Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2014 • EIN 23-7010183

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 11, 2015

501 Sequoia St93442

(805) 771-9867

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

55th percentile

5.1%

Higher net margin than 55% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

$61,986

No earlier filing loaded for comparison.

Net Assets

$61,986

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$40,863

No earlier filing loaded for comparison.

Expenses

$38,773

No earlier filing loaded for comparison.

Net Income

$2,090

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2014: $61,986Net Assets 2014: $61,9862014Assets 2015: $38,667Net Assets 2015: $38,6672015Assets 2021: $37,678Net Assets 2021: $37,6782021

Highlighted filing

2014

Assets$61,986
Liabilities-
Net Assets$61,986

Operations Trend

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

$60K$40K$20K$0-$20K-$40KRevenue 2014: $40,863Expenses 2014: $38,773Net Income 2014: $2,0902014Revenue 2015: $30,961Expenses 2015: $54,280Net Income 2015: -$23,3192015Revenue 2021: -$3,705Expenses 2021: $2,871Net Income 2021: -$6,5762021

Highlighted filing

2014

Revenue$40,863
Expenses$38,773
Net Income$2,090
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 11, 2015
Return Version
2013v4.0
Gross Receipts
$50,796
Mission and Program Overview

Mission

To provide supplies and other financial support for teachers and the school to further school programs. To provide educational and citizenship awards and incentives for the student population and funding for educational field trips for the student population at the elementary school, including transportation, lodging, meals and any required fees.

Program Services

DescriptionGrantsExpenses
TO PROVIDE SUPPLIES AND OTHER FINANCIAL SUPPORT FOR TEACHERS AND THE SCHOOL TO FURTHER SCHOOL PROGRAMS.$18,171$38,773
TO PROVIDE SUPPLIES AND OTHER FINANCIAL SUPPORT FOR TEACHERS AND THE SCHOOL TO FURTHER SCHOOL PROGRAMS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER FORDPresident-$0--
MICHELLE LEICESTER-CADARETVice Preside-$0--
AMY BURTONSecretary-$0--
SARAH COLLETTITreasurer-$0--
JOLIE DITMOREParliamentar-$0--
NATALIE ARNETTHistorian-$0--
MONICA WHELANAuditor-$0--
JANET GOULDPrincipal-$0--
PATRICIA NOLANRepresentati-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 2$31,506$31,506$2,671$28,835
Event 1$7,506$7,506$1,918$5,588
Total Events$39,012$39,012$4,589$34,423
Filing and Contact Details

Filer

EIN
23-7010183
Phone
8057719867

Signing Officer

Name
Sarah Colletti
Title
Treasurer
Phone
8057719867
Signed
2015-02-11
Discuss with paid preparer
Yes

Preparer

Preparer
George G Ross CPA
Phone
8057722808
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Donation income 1,729 enrichment classes 660 interest income 368 student council 149 total 2,906

Form 990-ez, Part I, Line 10

Del mar elementary school 501 sequoia 93442 10,584 0 0

Form 990-ez, Part I, Line 16

Expenses bank fees 290 food services 70 openhouse 540 class parties 1,581 enrichment classes 409 supplies 607 genevieve 7,680 hospitality 1,700 pta sponsorship 837 assemblies 1,770 student programs 4,416 taxes and licenses 25 training 50 pta insurance 202 total 20,177

Form 990-ez, Part III

To provide supplies and other financial support for teachers and the school to further school programs. To provide educational and citizenship awards and incentives for the student population and funding for educational field trips for the student population at the elementary school, including transportation, lodging, meals and any required fees.

Form 990-ez, Part III, Line 31

To provide supplies and other financial support for teachers and the school to further school programs.

Raw XML Appendix174 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.

Path#Value
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CompensationExplanation/CompensationExplanationGrp/PersonNm3SARAH COLLETTI
CompensationExplanation/CompensationExplanationGrp/PersonNm4JOLIE DITMORE
CompensationExplanation/CompensationExplanationGrp/PersonNm5NATALIE ARNETT
CompensationExplanation/CompensationExplanationGrp/PersonNm6MONICA WHELAN
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CompensationExplanation/CompensationExplanationGrp/PersonNm8PATRICIA NOLAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER FORD
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOLIE DITMORE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JANET GOULD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8PATRICIA NOLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PARLIAMENTAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PRINCIPAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8REPRESENTATI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt020177
IRS990EZ/OtherRevenueTotalAmt02906
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SUPPLIES AND OTHER FINANCIAL SUPPORT FOR TEACHERS AND THE SCHOOL TO FURTHER SCHOOL PROGRAMS. TO PROVIDE EDUCATIONAL AND CITIZENSHIP AWARDS AND INCENTIVES FOR THE STUDENT POPULATION AND FUNDING FOR EDUCATIONAL FIELD TRIPS FOR THE STUDENT POPULATION AT THE ELEMENTARY SCHOOL, INCLUDING TRANSPORTATION, LODGING, MEALS AND ANY REQUIRED FEES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE SUPPLIES AND OTHER FINANCIAL SUPPORT FOR TEACHERS AND THE SCHOOL TO FURTHER SCHOOL PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROVIDE SUPPLIES AND OTHER FINANCIAL SUPPORT FOR TEACHERS AND THE SCHOOL TO FURTHER SCHOOL PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt033706
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalRevenueAmt040863
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04251
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04251
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt050796
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt050796
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04589
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt07506
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt031506
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07506
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt031506
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt039012
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0FALL FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0OTHER FUNDRAISE
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt034423
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04589
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01918
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02671
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DONATION INCOME 1,729 ENRICHMENT CLASSES 660 INTEREST INCOME 368 STUDENT COUNCIL 149 TOTAL 2,906
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DEL MAR ELEMENTARY SCHOOL 501 SEQUOIA 93442 10,584 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES BANK FEES 290 FOOD SERVICES 70 OPENHOUSE 540 CLASS PARTIES 1,581 ENRICHMENT CLASSES 409 SUPPLIES 607 GENEVIEVE 7,680 HOSPITALITY 1,700 PTA SPONSORSHIP 837 ASSEMBLIES 1,770 STUDENT PROGRAMS 4,416 TAXES AND LICENSES 25 TRAINING 50 PTA INSURANCE 202 TOTAL 20,177
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROVIDE SUPPLIES AND OTHER FINANCIAL SUPPORT FOR TEACHERS AND THE SCHOOL TO FURTHER SCHOOL PROGRAMS. TO PROVIDE EDUCATIONAL AND CITIZENSHIP AWARDS AND INCENTIVES FOR THE STUDENT POPULATION AND FUNDING FOR EDUCATIONAL FIELD TRIPS FOR THE STUDENT POPULATION AT THE ELEMENTARY SCHOOL, INCLUDING TRANSPORTATION, LODGING, MEALS AND ANY REQUIRED FEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO PROVIDE SUPPLIES AND OTHER FINANCIAL SUPPORT FOR TEACHERS AND THE SCHOOL TO FURTHER SCHOOL PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH COLLETTI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08057719867
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10DEL MAR ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0DELM
ReturnHeader/Filer/EIN0237010183
ReturnHeader/Filer/PhoneNum08057719867
ReturnHeader/Filer/USAddress/AddressLine10501 SEQUOIA ST
ReturnHeader/Filer/USAddress/City0MORRO BAY
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093442
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273522740
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10GEORGE G ROSS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102350 MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MORRO BAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0934422004
ReturnHeader/PreparerPersonGrp/PhoneNum08057722808
ReturnHeader/PreparerPersonGrp/PreparationDt02015-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE G ROSS CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-02-13T20:46:03-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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