Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2017 • EIN 95-3718758

Jul 01, 2016 to Jun 30, 2017 • Filed on Dec 13, 2017

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

54th percentile

0.00x

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

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

Liabilities / Revenue

54th percentile

0.00x

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

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

Net Margin

28th percentile

-6.2%

Higher net margin than 28% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

18th percentile

-24%

Faster asset growth than 18% of similar nonprofits.

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

Revenue Growth

57th percentile

5.8%

Faster revenue growth than 57% of similar nonprofits.

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

Assets

Down

$9,184

Down $2,914 (-24%) from 2016

Net Assets

Down

$9,184

Down $2,914 (-24%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$47,031

Up $2,571 (+5.8%) from 2016

Expenses

Up

$49,945

Up $8,716 (+21%) from 2016

Net Income

Down

-$2,914

Down $6,145 (-190%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$9,184
Liabilities$0
Net Assets$9,184

Operations Trend

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

2017

Revenue$47,031
Expenses$49,945
Net Income-$2,914
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 13, 2017
Return Version
2016v3.0
Gross Receipts
$69,750
Mission and Program Overview

Mission

Child Advocacy

Educational supportstudent activities

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT ENRICHMENTEDUCATIONAL PROGRAMS AND ASSEMBLIES THAT SUPPLEMENT AND ENHANCE SCHOOL ACTIVITIES-$44,423
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MECHELLE MEZAPresidentPT$0--
WALT NAKELSKI1st PresidentPT$0--
RAYANNA GONZALEZTreasurerPT$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$25,648$25,648$12,060$13,588
Fall Fundrai$18,787$18,787$10,659$8,128
Total Events$44,435$44,435$22,719$21,716
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
Rayanna Gonzalez
Title
Treasurer
Signed
2017-12-13
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 amountfield trips 3,818yearbook 3,331student enrichment 9,058family event/parent enrichment 12,101red ribbon week 196college t shirts 2,676hsa awards 336t-shirt sales 3,611staff enrichment 456asssemblies 3,875council assessment 125insurance state fee 221workshops/luncheons 935attorney general 25box tops 67council membership amount 2,730after school sales 110tresurer 165president 425bank fees 112state tax 10tax preperation 150print ship 99buses 3,700classroom grants 1,175officer expenses 438

Raw XML Appendix175 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/BOYAmt012098
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09184
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2914
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012098
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09184
IRS990EZ/FundraisingGrossIncomeAmt044435
IRS990EZ/GrossReceiptsAmt069750
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0876
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012098
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09184
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012098
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09184
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/PersonNm0MECHELLE MEZA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WALT NAKELSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RAYANNA GONZALEZ
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/OtherExpensesTotalAmt049945
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL SUPPORTSTUDENT ACTIVITIES
IRS990EZ/ProgramServiceRevenueAmt024439
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORT ENRICHMENTEDUCATIONAL PROGRAMS AND ASSEMBLIES THAT SUPPLEMENT AND ENHANCE SCHOOL ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt044423
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt022719
IRS990EZ/SpecialEventsNetIncomeLossAmt021716
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt049945
IRS990EZ/TotalProgramServiceExpensesAmt044423
IRS990EZ/TotalRevenueAmt047031
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0876
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0876
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0715
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01510
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03977
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt069750
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt067095
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt052804
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt069457
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0259106
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0263083
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt070626
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt067971
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt053519
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt070967
IRS990ScheduleA/Total509Grp/TotalAmt0263083
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt070626
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt067971
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt053519
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt070967
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0263083
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022719
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAI
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WINTER FUNDR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018787
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt025648
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt044435
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018787
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt025648
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt044435
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt021716
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt022719
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010659
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt012060
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTFIELD TRIPS 3,818YEARBOOK 3,331STUDENT ENRICHMENT 9,058FAMILY EVENT/PARENT ENRICHMENT 12,101RED RIBBON WEEK 196COLLEGE T SHIRTS 2,676HSA AWARDS 336T-SHIRT SALES 3,611STAFF ENRICHMENT 456ASSSEMBLIES 3,875COUNCIL ASSESSMENT 125INSURANCE STATE FEE 221WORKSHOPS/LUNCHEONS 935ATTORNEY GENERAL 25BOX TOPS 67COUNCIL MEMBERSHIP AMOUNT 2,730AFTER SCHOOL SALES 110TRESURER 165PRESIDENT 425BANK FEES 112STATE TAX 10TAX PREPERATION 150PRINT SHIP 99BUSES 3,700CLASSROOM GRANTS 1,175OFFICER EXPENSES 438
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RAYANNA GONZALEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-13
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/FilingSecurityInformation/AtSubmissionCreationDeviceId04425294CDEE17D28B3E53B522FAF570638C5AC04
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04425294CDEE17D28B3E53B522FAF570638C5AC04
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId09632312017347xkp3mqr
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-12-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.157.209.240
ReturnHeader/FilingSecurityInformation/IPDt02017-12-13
ReturnHeader/FilingSecurityInformation/IPTm012:51:01
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/PreparationDt02017-12-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALBERT E JEFFREY
ReturnHeader/ReturnTs02017-12-13T12:15:15-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings