Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2015 • EIN 95-6204482

Jul 01, 2014 to Jun 30, 2015 • Filed on Sep 15, 2015

Organization ProfileN/A
11625 Fuerte DriveEl Cajon, CA 92020

(619) 270-7345

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

38th percentile

-0.9%

Higher net margin than 38% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

42nd percentile

-1.7%

Faster asset growth than 42% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

50th percentile

1.2%

Faster revenue growth than 50% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$66,006

Down $1,141 (-1.7%) from 2014

Net Assets

Down

$66,006

Down $1,141 (-1.7%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin38th percentile

Revenue

Up

$129,315

Up $1,509 (+1.2%) from 2014

Expenses

Down

$130,456

Down $14,695 (-10%) from 2014

Net Income

Up

-$1,141

Up $16,204 (+93%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$150K$100K$50K$0Assets 2011: $59,187Liabilities 2011: $258Net Assets 2011: $58,9292011Assets 2012: $90,077Liabilities 2012: $223Net Assets 2012: $89,8542012Assets 2013: $84,492Net Assets 2013: $84,4922013Assets 2014: $67,147Net Assets 2014: $67,1472014Assets 2015: $66,006Net Assets 2015: $66,0062015Assets 2016: $81,331Net Assets 2016: $81,3312016Assets 2017: $61,641Net Assets 2017: $61,6412017Assets 2018: $69,195Net Assets 2018: $69,1952018Assets 2019: $95,911Net Assets 2019: $95,9112019Assets 2020: $81,533Net Assets 2020: $81,5332020Assets 2021: $66,961Net Assets 2021: $66,9612021Assets 2022: $107,722Net Assets 2022: $107,7222022Assets 2023: $106,128Liabilities 2023: $0Net Assets 2023: $106,1282023Assets 2024: $126,882Liabilities 2024: $0Net Assets 2024: $126,8822024Assets 2025: $127,607Net Assets 2025: $127,6072025

Highlighted filing

2015

Assets$66,006
Liabilities-
Net Assets$66,006
Open 2015 Filing

Operations Trend

Revenue Growth50th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $93,003Expenses 2011: $97,277Net Income 2011: -$4,2742011Revenue 2012: $128,577Expenses 2012: $97,652Net Income 2012: $30,9252012Revenue 2013: $127,365Expenses 2013: $137,590Net Income 2013: -$10,2252013Revenue 2014: $127,806Expenses 2014: $145,151Net Income 2014: -$17,3452014Revenue 2015: $129,315Expenses 2015: $130,456Net Income 2015: -$1,1412015Revenue 2016: $147,311Expenses 2016: $131,986Net Income 2016: $15,3252016Revenue 2017: $141,672Expenses 2017: $161,362Net Income 2017: -$19,6902017Revenue 2018: $159,868Expenses 2018: $152,314Net Income 2018: $7,5542018Revenue 2019: $179,491Expenses 2019: $152,775Net Income 2019: $26,7162019Revenue 2020: $119,794Expenses 2020: $134,172Net Income 2020: -$14,3782020Revenue 2021: $115,030Expenses 2021: $129,602Net Income 2021: -$14,5722021Revenue 2022: $182,999Expenses 2022: $142,238Net Income 2022: $40,7612022Revenue 2023: $217,834Expenses 2023: $219,428Net Income 2023: -$1,5942023Revenue 2024: $229,534Expenses 2024: $208,780Net Income 2024: $20,7542024Revenue 2025: $194,169Expenses 2025: $193,444Net Income 2025: $7252025

Highlighted filing

2015

Revenue$129,315
Expenses$130,456
Net Income-$1,141
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Sep 15, 2015
Return Version
2014v5.0
Gross Receipts
$129,315
Mission and Program Overview

Mission

Educational Support to parents and teachers of Fuerte Elementary School.

Program Services

DescriptionGrantsExpenses
GIFT TO FUERTE ELEMENTARY SCHOOL TO PROMOTE EDUCATIONAL AND TECHNOLOGY ENRICHMENT.$48,000$109,612
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
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATHER ZIMKINPresidentPT$0--
GRETA PATEVice PresidePT$0--
LINCOLN BANKSTreasurerPT$0--
GRACE COUPERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Fuerte Pta
EIN
95-6204482
Phone
6192707345
Address
11625 FUERTE DRIVE, EL CAJON, CA 92020

Signing Officer

Name
Heather Zimkin
Title
President
Phone
6192707345
Signed
2015-09-15

Preparer

Firm
Lincoln Banks CPA
Address
8270 LA MESA BLVD STE 201, LA MESA, CA 91942-5216
Preparer
Lincoln Banks CPA
Phone
6192707345
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Special events revenue 40,617 total 40,617”

Form 990-ez, Part I, Line 10

“Cajon valley usd fbo fuerte element 750 e main st el cajon, ca 92020 48,000 0 0”

Form 990-ez, Part I, Line 16

“Expenses insurance 209 special events expenses 38,923 fundraiser expenses 14,433 membership drive expenses 4,148 activities expenses 22,480 operating expenses 2,263 total 82,456”

Form 990-ez, Part III, Line 31

“Gift to fuerte elementary school to promote educational and technology enrichment.”

