Civic Intelligence

PTA Ca Congress of Parents Pinetree Community School

990EZ • Fiscal year 2017 • EIN 95-4160820

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 11, 2017

29156 Lotusgarden DriveCanyon Country, CA 91387

(661) 251-7782

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

52nd percentile

4.3%

Higher net margin than 52% 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

79th percentile

32%

Faster revenue growth than 79% of similar nonprofits.

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

Assets

Up

$8,186

Up $1,869 (+30%) from 2016

Net Assets

Up

$8,186

Up $1,869 (+30%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$41,615

Up $10,133 (+32%) from 2016

Expenses

Up

$39,838

Up $3,641 (+10%) from 2016

Net Income

Up

$1,777

Up $6,492 (+138%) from 2016

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $15,567Net Assets 2012: $15,5672012Assets 2013: $12,899Net Assets 2013: $12,8992013Assets 2014: $12,960Net Assets 2014: $12,9602014Assets 2015: $11,032Net Assets 2015: $11,0322015Assets 2016: $6,317Net Assets 2016: $6,3172016Assets 2017: $8,186Net Assets 2017: $8,1862017Assets 2018: $10,634Net Assets 2018: $10,6342018Assets 2019: $6,808Net Assets 2019: $6,8082019Assets 2020: $11,057Liabilities 2020: $0Net Assets 2020: $11,0572020Assets 2021: $11,451Liabilities 2021: $0Net Assets 2021: $11,4512021Assets 2022: $22,950Liabilities 2022: $0Net Assets 2022: $22,9502022Assets 2023: $48,795Liabilities 2023: $0Net Assets 2023: $48,7952023Assets 2024: $49,036Liabilities 2024: $02024Assets 2025: $47,787Liabilities 2025: $0Net Assets 2025: $47,7872025

Highlighted filing

2017

Assets$8,186
Liabilities-
Net Assets$8,186

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2012: $43,073Expenses 2012: $37,383Net Income 2012: $5,6902012Revenue 2013: $35,328Expenses 2013: $37,996Net Income 2013: -$2,6682013Revenue 2014: $38,024Expenses 2014: $37,977Net Income 2014: $472014Revenue 2015: $31,091Expenses 2015: $33,019Net Income 2015: -$1,9282015Revenue 2016: $31,482Expenses 2016: $36,197Net Income 2016: -$4,7152016Revenue 2017: $41,615Expenses 2017: $39,838Net Income 2017: $1,7772017Revenue 2018: $41,332Expenses 2018: $38,799Net Income 2018: $2,5332018Revenue 2019: $44,107Expenses 2019: $47,933Net Income 2019: -$3,8262019Revenue 2020: $32,379Expenses 2020: $28,130Net Income 2020: $4,2492020Revenue 2021: $12,596Expenses 2021: $12,491Net Income 2021: $1052021Revenue 2022: $32,476Expenses 2022: $21,332Net Income 2022: $11,1442022Revenue 2023: $66,544Expenses 2023: $40,571Net Income 2023: $25,9732023Revenue 2024: $64,757Expenses 2024: $64,652Net Income 2024: $1052024Revenue 2025: $56,662Expenses 2025: $59,808Net Income 2025: -$3,1462025

Highlighted filing

2017

Revenue$41,615
Expenses$39,838
Net Income$1,777
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 11, 2017
Return Version
2016v3.0
Gross Receipts
$78,370
Mission and Program Overview

Mission

Child advocacy, focusing on education and health.

Program Services

DescriptionGrantsExpenses
Programs to benefit all students kindergarten through 6th grade Includes assemblies, field trips, enrichment activities.-$19,163
Gifts to School Program Provides funding and support for classroom supplies, grounds improvements, and equipment. The organization also provides funding for school modernization needs.-$14,205
Hospitality Program Program focuses on developing good communication between students, parents, teachers, and staff through social functions and classroom incentives.-$3,542
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ginny WellsPresident-$0--
Ty Reaber1st VP-Communications-$0--
Leslie Atia2nd VP-Membership-$0--
Shayna Richards3rd VP-Ways Means-$0--
Apryl Reaber4th VP-Programs-$0--
Candice Tiet5th VP-Book Fairs-$0--
Heather BeardTreasurer-$0--
Liz MurraySecretary-$0--
Tracy GrissomAuditor-$0--
Tai DiazParliamentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Carnival$12,893$12,893$3,798$9,095
Tri-R-Athon$12,052$12,052$1,976$10,076
Total Events$45,518$45,518$18,350$27,168
Filing and Contact Details

Filer

Filer Name
PTA CA Congress of Parents Pinetree Community School
EIN
95-4160820
Phone
6612517782
Address
29156 LOTUSGARDEN DRIVE, CANYON COUNTRY, CA 91387

