Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2015 • EIN 95-6206609

Jun 01, 2014 to May 31, 2015 • Filed on Jan 11, 2016

1900 N Sixth StreetBurbank, CA 91504

(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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

26th percentile

-7.8%

Higher net margin than 26% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

32nd percentile

-6.9%

Faster asset growth than 32% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

89th percentile

67%

Faster revenue growth than 89% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$53,840

Down $4,014 (-6.9%) from 2014

Net Assets

Down

$53,840

Down $4,014 (-6.9%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$51,594

Up $20,730 (+67%) from 2014

Expenses

Up

$55,608

Up $25,293 (+83%) from 2014

Net Income

Down

-$4,014

Down $4,563 (-831%) from 2014

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

2015

Assets$53,840
Liabilities-
Net Assets$53,840

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

2015

Revenue$51,594
Expenses$55,608
Net Income-$4,014
Jump To
Filing Snapshot
Filing Period
Jun 1, 2014 to May 31, 2015
Signed
Jan 11, 2016
Return Version
2014v6.0
Gross Receipts
$66,969
Mission and Program Overview

Mission

To support the elementary school expenses including special projects.

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-$46,047
PARENT EDUCATION, BI-MONTHLY NEWSLETTER TO STUDENTS AND THEIR FAMILITES, CHILDCARE DURING PTA MEETINGS, PTA CONVEN- TION EXPENSES FOR PARENTS-$3,153
WELFARE, HOLIDAY BASKETS (FOOD FOR 15 FAMILIES), CAMPERSHIPS BURBANK EDUCATION FOUNDATION, FUNDING FOR HEALTHCARE NEEDS FOR NEEDY STUDENTS-$3,120
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELE HIGGINBOTHAMParliamentarian-$0--
JULIE BARNHARTRecy Secretary-$0--
MICHELLE RIESTreasurerPT$0--
TRACY COLLAZOSCorresponding Secy-$0--
CORIELLE LOPEZ1st VP-$0--
BOB CLENDENINAuditor-$0--
GISELA GRIGORIANFin Sec'Y-$0--
KRISTINA BALOSPresidentPT$0--
NICHOLE MOORE3rd VP-$0--
KATHY DIMOPOULOS2nd VP-$0--
KRISTI CHASE4th VP-$0--
CAROLINE SOLBERGHistorian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Carnival$23,473$23,473$4,235$19,238
Fun Run$9,294$9,294$868$8,426
Total Events$40,108$40,108$11,103$29,005
Filing and Contact Details

Filer

Filer Name
Thomas Jefferson Pta
EIN
95-6206609
Phone
8185584635
Address
1900 N SIXTH STREET, BURBANK, CA 91504

Signing Officer

Name
Michelle Ries
Title
Treasurer
Phone
8185584635
Signed
2016-01-11
Discuss with paid preparer
Yes

Preparer

Firm
Sally Veres Tax and Accounting
Address
2519 N Lamer St, Burbank, CA 91504
Preparer
Sally Veres
Phone
8188485256
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

Organizational expenses 3063. Welfare 3120. Scholarships & activities 46047. Parent education 1642.

Raw XML Appendix199 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/USAddress/CityNm0BURBANK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TRACY COLLAZOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CORIELLE LOPEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BOB CLENDENIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GISELA GRIGORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KRISTINA BALOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8NICHOLE MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KATHY DIMOPOULOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10KRISTI CHASE
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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Historian
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt053872
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/PrintingPublicationsPostageAmt0724
IRS990EZ/ProgramServiceRevenueAmt01843
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOLARSHIPS & ACTIVITIES, SCHOOL ASSEMBLIES, EMERGENCY SUPPLIES, MANY STUDENT ACTIVITIES BENEFITING CHILDREN AND FAMILIES
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03120
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.BURBANK.K12.CA.US/SCHOOLS/THOMASJEFFERSON
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03710
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0977
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02288
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01280
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01234
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09489
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0317015
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0326504
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03968
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07341
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0810
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATIONAL EXPENSES 3063. WELFARE 3120. SCHOLARSHIPS & ACTIVITIES 46047. PARENT EDUCATION 1642.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE RIES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08185584635
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THOMAS JEFFERSON PTA
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0956206609
ReturnHeader/Filer/PhoneNum08185584635
ReturnHeader/Filer/USAddress/AddressLine1Txt01900 N SIXTH STREET
ReturnHeader/Filer/USAddress/CityNm0BURBANK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091504
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sally Veres Tax and Accounting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02519 N Lamer St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Burbank
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091504
ReturnHeader/PreparerPersonGrp/PhoneNum08188485256
ReturnHeader/PreparerPersonGrp/PreparationDt02016-01-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SALLY VERES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-01-12T18:07:33-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-06-01
ReturnHeader/TaxPeriodEndDt02015-05-31
ReturnHeader/TaxYr02014

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