Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2016 • EIN 95-3846609

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 15, 2016

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

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

7.2%

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

59th percentile

7.2%

Faster asset growth than 59% of similar nonprofits.

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

Revenue Growth

38th percentile

-6.7%

Faster revenue growth than 38% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$26,551

Up $1,794 (+7.2%) from 2015

Net Assets

Up

$26,551

Up $1,794 (+7.2%) from 2015

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin59th percentile

Revenue

Down

$24,894

Down $1,799 (-6.7%) from 2015

Expenses

Down

$23,100

Down $677 (-2.8%) from 2015

Net Income

Down

$1,794

Down $1,122 (-38%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth59th 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: $21,841Net Assets 2014: $21,8412014Assets 2015: $24,757Net Assets 2015: $24,7572015Assets 2016: $26,551Liabilities 2016: $0Net 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

2016

Assets$26,551
Liabilities$0
Net Assets$26,551
Open 2016 Filing

Operations Trend

Revenue Growth38th 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

2016

Revenue$24,894
Expenses$23,100
Net Income$1,794
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 15, 2016
Return Version
2015v2.0
Gross Receipts
$68,532
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.$22,014-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUMMER MCGEEPresidentPT$0--
CHRISTINA TOFTESecretaryPT$0--
SHANNON MARONSKITreasurerPT$0--
TIFFANI WHARTONAuditorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$28,437$28,437$17,104$11,333
Bookfaire$13,811$13,811$13,819$-8
Total Events$60,000$60,000$38,912$21,088
Filing and Contact Details

Filer

Filer Name
Pta California Congress Valley View Pta
EIN
95-3846609
Phone
6619432451
Address
3310 WEST AVENUE L-8, LANCASTER, CA 93536

Signing Officer

Name
Shannon Maronski
Title
Treasurer
Signed
2016-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Burkey Cox Evans & Bradford
Address
1058 W AVENUE M14, PALMDALE, CA 93551-1440
Preparer
Scott Evans CPA CFP
Phone
6612672005
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Program & activity costs $16769”

Other Expenses.2

“SCHOOL SUPPORT $4000”

Other Expenses.3

“DUES $1245”

Other Expenses.4

“OPERATIONAL COSTS $1086”

Raw XML Appendix164 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/PersonNm0SHANNON MARONSKI
IRS990EZ/BooksInCareOfDetail/PhoneNum06619432451
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03310 WEST AVE L-8
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LANCASTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093536
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024757
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026551
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt013
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01794
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024757
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026551
IRS990EZ/FundraisingGrossIncomeAmt067868
IRS990EZ/GrossReceiptsAmt068532
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0651
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024757
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026551
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024757
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026551
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUMMER MCGEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRISTINA TOFTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHANNON MARONSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TIFFANI WHARTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3AUDITOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt023100
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/GrantsAndAllocationsAmt022014
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt043638
IRS990EZ/SpecialEventsNetIncomeLossAmt024230
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023100
IRS990EZ/TotalProgramServiceExpensesAmt022014
IRS990EZ/TotalRevenueAmt024894
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0664
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01034
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0295
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0889
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01449
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04331
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/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt04331
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0664
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01034
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0295
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0889
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01449
IRS990ScheduleA/Total509Grp/TotalAmt04331
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0664
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01034
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0295
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0889
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01449
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04331
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt038912
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOKFAIRE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028437
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013811
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt017752
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt060000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt028437
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013811
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt017752
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt060000
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt021088
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt07989
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt038912
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017104
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt013819
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM & ACTIVITY COSTS $16769
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOOL SUPPORT $4000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUES $1245
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OPERATIONAL COSTS $1086
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHANNON MARONSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CALIFORNIA CONGRESS VALLEY VIEW PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0953846609
ReturnHeader/Filer/PhoneNum06619432451
ReturnHeader/Filer/USAddress/AddressLine1Txt03310 WEST AVENUE L-8
ReturnHeader/Filer/USAddress/CityNm0LANCASTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093536
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BURKEY COX EVANS & BRADFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01058 W AVENUE M14
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALMDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0935511440
ReturnHeader/PreparerPersonGrp/PhoneNum06612672005
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Scott Evans CPA CFP
ReturnHeader/ReturnTs02016-11-15T09:14:02-08:00
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
$26,551
Liabilities
$0
Net assets
$26,551
Revenue
$24,894
Expenses
$23,100
Net income
$1,794
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$0.00$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$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