Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc Workman Elementary PTA

990EZ • Fiscal year 2016 • EIN 95-3718758

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 06, 2016

Organization Profile
1941 East Workman AveCovina, CA 91723

(626) 383-9314

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

59th percentile

7.3%

Higher net margin than 59% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

80th percentile

36%

Faster asset growth than 80% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

81st percentile

35%

Faster revenue growth than 81% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$12,098

Up $3,231 (+36%) from 2015

Net Assets

Up

$12,098

Up $3,231 (+36%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin59th percentile

Revenue

Up

$44,460

Up $11,460 (+35%) from 2015

Expenses

Up

$41,229

Up $11,582 (+39%) from 2015

Net Income

Down

$3,231

Down $122 (-3.6%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$40K$30K$20K$10K$0Assets 2012: $8,225Liabilities 2012: $02012Assets 2015: $8,867Liabilities 2015: $0Net Assets 2015: $8,8672015Assets 2016: $12,098Liabilities 2016: $0Net Assets 2016: $12,0982016Assets 2017: $9,184Liabilities 2017: $0Net Assets 2017: $9,1842017Assets 2018: $5,271Liabilities 2018: $02018Assets 2019: $9,498Liabilities 2019: $02019Assets 2020: $17,299Liabilities 2020: $0Net Assets 2020: $17,2992020Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $19,547Liabilities 2023: $0Net Assets 2023: $19,5472023Assets 2024: $32,188Liabilities 2024: $0Net Assets 2024: $32,1882024Assets 2025: $6,278Liabilities 2025: $0Net Assets 2025: $6,2782025

Highlighted filing

2016

Assets$12,098
Liabilities$0
Net Assets$12,098
Open 2016 Filing

Operations Trend

Revenue Growth81st percentile

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

$100K$50K$0-$50KRevenue 2012: $49,067Expenses 2012: $49,877Net Income 2012: -$8102012Revenue 2015: $33,000Expenses 2015: $29,647Net Income 2015: $3,3532015Revenue 2016: $44,460Expenses 2016: $41,229Net Income 2016: $3,2312016Revenue 2017: $47,031Expenses 2017: $49,945Net Income 2017: -$2,9142017Revenue 2018: $38,592Expenses 2018: $42,505Net Income 2018: -$3,9132018Revenue 2019: $31,192Expenses 2019: $26,965Net Income 2019: $4,2272019Revenue 2020: $39,731Expenses 2020: $31,930Net Income 2020: $7,8012020Revenue 2022: $48,870Expenses 2022: $45,463Net Income 2022: $3,4072022Revenue 2023: $63,110Expenses 2023: $57,690Net Income 2023: $5,4202023Revenue 2024: $56,307Expenses 2024: $43,666Net Income 2024: $12,6412024Revenue 2025: $37,563Expenses 2025: $63,473Net Income 2025: -$25,9102025

Highlighted filing

2016

Revenue$44,460
Expenses$41,229
Net Income$3,231
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 6, 2016
Return Version
2015v2.1
Gross Receipts
$68,005
Mission and Program Overview

Mission

Education student support

Educational supportstudent activities

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT ENRICHMENTEDUCATIONAL PROGRAMS AND ASSEMBLIES THAT SUPPLEMENT AND ENHANCE SCHOOL ACTIVITIES-$30,619
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELLE MEZAPresidentPT$0--
WALT NALELSKI1st PresidentPT$0--
KELLY SCHWEDLERTreasurerPT$0--
OLGA BENJAMINSAuditorPT$0--
CAROL RUENPROMSecretaryPT$0--
OLGA ALVAREZ3rd Vice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Winter Fundr$24,547$24,547$12,633$11,914
Fall Fundrai$17,707$17,707$10,902$6,805
Total Events$42,254$42,254$24,720$17,534
Filing and Contact Details

Filer

Filer Name
Workman Avenue Elementary Pta
EIN
95-3718758
Address
1941 EAST WORKMAN AVE, COVINA, CA 91723

Signing Officer

Name
Kelly Schwedler
Title
Treasurer
Signed
2016-09-06
Discuss with paid preparer
Yes

Preparer

Firm
Albert E Jeffrey Tax
Address
4702 N DUXFORD AVE, COVINA, CA 91722
Preparer
Albert E Jeffrey
Phone
6269153408
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountspring carnival 6,656field trips 3,103yearbook 3,768student enrichment 3,388family event/parent enrichment 4,793red ribbon week 212reflections 241college t shirts 2,905hsa awards 1,172t-shirt sales 3,811staff enrichment 178asssemblies 3,005school gifts 881donation basket 274council assessment 125insurance state fee 216workshops/luncheons 1,117attorney general 25box tops 155california state convention 977council membership amount 2,682after school sales 569recycling 10membership 263tresurer 200president 207programs 52historian 31hospitality 60return deposit items lost 143state tax 10”

