Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2014 • EIN 95-6206716

Jul 01, 2013 to Jun 30, 2014 • Filed on Mar 09, 2015

Organization ProfileN/A
4525 Irvine AveN Hollywood, CA 91602

(818) 636-8488

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

7th percentile

-54%

Higher net margin than 7% of similar nonprofits.

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

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% 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

13th percentile

-35%

Faster asset growth than 13% of similar nonprofits.

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

Revenue Growth

5th percentile

-68%

Faster revenue growth than 5% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$9,737

Down $5,276 (-35%) from 2013

Net Assets

$9,737

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin7th percentile

Revenue

Down

$9,674

Down $20,163 (-68%) from 2013

Expenses

Down

$14,927

Down $14,956 (-50%) from 2013

Net Income

Down

-$5,253

Down $5,207 (-11320%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$80K$60K$40K$20K$0Assets 2010: $60,251Liabilities 2010: $02010Assets 2011: $45,925Net Assets 2011: $45,9252011Assets 2012: $15,059Net Assets 2012: $15,0592012Assets 2013: $15,013Liabilities 2013: $02013Assets 2014: $9,737Liabilities 2014: $0Net Assets 2014: $9,7372014Assets 2015: $1,421Liabilities 2015: $0Net Assets 2015: $1,4212015Assets 2016: $511Liabilities 2016: $0Net Assets 2016: $5112016

Highlighted filing

2014

Assets$9,737
Liabilities$0
Net Assets$9,737
Open 2014 Filing

Operations Trend

Revenue Growth5th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2010: $118,596Expenses 2010: $119,809Net Income 2010: -$1,2132010Revenue 2011: $104,589Expenses 2011: $118,915Net Income 2011: -$14,3262011Revenue 2012: $132,146Expenses 2012: $163,012Net Income 2012: -$30,8662012Revenue 2013: $29,837Expenses 2013: $29,883Net Income 2013: -$462013Revenue 2014: $9,674Expenses 2014: $14,927Net Income 2014: -$5,2532014Revenue 2015: $1,729Expenses 2015: $10,046Net Income 2015: -$8,3172015Revenue 2016: $0Expenses 2016: $910Net Income 2016: -$9102016

Highlighted filing

2014

Revenue$9,674
Expenses$14,927
Net Income-$5,253
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Mar 9, 2015
Return Version
2013v4.0
Gross Receipts
$9,674
Mission and Program Overview

Mission

Walter reed middle school parent teacher student association supports parents, teachers, students and communitiy of walter reed middle school through fund-raising and activities that support education development, enrichment, campus technology, capital projects and program development.

Program Services

DescriptionGrantsExpenses
WALTER REED MIDDLE SCHOOL PARENT TEACHER STUDENT ASSOCIATION SUPPORTS PARENTS, TEACHERS, STUDENTS AND COMMUNITIY OF WALTER REED MIDDLE SCHOOL THROUGH FUND-RAISING AND ACTIVITIES THAT SUPPORT EDUCATION DEVELOPMENT, ENRICHMENT, CAMPUS TECHNOLOGY, CAPITAL PROJECTS AND PROGRAM DEVELOPMENT.$12,260-
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL KIERMAN CONVEYPresident-$0--
BONNIE PIERONESecretary-$0--
GAYLE M WHITTEMORETreasurer-$0--
MARC LIZERExecutive VP-$0--
MARK JOHNSTONVice President-$0--
KARYN DARGENTONVice President-$0--
ANNA AYALAVice President-$0--
CECILIA HERNANDEZVice President-$0--
MICHAEL ALGAZIVice President-$0--
BARBARA DICKENSVice President-$0--
BONNIE PIERONECo-Chair-$0--
DEBBIE BODOSecretary-$0--
CHRYSTAL FEINERTreasurer-$0--
LESA GAVIDIAHistorian-$0--
Filing and Contact Details

Filer

EIN
95-6206716
Phone
8186368488

Signing Officer

Name
Carol Kiernan Convey
Title
President
Signed
2015-03-09
Discuss with paid preparer
Yes

Preparer

Preparer
Nancy Gakere CPA
Phone
3104297828
Supplemental Narrative

Additional Explanations

Other Expenses.1

“PROGRAM EXPENSES $12260”

Other Expenses.2

“OPERATING EXPENSES $2667”

Raw XML Appendix172 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0GAYLE WHITTEMORE
IRS990EZ/BooksInCareOfDetail/PhoneNum06265241752
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine104525 IRVINE AVE
IRS990EZ/BooksInCareOfDetail/USAddress/City0NORTH HOLLYWOOD
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode091602
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015013
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09737
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09674
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5253
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015013
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09737
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt09674
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015013
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09737
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015013
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09737
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CAROL KIERMAN CONVEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BONNIE PIERONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GAYLE M WHITTEMORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARC LIZER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARK JOHNSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KARYN DARGENTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ANNA AYALA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CECILIA HERNANDEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MICHAEL ALGAZI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BARBARA DICKENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10BONNIE PIERONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11DEBBIE BODO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12CHRYSTAL FEINER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13LESA GAVIDIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EXECUTIVE VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10CO-CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13HISTORIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-23
IRS990EZ/OtherExpensesTotalAmt014927
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0WALTER REED MIDDLE SCHOOL PARENT TEACHER STUDENT ASSOCIATION SUPPORTS PARENTS, TEACHERS, STUDENTS AND COMMUNITIY OF WALTER REED MIDDLE SCHOOL THROUGH FUND-RAISING AND ACTIVITIES THAT SUPPORT EDUCATION DEVELOPMENT, ENRICHMENT, CAMPUS TECHNOLOGY, CAPITAL PROJECTS AND PROGRAM DEVELOPMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WALTER REED MIDDLE SCHOOL PARENT TEACHER STUDENT ASSOCIATION SUPPORTS PARENTS, TEACHERS, STUDENTS AND COMMUNITIY OF WALTER REED MIDDLE SCHOOL THROUGH FUND-RAISING AND ACTIVITIES THAT SUPPORT EDUCATION DEVELOPMENT, ENRICHMENT, CAMPUS TECHNOLOGY, CAPITAL PROJECTS AND PROGRAM DEVELOPMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt012260
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt014927
IRS990EZ/TotalProgramServiceExpensesAmt012260
IRS990EZ/TotalRevenueAmt09674
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt09674
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0132146
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0104577
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0118595
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0364992
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt012
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt012
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0364992
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt09674
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0132146
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0104577
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0118595
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0364992
IRS990ScheduleA/TotalSupportAmt0365004
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM EXPENSES $12260
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OPERATING EXPENSES $2667
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL KIERNAN CONVEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10WALTER REED MS PTSA
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0956206716
ReturnHeader/Filer/PhoneNum08186368488
ReturnHeader/Filer/USAddress/AddressLine104525 IRVINE AVE
ReturnHeader/Filer/USAddress/City0NORTH HOLLYWOOD
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode091602
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Business Financial Management Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102600 W Olive Ave Ste 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Burbank
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode091505
ReturnHeader/PreparerPersonGrp/PhoneNum03104297828
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nancy Gakere CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-03-09T10:38:07-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,737
Liabilities
$0
Net assets
$9,737
Revenue
$9,674
Expenses
$14,927
Net income
-$5,253
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.01$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.02$0.10$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.10$0.15$0.05
2013Summary only. Only limited summary data is available for this year.$0.15$0.00$0.30$0.30$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.15$1.32$1.63$0.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.46$1.05$1.19$0.14
2010Summary only. Only limited summary data is available for this year.$0.60$0.00$1.19$1.20$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits