PTA California Congress of Parents Teachers & Students DBA 5611 Svms PTA

990EZ • Fiscal year 2015 • EIN 22-3920628

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 16, 2015

Organization Profile N/A

8 Bean CreekScotts Valley, CA 95066

(831) 438-0610

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

8.3%

Higher net margin than 61% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

18%

Faster asset growth than 70% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

33%

Faster revenue growth than 80% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet

Liabilities / Assets55th percentile

Assets

$42,450

Up $6,363 (+18%) from 2014

Net Assets

$42,450

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2014

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin61st percentile

Revenue

$76,860

Up $19,087 (+33%) from 2014

Expenses

$70,497

Up $11,881 (+20%) from 2014

Net Income

$6,363

Up $7,206 (+855%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

Highlighted filing

2015

Assets$42,450

Liabilities$0

Net Assets$42,450

Open 2015 Filing

Operations Trend

Revenue Growth80th percentile

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

Highlighted filing

2015

Revenue$76,860

Expenses$70,497

Net Income$6,363

Open 2015 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2014 to Jun 30, 2015
Signed: Oct 16, 2015
Return Version: 2014v5.0
Gross Receipts: $76,860

Mission and Program Overview

Mission

Svms pta's mission is to raise funds in order to provide services to students such as supplies and materials, art, science and sports equipment, computer access, books and assemblies.

Support the students, teachers, staff, parents and members. Mission is to help every child reach their full potential

Program Services

Description	Grants	Expenses
Purchased Chome books each classroom, donated $500 per teacher for classroom supplies and purchased printer for the staff use	$0	$42,975
Student Support which included incentives, homework club and 8th Grade Graduation	$0	$15,033
Staff Support which included books for the library, teacher training and technology support	$0	$5,839
Community Buiilding which included meeting hospitality, spirit ware and cost of community events.	$0	$5,734

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Dawn Seeler	President	PT	$0	-	-
Tami Lugmair	Treasurer	PT	$0	-	-
Heidi Reynolds	Secretary	PT	$0	-	-
Carolyn Aumun	Vice President	PT	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
EScript	$10,656	$10,656	$0	$10,656
Drive for Schools	$5,320	$5,320	$0	$5,320
Total Events	$15,976	$15,976	$0	$15,976

Filing and Contact Details

Filer

Filer Name: PTA CA Parent-Scotts Valley Middle School PTA
EIN: 22-3920628
Phone: 8314380610
Address: 8 Bean Creek, Scotts Valley, CA 95066

Signing Officer

Name: Tami Lugmair
Title: treasurer
Phone: 4082501283
Signed: 2015-10-16

Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Classroom Expenses;42975|Student Support;15033|Staff Support;5839|Community Building;5735|Admin Expenses;915^Total;70497^”

