Civic Intelligence

PTA California Congress of Parents

EIN 95-6206693 • 501(c)3 • West Covina, CA

Profile

CHILD ADVOCACY

1901 E Vine AveWest Covina, CA 91791

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

91st percentile

58%

Higher net margin than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

96th percentile

259%

Faster asset growth than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

46th percentile

-5.6%

Faster revenue growth than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$13,760

Up $9,925 (+259%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$13,760

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin91st percentile

Revenue

Down

$17,300

Down $1,018 (-5.6%) from 2015

Expenses

Down

$7,340

Down $21,720 (-75%) from 2015

Net Income

Up

$9,960

Up $20,702 (+193%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth96th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20K$15K$10K$5.0K$0Assets 2011: $4,963Liabilities 2011: $02011Assets 2012: $12,895Liabilities 2012: $02012Assets 2013: $17,498Net Assets 2013: $17,4982013Assets 2014: $14,577Net Assets 2014: $14,5772014Assets 2015: $3,835Liabilities 2015: $02015Assets 2016: $13,760Net Assets 2016: $13,7602016

Highlighted filing

2016

Assets$13,760
Liabilities-
Net Assets$13,760
Open 2016 Filing

Operations Trend

Revenue Growth46th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2011: $20,370Expenses 2011: $23,715Net Income 2011: -$3,3452011Revenue 2012: $62,583Expenses 2012: $54,651Net Income 2012: $7,9322012Revenue 2013: $23,067Expenses 2013: $16,815Net Income 2013: $6,2522013Revenue 2014: $24,980Expenses 2014: $27,901Net Income 2014: -$2,9212014Revenue 2015: $18,318Expenses 2015: $29,060Net Income 2015: -$10,7422015Revenue 2016: $17,300Expenses 2016: $7,340Net Income 2016: $9,9602016

Highlighted filing

2016

Revenue$17,300
Expenses$7,340
Net Income$9,960
Open 2016 Filing

Filings

Most recent year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,760
Liabilities
-
Net assets
$13,760
Revenue
$17,300
Expenses
$7,340
Net income
$9,960
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$13.8$13.8$17.3$7.34$9.96
2015Summary only. Only limited summary data is available for this year.$3.84$0.00$18.3$29.1$10.7
2014Detailed filing. Detailed filing data is available for this year.$14.6$14.6$25.0$27.9$2.92
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.5$17.5$23.1$16.8$6.25
2012Summary only. Only limited summary data is available for this year.$12.9$0.00$62.6$54.7$7.93
2011Summary only. Only limited summary data is available for this year.$4.96$0.00$20.4$23.7$3.35
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 23, 2018
Return Version
2015v3.0
Gross Receipts
$32,688
Mission and Program Overview

Mission

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT, ENRICHMENT, EDUCATION - SERVICE 570STUDENTS PROVIDING ASSEBLIES, FIELD TRIPS, TRANSPORTATION, LIBRARYBOOKS, COMPUTERS, SOFTWARE, READING INCENTIVES, GOOD BEHAVIOR INCENTIVES, PLAYGROUND EQUIPMENT AND MONTHLY NEWSLETTER.$5,671-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THERESA ALTUNEZMembership-$0--
LINDA CURIELSecretary-$0--
VERONICA PADAREZPresidentPT$0--
JENNIFER CHAVEZTreasurer-$0--
NORMA NAKAMOTOFundraising-$0--
BRIAN JONESVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fundraiser$13,902$13,902$8,274$5,628
Family Fair$9,658$9,658$3,080$6,578
Total Events$23,560$23,560$11,354$12,206
Filing and Contact Details

Filer

Filer Name
Pta California Congress of Parents
EIN
95-6206693
Phone
6269311790
Address
1901 E VINE AVE, WEST COVINA, CA 91791

Signing Officer

Name
Patricia Ornelas-jarquin
Title
Director
Signed
2018-02-23
Discuss with paid preparer
Yes

Preparer

Firm
Weickert Allison Jeter Co Inc
Address
1074 S Park View Dr Ste 102, Covina, CA 91724
Preparer
Michael Allison Ea
Phone
6263310531
Supplemental Narrative

Additional Explanations

Other Expenses.1

“ASSEMBLIES $2570”

Other Expenses.2

“STUDENT FOLDERS $1344”

Other Expenses.3

“5th grade celebration $1196”

Other Expenses.4

“Membership incentives $467”

Other Expenses.5

“Teacher appreciation $454”

Other Expenses.6

“SUPPLIES $438”

Other Expenses.7

“BANK FEES $324”

Other Expenses.8

“COUNCIL MEMBERSHIP $260”

Other Expenses.9

“Honorary service awards $224”

Other Expenses.10

“TRAINING $175”

Other Expenses.11

“AWARDS DINNER $168”

Other Expenses.12

“STAR STUDENT $107”

Other Expenses.13

“TAXES $10”

Other Expenses.14

“PRIOR YEAR EXPENSE $-397”

Raw XML Appendix192 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/PersonNm0VERONICA PADAREZ
IRS990EZ/BooksInCareOfDetail/PhoneNum06269311790
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01901 E VINE ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WEST COVINA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091791
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03800
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013760
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09960
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt03800
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013760
IRS990EZ/FundraisingGrossIncomeAmt031688
IRS990EZ/GrossReceiptsAmt032688
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03800
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013760
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03800
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013760
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0THERESA ALTUNEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LINDA CURIEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VERONICA PADAREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER CHAVEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NORMA NAKAMOTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRIAN JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07340
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORT, ENRICHMENT, EDUCATION - SERVICE 570STUDENTS PROVIDING ASSEBLIES, FIELD TRIPS, TRANSPORTATION, LIBRARYBOOKS, COMPUTERS, SOFTWARE, READING INCENTIVES, GOOD BEHAVIOR INCENTIVES, PLAYGROUND EQUIPMENT AND MONTHLY NEWSLETTER.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05671
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015388
IRS990EZ/SpecialEventsNetIncomeLossAmt016300
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07340
IRS990EZ/TotalProgramServiceExpensesAmt05671
IRS990EZ/TotalRevenueAmt017300
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01612
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02573
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0674
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0615
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06474
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt067865
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt049844
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt061968
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0179677
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0186151
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01612
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt070438
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt050518
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt062583
IRS990ScheduleA/Total509Grp/TotalAmt0186151
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01612
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt070438
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt050518
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt062583
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0186151
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011354
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPRING FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FAMILY FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013902
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09658
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023560
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013902
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09658
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023560
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012206
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011354
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08274
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03080
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ASSEMBLIES $2570
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STUDENT FOLDERS $1344
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25TH GRADE CELEBRATION $1196
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERSHIP INCENTIVES $467
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TEACHER APPRECIATION $454
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SUPPLIES $438
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK FEES $324
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7COUNCIL MEMBERSHIP $260
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8HONORARY SERVICE AWARDS $224
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TRAINING $175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10AWARDS DINNER $168
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11STAR STUDENT $107
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12TAXES $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13PRIOR YEAR EXPENSE $-397
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.14
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA ORNELAS-JARQUIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CALIFORNIA CONGRESS OF PARENTS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0VINE ELEMENTARY
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0956206693
ReturnHeader/Filer/PhoneNum06269311790
ReturnHeader/Filer/USAddress/AddressLine1Txt01901 E VINE AVE
ReturnHeader/Filer/USAddress/CityNm0WEST COVINA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091791
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Weickert Allison Jeter Co Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01074 S Park View Dr Ste 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Covina
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091724
ReturnHeader/PreparerPersonGrp/PhoneNum06263310531
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL ALLISON EA
ReturnHeader/ReturnTs02018-02-23T14:00:18-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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