Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2018 • EIN 23-7028381

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 15, 2020

425 King StSanta Cruz, CA 95060

(831) 429-3860

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

86th percentile

34%

Higher net margin than 86% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

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

Source year 2018

Revenue Growth

Score unavailable

No value available

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

Source year 2018

Assets

Up

$51,960

Up $24,608 (+90%) from 2012

Net Assets

Up

$51,960

Up $24,608 (+90%) from 2012

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$100,254

Up $58,349 (+139%) from 2012

Expenses

Up

$66,278

Up $31,536 (+91%) from 2012

Net Income

Up

$33,976

Up $26,813 (+374%) from 2012

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $20,189Net Assets 2011: $20,1892011Assets 2012: $27,352Net Assets 2012: $27,3522012Assets 2018: $51,960Liabilities 2018: $0Net Assets 2018: $51,9602018Assets 2019: $63,315Liabilities 2019: $0Net Assets 2019: $63,3152019Assets 2020: $85,599Liabilities 2020: $0Net Assets 2020: $85,5992020Assets 2021: $83,553Liabilities 2021: $0Net Assets 2021: $83,5532021Assets 2022: $67,341Liabilities 2022: $0Net Assets 2022: $67,3412022Assets 2025: $35,401Liabilities 2025: $0Net Assets 2025: $35,4012025

Highlighted filing

2018

Assets$51,960
Liabilities$0
Net Assets$51,960

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $49,793Expenses 2011: $37,687Net Income 2011: $12,1062011Revenue 2012: $41,905Expenses 2012: $34,742Net Income 2012: $7,1632012Revenue 2018: $100,254Expenses 2018: $66,278Net Income 2018: $33,9762018Revenue 2019: $48,465Expenses 2019: $37,110Net Income 2019: $11,3552019Revenue 2020: $53,476Expenses 2020: $31,192Net Income 2020: $22,2842020Revenue 2021: $21,246Expenses 2021: $13,273Net Income 2021: $7,9732021Revenue 2022: $30,799Expenses 2022: $47,011Net Income 2022: -$16,2122022Revenue 2025: $30,450Expenses 2025: $30,250Net Income 2025: $2002025

Highlighted filing

2018

Revenue$100,254
Expenses$66,278
Net Income$33,976
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 15, 2020
Return Version
2017v2.2
Gross Receipts
$109,751
Mission and Program Overview

Mission

To support students staff and parents

Program Services

DescriptionGrantsExpenses
The PTA provides support for the Computer Science curriculum-$34,293
The PTA provides support for school supplies and curriculum materials-$26,123
The PTA funds school events such as Graduation activities and other community building events-$5,543
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jessica RawlinsPresidentPT$0--
Kristine PedersonTreasurerPT$0--
Sarah WolfsonSecretaryPT$0--
Bonnie Holmer-OrangeFundraising ChairPT$0--
Steve Kingsley-JonesAssistant TreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$14,289$11,289$3,198$8,091
Drive to Sch$9,676$9,676$595$9,081
Total Events$39,288$36,288$9,169$27,119
Filing and Contact Details

Filer

Filer Name
Mission Hill Middle School PTA
EIN
23-7028381
Address
425 King St, Santa Cruz, CA 95060

Signing Officer

Name
Steve Kingsley-Jones
Title
Assistant Treas
Signed
2020-08-15
Discuss with paid preparer
No

Preparer

Firm
Susan P Pines
Address
4109 Donald Dr, Palo Alto, CA 94306
Preparer
Susan Pines
Phone
6504932314
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description AmountAdministrative Expenses 211Computer Science Expense 34,293Site Support 26,123Other Programs 5,651

Raw XML Appendix200 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/USAddress/CityNm0Santa Cruz
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Fundraising Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Assistant Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt066278
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To support students staff and parents
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The PTA provides support for the Computer Science curriculum
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The PTA provides support for school supplies and curriculum materials
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2The PTA funds school events such as Graduation activities and other community building events
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt034293
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt126123
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25543
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09169
IRS990EZ/SpecialEventsNetIncomeLossAmt030119
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalRevenueAmt0100254
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt066723
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt013589
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt020272
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt021823
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt018907
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0141314
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt016604
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0137775
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt048630
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt040587
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt03000
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt03000
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03198
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0595
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountAdministrative Expenses 211Computer Science Expense 34,293Site Support 26,123Other Programs 5,651
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Steve Kingsley-Jones
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Assistant Treas
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Mission Hill Middle School PTA
ReturnHeader/Filer/BusinessNameControlTxt0MISS
ReturnHeader/Filer/EIN0237028381
ReturnHeader/Filer/USAddress/AddressLine1Txt0425 King St
ReturnHeader/Filer/USAddress/CityNm0Santa Cruz
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095060
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.218.107.194
ReturnHeader/FilingSecurityInformation/IPDt02020-08-14
ReturnHeader/FilingSecurityInformation/IPTm017:18:32
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Susan P Pines
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04109 Donald Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Palo Alto
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094306
ReturnHeader/PreparerPersonGrp/PhoneNum06504932314
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susan Pines
ReturnHeader/ReturnTs02020-08-14T17:17:00-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • <$500k nonprofits