Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2019 • EIN 23-7103880

Jul 01, 2018 to Jun 30, 2019 • Filed on Aug 15, 2019

Organization ProfileN/A
485 Pine AvePacific Grove, CA 93950

(831) 646-6540

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

89th percentile

41%

Higher net margin than 89% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 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.

Net Assets

$46,048

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin89th 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.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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 across loaded years, with this 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
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 Pay77th 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0Treasurer
IRS990EZ/BooksInCareOfDetail/PhoneNum08316466540
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Pacific Grove
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0939503401
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028899
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt046048
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt015334
IRS990EZ/CostOfGoodsSoldAmt06906
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt012570
IRS990EZ/GrossReceiptsAmt063702
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt019476
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
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IRS990EZ/MembershipDuesAmt03175
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Luciana Morgan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sarah Schramm
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Janna Dreisbach
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
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The PTA supports teachers by granting additional fundsfor curriculum materials, books and other supplies
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The PTA enriches the school with art and drama programs,site improvements, yearbook funding, and other communityevents
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014097
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19239
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015001
IRS990EZ/SpecialEventsNetIncomeLossAmt010716
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024646
IRS990EZ/TotalProgramServiceExpensesAmt023336
IRS990EZ/TotalRevenueAmt041795
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt018509
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt013564
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt032073
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt045193
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt031651
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt076844
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0108917
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt063702
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt045215
IRS990ScheduleA/Total509Grp/TotalAmt0108917
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0108917
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt012558
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt012558
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015001
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0All other
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt025576
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012699
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt038275
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013018
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012699
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt025717
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010716
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt012558
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt012558
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02443
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0276
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02167
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
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
ReturnHeader/Filer/EIN0237103880
ReturnHeader/Filer/PhoneNum08316466540
ReturnHeader/Filer/USAddress/AddressLine1Txt0485 Pine Ave
ReturnHeader/Filer/USAddress/CityNm0Pacific Grove
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093950
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04A64C98546F3F048F5982DCD747167E5190BB012
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04A64C98546F3F048F5982DCD747167E5190BB012
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.218.107.194
ReturnHeader/FilingSecurityInformation/IPDt02019-08-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm013:57:55
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/PreparationDt02019-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susan P Pines
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-08-15T13:58:02-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed 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