Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2016 • EIN 95-4817733

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 08, 2016

Organization Profile
700 West 11th StAzusa, CA 91702

(626) 815-4800

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

48th percentile

2.1%

Higher net margin than 48% 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

61st percentile

8.5%

Faster asset growth than 61% of similar nonprofits.

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

Revenue Growth

61st percentile

8.1%

Faster revenue growth than 61% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$11,562

Up $909 (+8.5%) from 2015

Net Assets

Up

$11,562

Up $909 (+8.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin48th percentile

Revenue

Up

$42,888

Up $3,204 (+8.1%) from 2015

Expenses

Up

$41,979

Up $4,202 (+11%) from 2015

Net Income

Down

$909

Down $998 (-52%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$20K$15K$10K$5.0K$0Assets 2011: $9,849Liabilities 2011: $02011Assets 2012: $11,281Liabilities 2012: $02012Assets 2013: $19,306Liabilities 2013: $02013Assets 2014: $8,746Liabilities 2014: $0Net Assets 2014: $8,7462014Assets 2015: $10,653Liabilities 2015: $0Net Assets 2015: $10,6532015Assets 2016: $11,562Liabilities 2016: $0Net Assets 2016: $11,5622016Assets 2017: $8,413Liabilities 2017: $0Net Assets 2017: $8,4132017Assets 2018: $12,619Liabilities 2018: $0Net Assets 2018: $12,6192018Assets 2019: $10,045Liabilities 2019: $0Net Assets 2019: $10,0452019Assets 2020: $18,892Liabilities 2020: $0Net Assets 2020: $18,8922020

Highlighted filing

2016

Assets$11,562
Liabilities$0
Net Assets$11,562
Open 2016 Filing

Operations Trend

Revenue Growth61st percentile

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

$100K$50K$0-$50KRevenue 2011: $21,943Expenses 2011: $24,407Net Income 2011: -$2,4642011Revenue 2012: $43,027Expenses 2012: $41,595Net Income 2012: $1,4322012Revenue 2013: $27,497Expenses 2013: $19,472Net Income 2013: $8,0252013Revenue 2014: $70,684Expenses 2014: $81,064Net Income 2014: -$10,3802014Revenue 2015: $39,684Expenses 2015: $37,777Net Income 2015: $1,9072015Revenue 2016: $42,888Expenses 2016: $41,979Net Income 2016: $9092016Revenue 2017: $28,175Expenses 2017: $31,324Net Income 2017: -$3,1492017Revenue 2018: $38,862Expenses 2018: $34,656Net Income 2018: $4,2062018Revenue 2019: $34,136Expenses 2019: $36,710Net Income 2019: -$2,5742019Revenue 2020: $26,563Expenses 2020: $16,936Net Income 2020: $9,6272020

Highlighted filing

2016

Revenue$42,888
Expenses$41,979
Net Income$909
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 8, 2016
Return Version
2015v2.1
Gross Receipts
$42,888
Mission and Program Overview

Mission

The mission of the PTA is to positively

Program Services

DescriptionGrantsExpenses
SCHOOL FIELD TRIPS--
AWARDS--
EVENTS--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTINA BUCKPta PresidentPT$0--
CLAUDIA HEREDIATreasurerPT$0--
SUSAN KOURAGIAN1st VPPT$0--
CRISTY ROJAS2nd VP - Fundraising-$0--
MICHELLE GARCIA3rd VP - Membership-$0--
KATIE MARTINEZFinancial SecretaryPT$0--
MYRA RICOSecretaryPT$0--
LAURA GONZALEZAuditor-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall----
Spring----
Filing and Contact Details

Filer

Filer Name
Victor Hodge Elementary School Pta
EIN
95-4817733
Address
700 WEST 11TH ST, Azusa, CA 91702

Signing Officer

Name
Claudia Heredia
Title
Treasurer
Phone
6268154800
Signed
2016-09-08
Discuss with paid preparer
No

