Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2021 • EIN 95-6204574

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 26, 2022

Organization ProfileN/A
859 Sierra Madre AvenueGlendora, CA 91741

(626) 244-2727

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

15th percentile

-33%

Higher net margin than 15% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

19th percentile

-19%

Faster asset growth than 19% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

14th percentile

-58%

Faster revenue growth than 14% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$5,185

Down $1,252 (-19%) from 2020

Net Assets

Down

$5,185

Down $1,252 (-19%) from 2020

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin15th percentile

Revenue

Down

$3,791

Down $5,174 (-58%) from 2020

Expenses

Down

$5,043

Down $3,604 (-42%) from 2020

Net Income

Down

-$1,252

Down $1,570 (-494%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$8.0K$6.0K$4.0K$2.0K$0Assets 2020: $6,437Net Assets 2020: $6,4372020Assets 2021: $5,185Liabilities 2021: $0Net Assets 2021: $5,1852021Assets 2022: $3,040Liabilities 2022: $396Net Assets 2022: $2,6442022

Highlighted filing

2021

Assets$5,185
Liabilities$0
Net Assets$5,185
Open 2021 Filing

Operations Trend

Revenue Growth14th percentile

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

$15K$10K$5.0K$0-$5.0KRevenue 2020: $8,965Expenses 2020: $8,647Net Income 2020: $3182020Revenue 2021: $3,791Expenses 2021: $5,043Net Income 2021: -$1,2522021Revenue 2022: $8,553Expenses 2022: $11,094Net Income 2022: -$2,5412022

Highlighted filing

2021

Revenue$3,791
Expenses$5,043
Net Income-$1,252
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 26, 2022
Return Version
2020v4.0
Gross Receipts
$3,791
Mission and Program Overview

Mission

To enhance the education of students enrolled at goddard middle school

Program Services

DescriptionGrantsExpenses
PROVIDED MONETARY BENEFITS TO GODDARD MIDDLE SCHOOL AND ITS STUDENTS--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONNA MONTALBOPresident-$0--
Kim CastroVice President-$0--
Tanya EvelethSecretary-$0--
Jessica PorrasTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Goddard Middle School
EIN
95-6204574
Address
859 Sierra Madre Avenue, Glendora, CA 91741

Signing Officer

Name
Donna Montalbo
Title
President
Signed
2022-01-26
Discuss with paid preparer
Yes

Preparer

Firm
Giles & Associates CPAS An Accountancy Corp
Address
903 E ROUTE 66 SUITE D, Glendora, CA 91740
Preparer
Todd A Giles
Phone
6269630274
Supplemental Narrative

Additional Explanations

Other Expenses.1

“DANCES EXPENSE $1541”

Other Expenses.2

“Hospitality expenses $630”

Other Expenses.3

“SCHOLARSHIP $600”

Other Expenses.4

“EIGHTH GRADE PARTY $582”

Other Expenses.5

“RECOGNITION LUNCH $518”

Other Expenses.6

“INSURANCE $258”

Other Expenses.7

“RED RIBBON $235”

Other Expenses.8

“TAX PREP $160”

Other Expenses.9

“REFLECTIONS $139”

Other Expenses.10

“Honorary service awards $126”

Other Expenses.11

“PTA EZ $99”

Other Expenses.12

“Child Advocate $96”

Other Expenses.13

“TREASURER EXPENSES $33”

Other Expenses.14

“FOUNDERS DAY $20”

Other Expenses.15

“MEMBERSHIP EXPENSES $6”

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
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IRS990EZ/BooksInCareOfDetail/PersonNm0JESSICA PORRAS
IRS990EZ/BooksInCareOfDetail/PhoneNum06262442727
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0859 E SIERRA MADRE AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GLENDORA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091741
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06437
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05185
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0854
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1252
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06437
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt03791
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06437
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05185
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06437
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05185
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DONNA MONTALBO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kim Castro
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Tanya Eveleth
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jessica Porras
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05043
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ENHANCE THE EDUCATION OF STUDENTS ENROLLED AT GODDARD MIDDLE SCHOOL
IRS990EZ/ProgramServiceRevenueAmt02937
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED MONETARY BENEFITS TO GODDARD MIDDLE SCHOOL AND ITS STUDENTS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt05043
IRS990EZ/TotalRevenueAmt03791
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0848
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01545
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02393
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt02393
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0848
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01545
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02393
IRS990ScheduleA/TotalSupportAmt02393
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DANCES EXPENSE $1541
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HOSPITALITY EXPENSES $630
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOLARSHIP $600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EIGHTH GRADE PARTY $582
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RECOGNITION LUNCH $518
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INSURANCE $258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6RED RIBBON $235
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TAX PREP $160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8REFLECTIONS $139
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9HONORARY SERVICE AWARDS $126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PTA EZ $99
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Child Advocate $96
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12TREASURER EXPENSES $33
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13FOUNDERS DAY $20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14MEMBERSHIP EXPENSES $6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.15
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONNA MONTALBO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Goddard Middle School
ReturnHeader/Filer/BusinessNameControlTxt0GODD
ReturnHeader/Filer/EIN0956204574
ReturnHeader/Filer/USAddress/AddressLine1Txt0859 Sierra Madre Avenue
ReturnHeader/Filer/USAddress/CityNm0Glendora
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091741
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464158561
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Giles & Associates CPAS An Accountancy Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0903 E ROUTE 66 SUITE D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Glendora
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091740
ReturnHeader/PreparerPersonGrp/PhoneNum06269630274
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Todd A Giles
ReturnHeader/ReturnTs02022-01-26T11:47:21-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DONNA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MONTALBO
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,185
Liabilities
$0
Net assets
$5,185
Revenue
$3,791
Expenses
$5,043
Net income
-$1,252
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.04$0.40$2.64$8.55$11.1$2.54
2021Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$3.79$5.04$1.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.44$6.44$8.97$8.65$0.32