Civic Intelligence

PTA Congress Santa Barbara Jr High

EIN 23-7079742 • 501(c)3 • Santa Barbara, CA

Profile

Provide classroom enrichment through the funding of special projects, field trips, classroom computer equipment, and reimbursement of teacher expenses.This includes healthly snacks during testing weeks, and 8th grade graduation.

721 E Cota StreetSanta Barbara, CA 93103

www.edline.net/pages/SantaBarbaraJHS

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

25th percentile

-18%

Higher net margin than 25% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

32nd percentile

-20%

Faster asset growth than 32% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

23rd percentile

-38%

Faster revenue growth than 23% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$10,246

Down $2,540 (-20%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$10,246

Down $2,540 (-20%) from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin25th percentile

Revenue

Down

$14,294

Down $8,706 (-38%) from 2022

Expenses

Down

$16,834

Down $7,137 (-30%) from 2022

Net Income

Down

-$2,540

Down $1,569 (-162%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2012: $16,494Net Assets 2012: $16,4942012Assets 2013: $35,720Net Assets 2013: $35,7202013Assets 2014: $35,726Net Assets 2014: $35,7262014Assets 2015: $50,621Net Assets 2015: $50,6212015Assets 2016: $57,044Net Assets 2016: $57,0442016Assets 2017: $79,684Net Assets 2017: $79,6842017Assets 2018: $54,960Net Assets 2018: $54,9602018Assets 2019: $42,644Net Assets 2019: $42,6442019Assets 2020: $27,073Net Assets 2020: $27,0732020Assets 2021: $14,157Net Assets 2021: $14,1572021Assets 2022: $12,786Liabilities 2022: $0Net Assets 2022: $12,7862022Assets 2023: $10,246Liabilities 2023: $0Net Assets 2023: $10,2462023

Highlighted filing

2023

Assets$10,246
Liabilities$0
Net Assets$10,246
Open 2023 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20K-$40KRevenue 2012: $31,457Expenses 2012: $26,394Net Income 2012: $5,0632012Revenue 2013: $39,125Expenses 2013: $19,899Net Income 2013: $19,2262013Revenue 2014: $31,330Expenses 2014: $31,324Net Income 2014: $62014Revenue 2015: $36,477Expenses 2015: $21,582Net Income 2015: $14,8952015Revenue 2016: $29,969Expenses 2016: $23,546Net Income 2016: $6,4232016Revenue 2017: $46,942Expenses 2017: $24,302Net Income 2017: $22,6402017Revenue 2018: $28,632Expenses 2018: $53,356Net Income 2018: -$24,7242018Revenue 2019: $17,378Expenses 2019: $29,694Net Income 2019: -$12,3162019Revenue 2020: $7,407Expenses 2020: $22,978Net Income 2020: -$15,5712020Revenue 2021: $20,630Expenses 2021: $33,946Net Income 2021: -$13,3162021Revenue 2022: $23,000Expenses 2022: $23,971Net Income 2022: -$9712022Revenue 2023: $14,294Expenses 2023: $16,834Net Income 2023: -$2,5402023

Highlighted filing

2023

Revenue$14,294
Expenses$16,834
Net Income-$2,540
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,246
Liabilities
$0
Net assets
$10,246
Revenue
$14,294
Expenses
$16,834
Net income
-$2,540
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$14.3$16.8$2.54
2022Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$23.0$24.0$0.97
2021Detailed filing. Detailed filing data is available for this year.$14.2$14.2$20.6$33.9$13.3
2020Detailed filing. Detailed filing data is available for this year.$27.1$27.1$7.41$23.0$15.6
2019Detailed filing. Detailed filing data is available for this year.$42.6$42.6$17.4$29.7$12.3
2018Detailed filing. Detailed filing data is available for this year.$55.0$55.0$28.6$53.4$24.7
2017Detailed filing. Detailed filing data is available for this year.$79.7$79.7$46.9$24.3$22.6
2016Detailed filing. Detailed filing data is available for this year.$57.0$57.0$30.0$23.5$6.42
2015Detailed filing. Detailed filing data is available for this year.$50.6$50.6$36.5$21.6$14.9
2014Detailed filing. Detailed filing data is available for this year.$35.7$35.7$31.3$31.3$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.7$35.7$39.1$19.9$19.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.5$16.5$31.5$26.4$5.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$14,294
Mission and Program Overview

Mission

Provide classroom enrichment through the funding of special projects, field trips, classroom computer equipment, and reimbursement of teacher expenses.This includes healthly snacks during testing weeks, and 8th grade graduation.

