Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2015 • EIN 23-7010183

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 09, 2015

501 Sequoia StMorro Bay, CA 93442

(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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

6th percentile

-75%

Higher net margin than 6% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

12th percentile

-38%

Faster asset growth than 12% of similar nonprofits.

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

Revenue Growth

20th percentile

-24%

Faster revenue growth than 20% of similar nonprofits.

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

Assets

Down

$38,667

Down $23,319 (-38%) from 2014

Net Assets

Down

$38,667

Down $23,319 (-38%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$30,961

Down $9,902 (-24%) from 2014

Expenses

Up

$54,280

Up $15,507 (+40%) from 2014

Net Income

Down

-$23,319

Down $25,409 (-1216%) from 2014

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

2015

Assets$38,667
Liabilities-
Net Assets$38,667

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

2015

Revenue$30,961
Expenses$54,280
Net Income-$23,319
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 9, 2015
Return Version
2014v5.0
Gross Receipts
$40,924
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.$34,599$54,280
TO PROVIDE SUPPLIES AND OTHER FINANCIAL SUPPORT FOR TEACHERS AND THE SCHOOL TO FURTHER SCHOOL PROGRAMS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH COLLETTIPresident-$0--
JOLIE DITMORESecretary-$0--
JOANNA ENAMORADOVice Preside-$0--
JANELLE MUFFTreasurer-$0--
DAVE SMITHAuditor-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$13,780$13,780$1,386$12,394
Fall Festival$7,556$7,556$1,676$5,880
Total Events$27,211$27,211$6,584$20,627
Filing and Contact Details

Filer

Filer Name
Del Mar Elementary School Pta
EIN
23-7010183
Phone
8057719867
Address
501 SEQUOIA ST, MORRO BAY, CA 93442

Signing Officer

Name
Janelle Muff
Title
Treasurer
Phone
8057719867
Signed
2015-11-09
Discuss with paid preparer
Yes

Preparer

Firm
George G Ross CPA
Address
2350 MAIN ST, MORRO BAY, CA 93442-2004
Preparer
George Ross
Phone
8057722808
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Donation income 804 enrichment classes 615 student council 284 advance return 276 interest income 254 total 2,233

Form 990-ez, Part I, Line 10

Del mar elementary school 501 sequoia st morro bay, ca 93442 19,560 0 0 del mar elementary school 501 sequoia st morro bay, ca 93442 10,776 0 0

Form 990-ez, Part I, Line 16

Expenses advertising and promotion 179 technology 5,000 openhouse 1,105 class parties 1,443 enrichment classes 4,259 supplies 65 hospitality 769 pta sponsorship 70 assemblies 4,223 student programs 628 taxes and licenses 25 pta conference 445 dues and subscriptions 1,061 raffle registration 20 total 19,292

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 Appendix160 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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IRS990EZ/BooksInCareOfDetail/PhoneNum08057711858
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MORRO BAY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SARAH COLLETTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOLIE DITMORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOANNA ENAMORADO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JANELLE MUFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAVE SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4AUDITOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt019292
IRS990EZ/OtherRevenueTotalAmt02233
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/PrintingPublicationsPostageAmt014
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/GrantsAndAllocationsAmt034599
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt054280
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09963
IRS990EZ/SpecialEventsNetIncomeLossAmt021635
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt054280
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07093
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04251
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt011344
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt033831
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt046545
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt080376
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt040924
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt050796
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt091720
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06584
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013780
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07556
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05875
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013780
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07556
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05875
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027211
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020627
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03522
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06584
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01386
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01676
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DONATION INCOME 804 ENRICHMENT CLASSES 615 STUDENT COUNCIL 284 ADVANCE RETURN 276 INTEREST INCOME 254 TOTAL 2,233
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DEL MAR ELEMENTARY SCHOOL 501 SEQUOIA ST MORRO BAY, CA 93442 19,560 0 0 DEL MAR ELEMENTARY SCHOOL 501 SEQUOIA ST MORRO BAY, CA 93442 10,776 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES ADVERTISING AND PROMOTION 179 TECHNOLOGY 5,000 OPENHOUSE 1,105 CLASS PARTIES 1,443 ENRICHMENT CLASSES 4,259 SUPPLIES 65 HOSPITALITY 769 PTA SPONSORSHIP 70 ASSEMBLIES 4,223 STUDENT PROGRAMS 628 TAXES AND LICENSES 25 PTA CONFERENCE 445 DUES AND SUBSCRIPTIONS 1,061 RAFFLE REGISTRATION 20 TOTAL 19,292
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/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JANELLE MUFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08057719867
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DEL MAR ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0DELM
ReturnHeader/Filer/EIN0237010183
ReturnHeader/Filer/PhoneNum08057719867
ReturnHeader/Filer/USAddress/AddressLine1Txt0501 SEQUOIA ST
ReturnHeader/Filer/USAddress/CityNm0MORRO BAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093442
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GEORGE G ROSS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02350 MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MORRO BAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0934422004
ReturnHeader/PreparerPersonGrp/PhoneNum08057722808
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE ROSS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-12T17:16:13-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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