Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2016 • EIN 95-6204180

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 02, 2016

Organization ProfileN/A
10654 Jordan RdWhittier, CA 90603

(562) 902-4221

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

100th percentile

118%

Higher net margin than 100% of similar nonprofits.

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

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

Asset Growth

4th percentile

-78%

Faster asset growth than 4% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$2,435

Down $8,448 (-78%) from 2015

Net Assets

$2,435

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$7,174

Down $38,452 (-123%) from 2015

Expenses

Down

$1,274

Down $29,912 (-96%) from 2015

Net Income

Down

-$8,448

Down $8,540 (-9283%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$80K$60K$40K$20K$0Assets 2014: $10,791Liabilities 2014: $02014Assets 2015: $10,883Liabilities 2015: $02015Assets 2016: $2,435Net Assets 2016: $2,4352016Assets 2017: $15,819Net Assets 2017: $15,8192017Assets 2018: $14,071Net Assets 2018: $14,0712018Assets 2019: $27,320Net Assets 2019: $27,3202019Assets 2020: $13,667Net Assets 2020: $13,6672020Assets 2021: $24,515Net Assets 2021: $24,5152021Assets 2022: $38,425Net Assets 2022: $38,4252022Assets 2023: $46,903Net Assets 2023: $46,9032023Assets 2024: $60,303Net Assets 2024: $60,3032024Assets 2025: $70,879Net Assets 2025: $70,8792025

Highlighted filing

2016

Assets$2,435
Liabilities-
Net Assets$2,435
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2014: $21,554Expenses 2014: $21,710Net Income 2014: -$1562014Revenue 2015: $31,278Expenses 2015: $31,186Net Income 2015: $922015Revenue 2016: -$7,174Expenses 2016: $1,274Net Income 2016: -$8,4482016Revenue 2017: $14,656Expenses 2017: $1,272Net Income 2017: $13,3842017Revenue 2018: $6,574Expenses 2018: $8,322Net Income 2018: -$1,7482018Revenue 2019: $44,051Expenses 2019: $30,802Net Income 2019: $13,2492019Revenue 2020: $20,300Expenses 2020: $33,953Net Income 2020: -$13,6532020Revenue 2021: $18,279Expenses 2021: $7,431Net Income 2021: $10,8482021Revenue 2022: $54,266Expenses 2022: $40,356Net Income 2022: $13,9102022Revenue 2023: $47,571Expenses 2023: $39,093Net Income 2023: $8,4782023Revenue 2024: $49,216Expenses 2024: $35,816Net Income 2024: $13,4002024Revenue 2025: $68,702Expenses 2025: $58,126Net Income 2025: $10,5762025

Highlighted filing

2016

Revenue-$7,174
Expenses$1,274
Net Income-$8,448
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 2, 2016
Return Version
2015v2.1
Gross Receipts
$52,579
Mission and Program Overview

Mission

Enrichment of parents/students/teachers

Program Services

DescriptionGrantsExpenses
EDUCATIONAL ENRICHMENT FOR STUDENTS/STAFF INCLUDING FIELD TRIPS, ART AND MUSIC BULLY WEEK,GIGI MATH, 6TH GRADE T-SHIRTS, READING BENEFITS APPROX. 450 STUDENTS-$35,081
PROVIDE ACTIVITIES AND EVENTS TO STUDENTS/FAMILY, FACULTY, INCLUDING 6TH GRADE PARTY, BOOK FAIRE, FAMILY FUN NIGHT, PUMPKIN PATCH, SPIRIT DAY, BAND YEARBOOK, COLOR RUN. BENEFITS APPROX. 450 STUDENTS-$22,874
PROVIDING FUNDING FOR NON-REQUIRED CURRICULUM SUPPLIES FOR TEACHERS, LIBRARY, STAFF, PTA-$2,402
0--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MONIQUE DICKINSONPresidetPT$0--
LIZ LOPEZVice-PresidentPT$0--
LILLY AYALAVice-PresidentPT$0--
APRIL BULLARDTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Jordan Elementary School Pta
EIN
95-6204180
Phone
5629024221
Address
10654 JORDAN RD, WHITTIER, CA 90603

