Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2018 • EIN 95-6203884

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 24, 2018

Organization ProfileN/A
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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

15th percentile

-22%

Higher net margin than 15% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

11th percentile

-40%

Faster asset growth than 11% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Revenue Growth

33rd percentile

-11%

Faster revenue growth than 33% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$8,711

Down $15,557 (-64%) from 2016

Net Assets

Down

$8,711

Down $15,557 (-64%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin15th percentile

Revenue

Down

$34,727

Down $8,984 (-21%) from 2016

Expenses

Down

$42,364

Down $24,195 (-36%) from 2016

Net Income

Up

-$7,637

Up $15,211 (+67%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

2018

Assets$8,711
Liabilities$0
Net Assets$8,711
Open 2018 Filing

Operations Trend

Revenue Growth33rd percentile

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

2018

Revenue$34,727
Expenses$42,364
Net Income-$7,637
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 24, 2018
Return Version
2017v2.3
Gross Receipts
$40,676
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
STUDENT ASSISTANCE AND PARENT EDUCATION$29,894$2,975
FUNDRAISING$6,043$2,974
OTHER ORGANIZATIONAL EXPENSES$1,795$0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVE BEERYPresidentPT$0--
CYNTHIA MEGGERSTreasurerPT$0--
JACKIE BEERYRecording SecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various Fundraising Events$35,151$35,151$5,949$29,202
Total Events$35,151$35,151$5,949$29,202
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
2018-10-24
Discuss with paid preparer
Yes

Preparer

Firm
WILLIAMS & RIBB LLP CPA'S
Address
6615 E PACIFIC COAST HWY STE 150, LONG BEACH, CA 90803
Preparer
John D Williams
Phone
5624238777
Supplemental Narrative

Additional Explanations

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

“Description: student welfare. Amount: 38,463. Description: dues not belong to council. Amount: 1,687. Description: organizational expenses. Amount: 2,214. Total to form 990-ez, line 16: 42,364.”

Raw XML Appendix163 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/CityNm0LONG BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090808
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016348
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IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVE BEERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CYNTHIA MEGGERS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2RECORDING SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt042364
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SUPPORT AND STUDENT ENRICHMENT FOR A PUBLIC MIDDLE SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT ASSISTANCE AND PARENT EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FUNDRAISING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2OTHER ORGANIZATIONAL EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt029894
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt16043
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt21795
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02975
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12974
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt05949
IRS990EZ/SpecialEventsNetIncomeLossAmt029202
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt05949
IRS990EZ/TotalRevenueAmt034727
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05525
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04139
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02052
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt011716
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt035151
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt060013
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt040112
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0135276
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0146992
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt040676
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt064152
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt042164
IRS990ScheduleA/Total509Grp/TotalAmt0146992
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt040676
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt064152
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt042164
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0146992
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05949
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0VARIOUS FUNDRAISING EVENTS
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05949
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05949
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: STUDENT WELFARE. AMOUNT: 38,463. DESCRIPTION: DUES NOT BELONG TO COUNCIL. AMOUNT: 1,687. DESCRIPTION: ORGANIZATIONAL EXPENSES. AMOUNT: 2,214. TOTAL TO FORM 990-EZ, LINE 16: 42,364.
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/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum05624257461
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BANCROFT MIDDLE SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0BANC
ReturnHeader/Filer/EIN0956203884
ReturnHeader/Filer/PhoneNum05624527461
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ReturnHeader/FilingSecurityInformation/IPDt02018-10-24
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ReturnHeader/FilingSecurityInformation/IPTm009:47:39
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330102115
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06615 E PACIFIC COAST HWY STE 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LONG BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090803
ReturnHeader/PreparerPersonGrp/PhoneNum05624238777
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN D WILLIAMS
ReturnHeader/ReturnTs02018-11-08T18:20:44-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,711
Liabilities
$0
Net assets
$8,711
Revenue
$34,727
Expenses
$42,364
Net income
-$7,637
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$6.75$0.00$6.75$6.53$7.33$0.80
2019Detailed filing. Detailed filing data is available for this year.$7.55$0.00$7.55$27.1$28.3$1.16
2018Detailed filing. Detailed filing data is available for this year.$8.71$0.00$8.71$34.7$42.4$7.64
2016Detailed filing. Detailed filing data is available for this year.$24.3$0.00$24.3$43.7$66.6$22.8
2015Summary only. Only limited summary data is available for this year.$61.4$0.00$42.2$50.0$7.88
2014Summary only. Only limited summary data is available for this year.$68.4$0.00$56.0$33.2$22.9
2013Summary only. Only limited summary data is available for this year.$45.5$0.00$41.1$18.0$23.1
2012Summary only. Only limited summary data is available for this year.$22.5$0.00$33.6$36.2$2.61