Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2015 • EIN 94-6184127

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

35430 Blackburn DriveNewark, CA 94560

(510) 861-0718

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.22x

Higher debt load relative to assets than 83% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

69th percentile

0.02x

Higher debt load relative to revenue than 69% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

46th percentile

1.8%

Higher net margin than 46% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

15th percentile

-29%

Faster asset growth than 15% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

58th percentile

6.6%

Faster revenue growth than 58% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$7,187

Down $2,876 (-29%) from 2014

Net Assets

Up

$5,584

Up $1,300 (+30%) from 2014

Liabilities

Down

$1,603

Down $4,176 (-72%) from 2014

Revenue

Up

$74,254

Up $4,589 (+6.6%) from 2014

Expenses

Up

$72,954

Up $5,090 (+7.5%) from 2014

Net Income

Down

$1,300

Down $501 (-28%) from 2014

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

2015

Assets$7,187
Liabilities$1,603
Net Assets$5,584

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

2015

Revenue$74,254
Expenses$72,954
Net Income$1,300
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 15, 2015
Return Version
2014v5.0
Gross Receipts
$74,254
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.-$20,578
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE MEDRANOPresident-$0--
LYNNE SIEBERT KLEINTreasurerPT$0--
THERESA GRUSHKINVolunteers-$0--
SHARON TOKUBOAuditor-$0--
GEOFF BURTONParliamentar-$0--
TINA PATELFundraising-$0--
MARLENE GEORGEMembership-$0--
Filing and Contact Details

Filer

Filer Name
Kennedy Pta
EIN
94-6184127
Phone
5108610718
Address
35430 BLACKBURN DRIVE, NEWARK, CA 94560

Signing Officer

Name
Lynne Klein
Title
Treasurer
Phone
5108610718
Signed
2015-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Finck Rudnick and Company
Address
39510 PASEO PADRE PARKWAY SUITE 26, FREMONT, CA 94538
Preparer
Marco Esquivel
Phone
5107925770
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses scrip gift cards 43,971 walk-a-thon 111 friday treats 370 art auction 123 repair 4,886 general office supplies 3,223 hospitality 197 pta insurance 209 kennedy pta website 703 membership admin 159 school events activities 6,920 magazines 483 class supplies 3,553 fundraiser 4,736 performing arts expense 149 non-investment depreciation 2,126 total 71,919

Form 990-ez, Part II, Line 24

Other assets 11,064 12,714 less accumulated depreciation 9,608 11,734 total 1,456 980

Form 990-ez, Part II, Line 26

Payable to library fund 5,322 0 payable to drama fund 457 1,603

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 Appendix172 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/USAddress/CityNm0NEWARK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094560
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JULIE MEDRANO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHARON TOKUBO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GEOFF BURTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TINA PATEL
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/BOYAmt01456
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0980
IRS990EZ/OtherExpensesTotalAmt071919
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0KENNEDY PTA PROVIDES FUNDS TO KENNEDY ELEMENTARY SCHOOL FOR VARIOUS PROJECTS AND EVENTS.
IRS990EZ/ProgramServiceRevenueAmt072497
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/ProgramServiceExpensesAmt020578
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08581
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt069870
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt082045
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt084165
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0408415
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SCRIP GIFT CARDS 43,971 WALK-A-THON 111 FRIDAY TREATS 370 ART AUCTION 123 REPAIR 4,886 GENERAL OFFICE SUPPLIES 3,223 HOSPITALITY 197 PTA INSURANCE 209 KENNEDY PTA WEBSITE 703 MEMBERSHIP ADMIN 159 SCHOOL EVENTS ACTIVITIES 6,920 MAGAZINES 483 CLASS SUPPLIES 3,553 FUNDRAISER 4,736 PERFORMING ARTS EXPENSE 149 NON-INVESTMENT DEPRECIATION 2,126 TOTAL 71,919
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER ASSETS 11,064 12,714 LESS ACCUMULATED DEPRECIATION 9,608 11,734 TOTAL 1,456 980
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PAYABLE TO LIBRARY FUND 5,322 0 PAYABLE TO DRAMA FUND 457 1,603
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/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LYNNE KLEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05108610718
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KENNEDY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0946184127
ReturnHeader/Filer/PhoneNum05108610718
ReturnHeader/Filer/USAddress/AddressLine1Txt035430 BLACKBURN DRIVE
ReturnHeader/Filer/USAddress/CityNm0NEWARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094560
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943103728
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FINCK RUDNICK AND COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt039510 PASEO PADRE PARKWAY SUITE 26
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FREMONT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094538
ReturnHeader/PreparerPersonGrp/PhoneNum05107925770
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARCO ESQUIVEL
ReturnHeader/ReturnTs02015-11-13T16:53:09-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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Filings