Signing Officer

Name
Heather Beard
Title
Treasurer
Phone
6612517782
Signed
2017-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Wayne Wright Ea
Address
27200 TOURNEY RD STE 250, SANTA CLARITA, CA 91355
Preparer
Wayne Wright
Phone
6612951950
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

Fundraising 122

Form 990-EZ, Part I, Line 16, Other Expenses

Conferences, conventions, and meetings 595

Form 990-EZ, Part I, Line 16, Other Expenses

Bank Fees 523

Form 990-EZ, Part I, Line 16, Other Expenses

Insurance, Bonding, Unit Assessment 271

Form 990-EZ, Part I, Line 16, Other Expenses

Office Expenses 1,142

Form 990-EZ, Part I, Line 16, Other Expenses

Programs-Student Activities, Enrichment, Field Trips 19,163

Form 990-EZ, Part I, Line 16, Other Expenses

Programs-Gifts to School Classrooms 14,205

Form 990-EZ, Part I, Line 16, Other Expenses

Programs-Hospitality 3,542

Form 990-EZ, Part I, Line 16, Other Expenses

Government Fees 25

Form 990-EZ, Part I, Line 20, Net Assets

Prior Period Void Checks 92

Raw XML Appendix229 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CANYON COUNTRY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ginny Wells
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Leslie Atia
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Shayna Richards
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Candice Tiet
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Heather Beard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Liz Murray
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Tracy Grissom
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Tai Diaz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11st VP-Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22nd VP-Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt33rd VP-Ways Means
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt44th VP-Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt55th VP-Book Fairs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Parliamentarian
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt092
IRS990EZ/OtherExpensesTotalAmt039588
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Gifts to School Program Provides funding and support for classroom supplies, grounds improvements, and equipment. The organization also provides funding for school modernization needs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Hospitality Program Program focuses on developing good communication between students, parents, teachers, and staff through social functions and classroom incentives.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019163
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23542
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt018350
IRS990EZ/SpecialEventsNetIncomeLossAmt027168
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
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IRS990EZ/TotalRevenueAmt041615
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0http//pinetreepta.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04799
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06789
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09450
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt011342
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt038136
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt045518
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt054446
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt064395
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt069513
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt068216
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0302088
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt028053
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt028053
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt078370
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt079558
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0368277
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Carnival
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IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Fundraising 122
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, conventions, and meetings 595
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bank Fees 523
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance, Bonding, Unit Assessment 271
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Office Expenses 1,142
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Programs-Student Activities, Enrichment, Field Trips 19,163
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Programs-Gifts to School Classrooms 14,205
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Programs-Hospitality 3,542
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Government Fees 25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Prior Period Void Checks 92
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 20, Net Assets
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER BEARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06612517782
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CA Congress of Parents Pinetree Community School
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0954160820
ReturnHeader/Filer/PhoneNum06612517782
ReturnHeader/Filer/USAddress/AddressLine1Txt029156 LOTUSGARDEN DRIVE
ReturnHeader/Filer/USAddress/CityNm0CANYON COUNTRY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091387
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0172.222.168.161
ReturnHeader/FilingSecurityInformation/IPDt02017-11-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm002:39:47
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WAYNE WRIGHT EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt027200 TOURNEY RD STE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA CLARITA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091355
ReturnHeader/PreparerPersonGrp/PhoneNum06612951950
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WAYNE WRIGHT
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-11T10:24:57-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$47.8$0.00$47.8$56.7$59.8$3.15
2024Summary only. Only limited summary data is available for this year.$49.0$0.00$64.8$64.7$0.11
2023Detailed filing. Detailed filing data is available for this year.$48.8$0.00$48.8$66.5$40.6$26.0
2022Detailed filing. Detailed filing data is available for this year.$23.0$0.00$23.0$32.5$21.3$11.1
2021Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$12.6$12.5$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.1$0.00$11.1$32.4$28.1$4.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.81$6.81$44.1$47.9$3.83
2018Detailed filing. Detailed filing data is available for this year.$10.6$10.6$41.3$38.8$2.53
2017Detailed filing. Detailed filing data is available for this year.$8.19$8.19$41.6$39.8$1.78
2016Detailed filing. Detailed filing data is available for this year.$6.32$6.32$31.5$36.2$4.72
2015Detailed filing. Detailed filing data is available for this year.$11.0$11.0$31.1$33.0$1.93
2014Detailed filing. Detailed filing data is available for this year.$13.0$13.0$38.0$38.0$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.9$12.9$35.3$38.0$2.67
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.6$15.6$43.1$37.4$5.69