Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2017 • EIN 95-6204180

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 06, 2017

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

98th percentile

91%

Higher net margin than 98% 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

98th percentile

550%

Faster asset growth than 98% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

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

Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$15,819

Up $13,384 (+550%) from 2016

Net Assets

Up

$15,819

Up $13,384 (+550%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin98th percentile

Revenue

Up

$14,656

Up $21,830 (+304%) from 2016

Expenses

Down

$1,272

Down $2 (-0.2%) from 2016

Net Income

Up

$13,384

Up $21,832 (+258%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth98th 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

2017

Assets$15,819
Liabilities-
Net Assets$15,819
Open 2017 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

2017

Revenue$14,656
Expenses$1,272
Net Income$13,384
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 6, 2017
Return Version
2016v3.0
Gross Receipts
$58,957
Mission and Program Overview

Mission

Enrichment of parents/students/teachers

Program Services

DescriptionGrantsExpenses
PROVIDE ACTIVITIES AND EVENTS TO STUDENTS/FAMILY, FACULTY, INCLUDING 6TH GRADE PARTY, BOOK FAIRE, FAMILY FUN NIGHT, PUMPKIN PATCH, SPIRIT DAY,ASSEMBLIES, SANTA SECRET SHOP YEARBOOK, COLOR RUN. BENEFITS APPROX. 450 STUDENTS-$20,904
EDUCATIONAL ENRICHMENT FOR STUDENTS/STAFF INCLUDING FIELD TRIPS, ART AND MUSIC BULLY WEEK,GIGI MATH, 6TH GRADE T-SHIRTS, READING, RED RIBBON, REFLECTIONS BENEFITS APPROX. 450 STUDENTS-$6,738
PROVIDING FUNDING FOR NON-REQUIRED CURRICULUM SUPPLIES FOR TEACHERS, LIBRARY, STAFF, PTA-$2,408
0--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MONIQUE DICKINSONPresidetPT$0--
RENEE DAVISONVice-PresidentPT$0--
LILLY AYALAVice-PresidentPT$0--
RACHELLE BEASLEYTreasurerPT$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
2017-10-06
Discuss with paid preparer
Yes

Preparer

Firm
Integrity Tax and Notary Services
Address
16549 Leffingwell Rd, Whittier, CA 90603
Preparer
Barbara
Phone
5622372005
Raw XML Appendix147 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/BOYAmt02435
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IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013384
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IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt058957
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0720
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt015819
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015819
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RENEE DAVISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LILLY AYALA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RACHELLE BEASLEY
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/PrintingPublicationsPostageAmt01272
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL ENRICHMENT FOR STUDENTS/STAFF INCLUDING FIELD TRIPS, ART AND MUSIC BULLY WEEK,GIGI MATH, 6TH GRADE T-SHIRTS, READING, RED RIBBON, REFLECTIONS 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,ASSEMBLIES, SANTA SECRET SHOP 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/ProgramServiceExpensesAmt06738
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt120904
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22408
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt044301
IRS990EZ/SpecialEventsNetIncomeLossAmt012937
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt01272
IRS990EZ/TotalProgramServiceExpensesAmt030050
IRS990EZ/TotalRevenueAmt014656
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0999
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0736
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0463
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01670
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02967
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06835
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt057238
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt051467
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt079099
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt060359
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt040988
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0289151
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0295986
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt058237
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt052203
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt079562
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt062029
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt043955
IRS990ScheduleA/Total509Grp/TotalAmt0295986
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0295986
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RACHELLE BEASLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05629024221
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-06
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
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.83.222.243
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm019:14:44
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016549 Leffingwell Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Whittier
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090603
ReturnHeader/PreparerPersonGrp/PhoneNum05622372005
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARBARA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-10-05T19:14:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,819
Liabilities
-
Net assets
$15,819
Revenue
$14,656
Expenses
$1,272
Net income
$13,384
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