Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2019 • EIN 95-6206368

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 08, 2019

360 W Duarte RdArcadia, CA 91007

(626) 821-8355

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

21st percentile

-13%

Higher net margin than 21% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

16th percentile

-29%

Faster asset growth than 16% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

32nd percentile

-12%

Faster revenue growth than 32% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$8,262

Down $3,431 (-29%) from 2018

Net Assets

Down

$8,262

Down $3,431 (-29%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$25,483

Down $3,426 (-12%) from 2018

Expenses

Down

$28,914

Down $7,668 (-21%) from 2018

Net Income

Up

-$3,431

Up $4,242 (+55%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$8,262
Liabilities$0
Net Assets$8,262

Operations Trend

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

2019

Revenue$25,483
Expenses$28,914
Net Income-$3,431
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 8, 2019
Return Version
2018v3.1
Gross Receipts
$56,019
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.$21,026-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Subi JanPresidentPT$0--
Claudia BocanegraExecutive VPPT$0--
Lucy Barnett1stvp Publicity-$0--
Helena Cooper2ndvp WaysmeansPT$0--
Manita Rao3rdvp Legislati-$0--
Rumana Hasan4thvp Membershi-$0--
Uyen WongTreasurer-$0--
Jennifer GaoFinancial Sec-$0--
Maggie JiangAuditorPT$0--
Sandy ChouHistorian-$0--
Christina JacksonSecretary-$0--
Dominique YonemotoParliamentarian-$0--
Teresa OaklandPrincipal/Advis-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fifth Grade Graduation Event$11,189$11,189$11,098$91
Other$10,680$10,680$4,616$6,064
Total Events$40,557$40,557$26,046$14,511
Filing and Contact Details

Filer

Filer Name
Holly Avenue PTA
EIN
95-6206368
Phone
6268218355
Address
360 W Duarte Rd, Arcadia, CA 91007

Signing Officer

Name
Subi Jan
Title
President
Signed
2019-11-08
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 $343

Other Expenses.1007

Conferences, Conventions, and Meetings $1214

Other Expenses.1012

Insurance $232

Other Expenses.1

Gift to School $8184

Other Expenses.2

Other Student Activities $5226

Other Expenses.3

Walk Through History $2640

Other Expenses.4

Hospitality $2470

Other Expenses.5

Scholarship & Welfare Donation $1400

Other Expenses.6

Red Ribbon Week $838

Other Expenses.7

Repairs $800

Other Expenses.8

Miscellaneous $150

Other Expenses.9

Bank Charges $125

Other Expenses.10

Reflections & Art Fairs $117

Other Expenses.11

Tax $45

Raw XML Appendix225 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/PersonNm4Manita Rao
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Rumana Hasan
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Dominique Yonemoto
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Teresa Oakland
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt023784
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To support the educational programs of Holly Avenue Elementary School.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt021026
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/RelatedOrgSect527OrgInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt014723
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01952
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01741
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03748
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0279371
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt062036
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt050478
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fifth Grade Graduation Event
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Other
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $343
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $1214
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Gift to School $8184
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Other Student Activities $5226
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Walk Through History $2640
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Hospitality $2470
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Scholarship & Welfare Donation $1400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Red Ribbon Week $838
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Repairs $800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Miscellaneous $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Bank Charges $125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Reflections & Art Fairs $117
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Tax $45
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.11
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Subi Jan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Holly Avenue PTA
ReturnHeader/Filer/BusinessNameControlTxt0HOLL
ReturnHeader/Filer/EIN0956206368
ReturnHeader/Filer/PhoneNum06268218355
ReturnHeader/Filer/USAddress/AddressLine1Txt0360 W Duarte Rd
ReturnHeader/Filer/USAddress/CityNm0Arcadia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091007
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954023565
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/ReturnTs02019-11-08T16:19:37-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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