Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2014 • EIN 95-6203867

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 23, 2014

1771 E Old Badillo RdCovina, CA 91724

(626) 966-1753

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

96th percentile

270%

Faster asset growth than 96% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

13th percentile

-36%

Faster revenue growth than 13% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$7,142

Up $5,212 (+270%) from 2013

Net Assets

Up

$7,142

Up $5,212 (+270%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$21,366

Down $11,870 (-36%) from 2013

Expenses

Down

$16,154

Down $26,095 (-62%) from 2013

Net Income

Up

$5,212

Up $14,225 (+158%) from 2013

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: $17,428Liabilities 2011: $02011Assets 2012: $10,943Liabilities 2012: $0Net Assets 2012: $10,9432012Assets 2013: $1,930Liabilities 2013: $0Net Assets 2013: $1,9302013Assets 2014: $7,142Liabilities 2014: $0Net Assets 2014: $7,1422014Assets 2015: $1,770Liabilities 2015: $0Net Assets 2015: $1,7702015

Highlighted filing

2014

Assets$7,142
Liabilities$0
Net Assets$7,142

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $30,225Expenses 2011: $22,535Net Income 2011: $7,6902011Revenue 2012: $29,569Expenses 2012: $36,054Net Income 2012: -$6,4852012Revenue 2013: $33,236Expenses 2013: $42,249Net Income 2013: -$9,0132013Revenue 2014: $21,366Expenses 2014: $16,154Net Income 2014: $5,2122014Revenue 2015: $17,072Expenses 2015: $22,444Net Income 2015: -$5,3722015

Highlighted filing

2014

Revenue$21,366
Expenses$16,154
Net Income$5,212
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 23, 2014
Return Version
2013v3.1
Gross Receipts
$33,443
Mission and Program Overview

Mission

Educational supportstudent activities

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT ENRICHMENT EDUCATIONAL PROGRAMS AND ACTIVITIES AND ASSEMBLIES THAT SUPPLEMENT AND ENHANCE SCHOOL ACTIVITIES-$13,148
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JASON PRIDDYPresidentPT$0--
JEANETTE FLORETreasurerPT$0--
STEPHANIE PRIDDY2nd VPPT$0--
ERICA CURIEL3rd VPPT$0--
JENNIFER PERCHLACK1st VPPT$0--
TAMI POLASIK4th VP-$0--
SANDRA RAMIREZRecording SecretaryPT$0--
VACANTCorresponding Secretary-$0--
VACANTAuditor-$0--
VACANTHistorian-$0--
VACANTYearbook-$0--
VACANTParliamentarian-$0--
Filing and Contact Details

Filer

EIN
95-6203867

Signing Officer

Name
Jason Priddy
Title
President
Phone
6269661753
Signed
2014-10-23
Discuss with paid preparer
Yes

Preparer

Preparer
Albert E Jeffrey
Phone
6269153408
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description amountbank fees 160first district luncheons 125hospitality 187insurance 202pta convention 25office supplies 55unit assessment fee 125end of year picnic 2,000end year school party 359red ribbon 26reflections 361income tax preparation 137holiday bazaar 2,651yearbook 5,036founders day 500membership to council 195 x $4.500 878harvest festival (decorations) 64retune check fees 72membership drive 126nsf checks 569membership reward 100pta supplies 150misc expense 31winter wonderland 150father/daughter sock hop 1,000pride tags 1,000adjustment to jul 1 2014 total 65

Raw XML Appendix201 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEANETTE FLORE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7VACANT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11VACANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt33RD VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt41ST VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt54TH VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CORRESPONDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10YEARBOOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11PARLIAMENTARIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt016154
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL SUPPORTSTUDENT ACTIVITIES
IRS990EZ/ProgramServiceRevenueAmt08755
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORT ENRICHMENT EDUCATIONAL PROGRAMS AND ACTIVITIES AND ASSEMBLIES THAT SUPPLEMENT AND ENHANCE SCHOOL ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013148
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0571
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0525
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0596
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01628
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01272
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04592
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt011737
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt012831
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt013240
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt037808
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt033443
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt017785
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt046674
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt051769
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0191113
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt055901
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt066281
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IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0COOKIE DOUGH
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0JOG-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTBANK FEES 160FIRST DISTRICT LUNCHEONS 125HOSPITALITY 187INSURANCE 202PTA CONVENTION 25OFFICE SUPPLIES 55UNIT ASSESSMENT FEE 125END OF YEAR PICNIC 2,000END YEAR SCHOOL PARTY 359RED RIBBON 26REFLECTIONS 361INCOME TAX PREPARATION 137HOLIDAY BAZAAR 2,651YEARBOOK 5,036FOUNDERS DAY 500MEMBERSHIP TO COUNCIL 195 X $4.500 878HARVEST FESTIVAL (DECORATIONS) 64RETUNE CHECK FEES 72MEMBERSHIP DRIVE 126NSF CHECKS 569MEMBERSHIP REWARD 100PTA SUPPLIES 150MISC EXPENSE 31WINTER WONDERLAND 150FATHER/DAUGHTER SOCK HOP 1,000PRIDE TAGS 1,000ADJUSTMENT TO JUL 1 2014 TOTAL 65
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JASON PRIDDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06269661753
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine10BADILLO ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0BADI
ReturnHeader/Filer/EIN0956203867
ReturnHeader/Filer/USAddress/AddressLine101771 E OLD BADILLO RD
ReturnHeader/Filer/USAddress/City0COVINA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode091724
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0800202401
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ALBERT E JEFFREY TAX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine104702 N DUXFORD AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Covina
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode091722
ReturnHeader/PreparerPersonGrp/PhoneNum06269153408
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALBERT E JEFFREY
ReturnHeader/ReturnTs02014-11-03T09:43:36-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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