Raw XML Appendix167 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KELLY SCHWEDLER
IRS990EZ/BooksInCareOfDetail/PhoneNum06263839314
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01941 EAST WORKMAN AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0COVINA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091722
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08867
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012098
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03231
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08867
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012098
IRS990EZ/FundraisingGrossIncomeAmt042254
IRS990EZ/GrossReceiptsAmt068005
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0876
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08867
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012098
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08867
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012098
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt212.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt47.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHELLE MEZA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WALT NALELSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KELLY SCHWEDLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3OLGA BENJAMINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CAROL RUENPROM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5OLGA ALVAREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt53RD VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt041229
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL SUPPORTSTUDENT ACTIVITIES
IRS990EZ/ProgramServiceRevenueAmt024875
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORT ENRICHMENTEDUCATIONAL PROGRAMS AND ASSEMBLIES THAT SUPPLEMENT AND ENHANCE SCHOOL ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030619
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt023545
IRS990EZ/SpecialEventsNetIncomeLossAmt018709
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041229
IRS990EZ/TotalProgramServiceExpensesAmt030619
IRS990EZ/TotalRevenueAmt044460
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0876
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0715
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01510
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03101
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt067095
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt052804
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt069457
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0189356
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0192457
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt067971
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt053519
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt070967
IRS990ScheduleA/Total509Grp/TotalAmt0192457
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt067971
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt053519
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt070967
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0192457
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt0514
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt0671
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt01185
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024720
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAI
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WINTER FUNDR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017707
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt024547
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt042254
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017707
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt024547
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt042254
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017534
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt023535
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010902
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt012633
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTSPRING CARNIVAL 6,656FIELD TRIPS 3,103YEARBOOK 3,768STUDENT ENRICHMENT 3,388FAMILY EVENT/PARENT ENRICHMENT 4,793RED RIBBON WEEK 212REFLECTIONS 241COLLEGE T SHIRTS 2,905HSA AWARDS 1,172T-SHIRT SALES 3,811STAFF ENRICHMENT 178ASSSEMBLIES 3,005SCHOOL GIFTS 881DONATION BASKET 274COUNCIL ASSESSMENT 125INSURANCE STATE FEE 216WORKSHOPS/LUNCHEONS 1,117ATTORNEY GENERAL 25BOX TOPS 155CALIFORNIA STATE CONVENTION 977COUNCIL MEMBERSHIP AMOUNT 2,682AFTER SCHOOL SALES 569RECYCLING 10MEMBERSHIP 263TRESURER 200PRESIDENT 207PROGRAMS 52HISTORIAN 31HOSPITALITY 60RETURN DEPOSIT ITEMS LOST 143STATE TAX 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLY SCHWEDLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WORKMAN AVENUE ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0WORK
ReturnHeader/Filer/EIN0953718758
ReturnHeader/Filer/USAddress/AddressLine1Txt01941 EAST WORKMAN AVE
ReturnHeader/Filer/USAddress/CityNm0COVINA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091723
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0800202401
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALBERT E JEFFREY TAX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04702 N DUXFORD AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COVINA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091722
ReturnHeader/PreparerPersonGrp/PhoneNum06269153408
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALBERT E JEFFREY
ReturnHeader/ReturnTs02016-09-06T07:59:59-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,098
Liabilities
$0
Net assets
$12,098
Revenue
$44,460
Expenses
$41,229
Net income
$3,231
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.28$0.00$6.28$37.6$63.5$25.9
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.2$0.00$32.2$56.3$43.7$12.6
2023Detailed filing. Detailed filing data is available for this year.$19.5$0.00$19.5$63.1$57.7$5.42
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$48.9$45.5$3.41
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.3$0.00$17.3$39.7$31.9$7.80
2019Summary only. Only limited summary data is available for this year.$9.50$0.00$31.2$27.0$4.23
2018Summary only. Only limited summary data is available for this year.$5.27$0.00$38.6$42.5$3.91
2017Detailed filing. Detailed filing data is available for this year.$9.18$0.00$9.18$47.0$49.9$2.91
2016Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$44.5$41.2$3.23
2015Detailed filing. Detailed filing data is available for this year.$8.87$0.00$8.87$33.0$29.6$3.35
2012Summary only. Only limited summary data is available for this year.$8.23$0.00$49.1$49.9$0.81