Civic Intelligence

California Congress of Parents Teachers and Students - Bernardo

990EZ • Fiscal year 2017 • EIN 20-3396551

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 29, 2017

1122 Mountain Heights DrEscondido, CA 92029

(760) 432-2700

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

60th percentile

8.0%

Higher net margin than 60% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

65th percentile

13%

Faster asset growth than 65% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

72nd percentile

20%

Faster revenue growth than 72% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$42,016

Up $4,851 (+13%) from 2016

Net Assets

Up

$42,016

Up $4,851 (+13%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$60,492

Up $10,202 (+20%) from 2016

Expenses

Up

$55,641

Up $5,086 (+10%) from 2016

Net Income

Up

$4,851

Up $5,116 (+1931%) from 2016

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $28,128Net Assets 2011: $28,1282011Assets 2013: $23,097Net Assets 2013: $23,0972013Assets 2014: $37,390Net Assets 2014: $37,3902014Assets 2015: $36,409Net Assets 2015: $36,4092015Assets 2016: $37,165Net Assets 2016: $37,1652016Assets 2017: $42,016Net Assets 2017: $42,0162017Assets 2018: $53,098Net Assets 2018: $53,0982018Assets 2019: $81,806Net Assets 2019: $81,8062019Assets 2020: $107,155Net Assets 2020: $107,1552020Assets 2021: $59,663Net Assets 2021: $59,6632021Assets 2022: $70,116Net Assets 2022: $70,1162022Assets 2023: $46,834Net Assets 2023: $46,8342023Assets 2024: $46,871Net Assets 2024: $46,8712024

Highlighted filing

2017

Assets$42,016
Liabilities-
Net Assets$42,016

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $120,158Expenses 2011: $116,138Net Income 2011: $4,0202011Revenue 2013: $103,833Expenses 2013: $113,875Net Income 2013: -$10,0422013Revenue 2014: $95,580Expenses 2014: $81,287Net Income 2014: $14,2932014Revenue 2015: $85,777Expenses 2015: $86,758Net Income 2015: -$9812015Revenue 2016: $50,290Expenses 2016: $50,555Net Income 2016: -$2652016Revenue 2017: $60,492Expenses 2017: $55,641Net Income 2017: $4,8512017Revenue 2018: $89,556Expenses 2018: $78,473Net Income 2018: $11,0832018Revenue 2019: $98,000Expenses 2019: $69,292Net Income 2019: $28,7082019Revenue 2020: $123,661Expenses 2020: $78,313Net Income 2020: $45,3482020Revenue 2021: $3,453Expenses 2021: $43,420Net Income 2021: -$39,9672021Revenue 2022: $100,410Expenses 2022: $89,957Net Income 2022: $10,4532022Revenue 2023: $129,050Expenses 2023: $152,333Net Income 2023: -$23,2832023Revenue 2024: $103,027Expenses 2024: $102,990Net Income 2024: $372024

Highlighted filing

2017

Revenue$60,492
Expenses$55,641
Net Income$4,851
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 29, 2017
Return Version
2016v3.1
Gross Receipts
$71,904
Mission and Program Overview

Mission

Our mission is to positively impact the lives of all children and families.

Program Services

DescriptionGrantsExpenses
TO ENRICH THE LEARNING OF STUDENTS-$42,725
TO PROMOTE THE WELFARE OF THE STUDENTS-$6,672
TO SUPPORT THE STAFF AND INCREASE HOME/COMMUNITY INVOLVEMENT-$4,390
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNETTE JOHNSONPresidentPT$0--
RACHAEL DUPLANVice PresidePT$0--
CATHLEEN GINDERTreasurerPT$0--
ELIZABETH SEMSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$13,657$13,657$519$13,138
Book Fair$9,481$9,481$5,849$3,632
Total Events$23,138$23,138$6,368$16,770
Filing and Contact Details

Filer

Filer Name
Bernardo Elementary Pta
EIN
20-3396551
Address
1122 MOUNTAIN HEIGHTS DR, ESCONDIDO, CA 92029

Signing Officer

Name
Annette Johnson
Title
President
Signed
2017-01-29
Discuss with paid preparer
Yes

Preparer

Firm
HACKETT METSKER & OSWALD CPA'S
Address
5741 PALMER WAY SUITE A, CARLSBAD, CA 92010-7248
Preparer
Joanne Goddard-hackett
Phone
7604389500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Escondido council of ptas admin support 50 2310 aldergrove ave escondido ca 92029

Form 990-ez, Part I, Line 16

Expenses information technology 319 conferences/meetings 150 insurance 221 bank charges 145 filing fees 25 hospitality 30 membership support 86 assemblies 1,020 field trips 16,759 library supplies 3,031 kindergarten program 2,015 music instruction and sup 14,861 awards and recognition 1,259 school improvements 113 spirit wear 5,413 staff appreciation 935 curriculum support 2,461 misc small programs 1,608 family event 614 art show expense 857 picnic for 5th grade 2,841 total 54,763

Raw XML Appendix172 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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO SUPPORT THE STAFF AND INCREASE HOME/COMMUNITY INVOLVEMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt042725
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24390
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt028160
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt055641
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt012913
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt085738
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt069631
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ESCONDIDO COUNCIL OF PTAS ADMIN SUPPORT 50 2310 ALDERGROVE AVE ESCONDIDO CA 92029
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES INFORMATION TECHNOLOGY 319 CONFERENCES/MEETINGS 150 INSURANCE 221 BANK CHARGES 145 FILING FEES 25 HOSPITALITY 30 MEMBERSHIP SUPPORT 86 ASSEMBLIES 1,020 FIELD TRIPS 16,759 LIBRARY SUPPLIES 3,031 KINDERGARTEN PROGRAM 2,015 MUSIC INSTRUCTION AND SUP 14,861 AWARDS AND RECOGNITION 1,259 SCHOOL IMPROVEMENTS 113 SPIRIT WEAR 5,413 STAFF APPRECIATION 935 CURRICULUM SUPPORT 2,461 MISC SMALL PROGRAMS 1,608 FAMILY EVENT 614 ART SHOW EXPENSE 857 PICNIC FOR 5TH GRADE 2,841 TOTAL 54,763
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02018-03-14 21:41:22Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ANNETTE JOHNSON
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ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-29
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ReturnHeader/PreparerPersonGrp/PhoneNum07604389500
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOANNE GODDARD-HACKETT
ReturnHeader/ReturnTs02018-02-08T10:48:41-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits