Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2014 • EIN 94-6184127

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

35430 Blackburn Drive94560

(510) 861-0718

Siviq Scores

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

Liabilities / Assets

90th percentile

0.57x

Higher debt load relative to assets than 90% of similar nonprofits.

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

Liabilities / Revenue

80th percentile

0.08x

Higher debt load relative to revenue than 80% of similar nonprofits.

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

39th percentile

-3.0%

Faster asset growth than 39% of similar nonprofits.

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

Revenue Growth

45th percentile

-1.3%

Faster revenue growth than 45% of similar nonprofits.

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

Assets

Down

$10,063

Down $306 (-3.0%) from 2013

Net Assets

Up

$4,284

Up $1,801 (+73%) from 2013

Liabilities

Down

$5,779

Down $2,107 (-27%) from 2013

Revenue

Down

$69,665

Down $939 (-1.3%) from 2013

Expenses

Down

$67,864

Down $7,355 (-9.8%) from 2013

Net Income

Up

$1,801

Up $6,416 (+139%) from 2013

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2010: $15,181Liabilities 2010: $4,042Net Assets 2010: $11,1392010Assets 2011: $16,072Liabilities 2011: $6,2132011Assets 2012: $15,327Liabilities 2012: $8,229Net Assets 2012: $7,0982012Assets 2013: $10,369Liabilities 2013: $7,886Net Assets 2013: $2,4832013Assets 2014: $10,063Liabilities 2014: $5,779Net Assets 2014: $4,2842014Assets 2015: $7,187Liabilities 2015: $1,603Net Assets 2015: $5,5842015Assets 2016: $22,939Liabilities 2016: $743Net Assets 2016: $22,1962016Assets 2017: $32,060Liabilities 2017: $32,060Net Assets 2017: $8,8712017Assets 2018: $35,237Liabilities 2018: $0Net Assets 2018: $35,2372018Assets 2024: $23,544Net Assets 2024: $23,5442024

Highlighted filing

2014

Assets$10,063
Liabilities$5,779
Net Assets$4,284

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $72,510Expenses 2010: $75,251Net Income 2010: -$2,7412010Revenue 2011: $84,165Expenses 2011: $85,445Net Income 2011: -$1,2802011Revenue 2012: $69,209Expenses 2012: $71,970Net Income 2012: -$2,7612012Revenue 2013: $70,604Expenses 2013: $75,219Net Income 2013: -$4,6152013Revenue 2014: $69,665Expenses 2014: $67,864Net Income 2014: $1,8012014Revenue 2015: $74,254Expenses 2015: $72,954Net Income 2015: $1,3002015Revenue 2016: $68,869Expenses 2016: $53,280Net Income 2016: $15,5892016Revenue 2017: $67,534Expenses 2017: $58,663Net Income 2017: $8,8712017Revenue 2018: $48,316Expenses 2018: $44,889Net Income 2018: $3,4272018Revenue 2024: $59,830Expenses 2024: $60,979Net Income 2024: -$1,1492024

Highlighted filing

2014

Revenue$69,665
Expenses$67,864
Net Income$1,801
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 15, 2014
Return Version
2013v3.1
Gross Receipts
$69,665
Mission and Program Overview

Mission

Kennedy PTA provides funds to Kennedy Elementary school

Kennedy pta provides funds to kennedy elementary school for various projects and events.

Program Services

DescriptionGrantsExpenses
KENNEDY PTA CONTRIBUTED FUNDS TO KENNEDY ELEMENTARY SCHOOL PROJECTS SUCH AS: THE BEAUTIFICATION FUND, HARVEST FESTIVAL, FIELD DAY, AND CLASSROOM RELATED EXPENSES.-$66,108
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER MAKINPresident-$0--
LYNNE SIEBERT KLEINTreasurerPT$0--
THERESA GRUSHKINVolunteers-$0--
SHARON TOKUBOAuditor-$0--
GEOFF BURTONParliamentar-$0--
ANGIE BENSCOFundraising-$0--
MARLENE GEORGEMembership-$0--
Filing and Contact Details

Filer

EIN
94-6184127
Phone
5108610718

Signing Officer

Name
Lynne Klein
Title
Treasurer
Phone
5108610718
Signed
2014-11-15
Discuss with paid preparer
Yes

Preparer

Preparer
Marco Esquivel
Phone
5107925770
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses donation expense 142 harvest festival 1,118 scrip gift card program 42,160 fundraisers 5,928 class supplies 3,990 dues & subscription 1,026 repair 841 general office supplies 3,271 hospitality 252 insurance 202 kennedy pta website 294 membership dues 832 school activities 6,052 non-investment depreciation 721 total 66,829

Form 990-ez, Part II, Line 24

Other assets 11,064 11,064 less accumulated depreciation 8,887 9,608 total 2,177 1,456

Form 990-ez, Part II, Line 26

Payable to drama fund 5,428 5,322 payable to library fund 2,458 457

Form 990-ez, Part III

Kennedy pta provides funds to kennedy elementary school for various projects and events.

