Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
PTA California Congress of Parents Teachers & Students Inc
990EZ • Fiscal year 2014 • EIN 95-6204482
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
20th percentile
Higher net margin than 20% of similar nonprofits.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
20th percentile
Faster asset growth than 20% of similar nonprofits.
Revenue Growth
48th percentile
Faster revenue growth than 48% of similar nonprofits.
Balance Sheet
Assets
Down$67,147
Down $17,345 (-21%) from 2013
Net Assets
Down$67,147
Down $17,345 (-21%) from 2013
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Up$127,806
Up $441 (+0.3%) from 2013
Expenses
Up$145,151
Up $7,561 (+5.5%) from 2013
Net Income
Down-$17,345
Down $7,120 (-70%) from 2013
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2013 to Jun 30, 2014
- Signed
- Sep 2, 2014
- Return Version
- 2013v3.1
- Gross Receipts
- $127,806
Mission and Program Overview
Mission
Educational support to parents and teachers of fuerte elementary school.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| GIFT TO FUERTE ELEMENTARY SCHOOL TO PROMOTE EDUCATIONAL AND TECHNOLOGY ENRICHMENT. | $65,391 | $124,184 |
| GIFT TO FUERTE ELEMENTARY SCHOOL TO PROMOTE EDUCATIONAL AND TECHNOLOGY ENRICHMENT. | - | - |
| SPECIAL EVENTS FOR FUERTE ELEMENTARY SCHOOL TO PROMOTE FAMILY ENRICHMENT. | - | - |
| EXPENSES RELATING TO TEACHER AND PARENT SUPPORT FOR FUERTE ELEMENTARY SCHOOL. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| GRETA PATE | President | PT | $0 | - | - |
| GINA HOLENSTEIN | Vice Preside | - | $0 | - | - |
| LINCOLN BANKS | Treasurer | PT | $0 | - | - |
| JEAN DUNSTAN | Secretary | - | $0 | - | - |
Filing and Contact Details
Filer
- EIN
- 95-6204482
- Phone
- 6192707345
Signing Officer
- Name
- Heather Zimkin
- Title
- President
- Phone
- 6192707345
- Signed
- 2014-09-02
Preparer
- Preparer
- Lincoln Banks CPA
- Phone
- 6192707345
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 8
“Special events revenue 40,233 total 40,233”
Form 990-ez, Part I, Line 10
“Cajon valley usd fbo fuerte element 09/12/2013 750 e main st el cajon, ca 92020 65,391 0 0”
Form 990-ez, Part I, Line 16
“Expenses insurance 202 special events expenses 34,703 fundraiser expenses 14,867 membership drive expenses 3,423 activities expenses 23,888 operating expenses 2,677 total 79,760”
Form 990-ez, Part III, Line 31
“Gift to fuerte elementary school to promote educational and technology enrichment.”
Raw XML Appendix155 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 |
|---|---|---|
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 0 | GRETA PATE |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 1 | GINA HOLENSTEIN |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 2 | LINCOLN BANKS |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 3 | JEAN DUNSTAN |
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | LINCOLN BANKS |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6192707345 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 11625 FUERTE DR |
| IRS990EZ/BooksInCareOfDetail/USAddress/City | 0 | EL CAJON |
| IRS990EZ/BooksInCareOfDetail/USAddress/State | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 92020 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 84492 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 67147 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 87566 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -17345 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 84492 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 67147 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 65391 |
| IRS990EZ/GrossReceiptsAmt | 0 | 127806 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 7 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 84492 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 67147 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 84492 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 67147 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 15.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | GRETA PATE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | GINA HOLENSTEIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | LINCOLN BANKS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | JEAN DUNSTAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 79760 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 40233 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | EDUCATIONAL SUPPORT TO PARENTS AND TEACHERS OF FUERTE ELEMENTARY SCHOOL. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | GIFT TO FUERTE ELEMENTARY SCHOOL TO PROMOTE EDUCATIONAL AND TECHNOLOGY ENRICHMENT. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | SPECIAL EVENTS FOR FUERTE ELEMENTARY SCHOOL TO PROMOTE FAMILY ENRICHMENT. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | EXPENSES RELATING TO TEACHER AND PARENT SUPPORT FOR FUERTE ELEMENTARY SCHOOL. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 3 | GIFT TO FUERTE ELEMENTARY SCHOOL TO PROMOTE EDUCATIONAL AND TECHNOLOGY ENRICHMENT. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 65391 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 124184 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 145151 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 124184 |
| IRS990EZ/TotalRevenueAmt | 0 | 127806 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 87566 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 91200 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 2277 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 92992 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 96560 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 370595 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 8 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 9 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 11 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 46 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 74 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 40240 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 36165 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 124998 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 201403 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 8 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 9 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 11 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 46 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 74 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.99990 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.99980 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 571998 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 127806 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 127365 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 127275 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 92992 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 96560 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 571998 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 127806 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 127373 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 127284 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 93003 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 96606 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 572072 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | SPECIAL EVENTS REVENUE 40,233 TOTAL 40,233 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | CAJON VALLEY USD FBO FUERTE ELEMENT 09/12/2013 750 E MAIN ST EL CAJON, CA 92020 65,391 0 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | EXPENSES INSURANCE 202 SPECIAL EVENTS EXPENSES 34,703 FUNDRAISER EXPENSES 14,867 MEMBERSHIP DRIVE EXPENSES 3,423 ACTIVITIES EXPENSES 23,888 OPERATING EXPENSES 2,677 TOTAL 79,760 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | GIFT TO FUERTE ELEMENTARY SCHOOL TO PROMOTE EDUCATIONAL AND TECHNOLOGY ENRICHMENT. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III, LINE 31 |
| ReturnHeader/BuildTS | 0 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | HEATHER ZIMKIN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6192707345 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-09-02 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | FUERTE PTA |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FUER |
| ReturnHeader/Filer/EIN | 0 | 956204482 |
| ReturnHeader/Filer/PhoneNum | 0 | 6192707345 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 11625 FUERTE DRIVE |
| ReturnHeader/Filer/USAddress/City | 0 | EL CAJON |
| ReturnHeader/Filer/USAddress/State | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 92020 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 330940347 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | LINCOLN BANKS CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 8270 LA MESA BLVD STE 201 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | LA MESA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 919425216 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6192707345 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2014-08-27 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | LINCOLN BANKS CPA |
| ReturnHeader/ReturnTs | 0 | 2014-09-02T18:25:19-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-06-30 |
| ReturnHeader/TaxYr | 0 | 2013 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $67,147
- Liabilities
- -
- Net assets
- $67,147
- Revenue
- $127,806
- Expenses
- $145,151
- Net income
- -$17,345