Civic Intelligence

Robert a Millikan Middle School Ptsa

EIN 95-6206919 • 501(c)3 • Sherman Oaks, CA

Profile

The mission of the PTSA is to positively impact the lives of students and families by empowering, representing and supporting members with skills, advocacy, leadership and communication.

5041 Sunnyslope AveSherman Oaks, CA 91423-1445

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2020

Net Margin

13th percentile

-56%

Higher net margin than 13% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

24th percentile

-31%

Faster asset growth than 24% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

16th percentile

-53%

Faster revenue growth than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$22,421

Down $9,862 (-31%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$22,421

Down $9,862 (-31%) from 2019

Operations
Liabilities / RevenueScore unavailableNet Margin13th percentile

Revenue

Down

$17,492

Down $19,855 (-53%) from 2019

Expenses

Down

$27,354

Down $8,908 (-25%) from 2019

Net Income

Down

-$9,862

Down $10,947 (-1009%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

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

$40K$30K$20K$10K$0Assets 2012: $21,782Liabilities 2012: $02012Assets 2013: $22,191Liabilities 2013: $0Net Assets 2013: $22,1912013Assets 2014: $13,400Liabilities 2014: $0Net Assets 2014: $13,4002014Assets 2015: $2,678Liabilities 2015: $02015Assets 2016: $37,334Liabilities 2016: $02016Assets 2017: $12,120Liabilities 2017: $02017Assets 2018: $34,591Liabilities 2018: $02018Assets 2019: $32,283Net Assets 2019: $32,2832019Assets 2020: $22,421Net Assets 2020: $22,4212020

Highlighted filing

2020

Assets$22,421
Liabilities-
Net Assets$22,421
Open 2020 Filing

Operations Trend

Revenue Growth16th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2012: $45,544Expenses 2012: $29,334Net Income 2012: $16,2102012Revenue 2013: $28,063Expenses 2013: $27,654Net Income 2013: $4092013Revenue 2014: $36,097Expenses 2014: $44,888Net Income 2014: -$8,7912014Revenue 2015: $27,047Expenses 2015: $37,734Net Income 2015: -$10,6872015Revenue 2016: $66,101Expenses 2016: $29,523Net Income 2016: $36,5782016Revenue 2017: $57,414Expenses 2017: $60,872Net Income 2017: -$3,4582017Revenue 2018: $38,211Expenses 2018: $34,218Net Income 2018: $3,9932018Revenue 2019: $37,347Expenses 2019: $36,262Net Income 2019: $1,0852019Revenue 2020: $17,492Expenses 2020: $27,354Net Income 2020: -$9,8622020

Highlighted filing

2020

Revenue$17,492
Expenses$27,354
Net Income-$9,862
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,421
Liabilities
-
Net assets
$22,421
Revenue
$17,492
Expenses
$27,354
Net income
-$9,862
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$22.4$22.4$17.5$27.4$9.86
2019Detailed filing. Detailed filing data is available for this year.$32.3$32.3$37.3$36.3$1.09
2018Summary only. Only limited summary data is available for this year.$34.6$0.00$38.2$34.2$3.99
2017Summary only. Only limited summary data is available for this year.$12.1$0.00$57.4$60.9$3.46
2016Summary only. Only limited summary data is available for this year.$37.3$0.00$66.1$29.5$36.6
2015Summary only. Only limited summary data is available for this year.$2.68$0.00$27.0$37.7$10.7
2014Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$36.1$44.9$8.79
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.2$0.00$22.2$28.1$27.7$0.41
2012Summary only. Only limited summary data is available for this year.$21.8$0.00$45.5$29.3$16.2
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 13, 2020
Return Version
2019v5.0
Gross Receipts
$23,237
Mission and Program Overview

Mission

The mission of the PTSA is to positively impact the lives of students and families by empowering, representing and supporting members with skills, advocacy, leadership and communication.

Program Services

DescriptionGrantsExpenses
Faculty and staff Support - Throughout the year, PTSA supports the faculty and staff by funding events such as a welcome back lunch, a holiday lunch, and a year-end lunch.$0$1,965
PTSA seeks to provide educational assemblies throughout the year to students to meet the current needs of the school. We provided a "Vaping Seminar" to our students.$0$1,000
PTSA encourages dialogue between parents and educators and among students by holding member socials at lunchtime and at association meetings in the evenings, once per month.$0$765
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lori SchlaiferPresidentPT$0--
Lisa AdlerCommunications And FundraisingPT$0--
Jane EpsteinSecretary-$0--
Janet IovinoTreasurerPT$0--
Blayne PacceliExecutive Vice President-$0--
Laura Solis-LawsVice President Membership-$0--
Victoria BrownHistorian-$0--
Jeri KalvanParliamentarian-$0--
Filing and Contact Details

Filer

Filer Name
Pta California Congress of Parents Teachers & Students Inc
EIN
95-6206919
In Care Of
% Lisa Adler
Phone
8185699250
Address
5041 SUNNYSLOPE AVE, SHERMAN OAKS, CA 91423-1445

Signing Officer

Name
Lisa Adler
Title
2020 Executive Vice President
Signed
2020-11-13
Discuss with paid preparer
No
Supplemental Narrative

Additional Explanations

Doing Business As Names

“Robert A Millikan Middle PTSA”

Part I, line 8

“| Other Revenues:, Amount:| Bank reconciliation: $10 Secretary of State refund: $10.08, $20|”

Part I, line 10

“| Grants And Similar Amounts Paid:, Amount:| Donations to school: $15000 Donations to students in need" $402.88, $15402|”

Part I, line 16

“| Other Expenses:, Amount:| Admin fees: $450 District PTA Assessments: $100 Insurance: $232 Supplies: $193.52 Processing Fees: $464.14 Tax/Registration Filing: $55 Website: $138.05 Association Meetings/Hospitality/Assemblies/Member Socials/Reflections competition/Leadership/Staff Appreciation: $4353.43 Board Member Training: $10 Membership Supplies: $16 Back to School Night: $629.44 Circus Fundraiser Night: $3528 MAC Fund: $148.40 Meet the High Schools: $201.87 Sock Fundraiser: $954.34 Sponsorship Banners: $282.67, $11757|”

Raw XML Appendix170 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/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Executive Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice President Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Parliamentarian
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/OtherExpensesTotalAmt011757
IRS990EZ/OtherRevenueTotalAmt020
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IRS990EZ/PrintingPublicationsPostageAmt0195
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Faculty and staff Support - Throughout the year, PTSA supports the faculty and staff by funding events such as a welcome back lunch, a holiday lunch, and a year-end lunch.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Robert A Millikan Middle PTSA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Other Revenues:, Amount:| Bank reconciliation: $10 Secretary of State refund: $10.08, $20|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Grants And Similar Amounts Paid:, Amount:| Donations to school: $15000 Donations to students in need" $402.88, $15402|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Other Expenses:, Amount:| Admin fees: $450 District PTA Assessments: $100 Insurance: $232 Supplies: $193.52 Processing Fees: $464.14 Tax/Registration Filing: $55 Website: $138.05 Association Meetings/Hospitality/Assemblies/Member Socials/Reflections competition/Leadership/Staff Appreciation: $4353.43 Board Member Training: $10 Membership Supplies: $16 Back to School Night: $629.44 Circus Fundraiser Night: $3528 MAC Fund: $148.40 Meet the High Schools: $201.87 Sock Fundraiser: $954.34 Sponsorship Banners: $282.67, $11757|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Doing Business As Names
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I, line 16
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Lisa Adler
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt02020 Executive Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0956206919
ReturnHeader/Filer/InCareOfNm0% Lisa Adler
ReturnHeader/Filer/PhoneNum08185699250
ReturnHeader/Filer/USAddress/AddressLine1Txt05041 SUNNYSLOPE AVE
ReturnHeader/Filer/USAddress/CityNm0SHERMAN OAKS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0914231445
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ReturnHeader/FilingSecurityInformation/IPDt02020-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/ReturnTs02020-11-13T13:49:31-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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