Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2020 • EIN 95-6204034

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 03, 2020

Organization ProfileN/A
400 Ave EBarstow, CA 92311

(760) 447-1728

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

27th percentile

-12%

Higher net margin than 27% 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

19th percentile

-20%

Faster asset growth than 19% of similar nonprofits.

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

Revenue Growth

57th percentile

-6.5%

Faster revenue growth than 57% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$6,689

Down $1,691 (-20%) from 2019

Net Assets

Down

$6,689

Down $1,691 (-20%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin27th percentile

Revenue

Down

$14,138

Down $981 (-6.5%) from 2019

Expenses

Up

$15,829

Up $6,045 (+62%) from 2019

Net Income

Down

-$1,691

Down $7,026 (-132%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$20K$15K$10K$5.0K$0Assets 2012: $4,232Net Assets 2012: $4,2322012Assets 2013: $5,561Net Assets 2013: $5,5612013Assets 2014: $9,762Net Assets 2014: $9,7622014Assets 2015: $5,507Net Assets 2015: $5,5072015Assets 2016: $10,553Net Assets 2016: $10,5532016Assets 2017: $14,683Net Assets 2017: $14,6832017Assets 2018: $10,367Net Assets 2018: $10,3672018Assets 2019: $8,380Net Assets 2019: $8,3802019Assets 2020: $6,689Net Assets 2020: $6,6892020Assets 2021: $13,761Net Assets 2021: $13,7612021Assets 2022: $14,795Net Assets 2022: $14,7952022Assets 2023: $17,648Net Assets 2023: $17,6482023Assets 2024: $16,848Liabilities 2024: $02024Assets 2025: $10,529Net Assets 2025: $10,5292025

Highlighted filing

2020

Assets$6,689
Liabilities-
Net Assets$6,689
Open 2020 Filing

Operations Trend

Revenue Growth57th percentile

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

$20K$10K$0-$10KRevenue 2012: $12,846Expenses 2012: $13,096Net Income 2012: -$2502012Revenue 2013: $17,873Expenses 2013: $16,544Net Income 2013: $1,3292013Revenue 2014: $4,2012014Revenue 2015: $10,020Expenses 2015: $14,275Net Income 2015: -$4,2552015Revenue 2016: $16,682Expenses 2016: $11,636Net Income 2016: $5,0462016Revenue 2017: $15,337Expenses 2017: $11,207Net Income 2017: $4,1302017Revenue 2018: $5,876Expenses 2018: $10,192Net Income 2018: -$4,3162018Revenue 2019: $15,119Expenses 2019: $9,784Net Income 2019: $5,3352019Revenue 2020: $14,138Expenses 2020: $15,829Net Income 2020: -$1,6912020Revenue 2021: $8,954Expenses 2021: $1,882Net Income 2021: $7,0722021Revenue 2022: $15,340Expenses 2022: $14,306Net Income 2022: $1,0342022Revenue 2023: $18,042Expenses 2023: $15,189Net Income 2023: $2,8532023Revenue 2024: $10,177Expenses 2024: $10,977Net Income 2024: -$8002024Revenue 2025: $4,621Expenses 2025: $10,940Net Income 2025: -$6,3192025

Highlighted filing

2020

Revenue$14,138
Expenses$15,829
Net Income-$1,691
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 3, 2020
Return Version
2019v5.0
Gross Receipts
$30,109
Mission and Program Overview

Mission

Provide support to over 500 elementary support that could not otherwise be provided by the School District.

Program Services

DescriptionGrantsExpenses
Provide support to over 500 elementary support that could not otherwise be provided by the School District.$15,829-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Melissa HiltonVice PresidentPT$0--
Stephanie PricePresident-$0--
DeAnna SotoSecretary-$0--
Leilani HeldrethTreasurer-$0--
Brenda AshbrookHistorian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various Fundraising Efforts$27,287$27,287$15,971$11,316
Total Events$27,287$27,287$15,971$11,316
Filing and Contact Details

Filer

Filer Name
Alfred C Henderson PTA
EIN
95-6204034
Phone
7604471728
Address
400 Ave E, Barstow, CA 92311

