Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2019 • EIN 95-6206919

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 13, 2020

Organization ProfileN/A
5041 Sunnyslope AveSherman Oaks, CA 91423-1445

(818) 569-9250

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

49th percentile

2.9%

Higher net margin than 49% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

33rd percentile

-6.7%

Faster asset growth than 33% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

44th percentile

-2.3%

Faster revenue growth than 44% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$32,283

Down $2,308 (-6.7%) from 2018

Net Assets

$32,283

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin49th percentile

Revenue

Down

$37,347

Down $864 (-2.3%) from 2018

Expenses

Up

$36,262

Up $2,044 (+6.0%) from 2018

Net Income

Down

$1,085

Down $2,908 (-73%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$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

2019

Assets$32,283
Liabilities-
Net Assets$32,283
Open 2019 Filing

Operations Trend

Revenue Growth44th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$37,347
Expenses$36,262
Net Income$1,085
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 13, 2020
Return Version
2018v3.1
Gross Receipts
$43,437
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
Grad Night-$21,059
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$5,117
PTSA encourages dialogue between parents and educators and among students by holding member socials at lunchtime and at association meetings in evenings once per month.$0$3,432
Teacher requests - PTSA considers requests from teachers throughout the year for larger items and learning materials needed in the classroom. These include textbooks, educational materials, teacher training and computer equipment.$0$2,963
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donna Simon-LevittPresidentPT$0--
Lori SchlaiferExecutive Vice PresidentPT$0--
Caryn BushSecretary-$0--
Janet IovinoTreasurerPT$0--
Deon BushParliamentarian-$0--
Susan StealeyTeacher Rep-$0--
Andi HarrisTeacher Rep-$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 Adjustment, $70|”

Part I, line 10

“| Grants And Similar Amounts Paid:, Amount:| Donations to school: $1667 Donations to students in need: $220 Donations to new member basket: $10, $1897|”

Part I, line 16

“| Other Expenses:, Amount:| Admin fees: $472 Bank Fees: $22 District PTSA Assessments: $90 Insurance: $232 Supplies: $274 Paypal processing fees: $62 Tax / Registration filing fees: $71 Website: $138 Association meetings & Assemblies / Hospitality: $3432 National PTSA Reflections contest: $508 Grad Night: $21859 Leadership: $250 Science Journal Subscription: $470 Spring Fair: $680 Meet the high schools night: $460 Staff CPR training: $825 Teacher & Staff Appreciation: $5117, $34164|”

Part III, line 31

“|Explanation:, Grants Amount:, Expense Amount:|Grad Night, $, $21059|”

Raw XML Appendix164 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/PersonNm0Donna Simon-Levitt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lori Schlaifer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Caryn Bush
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Deon Bush
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Susan Stealey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Andi Harris
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Executive Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Parliamentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Teacher Rep
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Teacher Rep
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt034164
IRS990EZ/OtherRevenueTotalAmt070
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The 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.
IRS990EZ/PrintingPublicationsPostageAmt0201
IRS990EZ/ProgramServiceRevenueAmt022542
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Teacher requests - PTSA considers requests from teachers throughout the year for larger items and learning materials needed in the classroom. These include textbooks, educational materials, teacher training and computer equipment.
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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PTSA encourages dialogue between parents and educators and among students by holding member socials at lunchtime and at association meetings in evenings once per month.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Grad Night
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02963
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IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06090
IRS990EZ/SpecialEventsNetIncomeLossAmt02882
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036262
IRS990EZ/TotalProgramServiceExpensesAmt032571
IRS990EZ/TotalRevenueAmt037347
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0| Year:, Amount:, Description:| 2014, , | 2015, | 2016, | 2017, | 2018, |
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part II - Line 10
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08026
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt023029
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IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt046319
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Robert A Millikan Middle PTSA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Other Revenues:, Amount:| Bank Adjustment, $70|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Grants And Similar Amounts Paid:, Amount:| Donations to school: $1667 Donations to students in need: $220 Donations to new member basket: $10, $1897|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Other Expenses:, Amount:| Admin fees: $472 Bank Fees: $22 District PTSA Assessments: $90 Insurance: $232 Supplies: $274 Paypal processing fees: $62 Tax / Registration filing fees: $71 Website: $138 Association meetings & Assemblies / Hospitality: $3432 National PTSA Reflections contest: $508 Grad Night: $21859 Leadership: $250 Science Journal Subscription: $470 Spring Fair: $680 Meet the high schools night: $460 Staff CPR training: $825 Teacher & Staff Appreciation: $5117, $34164|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4|Explanation:, Grants Amount:, Expense Amount:|Grad Night, $, $21059|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Doing Business As Names
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part III, line 31
ReturnHeader/BuildTS02021-01-29 14:40:06Z
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
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.32.235.155
ReturnHeader/FilingSecurityInformation/IPDt02020-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/ReturnTs02020-11-13T03:59:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,283
Liabilities
-
Net assets
$32,283
Revenue
$37,347
Expenses
$36,262
Net income
$1,085
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