Preparer

Firm
LIberty Tax Service
Address
546 N Azusa Ave, Azusa, CA 91702
Preparer
Loren H Oesterle
Phone
6268151040
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountUNCASHED CHECKS FROM PRIOR YEARS 4,007”

Description of other expenses Part I line 16

“Description AmountDONATIONS 8,822AWARDS 15BANK CHARGES 336EVENTS 520FIELD TRIPS 3,031DUES 568CONVENTION 100INSURANCE 216OFFICE SUPPLIES 480SCHOOL ACTIVITIES 170ACCOUNTING SERVICES 450FUNDRAISING DIRECT EXPENSES 26,475MEALS & ENTERTAINMENT 796”

Raw XML Appendix177 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/PersonNm0CLAUDIA HEREDIA
IRS990EZ/BooksInCareOfDetail/PhoneNum06268154800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0700 WEST 11TH ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Azusa
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091702
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010653
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011562
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0909
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010653
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011562
IRS990EZ/FundraisingGrossIncomeAmt037936
IRS990EZ/GrossReceiptsAmt042888
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0945
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010653
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011562
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010653
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011562
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt024.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt216.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt512.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt616.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRISTINA BUCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CLAUDIA HEREDIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUSAN KOURAGIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CRISTY ROJAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHELLE GARCIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KATIE MARTINEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MYRA RICO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LAURA GONZALEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PTA PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt21ST VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt32ND VP - FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt43RD VP - MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7AUDITOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt041979
IRS990EZ/OtherRevenueTotalAmt04007
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The mission of the PTA is to positively
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOOL FIELD TRIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1AWARDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2EVENTS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt037936
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041979
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt042888
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0All prior year checks that have not been cashed were adjusted in the accounting this year resulting in a surplus of cash balance.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Other income Part II line 10 or Part III line 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0944
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0738
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0686
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0445
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0929
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03742
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt038880
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt039684
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt067793
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt027052
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt042098
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0215507
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0219249
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt039824
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt040422
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt068479
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt027497
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt043027
IRS990ScheduleA/Total509Grp/TotalAmt0219249
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt039824
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt040422
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt068479
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt027497
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt043027
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0219249
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPRING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountUNCASHED CHECKS FROM PRIOR YEARS 4,007
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountDONATIONS 8,822AWARDS 15BANK CHARGES 336EVENTS 520FIELD TRIPS 3,031DUES 568CONVENTION 100INSURANCE 216OFFICE SUPPLIES 480SCHOOL ACTIVITIES 170ACCOUNTING SERVICES 450FUNDRAISING DIRECT EXPENSES 26,475MEALS & ENTERTAINMENT 796
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0CLAUDIA HEREDIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06268154800
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VICTOR HODGE ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0VICT
ReturnHeader/Filer/EIN0954817733
ReturnHeader/Filer/USAddress/AddressLine1Txt0700 WEST 11TH ST
ReturnHeader/Filer/USAddress/CityNm0Azusa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091702
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263841704
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LIberty Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0546 N Azusa Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Azusa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091702
ReturnHeader/PreparerPersonGrp/PhoneNum06268151040
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Loren H Oesterle
ReturnHeader/ReturnTs02016-09-08T11:59:56-07:00
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
$11,562
Liabilities
$0
Net assets
$11,562
Revenue
$42,888
Expenses
$41,979
Net income
$909
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$18.9$0.00$18.9$26.6$16.9$9.63
2019Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$34.1$36.7$2.57
2018Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$38.9$34.7$4.21
2017Detailed filing. Detailed filing data is available for this year.$8.41$0.00$8.41$28.2$31.3$3.15
2016Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$42.9$42.0$0.91
2015Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$39.7$37.8$1.91
2014Detailed filing. Detailed filing data is available for this year.$8.75$0.00$8.75$70.7$81.1$10.4
2013Summary only. Only limited summary data is available for this year.$19.3$0.00$27.5$19.5$8.03
2012Summary only. Only limited summary data is available for this year.$11.3$0.00$43.0$41.6$1.43
2011Summary only. Only limited summary data is available for this year.$9.85$0.00$21.9$24.4$2.46