Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2017 • EIN 94-6184127

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 10, 2017

Organization ProfileWWW.KENNEDY-NUSD-CA.SCHOOLLOOP.COM
35430 Blackburn DriveNewark, CA 94560

(510) 842-6636

Siviq Scores

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

Liabilities / Assets

94th percentile

1.00x

Higher debt load relative to assets than 94% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

92nd percentile

0.47x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

82nd percentile

40%

Faster asset growth than 82% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

45th percentile

-1.9%

Faster revenue growth than 45% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$32,060

Up $9,121 (+40%) from 2016

Net Assets

Down

$8,871

Down $13,325 (-60%) from 2016

Liabilities

Up

$32,060

Up $31,317 (+4215%) from 2016

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin68th percentile

Revenue

Down

$67,534

Down $1,335 (-1.9%) from 2016

Expenses

Up

$58,663

Up $5,383 (+10%) from 2016

Net Income

Down

$8,871

Down $6,718 (-43%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2017

Assets$32,060
Liabilities$32,060
Net Assets$8,871
Open 2017 Filing

Operations Trend

Revenue Growth45th 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

2017

Revenue$67,534
Expenses$58,663
Net Income$8,871
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 10, 2017
Return Version
2016v3.0
Gross Receipts
$67,534
Mission and Program Overview

Mission

Kennedy PTA provides funds to Kennedy Elementary school

Program Services

DescriptionGrantsExpenses
SCHOOL PTA$410$63,924
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE MEDRANOPresident-$0--
TINA PATELTreasurerPT$0--
SHARON TOKUBOAuditor-$0--
JENNIFER TREATSecratary-$0--
JULIE MEDRANOMembership-$0--
Filing and Contact Details

Filer

Filer Name
Kennedy Pta
EIN
94-6184127
In Care Of
% SUSANNE R WILLIAMS
Phone
5108426636
Address
35430 BLACKBURN DRIVE, NEWARK, CA 94560

Signing Officer

Name
Susanne R Williams
Title
Ms
Phone
5108426636
Signed
2017-11-10
Discuss with paid preparer
No

Preparer

Firm
United Tax
Address
5869 Jarvis Ave, Newark, CA 94560
Preparer
Meenakshi Jain
Phone
5107130829
Supplemental Narrative

Additional Explanations

Part I Line 16

“Insurance $221.00”

Part I Line 16

“EVENTS $7410.00”

Part I Line 16

“Classroom supplies $10346.00”

Part I Line 16

“FEILDTRIPS $3916.00”

Part I Line 16

“GIFTS & PRIZES $508.00”

Part II Line 24

“Inventories for sale or use. Beginning:$0.00 Ending: $250.00”

Part II Line 26

“Grants payable. Beginning:$22939.00 Ending: $32060.00”

Raw XML Appendix153 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/PersonNm0SUSANNE R WILLIAMS
IRS990EZ/BooksInCareOfDetail/PhoneNum05108426636
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt035430 BLACKBURN DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEWARK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094560
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022939
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031810
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt064334
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08871
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt035580
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022939
IRS990EZ/Form990TotalAssetsGrp/EOYAmt032060
IRS990EZ/GrossReceiptsAmt067534
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03200
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08871
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.000
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/PersonNm0JULIE MEDRANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TINA PATEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHARON TOKUBO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER TREAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JULIE MEDRANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRATARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBERSHIP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0250
IRS990EZ/OtherExpensesTotalAmt023083
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PrimaryExemptPurposeTxt0Kennedy PTA provides funds to Kennedy Elementary school
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOOL PTA
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0410
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt063924
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt022939
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt032060
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058663
IRS990EZ/TotalProgramServiceExpensesAmt063924
IRS990EZ/TotalRevenueAmt067534
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02274
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0515
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt012743
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09772
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt064334
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt068869
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt082056
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt066301
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt070818
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $221.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EVENTS $7410.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CLASSROOM SUPPLIES $10346.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FEILDTRIPS $3916.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GIFTS & PRIZES $508.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Inventories for sale or use. Beginning:$0.00 Ending: $250.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Grants payable. Beginning:$22939.00 Ending: $32060.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part II Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part II Line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSANNE R WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MS
ReturnHeader/BusinessOfficerGrp/PhoneNum05108426636
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KENNEDY PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PTA
ReturnHeader/Filer/BusinessNameControlTxt0KENN
ReturnHeader/Filer/EIN0946184127
ReturnHeader/Filer/InCareOfNm0% SUSANNE R WILLIAMS
ReturnHeader/Filer/PhoneNum05108426636
ReturnHeader/Filer/USAddress/AddressLine1Txt035430 BLACKBURN DRIVE
ReturnHeader/Filer/USAddress/CityNm0NEWARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094560
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09F3E05607268D6C13D45852DB78D9ECDE026B6DE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09F3E05607268D6C13D45852DB78D9ECDE026B6DE
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId094458220173108877475
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-06
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0170.178.140.74
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463872139
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0United Tax
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05869 Jarvis Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Newark
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094560
ReturnHeader/PreparerPersonGrp/PhoneNum05107130829
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MEENAKSHI JAIN
ReturnHeader/ReturnTs02017-11-09T18:32:00-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,060
Liabilities
$32,060
Net assets
$8,871
Revenue
$67,534
Expenses
$58,663
Net income
$8,871
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