Civic Intelligence

California Congress of Parents Teachers and Students - Bernardo

990EZ • Fiscal year 2019 • EIN 20-3396551

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 07, 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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

83rd percentile

29%

Higher net margin than 83% 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

85th percentile

54%

Faster asset growth than 85% of similar nonprofits.

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

Revenue Growth

62nd percentile

9.4%

Faster revenue growth than 62% of similar nonprofits.

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

Assets

Up

$81,806

Up $28,708 (+54%) from 2018

Net Assets

Up

$81,806

Up $28,708 (+54%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$98,000

Up $8,444 (+9.4%) from 2018

Expenses

Down

$69,292

Down $9,181 (-12%) from 2018

Net Income

Up

$28,708

Up $17,625 (+159%) from 2018

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

2019

Assets$81,806
Liabilities-
Net Assets$81,806

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

2019

Revenue$98,000
Expenses$69,292
Net Income$28,708
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 7, 2019
Return Version
2018v3.1
Gross Receipts
$113,945
Mission and Program Overview

Mission

Bring a closer relationship between home and school through support of extra-curricular programs, educators, and school improvements.

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

Program Services

DescriptionGrantsExpenses
TO ENRICH THE LEARNING OF STUDENTS-$43,206
TO SUPPORT THE STAFF AND INCREASE HOME/COMMUNITY INVOLVEMENT-$2,478
TO PROMOTE THE WELFARE OF THE STUDENTS-$1,937
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RINI SISSONSPresidentPT$0--
ESTELA THOMPSONVice PresidePT$0--
MELISSA DEPONTETreasurerPT$0--
DANIELA FERREIRASecretaryPT$0--
TATIA MCFARLANEParliamentarPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$46,920$46,920$2,741$44,179
Read-a-thon$10,506$10,506$853$9,653
Total Events$63,687$63,687$4,634$59,053
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
2019-11-07
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 information technology 289 insurance 232 assemblies 1,045 bank charges 242 filing fees 25 membership support 44 association meetings 104 field trips 20,297 library supplies 2,407 music instruction and sup 15,196 awards and recognition 848 ice cream social 163 staff appreciation 855 curriculum support 2,889 misc small programs 945 family event 835 art program 1,472 picnic for 5th grade 285 nutrition 236 total 48,409

Raw XML Appendix183 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/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt048409
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OUR MISSION IS TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES.
IRS990EZ/PrintingPublicationsPostageAmt051
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt043206
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11937
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22478
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015945
IRS990EZ/SpecialEventsNetIncomeLossAmt061323
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt069292
IRS990EZ/TotalProgramServiceExpensesAmt047621
IRS990EZ/TotalRevenueAmt098000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0853
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ESCONDIDO COUNCIL OF PTAS ADMIN SUPPORT 50 2310 ALDERGROVE AVE ESCONDIDO CA 92029
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES INFORMATION TECHNOLOGY 289 INSURANCE 232 ASSEMBLIES 1,045 BANK CHARGES 242 FILING FEES 25 MEMBERSHIP SUPPORT 44 ASSOCIATION MEETINGS 104 FIELD TRIPS 20,297 LIBRARY SUPPLIES 2,407 MUSIC INSTRUCTION AND SUP 15,196 AWARDS AND RECOGNITION 848 ICE CREAM SOCIAL 163 STAFF APPRECIATION 855 CURRICULUM SUPPORT 2,889 MISC SMALL PROGRAMS 945 FAMILY EVENT 835 ART PROGRAM 1,472 PICNIC FOR 5TH GRADE 285 NUTRITION 236 TOTAL 48,409
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RINI SISSONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERNARDO ELEMENTARY PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CA CONGRESS OF PARENTS AND TEACHERS
ReturnHeader/Filer/BusinessNameControlTxt0BERN
ReturnHeader/Filer/EIN0203396551
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ReturnHeader/Filer/USAddress/CityNm0ESCONDIDO
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:31:05
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum07604389500
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOANNE GODDARD-HACKETT
ReturnHeader/ReturnTs02019-12-06T11:31:05-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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