Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2020 • EIN 95-6203884

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 27, 2020

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

26th percentile

-12%

Higher net margin than 26% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

27th percentile

-11%

Faster asset growth than 27% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

10th percentile

-76%

Faster revenue growth than 10% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$6,750

Down $802 (-11%) from 2019

Net Assets

Down

$6,750

Down $802 (-11%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin26th percentile

Revenue

Down

$6,525

Down $20,607 (-76%) from 2019

Expenses

Down

$7,327

Down $20,964 (-74%) from 2019

Net Income

Up

-$802

Up $357 (+31%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2020

Assets$6,750
Liabilities$0
Net Assets$6,750
Open 2020 Filing

Operations Trend

Revenue Growth10th 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

2020

Revenue$6,525
Expenses$7,327
Net Income-$802
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 27, 2020
Return Version
2019v5.1
Gross Receipts
$7,356
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
FUNDRAISING$0$831
STUDENT ASSISTANCE AND PARENT EDUCATION$0$0
OTHER ORGANIZATIONAL EXPENSES$0$0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARMEN ROSE PARKERPresident-$0--
LORI CASTELLONTreasurer-$0--
KRISTEN MONTESRecording Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various Fundraising Events$1,473$1,473$831$642
Total Events$1,473$1,473$831$642
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
Lori Castellon
Title
Treasurer
Phone
5624527461
Signed
2020-08-27
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: 4,251. Description: dues not belong to council. Amount: 823. Description: organizational expenses. Amount: 1,499. Description: other disbursements. Amount: 754. Total to form 990-ez, line 16: 7,327.”

Raw XML Appendix167 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/BusinessName/BusinessNameLine1Txt0LORI CASTELLON
IRS990EZ/BooksInCareOfDetail/PhoneNum05624527461
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05301 E CENTRALIA ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LONG BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090808
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07552
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06750
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt03580
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-802
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07552
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06750
IRS990EZ/FundraisingGrossIncomeAmt01473
IRS990EZ/GrossReceiptsAmt07356
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt02303
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07552
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06750
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07552
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06750
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CARMEN ROSE PARKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LORI CASTELLON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRISTEN MONTES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2RECORDING SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt07327
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/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1831
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt0831
IRS990EZ/SpecialEventsNetIncomeLossAmt0642
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt07327
IRS990EZ/TotalProgramServiceExpensesAmt0831
IRS990EZ/TotalRevenueAmt06525
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05883
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02781
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05525
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04139
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt018328
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt01473
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt028472
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt035151
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt060013
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0125109
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0143437
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07356
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt031253
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt040676
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt064152
IRS990ScheduleA/Total509Grp/TotalAmt0143437
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt07356
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt031253
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt040676
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt064152
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0143437
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0831
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0VARIOUS FUNDRAISING EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt01473
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt01473
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt01473
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt01473
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0642
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0831
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0831
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: STUDENT WELFARE. AMOUNT: 4,251. DESCRIPTION: DUES NOT BELONG TO COUNCIL. AMOUNT: 823. DESCRIPTION: ORGANIZATIONAL EXPENSES. AMOUNT: 1,499. DESCRIPTION: OTHER DISBURSEMENTS. AMOUNT: 754. TOTAL TO FORM 990-EZ, LINE 16: 7,327.
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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI CASTELLON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05624527461
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-27
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
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0723A830C1D8D89FB0738C14E660A6D90AF3C69C6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0723A830C1D8D89FB0738C14E660A6D90AF3C69C6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.180.227.169
ReturnHeader/FilingSecurityInformation/IPDt02020-08-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:19:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330102115
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAMS & RIBB LLP CPA'S
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/ReturnTs02020-09-28T16:30:40-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,750
Liabilities
$0
Net assets
$6,750
Revenue
$6,525
Expenses
$7,327
Net income
-$802
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