Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2017 • EIN 95-6206488

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 12, 2017

18643 Oakmoor StreetCanyon Country, CA 91351

(661) 252-2100

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

61st percentile

8.7%

Higher net margin than 61% 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

71st percentile

19%

Faster asset growth than 71% of similar nonprofits.

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

Revenue Growth

40th percentile

-4.7%

Faster revenue growth than 40% of similar nonprofits.

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

Assets

Up

$12,985

Up $2,072 (+19%) from 2016

Net Assets

Up

$12,985

Up $2,072 (+19%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$23,878

Down $1,179 (-4.7%) from 2016

Expenses

Down

$21,806

Down $364 (-1.6%) from 2016

Net Income

Down

$2,072

Down $815 (-28%) from 2016

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2011: $34,424Liabilities 2011: $02011Assets 2012: $19,269Liabilities 2012: $02012Assets 2013: $19,355Liabilities 2013: $02013Assets 2014: $2,139Net Assets 2014: $2,1392014Assets 2015: $8,026Net Assets 2015: $8,0262015Assets 2016: $10,913Net Assets 2016: $10,9132016Assets 2017: $12,985Net Assets 2017: $12,9852017Assets 2023: $29,851Liabilities 2023: $0Net Assets 2023: $29,8512023Assets 2024: $22,617Liabilities 2024: $0Net Assets 2024: $22,6172024

Highlighted filing

2017

Assets$12,985
Liabilities-
Net Assets$12,985

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $53,172Expenses 2011: $60,964Net Income 2011: -$7,7922011Revenue 2012: $15,783Expenses 2012: $6,728Net Income 2012: $9,0552012Revenue 2013: $20,805Expenses 2013: $20,771Net Income 2013: $342013Revenue 2014: $27,518Expenses 2014: $44,734Net Income 2014: -$17,2162014Revenue 2015: $28,236Expenses 2015: $22,349Net Income 2015: $5,8872015Revenue 2016: $25,057Expenses 2016: $22,170Net Income 2016: $2,8872016Revenue 2017: $23,878Expenses 2017: $21,806Net Income 2017: $2,0722017Revenue 2023: $49,712Expenses 2023: $46,123Net Income 2023: $3,5892023Revenue 2024: $24,282Expenses 2024: $31,516Net Income 2024: -$7,2342024

Highlighted filing

2017

Revenue$23,878
Expenses$21,806
Net Income$2,072
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 12, 2017
Return Version
2016v3.0
Gross Receipts
$42,599
Mission and Program Overview

Mission

Child Advocacy, Focusing on Education and Health

Program Services

DescriptionGrantsExpenses
Gifts to School Classroom Support-Provides funding and support for classroom needs, equipment, and school modernization needs.-$10,227
Student Activities Enrichment-Provides funding and logistical support for assemblies, field trips, and other student oriented activities. The PTA helps fund music and drama as part of educational enrichment for students.-$5,443
Hospitality Teacher Appreciation-Focuses on developing good communication between students, parents, and teachers through social functions and classroom incentives.-$2,117
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heather IppolitoPresident-$0--
Marci CastroAuditor-$0--
Adrianne HassVP-Membership-$0--
Ingrid SaracioneVP-Ways And Means-$0--
Erin HesterTreasurer-$0--
Nanci WebsterSecretary-$0--
Jennifer TwitchellParliamentarian-$0--
Kristi DescherVP-Hospitality-$0--
Tiffany DesgroseilliersHistorian-$0--
Melanie ElderTeacher Rep-$0--
Kristi SimpronioVP-Programs-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Spring Fling$11,674$11,674$5,299$6,375
Fall Fundraiser$9,573$9,573$2,864$6,709
Total Events$33,067$33,067$13,817$19,250
Filing and Contact Details

Filer

Filer Name
Leona H Cox Community School PTA
EIN
95-6206488
Phone
6612522100
Address
18643 Oakmoor Street, Canyon Country, CA 91351

Signing Officer

Name
Erin Hester
Title
Treasurer
Phone
6612522100
Signed
2017-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Wayne Wright Ea
Address
27200 TOURNEY RD STE 250, SANTA CLARITA, CA 91355
Preparer
Wayne Wright
Phone
6612951950
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

Fundraising 124

Form 990-EZ, Part I, Line 16, Other Expenses

Conferences, conventions, and meetings 2,696

Form 990-EZ, Part I, Line 16, Other Expenses

Membership Expenses 319

Form 990-EZ, Part I, Line 16, Other Expenses

Office Expenses 605

Form 990-EZ, Part I, Line 16, Other Expenses

Governmental Fees 25

Form 990-EZ, Part I, Line 16, Other Expenses

Programs-Assemblies, Enriichment, Field Trips 5,443

Form 990-EZ, Part I, Line 16, Other Expenses

Programs-Gifts to School and Classroom Support 10,227

Form 990-EZ, Part I, Line 16, Other Expenses

Programs-Hospitality and Teacher Appreciation 2,117

Raw XML Appendix230 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/TitleTxt3VP-Ways and Means
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Historian
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IRS990EZ/OtherExpensesTotalAmt021556
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt05516
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Fundraising 124
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, conventions, and meetings 2,696
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Membership Expenses 319
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office Expenses 605
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Governmental Fees 25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Programs-Assemblies, Enriichment, Field Trips 5,443
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Programs-Gifts to School and Classroom Support 10,227
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Programs-Hospitality and Teacher Appreciation 2,117
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Erin Hester
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06612522100
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Leona H Cox Community School PTA
ReturnHeader/Filer/BusinessNameControlTxt0LEON
ReturnHeader/Filer/EIN0956206488
ReturnHeader/Filer/PhoneNum06612522100
ReturnHeader/Filer/USAddress/AddressLine1Txt018643 Oakmoor Street
ReturnHeader/Filer/USAddress/CityNm0Canyon Country
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091351
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06BFCE0DFDC53E23D590ED260BB1DA9EFEF68BF96
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06BFCE0DFDC53E23D590ED260BB1DA9EFEF68BF96
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0172.222.168.161
ReturnHeader/FilingSecurityInformation/IPDt02017-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm002:39:49
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WAYNE WRIGHT EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt027200 TOURNEY RD STE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA CLARITA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091355
ReturnHeader/PreparerPersonGrp/PhoneNum06612951950
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WAYNE WRIGHT
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-12T02:17:12-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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