Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2014 • EIN 95-3846609

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 22, 2014

Organization ProfileN/A

Refreshing map…

3310 West Avenue L-8Lancaster, CA 93536

(661) 943-2451

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

60th percentile

8.0%

Higher net margin than 60% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

66th percentile

13%

Faster asset growth than 66% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

17th percentile

-28%

Faster revenue growth than 17% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$21,841

Up $2,571 (+13%) from 2013

Net Assets

Up

$21,841

Up $2,571 (+13%) from 2013

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin60th percentile

Revenue

Down

$32,191

Down $12,487 (-28%) from 2013

Expenses

Down

$29,620

Down $39,209 (-57%) from 2013

Net Income

Up

$2,571

Up $26,722 (+111%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$60K$40K$20K$0Assets 2011: $29,477Liabilities 2011: $02011Assets 2012: $43,421Net Assets 2012: $43,4212012Assets 2013: $19,270Net Assets 2013: $19,2702013Assets 2014: $21,841Liabilities 2014: $0Net Assets 2014: $21,8412014Assets 2015: $24,757Net Assets 2015: $24,7572015Assets 2016: $26,551Net Assets 2016: $26,5512016Assets 2017: $31,678Net Assets 2017: $31,6782017Assets 2018: $21,765Net Assets 2018: $21,7652018Assets 2019: $11,234Net Assets 2019: $11,2342019Assets 2020: $19,816Net Assets 2020: $19,8162020Assets 2021: $12,295Net Assets 2021: $12,2952021Assets 2022: $11,722Net Assets 2022: $11,7222022Assets 2023: $11,476Net Assets 2023: $11,4762023

Highlighted filing

2014

Assets$21,841
Liabilities$0
Net Assets$21,841
Open 2014 Filing

Operations Trend

Revenue Growth17th percentile

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

$100K$50K$0-$50KRevenue 2011: $30,496Expenses 2011: $15,577Net Income 2011: $14,9192011Revenue 2012: $36,923Expenses 2012: $22,979Net Income 2012: $13,9442012Revenue 2013: $44,678Expenses 2013: $68,829Net Income 2013: -$24,1512013Revenue 2014: $32,191Expenses 2014: $29,620Net Income 2014: $2,5712014Revenue 2015: $26,693Expenses 2015: $23,777Net Income 2015: $2,9162015Revenue 2016: $24,894Expenses 2016: $23,100Net Income 2016: $1,7942016Revenue 2017: $22,588Expenses 2017: $17,461Net Income 2017: $5,1272017Revenue 2018: $24,797Expenses 2018: $34,710Net Income 2018: -$9,9132018Revenue 2019: $7,790Expenses 2019: $18,321Net Income 2019: -$10,5312019Revenue 2020: $21,306Expenses 2020: $12,724Net Income 2020: $8,5822020Revenue 2021: -$1,670Expenses 2021: $5,851Net Income 2021: -$7,5212021Revenue 2022: $10,174Expenses 2022: $10,747Net Income 2022: -$5732022Revenue 2023: $6,832Expenses 2023: $7,078Net Income 2023: -$2462023

Highlighted filing

2014

Revenue$32,191
Expenses$29,620
Net Income$2,571
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 22, 2014
Return Version
2013v3.1
Gross Receipts
$63,830
Mission and Program Overview

Mission

To develop and promote elementary school education activities through parental involvement and interaction with the local public education agency, west side school district.

Program Services

DescriptionGrantsExpenses
TO DEVELOP AND PROMOTE ELEMENTARY SCHOOL EDUCATION ACTIVITIES THROUGH PARENTAL INVOLVEMENT AND INTERACTION WITH THE LOCAL PUBLIC EDUCATION AGENCY, WEST SIDE SCHOOL DISTRICT.$29,207-
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NICOLE CORRELLPresidentPT$0--
AIKO MARTINVice President-$0--
SARAH COXTreasurer-$0--
CATT SAMANOSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$38,932$38,932$20,294$18,638
Event 2$8,656$8,656$7,114$1,542
Total Events$52,998$52,998$31,639$21,359
Filing and Contact Details

