Civic Intelligence

PTA Ca Congress of Parents Helmers Elementary

990 • Fiscal year 2017 • EIN 95-4123386

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 10, 2017

Organization Profilewww.helmerspta.org
27300 Grandview DRValencia, CA 91354-1800

(661) 286-4399

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.

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

Liabilities / Revenue

56th 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

72nd percentile

16%

Higher net margin than 72% 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

72nd percentile

21%

Faster asset growth than 72% of similar nonprofits.

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

Revenue Growth

80th percentile

33%

Faster revenue growth than 80% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$89,478

Up $15,496 (+21%) from 2016

Net Assets

Up

$89,478

Up $15,496 (+21%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin72nd percentile

Revenue

Up

$97,130

Up $24,210 (+33%) from 2016

Expenses

Up

$81,634

Up $26,873 (+49%) from 2016

Net Income

Down

$15,496

Down $2,663 (-15%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$100K$50K$0Assets 2011: $42,062Liabilities 2011: $0Net Assets 2011: $42,0622011Assets 2012: $52,886Liabilities 2012: $0Net Assets 2012: $52,8862012Assets 2013: $62,572Liabilities 2013: $0Net Assets 2013: $62,5722013Assets 2014: $51,340Liabilities 2014: $0Net Assets 2014: $51,3402014Assets 2015: $55,823Liabilities 2015: $0Net Assets 2015: $55,8232015Assets 2016: $73,982Liabilities 2016: $0Net Assets 2016: $73,9822016Assets 2017: $89,478Liabilities 2017: $0Net Assets 2017: $89,4782017Assets 2018: $84,458Liabilities 2018: $0Net Assets 2018: $84,4582018Assets 2019: $66,460Liabilities 2019: $0Net Assets 2019: $66,4602019Assets 2020: $50,227Liabilities 2020: $0Net Assets 2020: $50,2272020Assets 2021: $37,265Liabilities 2021: $0Net Assets 2021: $37,2652021Assets 2022: $13,230Liabilities 2022: $0Net Assets 2022: $13,2302022Assets 2023: $51,135Liabilities 2023: $0Net Assets 2023: $51,1352023Assets 2024: $30,645Liabilities 2024: $0Net Assets 2024: $30,6452024Assets 2025: $43,940Liabilities 2025: $0Net Assets 2025: $43,9402025

Highlighted filing

2017

Assets$89,478
Liabilities$0
Net Assets$89,478
Open 2017 Filing

Operations Trend

Revenue Growth80th percentile

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

$200K$150K$100K$50K$0-$50KExpenses 2011: $162,8352011Expenses 2012: $149,5882012Expenses 2013: $140,1652013Revenue 2014: $114,939Expenses 2014: $126,171Net Income 2014: -$11,2322014Revenue 2015: $74,528Expenses 2015: $70,045Net Income 2015: $4,4832015Revenue 2016: $72,920Expenses 2016: $54,761Net Income 2016: $18,1592016Revenue 2017: $97,130Expenses 2017: $81,634Net Income 2017: $15,4962017Revenue 2018: $83,795Expenses 2018: $88,815Net Income 2018: -$5,0202018Revenue 2019: $80,569Expenses 2019: $98,567Net Income 2019: -$17,9982019Revenue 2020: $64,441Expenses 2020: $80,674Net Income 2020: -$16,2332020Revenue 2021: -$2,276Expenses 2021: $10,686Net Income 2021: -$12,9622021Revenue 2022: $5,144Expenses 2022: $29,179Net Income 2022: -$24,0352022Revenue 2023: $65,049Expenses 2023: $27,210Net Income 2023: $37,8392023Revenue 2024: $52,159Expenses 2024: $72,649Net Income 2024: -$20,4902024Revenue 2025: $54,640Expenses 2025: $41,345Net Income 2025: $13,2952025

Highlighted filing

2017

Revenue$97,130
Expenses$81,634
Net Income$15,496
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 10, 2017
Return Version
2016v3.0
Gross Receipts
$131,888
Mission and Program Overview

Mission

Child Advocacy for Elementary-Aged School Children, With An Emphasis on Education And Health

Helmers Elementary PTA is committed to the development of life-long learners, decision makers, and persons of character in elementary school-aged children. The PTA actively provides support for students, teachers, and faculty of the Charles Helmer Elementary School, a California Distinguished School.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$73,982$89,478▲ $15,496
Total Assets$73,982$89,478▲ $15,496
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$73,982$89,478▲ $15,496
Total Net Assets Fund Balance$73,982$89,478▲ $15,496
Total Liabilities and Net Assets / Fund Balance$73,982$89,478▲ $15,496
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Natalie FreedPresident
Jeff WingerAuditor
Tre ConwayCurriculum Enhancement VP
Ilene McEwanHistorian
Karen HernandezMembership VP
Rebecca DelucaPrograms VP
Veronica WanstreetRoom Rep Coordinator VP
Jeanette GunsonSecretary
Amy BrannonTreasurer
Kim MushinskiWays Means VP
Revenue and Support

