Civic Intelligence

California Congress of Parents Teachers and Students - Bernardo

990EZ • Fiscal year 2018 • EIN 20-3396551

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 30, 2019

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

67th percentile

12%

Higher net margin than 67% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

76th percentile

26%

Faster asset growth than 76% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

85th percentile

48%

Faster revenue growth than 85% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$53,098

Up $11,082 (+26%) from 2017

Net Assets

Up

$53,098

Up $11,082 (+26%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$89,556

Up $29,064 (+48%) from 2017

Expenses

Up

$78,473

Up $22,832 (+41%) from 2017

Net Income

Up

$11,083

Up $6,232 (+128%) from 2017

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

2018

Assets$53,098
Liabilities-
Net Assets$53,098

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

2018

Revenue$89,556
Expenses$78,473
Net Income$11,083
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 30, 2019
Return Version
2017v2.3
Gross Receipts
$96,025
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-$50,607
TO PROMOTE THE WELFARE OF THE STUDENTS-$5,044
TO SUPPORT THE STAFF AND INCREASE HOME/COMMUNITY INVOLVEMENT-$4,344
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RINI SISSONSPresidentPT$0--
BRANDY SAATHOFFVice PresidePT$0--
MELISSA DEPONTETreasurerPT$0--
DANIELA FERREIRASecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$34,100$34,100$4,130$29,970
Read-a-thon$12,899$12,899$800$12,099
Total Events$52,015$52,015$6,426$45,589
Filing and Contact Details

Filer

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

Signing Officer

Name
Rini Sissons
Title
President
Signed
2019-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Hackett Metsker & Oswald Cpas
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 office 473 information technology 319 conferences/meetings 100 insurance 228 bank charges 152 hospitality 129 membership support 84 miscellaneous 32 association meetings 124 field trips 19,899 library supplies 6,032 kindergarten program 2,193 music instruction and sup 17,409 awards and recognition 1,031 spirit wear 4,013 pizza party 860 staff appreciation 854 curriculum support 3,067 misc small programs 1,158 family event 878 art program 849 picnic for 5th grade 926 yearbook expense 702 total 61,512

Raw XML Appendix179 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/PhoneNum07604322700
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ESCONDIDO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092029
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MELISSA DEPONTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DANIELA FERREIRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt061512
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OUR MISSION IS TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES.
IRS990EZ/PrintingPublicationsPostageAmt0166
IRS990EZ/ProgramServiceRevenueAmt04170
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO SUPPORT THE STAFF AND INCREASE HOME/COMMUNITY INVOLVEMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt050607
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15044
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24344
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06469
IRS990EZ/SpecialEventsNetIncomeLossAmt057616
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt078473
IRS990EZ/TotalProgramServiceExpensesAmt059995
IRS990EZ/TotalRevenueAmt089556
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt027770
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt026352
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt012913
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt085738
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt095574
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0248347
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt046170
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IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt096025
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt085738
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0433191
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0READ-A-THON
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012899
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05016
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt034100
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012899
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05016
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt045589
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01496
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04130
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0800
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ESCONDIDO COUNCIL OF PTAS ADMIN SUPPORT 50 2310 ALDERGROVE AVE ESCONDIDO CA 92029
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 473 INFORMATION TECHNOLOGY 319 CONFERENCES/MEETINGS 100 INSURANCE 228 BANK CHARGES 152 HOSPITALITY 129 MEMBERSHIP SUPPORT 84 MISCELLANEOUS 32 ASSOCIATION MEETINGS 124 FIELD TRIPS 19,899 LIBRARY SUPPLIES 6,032 KINDERGARTEN PROGRAM 2,193 MUSIC INSTRUCTION AND SUP 17,409 AWARDS AND RECOGNITION 1,031 SPIRIT WEAR 4,013 PIZZA PARTY 860 STAFF APPRECIATION 854 CURRICULUM SUPPORT 3,067 MISC SMALL PROGRAMS 1,158 FAMILY EVENT 878 ART PROGRAM 849 PICNIC FOR 5TH GRADE 926 YEARBOOK EXPENSE 702 TOTAL 61,512
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RINI SISSONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERNARDO ELEMENTARY PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CA CONGRESS OF PARENTS AND TEACHERS
ReturnHeader/Filer/BusinessNameControlTxt0BERN
ReturnHeader/Filer/EIN0203396551
ReturnHeader/Filer/USAddress/AddressLine1Txt01122 MOUNTAIN HEIGHTS DR
ReturnHeader/Filer/USAddress/CityNm0ESCONDIDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092029
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.52.149.154
ReturnHeader/FilingSecurityInformation/IPDt02019-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:48:38
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261081736
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HACKETT METSKER & OSWALD CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05741 PALMER WAY SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARLSBAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920107248
ReturnHeader/PreparerPersonGrp/PhoneNum07604389500
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOANNE GODDARD-HACKETT
ReturnHeader/ReturnTs02019-05-08T15:48:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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