Civic Intelligence

PTA Ca Con Robert H Down Elem Sch PTA

EIN 23-7103880 • 501(c)3 • Pacific Grove, CA

Profile

to support the students, teachers and parents at Robert H Down Elementary School

485 Pine AvePacific Grove, CA 93950

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2019

Net Margin

86th percentile

41%

Higher net margin than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

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 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$46,048

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$46,048

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin86th percentile

Revenue

$41,795

No earlier filing loaded for comparison.

Expenses

$24,646

No earlier filing loaded for comparison.

Net Income

$17,149

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60K$40K$20K$0Assets 2019: $46,048Net Assets 2019: $46,0482019

Highlighted filing

2019

Assets$46,048
Liabilities-
Net Assets$46,048
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0Revenue 2019: $41,795Expenses 2019: $24,646Net Income 2019: $17,1492019

Highlighted filing

2019

Revenue$41,795
Expenses$24,646
Net Income$17,149
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,048
Liabilities
-
Net assets
$46,048
Revenue
$41,795
Expenses
$24,646
Net income
$17,149
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$46.0$46.0$41.8$24.6$17.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Aug 15, 2019
Return Version
2018v3.1
Gross Receipts
$63,702
Mission and Program Overview

Mission

to support the students, teachers and parents at Robert H Down Elementary School

Program Services

DescriptionGrantsExpenses
The PTA supports teachers by granting additional fundsfor curriculum materials, books and other supplies$0$14,097
The PTA enriches the school with art and drama programs,site improvements, yearbook funding, and other communityevents$0$9,239
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Luciana MorganPresidentPT$0--
Sarah SchrammVice PresidentPT$0--
Janna DreisbachTreasurerPT$0--
Rhinan TownsendSecretary-$0--
Jessica LightseyAssistant Secretary-$0--
Joey HoudeParliamentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$25,576$13,018$276$12,742
All other$12,699$12,699$2,167$10,532
Total Events$38,275$25,717$15,001$10,716
Filing and Contact Details

Filer

Filer Name
PTA CA CON Robert H Down Elem Sch PTA
EIN
23-7103880
Phone
8316466540
Address
485 Pine Ave, Pacific Grove, CA 93950

Signing Officer

Name
Janna Dreisbach
Title
Treasurer
Phone
8316466540
Signed
2019-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Susan P Pines
Address
4109 DONALD DR, PALO ALTO, CA 94306
Preparer
Susan P Pines
Phone
6504932314
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Teacher endowments 14097.”

Form 990EZ, Part I, Line 16

“Other Programs 9239.”

Form 990EZ, Part I, Line 16

“Administrative expenses 1310.”

Raw XML Appendix190 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/PersonNm0Luciana Morgan
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Rhinan Townsend
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jessica Lightsey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Joey Houde
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Assistant Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Parliamentarian
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt024646
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0to support the students, teachers and parents at Robert H Down Elementary School
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The PTA enriches the school with art and drama programs,site improvements, yearbook funding, and other communityevents
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt010716
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalRevenueAmt041795
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt025576
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Teacher endowments 14097.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Other Programs 9239.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Administrative expenses 1310.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Janna Dreisbach
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08316466540
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CA CON Robert H Down Elem Sch PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
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ReturnHeader/Filer/PhoneNum08316466540
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ReturnHeader/FilingSecurityInformation/IPTm013:57:55
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04109 DONALD DR
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ReturnHeader/ReturnTs02019-08-15T13:58:02-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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