Signing Officer

Name
Rachelle Beasley
Title
Treasurer
Phone
5629024221
Signed
2016-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Integrity Tax and Notary Services
Address
16549 Leffingwell Rd, Whittier, CA 90603
Preparer
Barbara Dunagan
Phone
5622372005
Raw XML Appendix140 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/PersonNm0RACHELLE BEASLEY
IRS990EZ/BooksInCareOfDetail/PhoneNum07144046280
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0641 CHANTRY DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LA HABRA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090631
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010883
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02435
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0736
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8448
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01068
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt051467
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt052579
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0376
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010883
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02435
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010883
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02435
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MONIQUE DICKINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LIZ LOPEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LILLY AYALA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3APRIL BULLARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENRICHMENT OF PARENTS/STUDENTS/TEACHERS
IRS990EZ/PrintingPublicationsPostageAmt0206
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL ENRICHMENT FOR STUDENTS/STAFF INCLUDING FIELD TRIPS, ART AND MUSIC BULLY WEEK,GIGI MATH, 6TH GRADE T-SHIRTS, READING BENEFITS APPROX. 450 STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE ACTIVITIES AND EVENTS TO STUDENTS/FAMILY, FACULTY, INCLUDING 6TH GRADE PARTY, BOOK FAIRE, FAMILY FUN NIGHT, PUMPKIN PATCH, SPIRIT DAY, BAND YEARBOOK, COLOR RUN. BENEFITS APPROX. 450 STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDING FUNDING FOR NON-REQUIRED CURRICULUM SUPPLIES FOR TEACHERS, LIBRARY, STAFF, PTA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035081
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt122874
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22402
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt059753
IRS990EZ/SpecialEventsNetIncomeLossAmt0-8286
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt01274
IRS990EZ/TotalProgramServiceExpensesAmt060357
IRS990EZ/TotalRevenueAmt0-7174
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0736
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0463
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01670
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02967
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0431
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06267
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt051467
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt079099
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt060359
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt040988
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt066875
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0298788
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0305055
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt052203
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt079562
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt062029
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt043955
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt067306
IRS990ScheduleA/Total509Grp/TotalAmt0305055
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0305055
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RACHELLE BEASLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05629024221
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JORDAN ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0JORD
ReturnHeader/Filer/EIN0956204180
ReturnHeader/Filer/PhoneNum05629024221
ReturnHeader/Filer/USAddress/AddressLine1Txt010654 JORDAN RD
ReturnHeader/Filer/USAddress/CityNm0WHITTIER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090603
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Integrity Tax and Notary Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016549 Leffingwell Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Whittier
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090603
ReturnHeader/PreparerPersonGrp/PhoneNum05622372005
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARBARA DUNAGAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-02T18:41:12-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,435
Liabilities
-
Net assets
$2,435
Revenue
-$7,174
Expenses
$1,274
Net income
-$8,448
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$70.9$70.9$68.7$58.1$10.6
2024Detailed filing. Detailed filing data is available for this year.$60.3$60.3$49.2$35.8$13.4
2023Detailed filing. Detailed filing data is available for this year.$46.9$46.9$47.6$39.1$8.48
2022Detailed filing. Detailed filing data is available for this year.$38.4$38.4$54.3$40.4$13.9
2021Detailed filing. Detailed filing data is available for this year.$24.5$24.5$18.3$7.43$10.8
2020Detailed filing. Detailed filing data is available for this year.$13.7$13.7$20.3$34.0$13.7
2019Detailed filing. Detailed filing data is available for this year.$27.3$27.3$44.1$30.8$13.2
2018Detailed filing. Detailed filing data is available for this year.$14.1$14.1$6.57$8.32$1.75
2017Detailed filing. Detailed filing data is available for this year.$15.8$15.8$14.7$1.27$13.4
2016Detailed filing. Detailed filing data is available for this year.$2.44$2.44$7.17$1.27$8.45
2015Summary only. Only limited summary data is available for this year.$10.9$0.00$31.3$31.2$0.09
2014Summary only. Only limited summary data is available for this year.$10.8$0.00$21.6$21.7$0.16