Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2013 • EIN 94-6184127

Jul 01, 2012 to Jun 30, 2013 • Filed on Jan 24, 2014

Organization ProfileWWW.KENNEDY-NUSD-CA.SCHOOLLOOP.COM
35430 Blackburn Drive94560
Siviq Scores

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

Liabilities / Assets

92nd percentile

0.76x

Higher debt load relative to assets than 92% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

82nd percentile

0.11x

Higher debt load relative to revenue than 82% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

28th percentile

-6.5%

Higher net margin than 28% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

14th percentile

-32%

Faster asset growth than 14% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

51st percentile

2.0%

Faster revenue growth than 51% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$10,369

Down $4,958 (-32%) from 2012

Net Assets

Down

$2,483

Down $4,615 (-65%) from 2012

Liabilities

Down

$7,886

Down $343 (-4.2%) from 2012

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin28th percentile

Revenue

Up

$70,604

Up $1,395 (+2.0%) from 2012

Expenses

Up

$75,219

Up $3,249 (+4.5%) from 2012

Net Income

Down

-$4,615

Down $1,854 (-67%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

2013

Assets$10,369
Liabilities$7,886
Net Assets$2,483
Open 2013 Filing

Operations Trend

Revenue Growth51st percentile

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

2013

Revenue$70,604
Expenses$75,219
Net Income-$4,615
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Jan 24, 2014
Return Version
2012v3.0
Mission and Program Overview

