Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2016 • EIN 23-7305536

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 10, 2016

Organization ProfileN/A
9665 Jeremy StSantee, CA 92071

(619) 956-5000

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

77th percentile

29%

Faster asset growth than 77% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

60th percentile

7.7%

Faster revenue growth than 60% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$18,537

Up $4,193 (+29%) from 2015

Net Assets

Up

$18,537

Up $4,193 (+29%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin68th percentile

Revenue

Up

$32,437

Up $2,320 (+7.7%) from 2015

Expenses

Down

$28,244

Down $4,985 (-15%) from 2015

Net Income

Up

$4,193

Up $7,305 (+235%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$60K$40K$20K$0Assets 2015: $14,344Net Assets 2015: $14,3442015Assets 2016: $18,537Net Assets 2016: $18,5372016Assets 2017: $25,820Net Assets 2017: $25,8202017Assets 2018: $35,667Net Assets 2018: $35,6672018Assets 2019: $41,061Net Assets 2019: $41,0612019Assets 2020: $47,968Net Assets 2020: $47,9682020Assets 2021: $39,475Net Assets 2021: $39,4752021Assets 2025: $34,483Liabilities 2025: $0Net Assets 2025: $34,4832025

Highlighted filing

2016

Assets$18,537
Liabilities-
Net Assets$18,537
Open 2016 Filing

Operations Trend

Revenue Growth60th percentile

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

$100K$50K$0-$50KRevenue 2015: $30,117Expenses 2015: $33,229Net Income 2015: -$3,1122015Revenue 2016: $32,437Expenses 2016: $28,244Net Income 2016: $4,1932016Revenue 2017: $38,274Expenses 2017: $30,991Net Income 2017: $7,2832017Revenue 2018: $41,013Expenses 2018: $31,165Net Income 2018: $9,8482018Revenue 2019: $62,361Expenses 2019: $56,968Net Income 2019: $5,3932019Revenue 2020: $29,319Expenses 2020: $22,412Net Income 2020: $6,9072020Revenue 2021: $26,210Expenses 2021: $34,702Net Income 2021: -$8,4922021Revenue 2025: $95,753Expenses 2025: $86,448Net Income 2025: $9,3052025

Highlighted filing

2016

Revenue$32,437
Expenses$28,244
Net Income$4,193
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 10, 2016
Return Version
2015v2.1
Gross Receipts
$74,170
Mission and Program Overview

Mission

Our mission is to positively impact the lives of all children and families.

To promote and advocate for the welfare of children in home, school, and the community.

Program Services

DescriptionGrantsExpenses
TO SUPPORT THE STAFF AND INCREASE HOME/COMMUNITY INVOLVEMENT-$14,678
TO ENRICH THE LEARNING OF STUDENTS-$10,749
TO PROMOTE THE WELFARE OF THE STUDENTS-$596
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARA CADWELLPresidentPT$0--
STEFANI HODGESTreasurerPT$0--
AMANDA COXSecretaryPT$0--
KATHIE BICKFORDAuditorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Catalog Sales$20,775$20,775$12,090$8,685
Color/jog-a-tho$9,493$9,493$1,051$8,442
Total Events$46,104$46,104$31,420$14,684
Filing and Contact Details

Filer

Filer Name
Hill Creek School Ptsa of
EIN
23-7305536
Address
9665 JEREMY ST, SANTEE, CA 92071

Signing Officer

Name
Stefani Hodges
Title
Treasurer
Signed
2016-10-10

Preparer

Firm
HACKETT METSKER & OSWALD CPA'S
Address
5741 PALMER WAY SUITE A, CARLSBAD, CA 92010-7248
Preparer
Joanne Goddard-hackett
Phone
7604389500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Voided checks 465 nsf fee reimbursements 106 total 571”

Form 990-ez, Part I, Line 16

“Holiday shop supplies 7,812 expenses office 966 information technology 99 insurance 216 filing fees 25 bank charges 48 council assessments/bylaw 75 membership supplies 23 6th grade camp 340 assembly 500 father/daughter dance 1,793 ipad keyboards 7,500 mother/son event 3,742 pastries with parents 348 promotion recognition 132 red ribbon week 436 staff appreciation 278 talent show 28 hospitality at pta events 705 school spirit folders 2,409 miscellaneous 84 district golf tournament 200 total 27,759”

Form 990-ez, Part III

“To promote and advocate for the welfare of children in home, school, and the community.”

