Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2014 • EIN 95-6206609

Jun 01, 2013 to May 31, 2014 • Filed on Oct 06, 2014

1900 N Sixth Street91504

(818) 558-4635

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

47th percentile

1.8%

Higher net margin than 47% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

48th percentile

1.0%

Faster asset growth than 48% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

41st percentile

-3.4%

Faster revenue growth than 41% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$57,854

Up $549 (+1.0%) from 2013

Net Assets

$57,854

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$30,864

Down $1,070 (-3.4%) from 2013

Expenses

Up

$30,315

Up $4,024 (+15%) from 2013

Net Income

Down

$549

Down $5,094 (-90%) from 2013

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $37,903Liabilities 2011: $02011Assets 2012: $51,662Net Assets 2012: $51,6622012Assets 2013: $57,305Liabilities 2013: $02013Assets 2014: $57,854Net Assets 2014: $57,8542014Assets 2015: $53,840Net Assets 2015: $53,8402015Assets 2016: $51,076Net Assets 2016: $51,0762016Assets 2017: $44,799Net Assets 2017: $44,7992017Assets 2018: $31,951Net Assets 2018: $31,9512018Assets 2019: $37,289Net Assets 2019: $37,2892019Assets 2023: $54,234Net Assets 2023: $54,2342023Assets 2024: $38,466Liabilities 2024: $0Net Assets 2024: $38,4662024

Highlighted filing

2014

Assets$57,854
Liabilities-
Net Assets$57,854

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $52,898Expenses 2011: $45,469Net Income 2011: $7,4292011Revenue 2012: $37,486Expenses 2012: $23,727Net Income 2012: $13,7592012Revenue 2013: $31,934Expenses 2013: $26,291Net Income 2013: $5,6432013Revenue 2014: $30,864Expenses 2014: $30,315Net Income 2014: $5492014Revenue 2015: $51,594Expenses 2015: $55,608Net Income 2015: -$4,0142015Revenue 2016: $56,346Expenses 2016: $59,110Net Income 2016: -$2,7642016Revenue 2017: $68,892Expenses 2017: $75,169Net Income 2017: -$6,2772017Revenue 2018: $34,714Expenses 2018: $47,562Net Income 2018: -$12,8482018Revenue 2019: $34,985Expenses 2019: $29,647Net Income 2019: $5,3382019Revenue 2023: $63,983Expenses 2023: $61,843Net Income 2023: $2,1402023Revenue 2024: $32,568Expenses 2024: $48,336Net Income 2024: -$15,7682024

Highlighted filing

2014

Revenue$30,864
Expenses$30,315
Net Income$549
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Oct 6, 2014
Return Version
2013v3.1
Gross Receipts
$43,639
Mission and Program Overview

Mission

To support the elementary school and the community with expenses including student assemblies and other expenses including special projects.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS & ACTIVITIES, SCHOOL ASSEMBLIES, EMERGENCY SUPPLIES, MANY STUDENT ACTIVITIES BENEFITING CHILDREN AND FAMILIES-$21,402
WELFARE, HOLIDAY BASKETS (FOOD FOR 15 FAMILIES), CAMPERSHIPS BURBANK EDUCATION FOUNDATION, FUNDING FOR HEALTHCARE NEEDS FOR NEEDY STUDENTS-$2,867
PARENT EDUCATION, BI-MONTHLY NEWSLETTER TO STUDENTS AND THEIR FAMILITES, CHILDCARE DURING PTA MEETINGS, PTA CONVEN- TION EXPENSES FOR PARENTS-$1,709
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELE HIGGINBOTHAMParliamentarian-$0--
JULIE BARNHARTRecy Secretary-$0--
MELISSA BRUMITTreasurerPT$0--
TRACY COLLAZOSCorresponding Secy-$0--
CORIELLE LOPEZ1st VP-$0--
BOB CLENDENINAuditor-$0--
GISELA GRIGORIANFin Sec'Y-$0--
KRISTINA BALOSPresidentPT$0--
DAN EVANS3rd VP-$0--
NICOLE MOORE2nd VP-$0--
MICHELLE T RIES4th VP-$0--
CAROLINE SOLBERGHistorian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$19,417$19,417$7,496$11,921
Event 2$8,446$8,446$912$7,534
Total Events$34,003$34,003$8,883$25,120
Filing and Contact Details

Filer

EIN
95-6206609
Phone
8185584635

Signing Officer

Name
Michelle Ries
Title
Treasurer
Phone
8185584635
Signed
2014-10-06
Discuss with paid preparer
Yes

Preparer

Preparer
Sally J Veres
Phone
8188485256
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

Field trip receipts in excess of direct expenses 2958.

