Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc DBA Carpenter Community Charter PTA

990EZ • Fiscal year 2020 • EIN 95-6205106

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 25, 2021

3909 Carpenter AveStudio City, CA 91604

(323) 371-8719

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

38th percentile

-1.0%

Higher net margin than 38% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

40th percentile

-0.7%

Faster asset growth than 40% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

16th percentile

-62%

Faster revenue growth than 16% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$32,828

Down $239 (-0.7%) from 2019

Net Assets

$32,828

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$25,131

Down $41,341 (-62%) from 2019

Expenses

Up

$25,370

Up $786 (+3.2%) from 2019

Net Income

Down

-$239

Down $42,127 (-101%) from 2019

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $27,729Liabilities 2011: $02011Assets 2012: $32,438Liabilities 2012: $02012Assets 2013: $28,785Liabilities 2013: $02013Assets 2014: $20,391Liabilities 2014: $02014Assets 2016: $28,789Liabilities 2016: $02016Assets 2017: $34,029Liabilities 2017: $02017Assets 2018: $30,528Net Assets 2018: $30,5282018Assets 2019: $33,067Liabilities 2019: $02019Assets 2020: $32,828Net Assets 2020: $32,8282020Assets 2021: $30,505Liabilities 2021: $02021Assets 2024: $35,986Liabilities 2024: $02024Assets 2025: $51,667Liabilities 2025: $0Net Assets 2025: $51,6672025

Highlighted filing

2020

Assets$32,828
Liabilities-
Net Assets$32,828

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $30,468Expenses 2011: $24,684Net Income 2011: $5,7842011Revenue 2012: $34,356Expenses 2012: $29,647Net Income 2012: $4,7092012Revenue 2013: $38,704Expenses 2013: $42,357Net Income 2013: -$3,6532013Revenue 2014: $29,574Expenses 2014: $37,968Net Income 2014: -$8,3942014Revenue 2016: $30,566Expenses 2016: $25,619Net Income 2016: $4,9472016Revenue 2017: $34,296Expenses 2017: $29,056Net Income 2017: $5,2402017Revenue 2018: $26,498Expenses 2018: $29,999Net Income 2018: -$3,5012018Revenue 2019: $66,472Expenses 2019: $24,584Net Income 2019: $41,8882019Revenue 2020: $25,131Expenses 2020: $25,370Net Income 2020: -$2392020Revenue 2021: $11,125Expenses 2021: $13,448Net Income 2021: -$2,3232021Revenue 2024: $48,663Expenses 2024: $40,188Net Income 2024: $8,4752024Revenue 2025: $57,026Expenses 2025: $41,345Net Income 2025: $15,6812025

Highlighted filing

2020

Revenue$25,131
Expenses$25,370
Net Income-$239
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 25, 2021
Return Version
2019v5.0
Gross Receipts
$53,549
Mission and Program Overview

Mission

Providing for well being of our students and families

Program Services

DescriptionGrantsExpenses
IN SCHOOL ASSEMBLIES-CARPENTER PTA SPONSORS A SERIES OF PRESENTATIONS IN THE AREAS OF SCIENCE, SOCIAL STUDIES, NUTRITION, AND CULTURAL AWARENESS TO HELP FURTHER THE EDUCATION OF OUR STUDENTS.$8,244-
TEACHER APPRECIATION WEEK - PTA CELEBRATES OUR TEACHERS BY PROVIDING LUNCHEON, FLOWERS, ASSEMBLY, AND OTHER WAYS TO SHOW THE TEACHERS AND STAFF HOW MUCH THE SCHOOL APPRECIATES THEIR HARD WORK.$4,806-
31ST DISTRICT PTA MEMBERSHIP AND INSURANCE PAID TO DISTRICT PTA$3,029-
MULTI-CULTURAL COMMITTEE - PTA HOSTS A MULTI-CULTURAL FAIR TO INTRODUCE STUDENTS TO DIFFERENT CULTURES FROM AROUND THE WORLD WITH FOOD, MUSIC, DANCE, AND ART$690-
GREEN TEAM--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAUREN JAOCBSPresidentPT$0--
LORI SAUXVice President-$0--
MELISSA GOLLSecretary-$0--
OLIVER LATSCHTreasurerPT$0--
JACQUELINE OLDENQUISTVice PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Halloween Carnival$25,078$25,078$7,839$17,239
Total Events$25,078$25,078$7,839$17,239
Filing and Contact Details

Filer

Filer Name
Carpenter Community Charter Pta
EIN
95-6205106
Phone
3233718719
Address
3909 CARPENTER AVE, STUDIO CITY, CA 91604

Signing Officer

Name
Oliver Latsch
Title
Treasurer
Signed
2021-02-25
Discuss with paid preparer
Yes

Preparer

Firm
Montecito Financial Services INC
Address
300 W GLENOAKS BLVD STE 200, GLENDALE, CA 91202
Preparer
Daniel T Passon Ea 91867
Phone
8182424888
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Donee's Name: VARIOUS LISTED IN PROGRAM SERVICE | Donee's Address: 3909 CARPENTER AVENUE STUDIO CITY CA 91604 | Cash Amount Given: $16769

Other Expenses.1002

Office Expenses $1064

Other Expenses.1

FUNDRASING EXPENSE $2727

Other Expenses.2

SUPPLIES $2117

Other Expenses.3

Administrative fees $1747

Raw XML Appendix179 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: VARIOUS LISTED IN PROGRAM SERVICE | Donee's Address: 3909 CARPENTER AVENUE STUDIO CITY CA 91604 | Cash Amount Given: $16769
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1064
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FUNDRASING EXPENSE $2727
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUPPLIES $2117
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADMINISTRATIVE FEES $1747
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0OLIVER LATSCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-25
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ReturnHeader/Filer/BusinessNameControlTxt0CARP
ReturnHeader/Filer/EIN0956205106
ReturnHeader/Filer/PhoneNum03233718719
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953981046
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLENDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091202
ReturnHeader/PreparerPersonGrp/PhoneNum08182424888
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL T PASSON EA 91867
ReturnHeader/ReturnTs02021-02-25T09:35:38-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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Filings