Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2016 • EIN 95-6203884

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 21, 2016

5301 E Centralia StLong Beach, CA 90808

(562) 452-7461

Siviq Scores

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

Liabilities / Assets

54th 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

54th 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

8th percentile

-52%

Higher net margin than 8% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

6th percentile

-61%

Faster asset growth than 6% of similar nonprofits.

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

Revenue Growth

55th percentile

3.7%

Faster revenue growth than 55% of similar nonprofits.

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

Assets

Down

$24,268

Down $37,170 (-61%) from 2015

Net Assets

$24,268

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$43,711

Up $1,547 (+3.7%) from 2015

Expenses

Up

$66,559

Up $16,518 (+33%) from 2015

Net Income

Down

-$22,848

Down $14,971 (-190%) from 2015

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2012: $22,455Liabilities 2012: $02012Assets 2013: $45,515Liabilities 2013: $02013Assets 2014: $68,370Liabilities 2014: $02014Assets 2015: $61,438Liabilities 2015: $02015Assets 2016: $24,268Liabilities 2016: $0Net Assets 2016: $24,2682016Assets 2018: $8,711Liabilities 2018: $0Net Assets 2018: $8,7112018Assets 2019: $7,552Liabilities 2019: $0Net Assets 2019: $7,5522019Assets 2020: $6,750Liabilities 2020: $0Net Assets 2020: $6,7502020

Highlighted filing

2016

Assets$24,268
Liabilities$0
Net Assets$24,268

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $33,566Expenses 2012: $36,180Net Income 2012: -$2,6142012Revenue 2013: $41,096Expenses 2013: $18,035Net Income 2013: $23,0612013Revenue 2014: $56,028Expenses 2014: $33,173Net Income 2014: $22,8552014Revenue 2015: $42,164Expenses 2015: $50,041Net Income 2015: -$7,8772015Revenue 2016: $43,711Expenses 2016: $66,559Net Income 2016: -$22,8482016Revenue 2018: $34,727Expenses 2018: $42,364Net Income 2018: -$7,6372018Revenue 2019: $27,132Expenses 2019: $28,291Net Income 2019: -$1,1592019Revenue 2020: $6,525Expenses 2020: $7,327Net Income 2020: -$8022020

Highlighted filing

2016

Revenue$43,711
Expenses$66,559
Net Income-$22,848
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 21, 2016
Return Version
2015v2.1
Gross Receipts
$64,152
Mission and Program Overview

Mission

To provide support and student enrichment for a public middle school.

Program Services

DescriptionGrantsExpenses
STUDENT ASSISTANCE AND PARENT EDUCATION$0$61,184
FUNDRAISING$0$20,441
OTHER ORGANIZATIONAL EXPENSES$0$4,032
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RONI GUTIERREZPresidentPT$0--
CYNTHIA MEGGERSTreasurerPT$0--
LEEANNA RUDDELLRecording SecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various Fundraising Events$53,051$53,051$20,441$32,610
Total Events$53,051$53,051$20,441$32,610
Filing and Contact Details

Filer

Filer Name
Bancroft Middle School Pta
EIN
95-6203884
Phone
5624527461
Address
5301 E CENTRALIA ST, LONG BEACH, CA 90808

Signing Officer

Name
Cynthia Meggers
Title
Treasurer
Phone
5624257461
Signed
2016-10-21
Discuss with paid preparer
Yes

Preparer

Firm
WILLIAMS & RIBB LLP CPA'S
Address
6700 E PACIFIC COAST HWY STE 275, LONG BEACH, CA 90803
Preparer
John D Williams
Phone
5624238777
Supplemental Narrative

Additional Explanations

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

Description: organizational expenses. Amount: 4,032. Description: dues not belong to council. Amount: 1,343. Description: student welfare. Amount: 61,184. Total to form 990-ez, line 16: 66,559.

Raw XML Appendix152 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/PhoneNum05627164667
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LONG BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090808
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IRS990EZ/MembershipDuesAmt02650
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RONI GUTIERREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CYNTHIA MEGGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LEEANNA RUDDELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2RECORDING SECRETARY
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt066559
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SUPPORT AND STUDENT ENRICHMENT FOR A PUBLIC MIDDLE SCHOOL.
IRS990EZ/ProgramServiceRevenueAmt08305
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT ASSISTANCE AND PARENT EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FUNDRAISING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2OTHER ORGANIZATIONAL EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt120441
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24032
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt043711
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IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04139
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02052
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06191
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt060013
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt040112
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/PublicSupportTotal509Amt0106316
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt064152
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt042164
IRS990ScheduleA/Total509Grp/TotalAmt0106316
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt064152
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt042164
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0106316
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0VARIOUS FUNDRAISING EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt053051
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt053051
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt053051
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt053051
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020441
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt020441
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ORGANIZATIONAL EXPENSES. AMOUNT: 4,032. DESCRIPTION: DUES NOT BELONG TO COUNCIL. AMOUNT: 1,343. DESCRIPTION: STUDENT WELFARE. AMOUNT: 61,184. TOTAL TO FORM 990-EZ, LINE 16: 66,559.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05624257461
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BANCROFT MIDDLE SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0BANC
ReturnHeader/Filer/EIN0956203884
ReturnHeader/Filer/PhoneNum05624527461
ReturnHeader/Filer/USAddress/AddressLine1Txt05301 E CENTRALIA ST
ReturnHeader/Filer/USAddress/CityNm0LONG BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090808
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LONG BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090803
ReturnHeader/PreparerPersonGrp/PhoneNum05624238777
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN D WILLIAMS
ReturnHeader/ReturnTs02016-11-15T15:01:27-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings