Civic Intelligence

PTA California Congress of Parents Teachers & Students Aka Bonsall West PTA

990EZ • Fiscal year 2014 • EIN 20-3379791

Jul 01, 2013 to Jun 30, 2014 • Filed on Aug 26, 2014

Organization ProfileN/A
5050 El Mirlo Dr92057

(760) 721-8001

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

27th percentile

-6.8%

Higher net margin than 27% of similar nonprofits.

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

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% 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

27th percentile

-12%

Faster asset growth than 27% of similar nonprofits.

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

Revenue Growth

30th percentile

-12%

Faster revenue growth than 30% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$25,244

Down $3,366 (-12%) from 2013

Net Assets

Down

$25,244

Down $3,366 (-12%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin27th percentile

Revenue

Down

$49,848

Down $6,532 (-12%) from 2013

Expenses

Up

$53,214

Up $10 (+0.0%) from 2013

Net Income

Down

-$3,366

Down $6,542 (-206%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$60K$40K$20K$0Assets 2011: $16,162Liabilities 2011: $02011Assets 2012: $25,434Liabilities 2012: $02012Assets 2013: $28,610Net Assets 2013: $28,6102013Assets 2014: $25,244Net Assets 2014: $25,2442014Assets 2016: $26,718Liabilities 2016: $02016Assets 2017: $12,364Net Assets 2017: $12,3642017Assets 2019: $16,548Net Assets 2019: $16,5482019Assets 2020: $35,785Net Assets 2020: $35,7852020Assets 2021: $33,824Net Assets 2021: $33,8242021Assets 2022: $38,143Net Assets 2022: $38,1432022Assets 2023: $46,965Net Assets 2023: $46,9652023Assets 2025: $20,076Net Assets 2025: $20,0762025

Highlighted filing

2014

Assets$25,244
Liabilities-
Net Assets$25,244
Open 2014 Filing

Operations Trend

Revenue Growth30th percentile

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

$100K$50K$0-$50KRevenue 2011: $49,542Expenses 2011: $49,202Net Income 2011: $3402011Revenue 2012: $41,606Expenses 2012: $32,450Net Income 2012: $9,1562012Revenue 2013: $56,380Expenses 2013: $53,204Net Income 2013: $3,1762013Revenue 2014: $49,848Expenses 2014: $53,214Net Income 2014: -$3,3662014Revenue 2016: $83,152Expenses 2016: $71,490Net Income 2016: $11,6622016Revenue 2017: $65,135Expenses 2017: $79,489Net Income 2017: -$14,3542017Revenue 2019: $75,276Expenses 2019: $76,735Net Income 2019: -$1,4592019Revenue 2020: $52,593Expenses 2020: $33,356Net Income 2020: $19,2372020Revenue 2021: $21,903Expenses 2021: $23,864Net Income 2021: -$1,9612021Revenue 2022: $34,192Expenses 2022: $29,873Net Income 2022: $4,3192022Revenue 2023: $41,026Expenses 2023: $32,204Net Income 2023: $8,8222023Revenue 2025: $51,507Expenses 2025: $32,615Net Income 2025: $18,8922025

Highlighted filing

2014

Revenue$49,848
Expenses$53,214
Net Income-$3,366
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Aug 26, 2014
Return Version
2013v3.1
Gross Receipts
$59,013
Mission and Program Overview

Mission

To promote the welfare of children and youth in home, school, places of worship, and throughout the community.

To imrpove the connection between school and home for all families and to enhance the learning experience for all students.

Program Services

DescriptionGrantsExpenses
TO IMPROVE THE CONNECTION BETWEEN SCHOOL AND HOME FOR ALL FAMILIES AND TO ENHANCE THE LEARNING EXPERIENCE FOR ALL STUDENTS-$10,902
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY CURRANTreasurer-$0--
REGINA DARLINGVice PresidentPT$0--
MELISSA SMITHTreasurer-$0--
LAURA FERRELLPresident-$0--
Filing and Contact Details

Filer

EIN
20-3379791
Phone
7607218001

Signing Officer

Name
Tracy Severe
Title
President
Signed
2014-08-26
Discuss with paid preparer
Yes

Preparer

Preparer
Teri a Cohen
Phone
7607449696
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Address: 5050 EL MIRLO DR OCEANSIDE, CA 92057 | Cash Amount Given: $10902”

Other Expenses.1001

“Advertising and Promotion $68”

Other Expenses.1002

“Office Expenses $992”

Other Expenses.1012

“Insurance $202”

Other Expenses.1

“Fundraiser expense $12106”

Other Expenses.2

“Programs and assemblies $9665”

Other Expenses.3

“OUTSIDE SERVICES $4688”

Other Expenses.4

“YEARBOOK EXPENSE $4314”

Other Expenses.5

“Equipment/technology $3410”

Other Expenses.6

“CONVENTION EXPENSE $2209”

Other Expenses.7

“Read across america $1202”

Other Expenses.8

“ARTS AND MUSIC $1196”

Other Expenses.9

“LIBRARY $1063”

Other Expenses.10

“HOSPITALITY $736”

Other Expenses.11

“BANK CHARGES $461”

Raw XML Appendix157 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/BooksInCareOfDetail/USAddress/City0OCEANSIDE
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode092057
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028610
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02128
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMY CURRAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1REGINA DARLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MELISSA SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LAURA FERRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt042312
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO IMRPOVE THE CONNECTION BETWEEN SCHOOL AND HOME FOR ALL FAMILIES AND TO ENHANCE THE LEARNING EXPERIENCE FOR ALL STUDENTS.
IRS990EZ/ProgramServiceRevenueAmt044215
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO IMPROVE THE CONNECTION BETWEEN SCHOOL AND HOME FOR ALL FAMILIES AND TO ENHANCE THE LEARNING EXPERIENCE FOR ALL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010902
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09165
IRS990EZ/SpecialEventsNetIncomeLossAmt0153
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt053214
IRS990EZ/TotalRevenueAmt049848
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05480
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05480
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt05480
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05480
IRS990ScheduleA/Total509Grp/TotalAmt05480
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05480
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt05480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Address: 5050 EL MIRLO DR OCEANSIDE, CA 92057 | Cash Amount Given: $10902
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $68
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $992
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $202
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FUNDRAISER EXPENSE $12106
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROGRAMS AND ASSEMBLIES $9665
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OUTSIDE SERVICES $4688
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7YEARBOOK EXPENSE $4314
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8EQUIPMENT/TECHNOLOGY $3410
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CONVENTION EXPENSE $2209
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10READ ACROSS AMERICA $1202
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ARTS AND MUSIC $1196
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12LIBRARY $1063
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13HOSPITALITY $736
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14BANK CHARGES $461
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.11
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRACY SEVERE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-26
ReturnHeader/Filer/BusinessName/BusinessNameLine10BONSALL WEST PTA
ReturnHeader/Filer/BusinessNameControlTxt0BONS
ReturnHeader/Filer/EIN0203379791
ReturnHeader/Filer/PhoneNum07607218001
ReturnHeader/Filer/USAddress/AddressLine105050 EL MIRLO DR
ReturnHeader/Filer/USAddress/City0OCEANSIDE
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092057
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Teri A Cohen CPA APC INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10780 Fulton Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0San Marcos
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0920692072
ReturnHeader/PreparerPersonGrp/PhoneNum07607449696
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERI A COHEN
ReturnHeader/ReturnTs02014-09-04T14:56:57-07:00
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
$25,244
Liabilities
-
Net assets
$25,244
Revenue
$49,848
Expenses
$53,214
Net income
-$3,366
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$20.1$20.1$51.5$32.6$18.9
2023Detailed filing. Detailed filing data is available for this year.$47.0$47.0$41.0$32.2$8.82
2022Detailed filing. Detailed filing data is available for this year.$38.1$38.1$34.2$29.9$4.32
2021Detailed filing. Detailed filing data is available for this year.$33.8$33.8$21.9$23.9$1.96
2020Detailed filing. Detailed filing data is available for this year.$35.8$35.8$52.6$33.4$19.2
2019Detailed filing. Detailed filing data is available for this year.$16.5$16.5$75.3$76.7$1.46
2017Detailed filing. Detailed filing data is available for this year.$12.4$12.4$65.1$79.5$14.4
2016Summary only. Only limited summary data is available for this year.$26.7$0.00$83.2$71.5$11.7
2014Detailed filing. Detailed filing data is available for this year.$25.2$25.2$49.8$53.2$3.37
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.6$28.6$56.4$53.2$3.18
2012Summary only. Only limited summary data is available for this year.$25.4$0.00$41.6$32.5$9.16
2011Summary only. Only limited summary data is available for this year.$16.2$0.00$49.5$49.2$0.34
Peer Organizations

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