Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2017 • EIN 95-4817733

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 19, 2017

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.

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

22nd percentile

-11%

Higher net margin than 22% 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

16th percentile

-27%

Faster asset growth than 16% of similar nonprofits.

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

Revenue Growth

15th percentile

-34%

Faster revenue growth than 15% of similar nonprofits.

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

Assets

Down

$8,413

Down $3,149 (-27%) from 2016

Net Assets

Down

$8,413

Down $3,149 (-27%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$28,175

Down $14,713 (-34%) from 2016

Expenses

Down

$31,324

Down $10,655 (-25%) from 2016

Net Income

Down

-$3,149

Down $4,058 (-446%) from 2016

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: $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

2017

Assets$8,413
Liabilities$0
Net Assets$8,413

Operations Trend

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

2017

Revenue$28,175
Expenses$31,324
Net Income-$3,149
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 19, 2017
Return Version
2016v3.0
Gross Receipts
$28,175
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA GONZALEZPta PresidentPT$0--
CLAUDIA HEREDIATreasurerPT$0--
CESAR CAMACHO1st VPPT$0--
CRISTY ROJAS2nd VP - Fundraising-$0--
MYRA RICO3rd VP - Membership-$0--
KATIE MARTINEZFinancial SecretaryPT$0--
GLORIA CAMACHOSecretaryPT$0--
ELVA GUTIERREZAuditor-$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
6264987654
Signed
2017-11-19
Discuss with paid preparer
No

Preparer

Firm
Liberty Tax Service 5287
Address
546 N Azusa Ave, AZUSA, CA 91702-3909
Preparer
Loren H Oesterle
Phone
6268151040
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description AmountDONATIONS 400AWARDS 70BANK CHARGES 30FIELD TRIPS 4,310DUES 681MISCELLANEOUS 710INSURANCE 140OFFICE SUPPLIES (50)SCHOOL ACTIVITIES 360FUNDRAISING DIRECT EXPENSES 22,380MEALS & ENTERTAINMENT 984LICENSE & FEES 256POSTAGE 10REPAIRS & MAINTENANCE 949SUPPLIES 58UNIFORMS 36

Raw XML Appendix182 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/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/BOYAmt011562
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08413
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3149
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011562
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08413
IRS990EZ/FundraisingGrossIncomeAmt026839
IRS990EZ/GrossReceiptsAmt028175
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01336
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011562
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08413
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011562
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08413
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt024.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt216.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt616.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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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/PersonNm0LAURA GONZALEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CLAUDIA HEREDIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CESAR CAMACHO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CRISTY ROJAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MYRA RICO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KATIE MARTINEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GLORIA CAMACHO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ELVA GUTIERREZ
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/OtherExpensesTotalAmt031324
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/SpecialEventsNetIncomeLossAmt026839
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031324
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt028175
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/CurrentTaxYearAmt01336
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0944
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0738
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0686
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0445
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04149
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt028174
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt038880
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt039684
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt067793
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt027052
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0201583
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0205732
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt029510
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt039824
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt040422
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt068479
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt027497
IRS990ScheduleA/Total509Grp/TotalAmt0205732
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt029510
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt039824
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt040422
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt068479
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt027497
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0205732
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPRING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountDONATIONS 400AWARDS 70BANK CHARGES 30FIELD TRIPS 4,310DUES 681MISCELLANEOUS 710INSURANCE 140OFFICE SUPPLIES (50)SCHOOL ACTIVITIES 360FUNDRAISING DIRECT EXPENSES 22,380MEALS & ENTERTAINMENT 984LICENSE & FEES 256POSTAGE 10REPAIRS & MAINTENANCE 949SUPPLIES 58UNIFORMS 36
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0CLAUDIA HEREDIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06264987654
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-19
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/FilingSecurityInformation/AtSubmissionCreationDeviceId022C2399A5E40867F3E99EE3C13AB0784A6BCE5FE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId022C2399A5E40867F3E99EE3C13AB0784A6BCE5FE
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId096345420173263b2zyth
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-22
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.152.144.232
ReturnHeader/FilingSecurityInformation/IPDt02017-11-22
ReturnHeader/FilingSecurityInformation/IPTm016:02:47
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263841704
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Liberty Tax Service 5287
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0546 N Azusa Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AZUSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0917023909
ReturnHeader/PreparerPersonGrp/PhoneNum06268151040
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Loren H Oesterle
ReturnHeader/ReturnTs02017-11-22T16:01:48-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings