Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2017 • EIN 95-6204040

Jul 01, 2016 to Jun 30, 2017 • Filed on May 10, 2018

2121 W 238th StreetTorrance, CA 90501

(310) 533-4480

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

48th percentile

2.5%

Higher net margin than 48% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

59th percentile

7.9%

Faster asset growth than 59% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

21st percentile

-23%

Faster revenue growth than 21% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$37,562

Up $2,741 (+7.9%) from 2016

Net Assets

Up

$37,562

Up $2,741 (+7.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$46,902

Down $13,738 (-23%) from 2016

Expenses

Down

$45,713

Down $4,190 (-8.4%) from 2016

Net Income

Down

$1,189

Down $9,548 (-89%) from 2016

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2012: $27,387Net Assets 2012: $27,3872012Assets 2013: $39,844Net Assets 2013: $39,8442013Assets 2014: $26,690Liabilities 2014: $02014Assets 2015: $29,747Liabilities 2015: $02015Assets 2016: $34,821Liabilities 2016: $0Net Assets 2016: $34,8212016Assets 2017: $37,562Liabilities 2017: $0Net Assets 2017: $37,5622017Assets 2018: $34,640Liabilities 2018: $0Net Assets 2018: $34,6402018Assets 2019: $24,814Liabilities 2019: $0Net Assets 2019: $24,8142019Assets 2020: $34,839Liabilities 2020: $0Net Assets 2020: $34,8392020Assets 2021: $26,254Liabilities 2021: $0Net Assets 2021: $26,2542021Assets 2022: $25,331Liabilities 2022: $0Net Assets 2022: $25,3312022

Highlighted filing

2017

Assets$37,562
Liabilities$0
Net Assets$37,562

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2012: $42,411Expenses 2012: $28,690Net Income 2012: $13,7212012Revenue 2013: $39,628Expenses 2013: $27,171Net Income 2013: $12,4572013Revenue 2014: $32,782Expenses 2014: $45,936Net Income 2014: -$13,1542014Revenue 2015: $45,957Expenses 2015: $42,900Net Income 2015: $3,0572015Revenue 2016: $60,640Expenses 2016: $49,903Net Income 2016: $10,7372016Revenue 2017: $46,902Expenses 2017: $45,713Net Income 2017: $1,1892017Revenue 2018: $43,065Expenses 2018: $48,258Net Income 2018: -$5,1932018Revenue 2019: $30,026Expenses 2019: $42,736Net Income 2019: -$12,7102019Revenue 2020: $34,204Expenses 2020: $24,179Net Income 2020: $10,0252020Revenue 2021: $404Expenses 2021: $8,989Net Income 2021: -$8,5852021Revenue 2022: $12,669Expenses 2022: $13,592Net Income 2022: -$9232022

Highlighted filing

2017

Revenue$46,902
Expenses$45,713
Net Income$1,189
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 10, 2018
Return Version
2016v3.0
Gross Receipts
$69,986
Mission and Program Overview

Mission

Provided school staff equipment to enhance the student experience. Funded field trip buses and admission fees for students. Provided educational assemblies.

Program Services

DescriptionGrantsExpenses
OTHER COSTS FOR EVENTS AND ACTIVITIES AT THE SCHOOL$0$26,640
FUNDED FIELD TRIP BUSES AND ADMISSION FEES FOR STUDENTS.$0$6,000
PROVIDED FUNDS TO TEACHERS, STAFF, AND SCHOOL TO ENHANCE THE STUDENT EXPERIENCE AT SCHOOL.$4,775$4,775
PROVIDED EDUCATIONAL STUDENT ASSEMBLIES.$0$4,120
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL ANAYAPresidentPT$0--
MEGAN NELSONVP Of Membership-$0--
LINDA VARNELLVP Of Ways And Means-$0--
JAMEE HEALEYVP Of Programs-$0--
JILL OTISVP Of Room Rep Coordinator-$0--
KARI HAGAMANVP Of Hospitality-$0--
SORAH HANTreasurer-$0--
OUAFA ZEROUALIFinancial Secretary-$0--
CHRISTINE CAROPINOAuditor-$0--
NANCY LOPEZParliamentarian-$0--
RENEE LIDAYHistorianPT$0--
ALISSA GOINSLegislation-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fitness for Funds$18,070---
Carnival$8,452$1,073-$1,073
Total Events$46,407$19,260$23,084$-3,824
Filing and Contact Details

Filer

Filer Name
Adams Elementary Parent Teacher
EIN
95-6204040
Phone
3105334480
Address
2121 W 238TH STREET, TORRANCE, CA 90501

Signing Officer

Name
Sorah Han
Title
Treasurer
Phone
3105334480
Signed
2018-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Yh Advisors Inc
Address
7755 CENTER AVENUE SUITE 1225, HUNTINGTON BEACH, CA 92647
Preparer
Brian Yacker
Phone
3109822803
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 13.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: miscellaneous income. Amount: 917.

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

Description: program expense. Amount: 35,623. Description: administration expense. Amount: 2,658. Description: membership expense. Amount: 1,136. Description: miscellaneous expense. Amount: 717. Description: bank fees. Amount: 129. Description: taxes. Amount: 25. Total to form 990-ez, line 16: 40,288.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: prior period adjustment. Amount: 1,552.

Raw XML Appendix270 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/PhoneNum03105334480
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02121 W 238TH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TORRANCE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CAROL ANAYA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MEGAN NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LINDA VARNELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAMEE HEALEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JILL OTIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KARI HAGAMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SORAH HAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7OUAFA ZEROUALI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CHRISTINE CAROPINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9NANCY LOPEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10RENEE LIDAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11ALISSA GOINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP OF MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP OF WAYS AND MEANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OF PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF ROOM REP COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP OF HOSPITALITY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11LEGISLATION
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt01552
IRS990EZ/OtherExpensesTotalAmt040288
IRS990EZ/OtherRevenueTotalAmt0917
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDED SCHOOL STAFF EQUIPMENT TO ENHANCE THE STUDENT EXPERIENCE. FUNDED FIELD TRIP BUSES AND ADMISSION FEES FOR STUDENTS. PROVIDED EDUCATIONAL ASSEMBLIES.
IRS990EZ/ProgramServiceRevenueAmt02338
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDED FIELD TRIP BUSES AND ADMISSION FEES FOR STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDED FUNDS TO TEACHERS, STAFF, AND SCHOOL TO ENHANCE THE STUDENT EXPERIENCE AT SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDED EDUCATIONAL STUDENT ASSEMBLIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3OTHER COSTS FOR EVENTS AND ACTIVITIES AT THE SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt14775
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14775
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24120
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt326640
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt023084
IRS990EZ/SpecialEventsNetIncomeLossAmt0176
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt045713
IRS990EZ/TotalProgramServiceExpensesAmt041535
IRS990EZ/TotalRevenueAmt046902
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt039644
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt055669
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010767
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04871
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02065
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0113016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt016
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt06152
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IRS990ScheduleA/PublicSupportPY509Pct00.99960
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt045796
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt059610
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0241849
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt027147
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt018070
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt07379
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt01698
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023084
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FITNESS FOR FUNDS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018070
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08452
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt019885
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt046407
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt01073
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt018187
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt019260
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-3824
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt02563
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt02563
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt015399
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015399
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt06
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt05122
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt05122
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 13.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MISCELLANEOUS INCOME. AMOUNT: 917.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PROGRAM EXPENSE. AMOUNT: 35,623. DESCRIPTION: ADMINISTRATION EXPENSE. AMOUNT: 2,658. DESCRIPTION: MEMBERSHIP EXPENSE. AMOUNT: 1,136. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 717. DESCRIPTION: BANK FEES. AMOUNT: 129. DESCRIPTION: TAXES. AMOUNT: 25. TOTAL TO FORM 990-EZ, LINE 16: 40,288.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: 1,552.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SORAH HAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03105334480
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ADAMS ELEMENTARY PARENT TEACHER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ADAM
ReturnHeader/Filer/EIN0956204040
ReturnHeader/Filer/PhoneNum03105334480
ReturnHeader/Filer/USAddress/AddressLine1Txt02121 W 238TH STREET
ReturnHeader/Filer/USAddress/CityNm0TORRANCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090501
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C61CEAB06A4B4AB7BCDD2B3DC186AC7DD0FE9D35
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C61CEAB06A4B4AB7BCDD2B3DC186AC7DD0FE9D35
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.98.172.90
ReturnHeader/FilingSecurityInformation/IPDt02018-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm009:00:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453269313
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0YH ADVISORS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07755 CENTER AVENUE SUITE 1225
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HUNTINGTON BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092647
ReturnHeader/PreparerPersonGrp/PhoneNum03109822803
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN YACKER
ReturnHeader/ReturnTs02018-05-10T15:17:27-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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