Civic Intelligence

PTA California Congress of Parents Teachers and Students Inc

990EZ • Fiscal year 2017 • EIN 20-5947705

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 14, 2017

2445 Fogg StSan Diego, CA 92109

(858) 800-5700

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

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

82nd percentile

40%

Faster asset growth than 82% of similar nonprofits.

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

Revenue Growth

73rd percentile

21%

Faster revenue growth than 73% of similar nonprofits.

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

Assets

Up

$118,815

Up $34,023 (+40%) from 2016

Net Assets

Up

$118,815

Up $34,023 (+40%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$180,615

Up $30,730 (+21%) from 2016

Expenses

Up

$146,572

Up $46,969 (+47%) from 2016

Net Income

Down

$34,043

Down $16,239 (-32%) from 2016

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2014: $27,184Liabilities 2014: $02014Assets 2015: $33,066Liabilities 2015: $02015Assets 2016: $84,792Net Assets 2016: $84,7922016Assets 2017: $118,815Net Assets 2017: $118,8152017Assets 2018: $127,973Net Assets 2018: $127,9732018Assets 2019: $70,283Liabilities 2019: $02019Assets 2020: $113,747Liabilities 2020: $0Net Assets 2020: $113,7472020Assets 2021: $144,019Net Assets 2021: $144,0192021Assets 2022: $231,536Net Assets 2022: $231,5362022Assets 2023: $236,377Liabilities 2023: $0Net Assets 2023: $236,3772023Assets 2025: $269,424Liabilities 2025: $0Net Assets 2025: $269,4242025

Highlighted filing

2017

Assets$118,815
Liabilities-
Net Assets$118,815

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2014: $44,403Expenses 2014: $35,751Net Income 2014: $8,6522014Revenue 2015: $71,156Expenses 2015: $65,274Net Income 2015: $5,8822015Revenue 2016: $149,885Expenses 2016: $99,603Net Income 2016: $50,2822016Revenue 2017: $180,615Expenses 2017: $146,572Net Income 2017: $34,0432017Revenue 2018: $180,908Expenses 2018: $171,750Net Income 2018: $9,1582018Revenue 2019: $170,067Expenses 2019: $227,757Net Income 2019: -$57,6902019Revenue 2020: $204,389Expenses 2020: $160,925Net Income 2020: $43,4642020Revenue 2021: $115,029Expenses 2021: $84,757Net Income 2021: $30,2722021Revenue 2022: $182,807Expenses 2022: $95,290Net Income 2022: $87,5172022Revenue 2023: $208,678Expenses 2023: $203,837Net Income 2023: $4,8412023Revenue 2025: $237,009Expenses 2025: $180,609Net Income 2025: $56,4002025

Highlighted filing

2017

Revenue$180,615
Expenses$146,572
Net Income$34,043
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$191,928
Mission and Program Overview

Mission

To positively impact the lives of the children and families of Barnard Elementary.

Program Services

DescriptionGrantsExpenses
Financial support of Barnard Elementary school with: classrom programs and supplies; filed trips; classroom aides and interns; and extra-curricular activites and enrichment programs.$137,207-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Eduardo FranquiTreasurerPT$0--
Janis TanPresidentPT$0--
Bridgette AndersonVice PresidentPT$0--
Whitney GinterSecretaryPT$0--
Nora AquinoHistorianPT$0--
Barbara Wu HeymanControllerPT$0--
Scott MooreParliamentarianPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$37,115$37,115-$37,115
Jog-a-thon$35,805$35,805-$35,805
Total Events$72,920$72,920$10,025$62,895
Filing and Contact Details

Filer

Filer Name
Barnard PTA
EIN
20-5947705
Phone
8588005700
Address
2445 Fogg St, San Diego, CA 92109

Signing Officer

Name
Scott Moore
Title
Treasurer
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
PREMIER WEALTH ADVISORS Inc
Address
12531 High Bluff Drive 110, SAN DIEGO, CA 92130
Preparer
Joseph LeBlanc EA CFP
Phone
8586680776
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $403

Other Expenses.1002

Office Expenses $139

Other Expenses.1012

Insurance $221

Other Expenses.1

Curriculum Exp $58557

Other Expenses.2

Teachers and Aides $22399

Other Expenses.3

Field Trips $14380

Other Expenses.4

Peace Garden $13348

Other Expenses.5

Community Outreach Exp $11652

Other Expenses.6

Bank Service Charges $4954

Other Expenses.7

Book Fair $4670

Other Expenses.8

Other Program Exp $4064

Other Expenses.9

Uniforms $2736

Other Expenses.10

Chinese New Year $2685

Other Expenses.11

Miscellaneous $2614

Other Expenses.12

Subscriptions $1265

Other Expenses.13

3rd Party Testing (Chinese) $1260

Other Expenses.14

Ident-a-kid $240

Other Expenses.16

Yearbook $5

Raw XML Appendix209 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/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0145592
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To positively impact the lives of the children and families of Barnard Elementary.
IRS990EZ/PrintingPublicationsPostageAmt060
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0550404
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt072920
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt062895
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt06286
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt03739
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt010025
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $403
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $139
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $221
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Curriculum Exp $58557
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Teachers and Aides $22399
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Field Trips $14380
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Peace Garden $13348
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Community Outreach Exp $11652
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Bank Service Charges $4954
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Book Fair $4670
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Other Program Exp $4064
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Uniforms $2736
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Chinese New Year $2685
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Miscellaneous $2614
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Subscriptions $1265
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt153rd Party Testing (Chinese) $1260
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Ident-a-kid $240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Yearbook $5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.13
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Scott Moore
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Barnard PTA
ReturnHeader/Filer/BusinessNameControlTxt0BARN
ReturnHeader/Filer/EIN0205947705
ReturnHeader/Filer/PhoneNum08588005700
ReturnHeader/Filer/USAddress/AddressLine1Txt02445 Fogg St
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092109
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PREMIER WEALTH ADVISORS Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012531 High Bluff Drive 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092130
ReturnHeader/PreparerPersonGrp/PhoneNum08586680776
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph LeBlanc EA CFP
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-14T10:17:33-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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