Raw XML Appendix222 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/AddressLine1Txt	0	8 Bean Creek Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	Scotts Valley
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	95066
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	Dawn Seeler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	Tami Lugmair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	Heidi Reynolds
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	Carolyn Aumun
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	Vice President
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	0
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	70497
IRS990EZ/OtherRevenueTotalAmt	0	0
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	Support the students, teachers, staff, parents and members. Mission is to help every child reach their full potential
IRS990EZ/PrintingPublicationsPostageAmt	0	0
IRS990EZ/ProgramServiceRevenueAmt	0	16239
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	Purchased Chome books each classroom, donated $500 per teacher for classroom supplies and purchased printer for the staff use
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	1	Student Support which included incentives, homework club and 8th Grade Graduation
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	2	Staff Support which included books for the library, teacher training and technology support
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	3	Community Buiilding which included meeting hospitality, spirit ware and cost of community events.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	1	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	2	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	3	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	42975
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	1	15033
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	2	5839
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	3	5734
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/SalariesOtherCompEmplBnftAmt	0	0
IRS990EZ/SaleOfAssetsGrossAmt	0	0
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	0
IRS990EZ/SpecialEventsDirectExpensesAmt	0	0
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	18906
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	CA
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	70497
IRS990EZ/TotalProgramServiceExpensesAmt	0	69581
IRS990EZ/TotalRevenueAmt	0	76860
IRS990EZ/TransactionWithControlEntInd	0	0
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationAssocInd	0	X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	76860
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	43705
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	33676
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	21635
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	10645
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	186521
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt	0	0
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt	0	0
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt	0	0
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt	0	0
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt	0	0
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt	0	0
IRS990ScheduleA/InvestmentIncomeCYPct	0	0
IRS990ScheduleA/InvestmentIncomePYPct	0	0
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt	0	0
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt	0	0
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt	0	0
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt	0	0
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt	0	0
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt	0	0
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt	0	0
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt	0	0
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt	0	0
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt	0	0
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt	0	0
IRS990ScheduleA/OtherIncome509Grp/TotalAmt	0	0
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt	0	0
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus1YearAmt	0	0
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus2YearsAmt	0	0
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus3YearsAmt	0	0
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus4YearsAmt	0	0
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt	0	0
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	1
IRS990ScheduleA/PublicSupportPY509Pct	0	1
IRS990ScheduleA/PublicSupportTotal509Amt	0	186521
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	76860
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	43705
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	33676
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	21635
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	10645
IRS990ScheduleA/Total509Grp/TotalAmt	0	186521
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	76860
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	43705
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	33676
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	21635
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	10645
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	186521
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm	0	EScript
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm	0	Drive for Schools
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	10656
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	5320
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	15976
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	10656
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt	0	5320
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	15976
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	15976
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt	0	0
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt	0	0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Description;Amount^Classroom Expenses;42975\|Student Support;15033\|Staff Support;5839\|Community Building;5735\|Admin Expenses;915^Total;70497^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Tami Lugmair
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4082501283
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	PTA CA Parent-Scotts Valley Middle School PTA
ReturnHeader/Filer/BusinessNameControlTxt	0	PTAC
ReturnHeader/Filer/EIN	0	223920628
ReturnHeader/Filer/PhoneNum	0	8314380610
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	8 Bean Creek
ReturnHeader/Filer/USAddress/CityNm	0	Scotts Valley
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	95066
ReturnHeader/ReturnTs	0	2015-10-26T17:20:35-07:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2014-07-01
ReturnHeader/TaxPeriodEndDt	0	2015-06-30
ReturnHeader/TaxYr	0	2014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $42,450
Liabilities: $0
Net assets: $42,450
Revenue: $76,860
Expenses: $70,497
Net income: $6,363

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$0.86	$0.00	$0.86	$0.60	$0.50	$0.10
2024Detailed filing. Detailed filing data is available for this year.	$0.76	$0.00	$0.76	$0.56	$0.47	$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.68	$0.00	$0.68	$0.70	$0.69	$0.02
2022Detailed filing. Detailed filing data is available for this year.	$0.66	$0.00	$0.66	$0.31	$0.33	$0.01
2021Detailed filing. Detailed filing data is available for this year.	$0.68	$0.00	$0.68	$0.35	$0.33	$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.65	$0.00	$0.65	$0.40	$0.51	$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.76	$0.00	$0.76	$0.61	$0.73	$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.89		$0.89	$1.27	$0.38	$0.89
2017Summary only. Only limited summary data is available for this year.	$0.67	$0.00		$0.47	$0.32	$0.16
2016Detailed filing. Detailed filing data is available for this year.	$0.51	$0.00	$0.51	$0.75	$0.66	$0.09
2015Detailed filing. Detailed filing data is available for this year.	$0.42	$0.00	$0.42	$0.77	$0.70	$0.06
2014Summary only. Only limited summary data is available for this year.	$0.36	$0.00		$0.58	$0.59	$0.01
2013Summary only. Only limited summary data is available for this year.	$0.37	$0.00		$0.60	$0.59	$0.00
2012Summary only. Only limited summary data is available for this year.	$0.37	$0.00		$0.59	$0.53	$0.06
2011Summary only. Only limited summary data is available for this year.	$0.30	$0.00		$0.42	$0.55	$0.13