Revenue Composition

Contributions and Grants
$22,686
Program Service Revenue
$11,859
Investment Income
$7
Other Revenue
$62,578
All Other Contributions
$21,320
Change in Net Assets
$15,496
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$81,634
Total Fundraising Expense$20
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payment Travel Entrtnmnt Publicly Ofcl-$2,933-$2,933
Conferences and Meetings-$1,244-$1,244
Office Expenses-$716-$716
Fees for Services Accounting-$250-$250
Insurance-$221-$221
Other Expenses$8,803$25$20$45
Total Functional Expenses$76,225$5,389$20$81,634
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$84,862
Fundraising Direct Expenses$25,601
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fit-A-Thon$45,788$45,788$1,893$43,895
Book Fair$14,984$14,984$8,904$6,080
Total Events$84,862$84,862$25,601$59,261
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The completed Form 990 is turned in to the PTA Council for review. The council encourages PTAs within its membership to complete the Form 990 at least one month prior to the initial IRS imposed 990 deadline. The council then makes recommendations to the PTA upon completion of its review. The member PTA body discusses the council findings in a regular PTA board meeting. The Form 990 is approved, or edited for necessary changes, and then filed with the Internal Revenue Service.”

Form 990, Part VI, Section C, Line 19

“The organizations books, records, and Form 990 are available for inspection upon written or in-person request to the Charles Helmer Elementary School administration office. The Helmer administration office then forwards the request to principals of the PTA. The organizations Form 990 can also be viewed by the public on the internet at www.guidestar.org.”

Filing and Contact Details

Filer

Filer Name
PTA CA Congress Of Parents Helmers Elementary
EIN
95-4123386
Phone
6612864399
Address
27300 Grandview DR, Valencia, CA 91354-1800

Signing Officer

Name
Amy Brannon
Title
Treasurer
Phone
6612864399
Signed
2017-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amy Brannon
Formed
1994
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
100

Preparer

Firm
Wayne Wright Ea
Address
27200 TOURNEY RD STE 250, SANTA CLARITA, CA 91355
Preparer
Wayne Wright
Phone
6612951950
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt050157
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0216566
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt057
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0100
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt096721
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt040703
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt052406
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0105239
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0132077
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0427146
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt012474
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt07121
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt019595
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt057
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0100
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0663307
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0131881
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt094192
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0104581
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0150419
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0182234
IRS990ScheduleA/Total509Grp/TotalAmt0663307
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0131888
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt094199
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0104588
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0150441
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0182291
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0663407
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt025601
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fit-A-Thon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt045788
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt014984
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt024090
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt084862
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt045788
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt014984
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt024090
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt084862
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt059261
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt014804
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt025601
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01893
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08904
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/GamingManagerPersonNm0NA
IRS990ScheduleG/LicensedStatesCd0CA
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleG/StatesWhereGamingConductedCd0CA
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The completed Form 990 is turned in to the PTA Council for review. The council encourages PTAs within its membership to complete the Form 990 at least one month prior to the initial IRS imposed 990 deadline. The council then makes recommendations to the PTA upon completion of its review. The member PTA body discusses the council findings in a regular PTA board meeting. The Form 990 is approved, or edited for necessary changes, and then filed with the Internal Revenue Service.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organizations books, records, and Form 990 are available for inspection upon written or in-person request to the Charles Helmer Elementary School administration office. The Helmer administration office then forwards the request to principals of the PTA. The organizations Form 990 can also be viewed by the public on the internet at www.guidestar.org.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt073982
IRS990/TotalAssetsEOYAmt089478
IRS990/TotalAssetsGrp/BOYAmt073982
IRS990/TotalAssetsGrp/EOYAmt089478
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt022686
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt020
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05389
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt076225
IRS990/TotalFunctionalExpensesGrp/TotalAmt081634
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt073982
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt089478
IRS990/TotalProgramServiceExpensesAmt076225
IRS990/TotalProgramServiceRevenueAmt011859
IRS990/TotalRevenueGrp/ExclusionAmt07
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt011859
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt097130
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt073982
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt089478
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt073982

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$89,478
Liabilities
$0
Net assets
$89,478
Revenue
$97,130
Expenses
$81,634
Net income
$15,496
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.55$0.41$0.13
2024Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.52$0.73$0.20
2023Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.65$0.27$0.38
2022Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.05$0.29$0.24
2021Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.02$0.11$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.64$0.81$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.81$0.99$0.18
2018Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.84$0.89$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.97$0.82$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.73$0.55$0.18
2015Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.75$0.70$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$1.15$1.26$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.00$0.63$1.40
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.00$0.53$1.50
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.00$0.42$1.63