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

Score unavailable

No value available

This filing does not contain officer compensation rows.

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 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BURBANK
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BOB CLENDENIN
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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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Historian
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IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt053872
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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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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02288
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01280
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01234
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IRS990ScheduleA/InvestmentIncomeCYPct00
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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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Filings