Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2020 • EIN 95-6206368

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 13, 2020

Organization ProfileN/A
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

55th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

78th percentile

30%

Higher net margin than 78% 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

88th percentile

101%

Faster asset growth than 88% of similar nonprofits.

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

Revenue Growth

72nd percentile

8.7%

Faster revenue growth than 72% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$16,645

Up $8,383 (+101%) from 2019

Net Assets

Up

$16,645

Up $8,383 (+101%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin78th percentile

Revenue

Up

$27,708

Up $2,225 (+8.7%) from 2019

Expenses

Down

$19,325

Down $9,589 (-33%) from 2019

Net Income

Up

$8,383

Up $11,814 (+344%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth88th 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

2020

Assets$16,645
Liabilities$0
Net Assets$16,645
Open 2020 Filing

Operations Trend

Revenue Growth72nd 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

2020

Revenue$27,708
Expenses$19,325
Net Income$8,383
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 13, 2020
Return Version
2019v5.0
Gross Receipts
$48,144
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.$15,782-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Helena CooperPresidentPT$0--
Kirsten HurExecutive VPPT$0--
Sanjida Mian1stvp Publicity-$0--
Jennifer Gao2ndvp WaysmeansPT$0--
Meghan Curry3rdvp Legislati-$0--
Monalisa Chakraborty4thvp Membershi-$0--
Uyen WongTreasurer-$0--
Katalin SimonFinancial Sec-$0--
Maggie JiangAuditorPT$0--
Sandy ChouHistorian-$0--
Christina JacksonSecretary-$0--
Annie XuParliamentarian-$0--
Teresa OaklandPrincipal/Advis-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jogathon$23,902$23,902-$23,902
Other$8,434$8,434$6,167$2,267
Total Events$46,213$46,213$20,436$25,777
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
Uyen Wong
Title
Treasurer
Signed
2020-11-13
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 $2494”

Other Expenses.1012

“Insurance $232”

Other Expenses.1

“Gift to School $7062”

Other Expenses.2

“Hospitality $2930”

Other Expenses.3

“Walk Through History $2340”

Other Expenses.4

“Scholarship & Welfare Donation $1800”

Other Expenses.5

“Red Ribbon Week $886”

Other Expenses.6

“Other Student Activities $660”

Other Expenses.7

“Reflections & Art Fairs $96”

Other Expenses.8

“Bank Charges $89”

Other Expenses.9

“Miscellaneous $9”

Raw XML Appendix218 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/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jennifer Gao
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Meghan Curry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Monalisa Chakraborty
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Uyen Wong
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Katalin Simon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Maggie Jiang
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Sandy Chou
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Christina Jackson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Annie Xu
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Teresa Oakland
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Executive VP
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt43rdVP Legislati
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Financial Sec
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Parliamentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Principal/Advis
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt018598
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To support the educational programs of Holly Avenue Elementary School.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Student Activities - Assemblies, Fifth Grade Graduation Event, Generation's Day, Walk through History, Teacher Appreciation, Red Ribbon Week, Etc.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015782
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt020436
IRS990EZ/SpecialEventsNetIncomeLossAmt026380
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt019325
IRS990EZ/TotalProgramServiceExpensesAmt015782
IRS990EZ/TotalRevenueAmt027708
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05306
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01952
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01741
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt021087
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt046816
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0279457
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt056019
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt070004
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt064341
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt062036
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0300544
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Jogathon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Other
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023902
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08434
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt013877
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023902
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08434
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt013877
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025777
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06167
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $2494
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Gift to School $7062
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Hospitality $2930
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Walk Through History $2340
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Scholarship & Welfare Donation $1800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Red Ribbon Week $886
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Other Student Activities $660
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Reflections & Art Fairs $96
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Bank Charges $89
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Miscellaneous $9
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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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Uyen Wong
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
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/ReturnTs02020-11-13T16:06:04-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,645
Liabilities
$0
Net assets
$16,645
Revenue
$27,708
Expenses
$19,325
Net income
$8,383
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