Form 990EZ, Part I, Line 16

Organizational expenses 3021. Welfare 2867. Scholarships & activities 21402. Parent education 1709. Bank fees 90.

Raw XML Appendix195 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum08188415271
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine101900 N SIXTH ST
IRS990EZ/BooksInCareOfDetail/USAddress/City0BURBANK
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode091504
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt057305
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHELE HIGGINBOTHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JULIE BARNHART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MELISSA BRUMIT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TRACY COLLAZOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CORIELLE LOPEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BOB CLENDENIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GISELA GRIGORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KRISTINA BALOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DAN EVANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9NICOLE MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MICHELLE T RIES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11CAROLINE SOLBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Parliamentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1RECY SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Corresponding Secy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt41st VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6FIN SEC'Y
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt83RD VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt92nd VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt104th VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Historian
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt029089
IRS990EZ/OtherRevenueTotalAmt02958
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE ELEMENTARY SCHOOL AND THE COMMUNITY WITH EXPENSES INCLUDING STUDENT ASSEMBLIES AND OTHER EXPENSES INCLUDING SPECIAL PROJECTS.
IRS990EZ/PrintingPublicationsPostageAmt01226
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WELFARE, HOLIDAY BASKETS (FOOD FOR 15 FAMILIES), CAMPERSHIPS BURBANK EDUCATION FOUNDATION, FUNDING FOR HEALTHCARE NEEDS FOR NEEDY STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOLARSHIPS & ACTIVITIES, SCHOOL ASSEMBLIES, EMERGENCY SUPPLIES, MANY STUDENT ACTIVITIES BENEFITING CHILDREN AND FAMILIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PARENT EDUCATION, BI-MONTHLY NEWSLETTER TO STUDENTS AND THEIR FAMILITES, CHILDCARE DURING PTA MEETINGS, PTA CONVEN- TION EXPENSES FOR PARENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02867
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt121402
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21709
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012775
IRS990EZ/SpecialEventsNetIncomeLossAmt026928
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030315
IRS990EZ/TotalProgramServiceExpensesAmt025978
IRS990EZ/TotalRevenueAmt030864
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.BURBANK.K12.CA.US/SCHOOLS/THOMASJEFFERSON
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0977
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02288
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01280
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01234
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01153
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06932
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt065554
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt054402
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt066729
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt064058
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt081474
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0332217
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0339149
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt066531
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt056690
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt068009
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt065292
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt082627
IRS990ScheduleA/Total509Grp/TotalAmt0339149
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0339149
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08883
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt0475
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0475
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019417
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08446
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06140
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt034003
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019417
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08446
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06140
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt034003
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025120
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08408
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07496
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0912
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FIELD TRIP RECEIPTS IN EXCESS OF DIRECT EXPENSES 2958.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATIONAL EXPENSES 3021. WELFARE 2867. SCHOLARSHIPS & ACTIVITIES 21402. PARENT EDUCATION 1709. BANK FEES 90.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE RIES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08185584635
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-06
ReturnHeader/Filer/BusinessName/BusinessNameLine10THOMAS JEFFERSON PTA
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0956206609
ReturnHeader/Filer/PhoneNum08185584635
ReturnHeader/Filer/USAddress/AddressLine101900 N SIXTH STREET
ReturnHeader/Filer/USAddress/City0BURBANK
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode091504
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Sally Veres Tax and Accounting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102519 N Lamer St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Burbank
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode091504
ReturnHeader/PreparerPersonGrp/PhoneNum08188485256
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SALLY J VERES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-10-10T07:18:05-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-06-01
ReturnHeader/TaxPeriodEndDt02014-05-31
ReturnHeader/TaxYr02013

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