Signing Officer

Name
Leilani Heldreth
Title
Treasurer
Signed
2020-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Stewarts Business & Tax Svc
Address
109 East Fredricks, Barstow, CA 92311
Preparer
Deborah Bolton EA
Phone
7602554848
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Field Trips $9679”

Other Expenses.2

“Entertainment for Students $2114”

Other Expenses.3

“Membership Fees $820”

Other Expenses.4

“Teacher Appreciation $755”

Other Expenses.5

“Supplies $711”

Other Expenses.6

“Student fo the Month $617”

Other Expenses.7

“Scholarship Prior year $500”

Other Expenses.8

“Bracelets $206”

Other Expenses.9

“Service charges $62”

Other Expenses.10

“Shirt prior year $35”

Other Expenses.11

“FTB Fee $10”

Raw XML Appendix164 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Leilani Heldreth
IRS990EZ/BooksInCareOfDetail/PhoneNum07604471728
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0400 Ave A
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Barstow
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092311
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08380
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06689
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02150
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1691
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0320
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08380
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06689
IRS990EZ/FundraisingGrossIncomeAmt027287
IRS990EZ/GrossReceiptsAmt030109
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0672
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08380
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06689
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08380
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06689
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Melissa Hilton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Stephanie Price
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DeAnna Soto
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Leilani Heldreth
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Brenda Ashbrook
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Historian
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt015509
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide support to over 500 elementary support that could not otherwise be provided by the School District.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide support to over 500 elementary support that could not otherwise be provided by the School District.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015829
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015971
IRS990EZ/SpecialEventsNetIncomeLossAmt011316
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt015829
IRS990EZ/TotalProgramServiceExpensesAmt015829
IRS990EZ/TotalRevenueAmt014138
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02150
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt02150
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02150
IRS990ScheduleA/Total509Grp/TotalAmt02150
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02150
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02150
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015971
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Various Fundraising Efforts
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027287
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027287
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027287
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027287
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011316
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015971
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015971
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Field Trips $9679
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Entertainment for Students $2114
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Membership Fees $820
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Teacher Appreciation $755
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Supplies $711
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Student fo the Month $617
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Scholarship Prior year $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Bracelets $206
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Service charges $62
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Shirt prior year $35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10FTB Fee $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Leilani Heldreth
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Alfred C Henderson PTA
ReturnHeader/Filer/BusinessNameControlTxt0ALFR
ReturnHeader/Filer/EIN0956204034
ReturnHeader/Filer/PhoneNum07604471728
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 Ave E
ReturnHeader/Filer/USAddress/CityNm0Barstow
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092311
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454205006
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Stewarts Business & Tax Svc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0109 East Fredricks
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Barstow
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092311
ReturnHeader/PreparerPersonGrp/PhoneNum07602554848
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Deborah Bolton EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-04T09:23:17-08:00
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
$6,689
Liabilities
-
Net assets
$6,689
Revenue
$14,138
Expenses
$15,829
Net income
-$1,691
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.5$10.5$4.62$10.9$6.32
2024Summary only. Only limited summary data is available for this year.$16.8$0.00$10.2$11.0$0.80
2023Detailed filing. Detailed filing data is available for this year.$17.6$17.6$18.0$15.2$2.85
2022Detailed filing. Detailed filing data is available for this year.$14.8$14.8$15.3$14.3$1.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.8$13.8$8.95$1.88$7.07
2020Detailed filing. Detailed filing data is available for this year.$6.69$6.69$14.1$15.8$1.69
2019Detailed filing. Detailed filing data is available for this year.$8.38$8.38$15.1$9.78$5.34
2018Detailed filing. Detailed filing data is available for this year.$10.4$10.4$5.88$10.2$4.32
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.7$14.7$15.3$11.2$4.13
2016Detailed filing. Detailed filing data is available for this year.$10.6$10.6$16.7$11.6$5.05
2015Detailed filing. Detailed filing data is available for this year.$5.51$5.51$10.0$14.3$4.26
2014Detailed filing. Detailed filing data is available for this year.$9.76$9.76$4.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.56$5.56$17.9$16.5$1.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.23$4.23$12.8$13.1$0.25