Mission

Kennedy PTA provides funds to Kennedy Elementary school

Filing and Contact Details

Filer

EIN
94-6184127
Raw XML Appendix177 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/Compensation/PersonName0JENNIFER MAKIN
CompensationExplanation/Compensation/PersonName1LYNNE SIEBERT KLEIN
CompensationExplanation/Compensation/PersonName2THERESA GRUSHKIN
CompensationExplanation/Compensation/PersonName3SHARON TOKUBO
CompensationExplanation/Compensation/PersonName4GEOFF BURTON
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY014285
IRS990EZ/CashSavingsAndInvestments/EOY08192
IRS990EZ/ContributionsGiftsGrantsEtc09772
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-4615
IRS990EZ/FeesAndOthPymtToIndContractors0850
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/GrossReceipts070604
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MembershipDues01590
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY07098
IRS990EZ/NetAssetsOrFundBalancesBOY07098
IRS990EZ/NetAssetsOrFundBalances/EOY02483
IRS990EZ/NetAssetsOrFundBalancesEOY02483
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition01.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition15.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition21.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition31.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition41.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0JENNIFER MAKIN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1LYNNE SIEBERT KLEIN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2THERESA GRUSHKIN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3SHARON TOKUBO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4GEOFF BURTON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3AUDITOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4VP OF MEMBER
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY01042
IRS990EZ/OtherAssetsTotal/EOY02177
IRS990EZ/OtherExpensesTotal074369
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0KENNEDY PTA PROVIDES FUNDS TO KENNEDY ELEMENTARY SCHOOL FOR VARIOUS PROJECTS AND EVENTS.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0KENNEDY PTA CONTRIBUTED FUNDS TO KENNEDY ELEMENTARY SCHOOL PROJECTS SUCH AS: THE BEAUTIFICATION FUND, HARVEST FESTIVAL, FIELD DAY, AND CLASSROOM RELATED EXPENSES.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1DEPRECIATION EXPENSE FOR ASSETS PLACED IN SERVICE ON 2/6/2013.
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses071625
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses12216
IRS990EZ/ProgramServiceRevenue059242
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/StatesWhereCopyOfReturnIsFiled0CA
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/BOY08229
IRS990EZ/SumOfTotalLiabilities/EOY07886
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine105314 GREENWICH CT
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0NEWARK
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode094560
IRS990EZ/TheBooksAreInCareOf/NamePerson0LYNN KLEIN
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber05104681216
IRS990EZ/TotalAssets/BOY015327
IRS990EZ/TotalAssets/EOY010369
IRS990EZ/TotalExpenses075219
IRS990EZ/TotalProgramServiceExpenses073841
IRS990EZ/TotalRevenue070604
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0WWW.KENNEDY-NUSD-CA.SCHOOLLOOP.COM
IRS990ScheduleA/AmtsFromSubstContributors/CurrentTaxYear065818
IRS990ScheduleA/AmtsFromSubstContributors/CurrentTaxYearMinus1Year068464
IRS990ScheduleA/AmtsFromSubstContributors/CurrentTaxYearMinus2Years069870
IRS990ScheduleA/AmtsFromSubstContributors/CurrentTaxYearMinus3Years049515
IRS990ScheduleA/AmtsFromSubstContributors/CurrentTaxYearMinus4Years032251
IRS990ScheduleA/AmtsFromSubstContributors/Total0285918
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear09772
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year08581
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years09295
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years017994
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years013043
IRS990ScheduleA/GiftsGrantsContribReceived509/Total058685
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear070818
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year073464
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years074870
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years054515
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years037251
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total0310918
IRS990ScheduleA/InvestmentIncomePercentage00.00000
IRS990ScheduleA/PriorYearSupportPercentage00.23840
IRS990ScheduleA/PrivateFoundation5090X
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.22640
IRS990ScheduleA/PublicSupportTotal509083685
IRS990ScheduleA/SupportFromDQPsEtc/CurrentTaxYear065818
IRS990ScheduleA/SupportFromDQPsEtc/CurrentTaxYearMinus1Year068464
IRS990ScheduleA/SupportFromDQPsEtc/CurrentTaxYearMinus2Years069870
IRS990ScheduleA/SupportFromDQPsEtc/CurrentTaxYearMinus3Years049515
IRS990ScheduleA/SupportFromDQPsEtc/CurrentTaxYearMinus4Years032251
IRS990ScheduleA/SupportFromDQPsEtc/Total0285918
IRS990ScheduleA/Total509/CurrentTaxYear080590
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year082045
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years084165
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years072509
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years050294
IRS990ScheduleA/Total509/Total0369603
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear080590
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year082045
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years084165
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years072509
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years050294
IRS990ScheduleA/TotalSupportTotal/Total0369603
IRS990ScheduleO/GeneralExplanation/Explanation0EXPENSES ARTS PROGRAM 2,500 CLASS SUPPLIES 5,707 CLAYTON RICE SCHOLARSHIPS 1,000 DUES & SUBSCRIPTION 998 FIELD DAY 1,063 FIELD TRIPS/IN SCHOOL 3,215 FUNDRAISERS 9,148 GENERAL OFFICE SUPPLIES 2,558 HARVEST FESTIVAL 1,039 HONOR ROLL RECOGNITION 1,195 HOSPITALITY 388 INSURANCE 199 KENNEDY PTA WEBSITE 522 MEMBERSHIP DUES 636 SCHOOL ACTIVITIES 1,186 SCRIP GIFT CARD PROGRAM 40,020 TEACHER APPRECIATION 251 NON-INVESTMENT DEPRECIATION 2,744 TOTAL 74,369
IRS990ScheduleO/GeneralExplanation/Explanation1OTHER ASSETS 7,185 11,064 LESS ACCUMULATED DEPRECIATION 6,143 8,887 TOTAL 1,042 2,177
IRS990ScheduleO/GeneralExplanation/Explanation2PAYABLE TO DRAMA FUND 6,500 5,428 PAYABLE TO LIBRARY FUND 1,729 2,458
IRS990ScheduleO/GeneralExplanation/Explanation3KENNEDY PTA PROVIDES FUNDS TO KENNEDY ELEMENTARY SCHOOL FOR VARIOUS PROJECTS AND EVENTS.
IRS990ScheduleO/GeneralExplanation/Explanation4KENNEDY PTA CONTRIBUTED FUNDS TO KENNEDY ELEMENTARY SCHOOL PROJECTS SUCH AS: THE BEAUTIFICATION FUND, HARVEST FESTIVAL, FIELD DAY, AND CLASSROOM RELATED EXPENSES.
IRS990ScheduleO/GeneralExplanation/Explanation5DEPRECIATION EXPENSE FOR ASSETS PLACED IN SERVICE ON 2/6/2013.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER LIABILITIES
IRS990ScheduleO/GeneralExplanation/Identifier3PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/GeneralExplanation/Identifier4FIRST ACCOMPLISHMENT
IRS990ScheduleO/GeneralExplanation/Identifier5ALL OTHER ACCOMPLISHMENT
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART III
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0946184127
ReturnHeader/Filer/Name/BusinessNameLine10KENNEDY PTA
ReturnHeader/Filer/NameControl0PTAC
ReturnHeader/Filer/Phone05108610718
ReturnHeader/Filer/USAddress/AddressLine1035430 BLACKBURN DRIVE
ReturnHeader/Filer/USAddress/City0NEWARK
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094560
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02014-01-24
ReturnHeader/Officer/Name0LYNNE KLEIN
ReturnHeader/Officer/Phone05108610718
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02014-01-24
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10FINCK RUDNICK AND COMPANY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1039510 PASEO PADRE PARKWAY SUITE 26
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0FREMONT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode094538
ReturnHeader/Preparer/Name0BRADLEY RUDNICK
ReturnHeader/Preparer/Phone05107925770
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02015-02-23T17:19:52-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$10,369
Liabilities
$7,886
Net assets
$2,483
Revenue
$70,604
Expenses
$75,219
Net income
-$4,615
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$23.5$23.5$59.8$61.0$1.15
2018Detailed filing. Detailed filing data is available for this year.$35.2$0.00$35.2$48.3$44.9$3.43
2017Detailed filing. Detailed filing data is available for this year.$32.1$32.1$8.87$67.5$58.7$8.87
2016Detailed filing. Detailed filing data is available for this year.$22.9$0.74$22.2$68.9$53.3$15.6
2015Detailed filing. Detailed filing data is available for this year.$7.19$1.60$5.58$74.3$73.0$1.30
2014Detailed filing. Detailed filing data is available for this year.$10.1$5.78$4.28$69.7$67.9$1.80
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.4$7.89$2.48$70.6$75.2$4.62
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.3$8.23$7.10$69.2$72.0$2.76
2011Summary only. Only limited summary data is available for this year.$16.1$6.21$84.2$85.4$1.28
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.2$4.04$11.1$72.5$75.3$2.74