Filer

EIN
95-3846609
Phone
6619432451

Signing Officer

Name
Aiko Martin
Title
President
Signed
2014-10-22
Discuss with paid preparer
Yes

Preparer

Preparer
Scott Evans CPA CFP CVA
Phone
6612672005
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $252”

Other Expenses.1

“Program & activity costs $19668”

Other Expenses.2

“SCHOOL SUPPORT $9035”

Other Expenses.3

“BANK FEES $278”

Other Expenses.4

“DUES $252”

Other Expenses.5

“STATE FEES $135”

Raw XML Appendix154 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/PersonNm0SARAH COX
IRS990EZ/BooksInCareOfDetail/PhoneNum06619432451
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine103310 WEST AVE L-8
IRS990EZ/BooksInCareOfDetail/USAddress/City0LANCASTER
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode093536
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019270
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021841
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02571
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019270
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021841
IRS990EZ/FundraisingGrossIncomeAmt063535
IRS990EZ/GrossReceiptsAmt063830
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0295
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019270
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021841
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019270
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021841
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NICOLE CORRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AIKO MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARAH COX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CATT SAMANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt029620
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO DEVELOP AND PROMOTE ELEMENTARY SCHOOL EDUCATION ACTIVITIES THROUGH PARENTAL INVOLVEMENT AND INTERACTION WITH THE LOCAL PUBLIC EDUCATION AGENCY, WEST SIDE SCHOOL DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO DEVELOP AND PROMOTE ELEMENTARY SCHOOL EDUCATION ACTIVITIES THROUGH PARENTAL INVOLVEMENT AND INTERACTION WITH THE LOCAL PUBLIC EDUCATION AGENCY, WEST SIDE SCHOOL DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt029207
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt031639
IRS990EZ/SpecialEventsNetIncomeLossAmt031896
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029620
IRS990EZ/TotalProgramServiceExpensesAmt029207
IRS990EZ/TotalRevenueAmt032191
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0784
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0784
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0784
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0784
IRS990ScheduleA/Total509Grp/TotalAmt0784
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0784
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0784
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt031639
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt038932
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08656
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05410
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt052998
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt038932
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08656
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05410
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt052998
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0HOLIDAY FUNDRAISER & BOUTIQUE
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0BOOKFAIRE
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt021359
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04231
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt031639
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt020294
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07114
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $252
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAM & ACTIVITY COSTS $19668
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOOL SUPPORT $9035
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK FEES $278
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DUES $252
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5STATE FEES $135
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AIKO MARTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine10PTA CALIFORNIA CONGRESS VALLEY VIEW PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0953846609
ReturnHeader/Filer/PhoneNum06619432451
ReturnHeader/Filer/USAddress/AddressLine103310 WEST AVENUE L-8
ReturnHeader/Filer/USAddress/City0LANCASTER
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093536
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BURKEY COX EVANS & BRADFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101058 W AVENUE M14
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0PALMDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0935511440
ReturnHeader/PreparerPersonGrp/PhoneNum06612672005
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Scott Evans CPA CFP CVA
ReturnHeader/ReturnTs02014-10-22T14:40:00-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,841
Liabilities
$0
Net assets
$21,841
Revenue
$32,191
Expenses
$29,620
Net income
$2,571
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$11.5$11.5$6.83$7.08$0.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$11.7$10.2$10.7$0.57
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.3$12.3$1.67$5.85$7.52
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.8$19.8$21.3$12.7$8.58
2019Detailed filing. Detailed filing data is available for this year.$11.2$11.2$7.79$18.3$10.5
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.8$21.8$24.8$34.7$9.91
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.7$31.7$22.6$17.5$5.13
2016Detailed filing. Detailed filing data is available for this year.$26.6$26.6$24.9$23.1$1.79
2015Detailed filing. Detailed filing data is available for this year.$24.8$24.8$26.7$23.8$2.92
2014Detailed filing. Detailed filing data is available for this year.$21.8$0.00$21.8$32.2$29.6$2.57
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.3$19.3$44.7$68.8$24.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.4$43.4$36.9$23.0$13.9
2011Summary only. Only limited summary data is available for this year.$29.5$0.00$30.5$15.6$14.9