Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2016 • EIN 95-6206716

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 15, 2016

Organization ProfileN/A
4525 Irvine AveNorth Hollywood, CA 91602

(818) 636-8488

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

Asset Growth

6th percentile

-64%

Faster asset growth than 6% of similar nonprofits.

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

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$511

Down $910 (-64%) from 2015

Net Assets

Down

$511

Down $910 (-64%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $1,729 (-100%) from 2015

Expenses

Down

$910

Down $9,136 (-91%) from 2015

Net Income

Up

-$910

Up $7,407 (+89%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth6th 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

2016

Assets$511
Liabilities$0
Net Assets$511
Open 2016 Filing

Operations Trend

Revenue Growth1st 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

2016

Revenue$0
Expenses$910
Net Income-$910
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 15, 2016
Return Version
2015v2.0
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.$910-
Compensation and Service Providers
Top Officer Pay75th 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

Filer Name
Walter Reed Ms Ptsa
EIN
95-6206716
Phone
8186368488
Address
4525 IRVINE AVE, NORTH HOLLYWOOD, CA 91602

Signing Officer

Name
Carol Kiernan Convey
Title
President
Signed
2016-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Business Financial Management Services
Address
2600 W Olive Ave Ste 500, Burbank, CA 91505
Preparer
Nancy Gakere CPA
Phone
3104297828
Supplemental Narrative

Additional Explanations

Other Expenses.1

“PTA Operating expenses $910”

Raw XML Appendix162 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/PersonNm0GAYLE WHITTEMORE
IRS990EZ/BooksInCareOfDetail/PhoneNum06265241752
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04525 IRVINE AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NORTH HOLLYWOOD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091602
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01421
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0511
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-910
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt01421
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0511
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01421
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0511
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01421
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt100
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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/OtherExpensesTotalAmt0910
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/GrantsAndAllocationsAmt0910
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0910
IRS990EZ/TotalProgramServiceExpensesAmt0910
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01706
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0132146
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0133852
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0133852
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01706
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0132146
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0133852
IRS990ScheduleA/TotalSupportAmt0133852
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PTA Operating expenses $910
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL KIERNAN CONVEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALTER REED MS PTSA
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0956206716
ReturnHeader/Filer/PhoneNum08186368488
ReturnHeader/Filer/USAddress/AddressLine1Txt04525 IRVINE AVE
ReturnHeader/Filer/USAddress/CityNm0NORTH HOLLYWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091602
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Business Financial Management Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02600 W Olive Ave Ste 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Burbank
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091505
ReturnHeader/PreparerPersonGrp/PhoneNum03104297828
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nancy Gakere CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-15T15:00:20-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$511
Liabilities
$0
Net assets
$511
Revenue
$0
Expenses
$910
Net income
-$910
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. 2016 filings • 501(c)3 • <$500k nonprofits