Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2015 • EIN 95-3985512

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 29, 2015

P O Box 9Covina, CA 91723

(626) 622-9544

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$6,132

Down $13,605 (-69%) from 2014

Net Assets

Down

$6,132

Down $13,605 (-69%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses

Revenue

Down

$25,184

Down $10,003 (-28%) from 2014

Expenses

Up

$38,789

Up $8,780 (+29%) from 2014

Net Income

Down

-$13,605

Down $18,783 (-363%) from 2014

Historical Trend

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0Assets 2011: $14,938Liabilities 2011: $02011Assets 2012: $11,741Liabilities 2012: $0Net Assets 2012: $11,7412012Assets 2013: $14,559Liabilities 2013: $0Net Assets 2013: $14,5592013Assets 2014: $19,737Liabilities 2014: $0Net Assets 2014: $19,7372014Assets 2015: $6,132Liabilities 2015: $0Net Assets 2015: $6,1322015Assets 2016: $3,704Liabilities 2016: $0Net Assets 2016: $3,7042016Assets 2017: $5,174Liabilities 2017: $0Net Assets 2017: $5,1742017

Highlighted filing

2015

Assets$6,132
Liabilities$0
Net Assets$6,132

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $38,450Expenses 2011: $31,799Net Income 2011: $6,6512011Revenue 2012: $30,652Expenses 2012: $33,849Net Income 2012: -$3,1972012Revenue 2013: $34,846Expenses 2013: $32,028Net Income 2013: $2,8182013Revenue 2014: $35,187Expenses 2014: $30,009Net Income 2014: $5,1782014Revenue 2015: $25,184Expenses 2015: $38,789Net Income 2015: -$13,6052015Revenue 2016: $31,510Expenses 2016: $33,938Net Income 2016: -$2,4282016Revenue 2017: $40,717Expenses 2017: $39,247Net Income 2017: $1,4702017

Highlighted filing

2015

Revenue$25,184
Expenses$38,789
Net Income-$13,605
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 29, 2015
Return Version
2014v5.0
Gross Receipts
$47,842
Mission and Program Overview

Mission

Ducational supportstudent activities

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT ENRICHMENTEDUCATIONAL PROGRAMS ACTIVITIES AND ASSEMBLIES THAT SUPPLEMENT AND ENHANCE SCHOOL ACTIVITIES-$36,323
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTI AMBRIZPresidentPT$0--
TREACY MCWILLIAMS1st Vice PresidentPT$0--
MONICA CONDOVA2nd Vice PresidentPT$0--
MICHELLE ZEPEDA3rd Vice PresidentPT$0--
STAPHANIE WARDTreasurerPT$0--
CORINA GONZALEZRecording SecretaryPT$0--
MELISSA SCOTTAuditor-$0--
JULIE THOMPSON5th VP-$0--
MELISSA SCOTTParliamentarian-$0--
SHILPA DASHPTE4 VP-$0--
NORMA GAYTANHistorian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fund$20,711$20,711$12,142$8,569
Spring Fund$17,473$17,473$10,516$6,957
Total Events$38,184$38,184$22,658$15,526
Filing and Contact Details

Filer

Filer Name
Washington Elementary School Pta
EIN
95-3985512
Address
P O BOX 9, COVINA, CA 91723

Signing Officer

Name
Kristi Ambriz
Title
President
Phone
6266229544
Signed
2015-10-29
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 amounteducation technology 7,190field trips 7,579yearbook 4,453incentive parogram 2,422membership to council 194 @ $4.75 922assemblies 500family night 650holloween carnival 438reading/math program 744red ribbon 126t-shirt and seatshirt 1,890nsf checks 48nsf bank fees 84unit assessment fee 150workshop 25h.s.a. Awards 65office supplies 244pta president out of pocket 191scholarship 1,000tax predperation fee 150treasurer and secretary supplies 129charitable trust registration fee 60unit insurance 209historian book 5adjustment/corrections on deposit 157check image fees 33refreshments 50room parent orientation 37staff in service 178unallocated funds education enrichm 8,000library 1,000engraving 60

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt75TH VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PARLIAMENTARIAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10HISTORIAN
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTEDUCATION TECHNOLOGY 7,190FIELD TRIPS 7,579YEARBOOK 4,453INCENTIVE PAROGRAM 2,422MEMBERSHIP TO COUNCIL 194 @ $4.75 922ASSEMBLIES 500FAMILY NIGHT 650HOLLOWEEN CARNIVAL 438READING/MATH PROGRAM 744RED RIBBON 126T-SHIRT AND SEATSHIRT 1,890NSF CHECKS 48NSF BANK FEES 84UNIT ASSESSMENT FEE 150WORKSHOP 25H.S.A. AWARDS 65OFFICE SUPPLIES 244PTA PRESIDENT OUT OF POCKET 191SCHOLARSHIP 1,000TAX PREDPERATION FEE 150TREASURER AND SECRETARY SUPPLIES 129CHARITABLE TRUST REGISTRATION FEE 60UNIT INSURANCE 209HISTORIAN BOOK 5ADJUSTMENT/CORRECTIONS ON DEPOSIT 157CHECK IMAGE FEES 33REFRESHMENTS 50ROOM PARENT ORIENTATION 37STAFF IN SERVICE 178UNALLOCATED FUNDS EDUCATION ENRICHM 8,000LIBRARY 1,000ENGRAVING 60
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-03-07 17:11:31Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06266229544
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WASHINGTON ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0WASH
ReturnHeader/Filer/EIN0953985512
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 9
ReturnHeader/Filer/USAddress/CityNm0COVINA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091723
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ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALBERT E JEFFREY
ReturnHeader/ReturnTs02015-11-09T10:29:48-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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