Civic Intelligence

PTA California Congress of Parents Leland Stanford Middle PTA

990EZ • Fiscal year 2016 • EIN 95-6207460

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 07, 2016

Organization Profilewww.lbusd.k12.ca.us/stanford
5871 E Los Arcos StLong Beach, CA 90815

(562) 594-9793

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

55th percentile

0.00x

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

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

Net Margin

26th percentile

-8.4%

Higher net margin than 26% of similar nonprofits.

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

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

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

Asset Growth

10th percentile

-44%

Faster asset growth than 10% of similar nonprofits.

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

Revenue Growth

61st percentile

8.3%

Faster revenue growth than 61% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$29,745

Down $23,072 (-44%) from 2015

Net Assets

$29,745

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin26th percentile

Revenue

Up

$52,893

Up $4,040 (+8.3%) from 2015

Expenses

Up

$57,318

Up $8,583 (+18%) from 2015

Net Income

Down

-$4,425

Down $4,543 (-3850%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$150K$100K$50K$0Assets 2012: $71,677Liabilities 2012: $02012Assets 2013: $57,661Liabilities 2013: $02013Assets 2014: $52,699Liabilities 2014: $02014Assets 2015: $52,817Liabilities 2015: $02015Assets 2016: $29,745Liabilities 2016: $0Net Assets 2016: $29,7452016Assets 2017: $24,077Liabilities 2017: $02017Assets 2023: $97,543Liabilities 2023: $0Net Assets 2023: $97,5432023Assets 2024: $115,067Liabilities 2024: $0Net Assets 2024: $115,0672024Assets 2025: $95,769Liabilities 2025: $0Net Assets 2025: $95,7692025

Highlighted filing

2016

Assets$29,745
Liabilities$0
Net Assets$29,745
Open 2016 Filing

Operations Trend

Revenue Growth61st percentile

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

$100K$50K$0-$50KRevenue 2012: $43,767Expenses 2012: $31,519Net Income 2012: $12,2482012Revenue 2013: $60,788Expenses 2013: $74,804Net Income 2013: -$14,0162013Revenue 2014: $49,737Expenses 2014: $54,699Net Income 2014: -$4,9622014Revenue 2015: $48,853Expenses 2015: $48,735Net Income 2015: $1182015Revenue 2016: $52,893Expenses 2016: $57,318Net Income 2016: -$4,4252016Revenue 2017: $43,043Expenses 2017: $48,711Net Income 2017: -$5,6682017Revenue 2023: $71,804Expenses 2023: $40,024Net Income 2023: $31,7802023Revenue 2024: $71,833Expenses 2024: $54,309Net Income 2024: $17,5242024Revenue 2025: $66,735Expenses 2025: $86,033Net Income 2025: -$19,2982025

Highlighted filing

2016

Revenue$52,893
Expenses$57,318
Net Income-$4,425
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 7, 2016
Return Version
2015v2.1
Gross Receipts
$52,893
Mission and Program Overview

Mission

MIDDLE SCHOOL PTA

support school - see overflow stmt

Program Services

DescriptionGrantsExpenses
Program Service 1- Gifts to Associated Student Body - See overflow statement for more detail-$37,349
Program Servie 2 - Student & Teacher support activities - See schedule O for more detail-$14,924
Program Service 3 - Organizational overhead and dues to national organization-$5,046
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephanie MoriskyPresidentPT$0--
Judy WhitsonPast TreasurerPT$0--
Andrea OShiaTreasurer - Past AuditorPT$0--
Venecia Garcia1st VP ProgramsPT$0--
Nickie FoxSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Leland Stanford Middle School PTA
EIN
95-6207460
Address
5871 E Los Arcos St, Long Beach, CA 90815

Signing Officer

Name
Venecia Garcia
Title
Treasurer
Phone
5625949793
Signed
2016-11-07
Discuss with paid preparer
Yes

Preparer

Firm
George A Shewchuk CPA
Address
214 5th Street Suite 205, Huntington Beach, CA 92648
Preparer
George A Shewchuk CPA
Phone
5626000272
Supplemental Narrative

Additional Explanations

General explanation attachment

“Form 990-EZ page 2, Part III - Statements of Program Service AccomplishmentsThe Organizations primary exempt purpose is to provide opportunity for parents to support their childs public school and its teachers and being involved on campus.”

Description of other expenses Part I line 16

“Description Amountsee Part III for program expenses 57,318”

Raw XML Appendix159 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/PersonNm0PTA Treasurer - Stanford MS
IRS990EZ/BooksInCareOfDetail/PhoneNum05625949793
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05871 E Los Arcos St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Long Beach
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090815
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034170
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029745
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0855
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4425
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034170
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029745
IRS990EZ/GrossReceiptsAmt052893
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04367
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034170
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029745
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034170
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029745
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Stephanie Morisky
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Judy Whitson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Andrea OShia
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Venecia Garcia
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Nickie Fox
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Past Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer - past Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt31st VP Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt057318
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0support school - see overflow stmt
IRS990EZ/ProgramServiceRevenueAmt047671
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Program Service 1- Gifts to Associated Student Body - See overflow statement for more detail
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Program Servie 2 - Student & Teacher support activities - See schedule O for more detail
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Program Service 3 - Organizational overhead and dues to national organization
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt037349
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt114924
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25046
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt057318
IRS990EZ/TotalProgramServiceExpensesAmt057319
IRS990EZ/TotalRevenueAmt052893
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.lbusd.k12.ca.us/stanford
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07280
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010525
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013359
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt011685
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07570
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt050419
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt041573
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt036878
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt049103
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt040844
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt058552
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0226950
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0277369
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt048853
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt047403
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt062462
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt052529
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt066122
IRS990ScheduleA/Total509Grp/TotalAmt0277369
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt048853
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt047403
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt062462
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt052529
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt066122
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0277369
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990-EZ page 2, Part III - Statements of Program Service AccomplishmentsThe Organizations primary exempt purpose is to provide opportunity for parents to support their childs public school and its teachers and being involved on campus.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description Amountsee Part III for program expenses 57,318
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Venecia Garcia
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05625949793
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Leland Stanford Middle School PTA
ReturnHeader/Filer/BusinessNameControlTxt0LELA
ReturnHeader/Filer/EIN0956207460
ReturnHeader/Filer/USAddress/AddressLine1Txt05871 E Los Arcos St
ReturnHeader/Filer/USAddress/CityNm0Long Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090815
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0811698070
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0George A Shewchuk CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0214 5th Street Suite 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Huntington Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092648
ReturnHeader/PreparerPersonGrp/PhoneNum05626000272
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0George A Shewchuk CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-07T15:51:50-08:00
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
$29,745
Liabilities
$0
Net assets
$29,745
Revenue
$52,893
Expenses
$57,318
Net income
-$4,425
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$0.67$0.86$0.19
2024Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.72$0.54$0.18
2023Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.72$0.40$0.32
2017Summary only. Only limited summary data is available for this year.$0.24$0.00$0.43$0.49$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.53$0.57$0.04
2015Summary only. Only limited summary data is available for this year.$0.53$0.00$0.49$0.49$0.00
2014Summary only. Only limited summary data is available for this year.$0.53$0.00$0.50$0.55$0.05
2013Summary only. Only limited summary data is available for this year.$0.58$0.00$0.61$0.75$0.14
2012Summary only. Only limited summary data is available for this year.$0.72$0.00$0.44$0.32$0.12