Civic Intelligence

PTA California Congress of Parents

EIN 95-2593539 • 501(c)3 • Murrieta, CA

Profile

Train & support council & units

3939 Thirteenth StMurrieta, CA 92502
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 2017

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

88th percentile

46%

Higher net margin than 88% of similar nonprofits.

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

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 2014

Asset Growth

82nd percentile

35%

Faster asset growth than 82% of similar nonprofits.

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

Revenue Growth

48th percentile

-4.4%

Faster revenue growth than 48% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$61,421

Up $16,005 (+35%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin88th percentile

Revenue

Down

$47,269

Down $2,189 (-4.4%) from 2016

Expenses

Down

$25,507

Down $13,147 (-34%) from 2016

Net Income

Up

$21,762

Up $10,958 (+101%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

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

$80K$60K$40K$20K$0Assets 2011: $38,971Liabilities 2011: $0Net Assets 2011: $38,9712011Assets 2012: $28,785Liabilities 2012: $0Net Assets 2012: $28,7852012Assets 2013: $20,765Liabilities 2013: $0Net Assets 2013: $20,7652013Assets 2014: $39,116Liabilities 2014: $0Net Assets 2014: $39,1162014Assets 2015: $34,612Liabilities 2015: $0Net Assets 2015: $34,6122015Assets 2016: $45,416Liabilities 2016: $02016Assets 2017: $61,421Liabilities 2017: $02017

Highlighted filing

2017

Assets$61,421
Liabilities$0
Net Assets-
Open 2017 Filing

Operations Trend

Revenue Growth48th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $315,740Expenses 2011: $316,344Net Income 2011: -$6042011Expenses 2012: $340,3072012Revenue 2013: $336,751Expenses 2013: $344,771Net Income 2013: -$8,0202013Revenue 2014: $336,244Expenses 2014: $317,893Net Income 2014: $18,3512014Revenue 2015: $302,705Expenses 2015: $307,209Net Income 2015: -$4,5042015Revenue 2016: $49,458Expenses 2016: $38,654Net Income 2016: $10,8042016Revenue 2017: $47,269Expenses 2017: $25,507Net Income 2017: $21,7622017

Highlighted filing

2017

Revenue$47,269
Expenses$25,507
Net Income$21,762
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$61,421
Liabilities
$0
Net assets
-
Revenue
$47,269
Expenses
$25,507
Net income
$21,762
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Summary only. Only limited summary data is available for this year.$0.61$0.00$0.47$0.26$0.22
2016Summary only. Only limited summary data is available for this year.$0.45$0.00$0.49$0.39$0.11
2015Summary only. Only limited summary data is available for this year.$0.35$0.00$0.35$3.03$3.07$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$3.36$3.18$0.18
2013Summary only. Only limited summary data is available for this year.$0.21$0.00$0.21$3.37$3.45$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.00$0.29$3.40
2011Summary only. Only limited summary data is available for this year.$0.39$0.00$0.39$3.16$3.16$0.01
Latest Detailed Filing

The latest 2017 filing currently has summary financial data only. Showing the latest detailed filing from 2014 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 6, 2014
Return Version
2013v4.0
Gross Receipts
$336,244
Mission and Program Overview

Mission

Train & support council & units

Train $ support council & units

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$20,765$39,116▲ $18,351
Rtn Earn Endowment Incm Other Fnds$20,765$39,116▲ $18,351
Total Assets$20,765$39,116▲ $18,351
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$20,765$39,116▲ $18,351
Total Liabilities and Net Assets / Fund Balance$20,765$39,116▲ $18,351
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Cynthia RodriguezPresident
Robert AlexanderVice-President
Jerry SirotnakSecretary
Lisa SteklofTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$34,592
Program Service Revenue
$301,649
Investment Income
$3
Other Revenue
$0
Change in Net Assets
$18,351
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$299,795
Salaries, Compensation, and Employee Benefits$18,098
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$0$261,688$0$261,688
Other Salaries and Wages$0$16,812$0$16,812
Conferences and Meetings$4,553$0$0$4,553
Payroll Taxes$0$1,286$0$1,286
Other Expenses$0$882$0$882
Travel$0$646$0$646
Office Expenses$0$341$0$341
Fees for Services Accounting$0$200$0$200
Insurance$134$0$0$134
Total Functional Expenses$20,516$297,377$0$317,893
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

EIN
95-2593539
Phone
9515226289

Signing Officer

Name
Lisa Steklof
Title
Lisa Steklof
Phone
9515226289
Signed
2014-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sandy Ramirez
Formed
1943
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
1
Volunteers
40

Preparer

Preparer
Sinisa S Aleksic
Phone
9516563200
Supplemental Narrative

Additional Explanations

Pt VI, Line 18

“Upon Request”

Pt VI, Line 19

“Upon Request”

Pt VI, Line 11B

“Upon Request”

Pt V, Line 14B

“This is a PTA organization”

Pt VI, Line 19

“Upon Request”

Pt V, Line 3B

“There was no unrelated business income for 2011”

Pt VI, Line 1A

“No differences”

Pt VI, Line 6

“Members”

Pt VI, Line 7A

“Members vote for governing body”

Pt VI, Line 7B

“Members vote for governing body”

Raw XML Appendix329 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.

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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1012800 Pan Am Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Moreno Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0925531848
ReturnHeader/PreparerPersonGrp/PhoneNum09516563200
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SINISA S ALEKSIC
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-08-25T10:41:13-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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