Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2017 • EIN 95-3747871

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 25, 2017

Organization ProfileN/A
150 N Associated RoadBrea, CA 92821

(714) 990-3221

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

54th percentile

5.2%

Higher net margin than 54% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% 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

77th percentile

30%

Faster asset growth than 77% of similar nonprofits.

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

Revenue Growth

51st percentile

1.5%

Faster revenue growth than 51% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$19,387

Up $4,478 (+30%) from 2016

Net Assets

Up

$19,387

Up $4,478 (+30%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin54th percentile

Revenue

Up

$85,800

Up $1,241 (+1.5%) from 2016

Expenses

Down

$81,322

Down $6,284 (-7.2%) from 2016

Net Income

Up

$4,478

Up $7,525 (+247%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$30K$20K$10K$0Assets 2013: $17,175Liabilities 2013: $02013Assets 2014: $20,902Liabilities 2014: $02014Assets 2015: $17,955Liabilities 2015: $02015Assets 2016: $14,909Net Assets 2016: $14,9092016Assets 2017: $19,387Net Assets 2017: $19,3872017Assets 2018: $12,995Net Assets 2018: $12,9952018Assets 2019: $13,860Net Assets 2019: $13,8602019Assets 2020: $14,751Net Assets 2020: $14,7512020Assets 2021: $12,639Liabilities 2021: $02021Assets 2022: $12,574Liabilities 2022: $02022Assets 2023: $23,041Net Assets 2023: $23,0412023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2017

Assets$19,387
Liabilities-
Net Assets$19,387
Open 2017 Filing

Operations Trend

Revenue Growth51st percentile

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

$100K$50K$0-$50KRevenue 2013: $45,047Expenses 2013: $43,116Net Income 2013: $1,9312013Revenue 2014: $49,349Expenses 2014: $46,437Net Income 2014: $2,9122014Revenue 2015: $51,548Expenses 2015: $54,536Net Income 2015: -$2,9882015Revenue 2016: $84,559Expenses 2016: $87,606Net Income 2016: -$3,0472016Revenue 2017: $85,800Expenses 2017: $81,322Net Income 2017: $4,4782017Revenue 2018: $70,584Expenses 2018: $76,976Net Income 2018: -$6,3922018Revenue 2019: $74,797Expenses 2019: $73,931Net Income 2019: $8662019Revenue 2020: $76,647Expenses 2020: $75,756Net Income 2020: $8912020Revenue 2021: $34,944Expenses 2021: $37,056Net Income 2021: -$2,1122021Revenue 2022: $69,913Expenses 2022: $69,978Net Income 2022: -$652022Revenue 2023: $86,897Expenses 2023: $76,430Net Income 2023: $10,4672023Revenue 2024: $74,810Expenses 2024: $97,851Net Income 2024: -$23,0412024

Highlighted filing

2017

Revenue$85,800
Expenses$81,322
Net Income$4,478
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 25, 2017
Return Version
2016v3.0
Gross Receipts
$85,800
Mission and Program Overview

Mission

Brea country hills elementary pta supports the activities and educational programs at brea country hills elementary school.

Program Services

DescriptionGrantsExpenses
BREA COUNTRY HILLS ELEMENTARY PTA SUPPORTS THE ACTIVITIES AND EDUCATIONAL PROGRAMS AT BREA COUNTRY HILLS ELEMENTARY SCHOOL.-$20,014
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEANA MILLERPresident-$0--
CHRIS LAUSecretary-$0--
MELINDA GUTIERREZTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Brea Country Hills Elementary Pta
EIN
95-3747871
Phone
7149903221
Address
150 N ASSOCIATED ROAD, BREA, CA 92821

Signing Officer

Name
Melinda Gutierrez
Title
Treasurer
Phone
7149903221
Signed
2017-09-25
Discuss with paid preparer
Yes

Preparer

Firm
Kevin N Frazier CPA
Address
1250 N LAKEVIEW AVE STE K, ANAHEIM, CA 92807-1801
Preparer
Kevin Todd Frazier
Phone
7147798699
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses supplies and general exp 29,881 fundraising events 31,427 program expense 20,014 total 81,322”

Form 990-ez, Part III

“Brea country hills elementary pta supports the activities and educational programs at brea country hills elementary school.”

Raw XML Appendix101 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/PersonNm0BREA COUNTRY HILLS PTA TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum07149903221
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0150 N ASSOCIATED ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BREA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0928214669
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014909
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019387
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04478
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014909
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019387
IRS990EZ/GrossReceiptsAmt085800
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014909
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019387
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014909
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019387
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEANA MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRIS LAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MELINDA GUTIERREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt081322
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0BREA COUNTRY HILLS ELEMENTARY PTA SUPPORTS THE ACTIVITIES AND EDUCATIONAL PROGRAMS AT BREA COUNTRY HILLS ELEMENTARY SCHOOL.
IRS990EZ/ProgramServiceRevenueAmt085800
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BREA COUNTRY HILLS ELEMENTARY PTA SUPPORTS THE ACTIVITIES AND EDUCATIONAL PROGRAMS AT BREA COUNTRY HILLS ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020014
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt081322
IRS990EZ/TotalProgramServiceExpensesAmt020014
IRS990EZ/TotalRevenueAmt085800
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SUPPLIES AND GENERAL EXP 29,881 FUNDRAISING EVENTS 31,427 PROGRAM EXPENSE 20,014 TOTAL 81,322
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BREA COUNTRY HILLS ELEMENTARY PTA SUPPORTS THE ACTIVITIES AND EDUCATIONAL PROGRAMS AT BREA COUNTRY HILLS ELEMENTARY SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MELINDA GUTIERREZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07149903221
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BREA COUNTRY HILLS ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0BREA
ReturnHeader/Filer/EIN0953747871
ReturnHeader/Filer/PhoneNum07149903221
ReturnHeader/Filer/USAddress/AddressLine1Txt0150 N ASSOCIATED ROAD
ReturnHeader/Filer/USAddress/CityNm0BREA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092821
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AE4BB4C6DE936FF636BF5F581B4FE4EFD6B6CEC9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AE4BB4C6DE936FF636BF5F581B4FE4EFD6B6CEC9
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330497281
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KEVIN N FRAZIER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01250 N LAKEVIEW AVE STE K
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ANAHEIM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0928071801
ReturnHeader/PreparerPersonGrp/PhoneNum07147798699
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN TODD FRAZIER
ReturnHeader/ReturnTs02017-10-11T09:34:14-07:00
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
$19,387
Liabilities
-
Net assets
$19,387
Revenue
$85,800
Expenses
$81,322
Net income
$4,478
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$74.8$97.9$23.0
2023Detailed filing. Detailed filing data is available for this year.$23.0$23.0$86.9$76.4$10.5
2022Summary only. Only limited summary data is available for this year.$12.6$0.00$69.9$70.0$0.07
2021Summary only. Only limited summary data is available for this year.$12.6$0.00$34.9$37.1$2.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.8$14.8$76.6$75.8$0.89
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.9$13.9$74.8$73.9$0.87
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.0$13.0$70.6$77.0$6.39
2017Detailed filing. Detailed filing data is available for this year.$19.4$19.4$85.8$81.3$4.48
2016Detailed filing. Detailed filing data is available for this year.$14.9$14.9$84.6$87.6$3.05
2015Summary only. Only limited summary data is available for this year.$18.0$0.00$51.5$54.5$2.99
2014Summary only. Only limited summary data is available for this year.$20.9$0.00$49.3$46.4$2.91
2013Summary only. Only limited summary data is available for this year.$17.2$0.00$45.0$43.1$1.93