Raw XML Appendix153 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0HILL CREEK ELEMENTARY PTA
IRS990EZ/BooksInCareOfDetail/PhoneNum06199565000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09665 JEREMY ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTEE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092071
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014344
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018537
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0634
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04193
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0485
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014344
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018537
IRS990EZ/FundraisingGrossIncomeAmt057508
IRS990EZ/GrossReceiptsAmt074170
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0692
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014344
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018537
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014344
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018537
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CARA CADWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEFANI HODGES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMANDA COX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATHIE BICKFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3AUDITOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt027759
IRS990EZ/OtherRevenueTotalAmt0571
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE AND ADVOCATE FOR THE WELFARE OF CHILDREN IN HOME, SCHOOL, AND THE COMMUNITY.
IRS990EZ/ProgramServiceRevenueAmt014765
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO ENRICH THE LEARNING OF STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROMOTE THE WELFARE OF THE STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO SUPPORT THE STAFF AND INCREASE HOME/COMMUNITY INVOLVEMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010749
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1596
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt214678
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt041733
IRS990EZ/SpecialEventsNetIncomeLossAmt015775
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028244
IRS990EZ/TotalProgramServiceExpensesAmt026023
IRS990EZ/TotalRevenueAmt032437
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0634
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0309
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0943
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt09493
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt09493
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt064043
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt054375
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0118418
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0128854
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt074170
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt054684
IRS990ScheduleA/Total509Grp/TotalAmt0128854
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt074170
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt054684
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0128854
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt031420
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CATALOG SALES
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0COLOR/JOG-A-THO
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020775
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09493
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt015836
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt046104
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020775
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09493
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt015836
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt046104
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014684
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt018279
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt031420
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012090
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01051
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VOIDED CHECKS 465 NSF FEE REIMBURSEMENTS 106 TOTAL 571
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HOLIDAY SHOP SUPPLIES 7,812 EXPENSES OFFICE 966 INFORMATION TECHNOLOGY 99 INSURANCE 216 FILING FEES 25 BANK CHARGES 48 COUNCIL ASSESSMENTS/BYLAW 75 MEMBERSHIP SUPPLIES 23 6TH GRADE CAMP 340 ASSEMBLY 500 FATHER/DAUGHTER DANCE 1,793 IPAD KEYBOARDS 7,500 MOTHER/SON EVENT 3,742 PASTRIES WITH PARENTS 348 PROMOTION RECOGNITION 132 RED RIBBON WEEK 436 STAFF APPRECIATION 278 TALENT SHOW 28 HOSPITALITY AT PTA EVENTS 705 SCHOOL SPIRIT FOLDERS 2,409 MISCELLANEOUS 84 DISTRICT GOLF TOURNAMENT 200 TOTAL 27,759
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROMOTE AND ADVOCATE FOR THE WELFARE OF CHILDREN IN HOME, SCHOOL, AND THE COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEFANI HODGES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HILL CREEK SCHOOL PTSA OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PTA CALIFORNIA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0HILL
ReturnHeader/Filer/EIN0237305536
ReturnHeader/Filer/USAddress/AddressLine1Txt09665 JEREMY ST
ReturnHeader/Filer/USAddress/CityNm0SANTEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092071
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261081736
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HACKETT METSKER & OSWALD CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05741 PALMER WAY SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARLSBAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920107248
ReturnHeader/PreparerPersonGrp/PhoneNum07604389500
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOANNE GODDARD-HACKETT
ReturnHeader/ReturnTs02016-10-19T16:15:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,537
Liabilities
-
Net assets
$18,537
Revenue
$32,437
Expenses
$28,244
Net income
$4,193
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.5$0.00$34.5$95.8$86.4$9.31
2021Detailed filing. Detailed filing data is available for this year.$39.5$39.5$26.2$34.7$8.49
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.0$48.0$29.3$22.4$6.91
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.1$41.1$62.4$57.0$5.39
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.7$35.7$41.0$31.2$9.85
2017Detailed filing. Detailed filing data is available for this year.$25.8$25.8$38.3$31.0$7.28
2016Detailed filing. Detailed filing data is available for this year.$18.5$18.5$32.4$28.2$4.19
2015Detailed filing. Detailed filing data is available for this year.$14.3$14.3$30.1$33.2$3.11
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits