $104,0872016

Highlighted filing

2016

Assets$104,087
Liabilities$0
Net Assets$104,087
Open 2016 Filing

Operations Trend

Revenue Growth84th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2010: $85,424Expenses 2010: $88,079Net Income 2010: -$2,6552010Revenue 2011: $82,417Expenses 2011: $100,977Net Income 2011: -$18,5602011Revenue 2012: $110,911Expenses 2012: $104,712Net Income 2012: $6,1992012Revenue 2013: $110,363Expenses 2013: $105,887Net Income 2013: $4,4762013Revenue 2014: $109,161Expenses 2014: $114,567Net Income 2014: -$5,4062014Revenue 2015: $100,424Expenses 2015: $81,565Net Income 2015: $18,8592015Revenue 2016: $151,332Expenses 2016: $104,645Net Income 2016: $46,6872016

Highlighted filing

2016

Revenue$151,332
Expenses$104,645
Net Income$46,687
Open 2016 Filing

Filings

Most recent year

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

Open filing
Assets
$104,087
Liabilities
$0
Net assets
$104,087
Revenue
$151,332
Expenses
$104,645
Net income
$46,687
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$1.51$1.05$0.47
2015Summary only. Only limited summary data is available for this year.$0.57$0.00$1.00$0.82$0.19
2014Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$1.09$1.15$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.00$0.44$1.10$1.06$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.00$0.39$1.11$1.05$0.06
2011Summary only. Only limited summary data is available for this year.$0.33$0.00$0.82$1.01$0.19
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.52$0.85$0.88$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 9, 2016
Return Version
2015v2.1
Gross Receipts
$173,187
Mission and Program Overview

Mission

To positively impact the lives of all children and families.

Program Services

DescriptionGrantsExpenses
PROVIDE SUPPORT TO THE LOMA VERDE ELEMENTARY SCHOOL TO FURTHER ENRICH THE CHILDRENS' LEARNING EXPERIENCE THROUGH EDUATIONAL PROGRAMS, ASSEMBLIES AND EVENTS.$0$104,645
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIAH FISHERPresidentPT$0--
JEN DALEVice PresidentPT$0--
CEZANNE FITZGERALDTreasurerPT$0--
JENNIFER CHRISTIANSecretaryPT$0--
LISA WESTINAuditorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Auction$96,427$96,427$11,728$84,699
Total Events$96,427$96,427$21,855$74,572
Filing and Contact Details

Filer

Filer Name
Pta California Congress of Parents
EIN
94-6181770
Phone
4158834681
Address
399 ALAMEDA DE LA LOMA, NOVATO, CA 94949

Signing Officer

Name
Mariah Fisher
Title
President
Phone
4158834681
Signed
2016-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Stephen J Delahunty CPA
Address
1500 GRANT AVE SUITE 200, NOVATO, CA 94945
Preparer
Tamara S Hull CPA
Phone
4158985300
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: program expenses. Amount: 104,645.”

Raw XML Appendix175 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum04158834681
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NOVATO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094949
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt057400
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0104087
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt076760
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt046687
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IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/FundraisingGrossIncomeAmt096427
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IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0104087
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARIAH FISHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEN DALE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CEZANNE FITZGERALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER CHRISTIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LISA WESTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4AUDITOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0104645
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SUPPORT TO THE LOMA VERDE ELEMENTARY SCHOOL TO FURTHER ENRICH THE CHILDRENS' LEARNING EXPERIENCE THROUGH EDUATIONAL PROGRAMS, ASSEMBLIES AND EVENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0104645
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt021855
IRS990EZ/SpecialEventsNetIncomeLossAmt074572
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt0104645
IRS990EZ/TotalRevenueAmt0151332
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt076760
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt059811
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt070079
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt076458
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt069947
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0353055
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt096427
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt040159
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt056654
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt054780
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0296630
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0649685
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0173187
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt099970
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0126733
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0125068
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0173187
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt099970
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0649685
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021855
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01350
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01350
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt096427
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt096427
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt096427
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt096427
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt074572
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011728
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011728
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt08777
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt08777
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 104,645.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIAH FISHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04158834681
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CALIFORNIA CONGRESS OF PARENTS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LOMA VERDE ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0946181770
ReturnHeader/Filer/PhoneNum04158834681
ReturnHeader/Filer/USAddress/AddressLine1Txt0399 ALAMEDA DE LA LOMA
ReturnHeader/Filer/USAddress/CityNm0NOVATO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094949
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942697002
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEPHEN J DELAHUNTY CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01500 GRANT AVE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NOVATO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094945
ReturnHeader/PreparerPersonGrp/PhoneNum04158985300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TAMARA S HULL CPA
ReturnHeader/ReturnTs02016-11-15T17:26:42-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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