Provide classroom enrichment through the funding of special projects, field trips, classroom computer equipment, and reimbursment of teacher expenses. This includes healthy snacks during testing weeks and 8th grade graduation.

Program Services

DescriptionGrantsExpenses
GRADUATION TO HIGH SCHOOL - UNDERWRITES THE COSTS FOR THE 8TH GRADE PROMOTION CEREMONY AND PARTY$0$9,778
SCHOOL WISHLIST - SUPPLIES, EQUIPMENT, CIRRICULUM MATERIALS FOR TEACHERS, STAFF AND STUDENTS$0$5,200
PROVIDE CLASSROOM ENRICHMENT THROUGH THE FUNDING OF SPECIAL PROJECTS, FIELD TRIPS, CLASSROOM COMPUTER EQUIPMENT AND REIMBURSEMENT OF TEACHER EXPENSES$0$1,763
PROVIDE ASSISTANCE TO STUDENT FAMILIES IN NEED AS DETERMINED BY SCHOOL DISTRICT$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GINNY MILLERCo-President-$0--
HOLLAN THAYERCo-President-$0--
HANS MILLERVice President-$0--
CYNTHIA MURPHYRecording Secretary-$0--
ANN SAVELLANOTreasurer-$0--
VICTORIA CONGDONVice President Of Membership Chair-$0--
NICOLE ALBDAParliamentarian-$0--
Filing and Contact Details

Filer

Filer Name
Pta Congress Santa Barbara Jr High
EIN
23-7079742
Phone
8059637751
Address
721 E COTA STREET, SANTA BARBARA, CA 93103

Signing Officer

Name
Brandon Beaudette
Title
Treasurer/financial Secretary
Phone
8056372726
Signed
2023-11-13
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

“Description: INTEREST INCOME. Amount: 25.”

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: 8TH GRADE PROMOTION. Amount: 9,778. Description: INSURANCE. Amount: 772. Description: OFFICE EXPENSES. Amount: 693. Description: STAFF DISCRETIONARY FUND. Amount: 1,900. Description: TEACHER DISCRETIONARY FUND. Amount: 3,300. Description: TEACHER AND STAFF APPRECIATION. Amount: 331. Total to Form 990-EZ, line 16: 16,774.”

Raw XML Appendix177 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/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDENT OF MEMBERSHIP CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PARLIAMENTARIAN
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt016774
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE CLASSROOM ENRICHMENT THROUGH THE FUNDING OF SPECIAL PROJECTS, FIELD TRIPS, CLASSROOM COMPUTER EQUIPMENT, AND REIMBURSMENT OF TEACHER EXPENSES. THIS INCLUDES HEALTHY SNACKS DURING TESTING WEEKS AND 8TH GRADE GRADUATION.
IRS990EZ/ProgramServiceRevenueAmt0219
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRADUATION TO HIGH SCHOOL - UNDERWRITES THE COSTS FOR THE 8TH GRADE PROMOTION CEREMONY AND PARTY
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SCHOOL WISHLIST - SUPPLIES, EQUIPMENT, CIRRICULUM MATERIALS FOR TEACHERS, STAFF AND STUDENTS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: INTEREST INCOME. Amount: 25.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: 8TH GRADE PROMOTION. Amount: 9,778. Description: INSURANCE. Amount: 772. Description: OFFICE EXPENSES. Amount: 693. Description: STAFF DISCRETIONARY FUND. Amount: 1,900. Description: TEACHER DISCRETIONARY FUND. Amount: 3,300. Description: TEACHER AND STAFF APPRECIATION. Amount: 331. Total to Form 990-EZ, line 16: 16,774.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
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TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BusinessOfficerGrp/PhoneNum08056372726
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-13
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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