Form 990-ez, Part III, Line 28

Kennedy pta contributed funds to kennedy elementary school projects such as: the beautification fund, harvest festival, field day, and classroom related expenses.

Raw XML Appendix178 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0JENNIFER MAKIN
CompensationExplanation/CompensationExplanationGrp/PersonNm1LYNNE SIEBERT KLEIN
CompensationExplanation/CompensationExplanationGrp/PersonNm2THERESA GRUSHKIN
CompensationExplanation/CompensationExplanationGrp/PersonNm3SHARON TOKUBO
CompensationExplanation/CompensationExplanationGrp/PersonNm4GEOFF BURTON
CompensationExplanation/CompensationExplanationGrp/PersonNm5ANGIE BENSCO
CompensationExplanation/CompensationExplanationGrp/PersonNm6MARLENE GEORGE
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LYNN KLEIN
IRS990EZ/BooksInCareOfDetail/PhoneNum05104681216
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine105314 GREENWICH CT
IRS990EZ/BooksInCareOfDetail/USAddress/City0NEWARK
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode094560
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08192
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08607
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt012743
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01801
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01035
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010369
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IRS990EZ/GrossReceiptsAmt069665
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02075
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02483
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04284
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER MAKIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LYNNE SIEBERT KLEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2THERESA GRUSHKIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHARON TOKUBO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GEOFF BURTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANGIE BENSCO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARLENE GEORGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VOLUNTEERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PARLIAMENTAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBERSHIP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02177
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01456
IRS990EZ/OtherExpensesTotalAmt066829
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0KENNEDY PTA PROVIDES FUNDS TO KENNEDY ELEMENTARY SCHOOL FOR VARIOUS PROJECTS AND EVENTS.
IRS990EZ/ProgramServiceRevenueAmt054847
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0KENNEDY PTA CONTRIBUTED FUNDS TO KENNEDY ELEMENTARY SCHOOL PROJECTS SUCH AS: THE BEAUTIFICATION FUND, HARVEST FESTIVAL, FIELD DAY, AND CLASSROOM RELATED EXPENSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt066108
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07886
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05779
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt067864
IRS990EZ/TotalProgramServiceExpensesAmt066108
IRS990EZ/TotalRevenueAmt069665
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.KENNEDY-NUSD-CA.SCHOOLLOOP.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt012743
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09772
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08581
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09295
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt017994
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt058385
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt066301
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt070818
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt073464
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt074870
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt054515
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0339968
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.20930
IRS990ScheduleA/PublicSupportPY509Pct00.22640
IRS990ScheduleA/PublicSupportTotal509Amt083385
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt061301
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt065818
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt068464
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt069870
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt049515
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0314968
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt061301
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt065818
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt068464
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt069870
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt049515
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0314968
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt079044
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt080590
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt082045
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt084165
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt072509
IRS990ScheduleA/Total509Grp/TotalAmt0398353
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt079044
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt080590
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt082045
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt084165
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt072509
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0398353
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES DONATION EXPENSE 142 HARVEST FESTIVAL 1,118 SCRIP GIFT CARD PROGRAM 42,160 FUNDRAISERS 5,928 CLASS SUPPLIES 3,990 DUES & SUBSCRIPTION 1,026 REPAIR 841 GENERAL OFFICE SUPPLIES 3,271 HOSPITALITY 252 INSURANCE 202 KENNEDY PTA WEBSITE 294 MEMBERSHIP DUES 832 SCHOOL ACTIVITIES 6,052 NON-INVESTMENT DEPRECIATION 721 TOTAL 66,829
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER ASSETS 11,064 11,064 LESS ACCUMULATED DEPRECIATION 8,887 9,608 TOTAL 2,177 1,456
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PAYABLE TO DRAMA FUND 5,428 5,322 PAYABLE TO LIBRARY FUND 2,458 457
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3KENNEDY PTA PROVIDES FUNDS TO KENNEDY ELEMENTARY SCHOOL FOR VARIOUS PROJECTS AND EVENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4KENNEDY PTA CONTRIBUTED FUNDS TO KENNEDY ELEMENTARY SCHOOL PROJECTS SUCH AS: THE BEAUTIFICATION FUND, HARVEST FESTIVAL, FIELD DAY, AND CLASSROOM RELATED EXPENSES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LYNNE KLEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05108610718
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10KENNEDY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0946184127
ReturnHeader/Filer/PhoneNum05108610718
ReturnHeader/Filer/USAddress/AddressLine1035430 BLACKBURN DRIVE
ReturnHeader/Filer/USAddress/City0NEWARK
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094560
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943103728
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10FINCK RUDNICK AND COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1039510 PASEO PADRE PARKWAY SUITE 26
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0FREMONT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode094538
ReturnHeader/PreparerPersonGrp/PhoneNum05107925770
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARCO ESQUIVEL
ReturnHeader/ReturnTs02014-11-12T16:00:17-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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Filings