Raw XML Appendix151 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/PersonNm0LINCOLN BANKS
IRS990EZ/BooksInCareOfDetail/PhoneNum06192707345
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011625 FUERTE DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EL CAJON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092020
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt067147
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt066006
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt088691
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1141
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt067147
IRS990EZ/Form990TotalAssetsGrp/EOYAmt066006
IRS990EZ/GrantsAndSimilarAmountsPaidAmt048000
IRS990EZ/GrossReceiptsAmt0129315
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt07
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt067147
IRS990EZ/NetAssetsOrFundBalancesEOYAmt066006
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt067147
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt066006
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HEATHER ZIMKIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GRETA PATE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LINCOLN BANKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GRACE COUPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt082456
IRS990EZ/OtherRevenueTotalAmt040617
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL SUPPORT TO PARENTS AND TEACHERS OF FUERTE ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GIFT TO FUERTE ELEMENTARY SCHOOL TO PROMOTE EDUCATIONAL AND TECHNOLOGY ENRICHMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SPECIAL EVENTS FOR FUERTE ELEMENTARY SCHOOL TO PROMOTE FAMILY ENRICHMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2EXPENSES RELATING TO TEACHER AND PARENT SUPPORT FOR FUERTE ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3GIFT TO FUERTE ELEMENTARY SCHOOL TO PROMOTE EDUCATIONAL AND TECHNOLOGY ENRICHMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt048000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0109612
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0130456
IRS990EZ/TotalProgramServiceExpensesAmt0109612
IRS990EZ/TotalRevenueAmt0129315
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt088691
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt087566
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt091200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02277
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt092992
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0362726
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt028
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt040624
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt040240
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt036165
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0124998
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0242027
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt028
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0604753
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0129315
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0127806
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0127365
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0127275
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt092992
IRS990ScheduleA/Total509Grp/TotalAmt0604753
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0129315
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0127806
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0127373
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0127284
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt093003
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0604781
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SPECIAL EVENTS REVENUE 40,617 TOTAL 40,617
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CAJON VALLEY USD FBO FUERTE ELEMENT 750 E MAIN ST EL CAJON, CA 92020 48,000 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES INSURANCE 209 SPECIAL EVENTS EXPENSES 38,923 FUNDRAISER EXPENSES 14,433 MEMBERSHIP DRIVE EXPENSES 4,148 ACTIVITIES EXPENSES 22,480 OPERATING EXPENSES 2,263 TOTAL 82,456
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GIFT TO FUERTE ELEMENTARY SCHOOL TO PROMOTE EDUCATIONAL AND TECHNOLOGY ENRICHMENT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER ZIMKIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06192707345
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FUERTE PTA
ReturnHeader/Filer/BusinessNameControlTxt0FUER
ReturnHeader/Filer/EIN0956204482
ReturnHeader/Filer/PhoneNum06192707345
ReturnHeader/Filer/USAddress/AddressLine1Txt011625 FUERTE DRIVE
ReturnHeader/Filer/USAddress/CityNm0EL CAJON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092020
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330940347
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINCOLN BANKS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08270 LA MESA BLVD STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LA MESA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0919425216
ReturnHeader/PreparerPersonGrp/PhoneNum06192707345
ReturnHeader/PreparerPersonGrp/PreparationDt02015-10-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINCOLN BANKS CPA
ReturnHeader/ReturnTs02015-10-22T16:02:05-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,006
Liabilities
-
Net assets
$66,006
Revenue
$129,315
Expenses
$130,456
Net income
-$1,141
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.28$1.28$1.94$1.93$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$2.30$2.09$0.21
2023Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$2.18$2.19$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.08$1.08$1.83$1.42$0.41
2021Detailed filing. Detailed filing data is available for this year.$0.67$0.67$1.15$1.30$0.15
2020Detailed filing. Detailed filing data is available for this year.$0.82$0.82$1.20$1.34$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.96$0.96$1.79$1.53$0.27
2018Detailed filing. Detailed filing data is available for this year.$0.69$0.69$1.60$1.52$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.62$0.62$1.42$1.61$0.20
2016Detailed filing. Detailed filing data is available for this year.$0.81$0.81$1.47$1.32$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.66$0.66$1.29$1.30$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.67$0.67$1.28$1.45$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.84$1.27$1.38$0.10
2012Summary only. Only limited summary data is available for this year.$0.90$0.00$0.90$1.29$0.98$0.31
2011Summary only. Only limited summary data is available for this year.$0.59$0.00$0.59$0.93$0.97$0.04