Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2017 • EIN 95-6206368

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 24, 2017

Organization ProfileN/A
360 W Duarte RdArcadia, CA 91007

(626) 840-1060

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

43rd percentile

0.6%

Higher net margin than 43% 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

47th percentile

0.6%

Faster asset growth than 47% of similar nonprofits.

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

Revenue Growth

14th percentile

-35%

Faster revenue growth than 14% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$19,366

Up $110 (+0.6%) from 2016

Net Assets

Up

$19,366

Up $110 (+0.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin43rd percentile

Revenue

Down

$18,287

Down $9,912 (-35%) from 2016

Expenses

Down

$18,177

Down $561 (-3.0%) from 2016

Net Income

Down

$110

Down $9,351 (-99%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$60K$40K$20K$0Assets 2012: $50,490Liabilities 2012: $02012Assets 2013: $34,806Liabilities 2013: $0Net Assets 2013: $34,8062013Assets 2014: $12,926Liabilities 2014: $0Net Assets 2014: $12,9262014Assets 2015: $9,795Liabilities 2015: $02015Assets 2016: $19,256Liabilities 2016: $0Net Assets 2016: $19,2562016Assets 2017: $19,366Liabilities 2017: $0Net Assets 2017: $19,3662017Assets 2018: $11,693Liabilities 2018: $0Net Assets 2018: $11,6932018Assets 2019: $8,262Liabilities 2019: $0Net Assets 2019: $8,2622019Assets 2020: $16,645Liabilities 2020: $0Net Assets 2020: $16,6452020Assets 2021: $13,768Liabilities 2021: $0Net Assets 2021: $13,7682021

Highlighted filing

2017

Assets$19,366
Liabilities$0
Net Assets$19,366
Open 2017 Filing

Operations Trend

Revenue Growth14th percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2012: $39,620Expenses 2012: $23,348Net Income 2012: $16,2722012Revenue 2013: $25,891Expenses 2013: $41,575Net Income 2013: -$15,6842013Revenue 2014: $15,712Expenses 2014: $37,592Net Income 2014: -$21,8802014Revenue 2015: $21,988Expenses 2015: $25,119Net Income 2015: -$3,1312015Revenue 2016: $28,199Expenses 2016: $18,738Net Income 2016: $9,4612016Revenue 2017: $18,287Expenses 2017: $18,177Net Income 2017: $1102017Revenue 2018: $28,909Expenses 2018: $36,582Net Income 2018: -$7,6732018Revenue 2019: $25,483Expenses 2019: $28,914Net Income 2019: -$3,4312019Revenue 2020: $27,708Expenses 2020: $19,325Net Income 2020: $8,3832020Revenue 2021: $3,568Expenses 2021: $6,445Net Income 2021: -$2,8772021

Highlighted filing

2017

Revenue$18,287
Expenses$18,177
Net Income$110
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 24, 2017
Return Version
2016v3.0
Gross Receipts
$46,983
Mission and Program Overview

Mission

To support the educational programs of Holly Avenue Elementary School.

Program Services

DescriptionGrantsExpenses
Student Activities - Assemblies, Fifth Grade Graduation Event, Generation's Day, Walk through History, Teacher Appreciation, Red Ribbon Week, Etc.$13,732-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Maggie JiangVice President-$0--
Darla SteindlerExecutive VP-$0--
Stacia IbrahimTreasurer-$0--
Diana Sanchez2ndvp Publicity-$0--
Aileen Truesdale3rdvp Ways&Mean-$0--
Catherine Keyston4thvp Legislati-$0--
Claudia BocanegraPresident-$0--
John IbrahimHistorian-$0--
Shirley YeeParliamentarian-$0--
Nora WilsonFin Secretary-$0--
Damaris Rangel5th Co-VP-$0--
Lucy Barnett5th Co-VP-$0--
Laurie YamashiroRecording Sec-$0--
Courtney GlassAuditor-$0--
Vicky BarsamianCorre Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apex Fun Run$13,724$13,724$838$12,886
Book Fairs$12,489$12,489$12,177$312
Total Events$38,433$38,433$22,795$15,638
Filing and Contact Details

Filer

Filer Name
Holly Avenue PTA
EIN
95-6206368
Address
360 W Duarte Rd, Arcadia, CA 91007

Signing Officer

Name
Claudia Bocanegra
Title
President
Signed
2017-10-24
Discuss with paid preparer
Yes

Preparer

Firm
Skeehan & Company
Address
180 S Lake Ave Seventh Floor, Pasadena, CA 91101
Preparer
Joseph W Skeehan
Phone
6265859555
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $490”

Other Expenses.1007

“Conferences, Conventions, and Meetings $755”

Other Expenses.1

“Hospitality $4165”

Other Expenses.2

“Walk Through History $3750”

Other Expenses.3

“Scholarship & Welfare Donation $2332”

Other Expenses.4

“Other Student Activities $2320”

Other Expenses.5

“Repairs $1411”

Other Expenses.6

“Red Ribbon Week $641”

Other Expenses.7

“Gift to School $228”

Other Expenses.8

“Miscellaneous $160”

Other Expenses.9

“Reflections & Art Fairs $136”

Raw XML Appendix228 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Maggie Jiang
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Darla Steindler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Stacia Ibrahim
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Diana Sanchez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Aileen Truesdale
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Catherine Keyston
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Claudia Bocanegra
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7John Ibrahim
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Shirley Yee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Nora Wilson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Damaris Rangel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Lucy Barnett
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Executive VP
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14Corre Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt016388
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0To support the educational programs of Holly Avenue Elementary School.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt013732
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03308
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Apex Fun Run
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book Fairs
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012489
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt012220
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013724
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt012220
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt012177
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $490
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $755
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Hospitality $4165
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Walk Through History $3750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Scholarship & Welfare Donation $2332
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Other Student Activities $2320
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Repairs $1411
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Red Ribbon Week $641
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Gift to School $228
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Miscellaneous $160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Reflections & Art Fairs $136
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Claudia Bocanegra
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Holly Avenue PTA
ReturnHeader/Filer/BusinessNameControlTxt0HOLL
ReturnHeader/Filer/EIN0956206368
ReturnHeader/Filer/USAddress/AddressLine1Txt0360 W Duarte Rd
ReturnHeader/Filer/USAddress/CityNm0Arcadia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091007
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Skeehan & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0180 S Lake Ave Seventh Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pasadena
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091101
ReturnHeader/PreparerPersonGrp/PhoneNum06265859555
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph W Skeehan
ReturnHeader/ReturnTs02017-10-24T11:35:35-07:00
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
$19,366
Liabilities
$0
Net assets
$19,366
Revenue
$18,287
Expenses
$18,177
Net income
$110
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$3.57$6.45$2.88
2020Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$27.7$19.3$8.38
2019Detailed filing. Detailed filing data is available for this year.$8.26$0.00$8.26$25.5$28.9$3.43
2018Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$28.9$36.6$7.67
2017Detailed filing. Detailed filing data is available for this year.$19.4$0.00$19.4$18.3$18.2$0.11
2016Detailed filing. Detailed filing data is available for this year.$19.3$0.00$19.3$28.2$18.7$9.46
2015Summary only. Only limited summary data is available for this year.$9.80$0.00$22.0$25.1$3.13
2014Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$15.7$37.6$21.9
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.8$0.00$34.8$25.9$41.6$15.7
2012Summary only. Only limited summary data is available for this year.$50.5$0.00$39.6$23.3$16.3