Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

EIN 23-7312542 • 501(c)3 • Fallbrook, CA

Profile

Raise funds to support the educational needs of the children enrolled in the La Paloma Elementary school and enhance the learning experience for these children

300 Heald LaneFallbrook, CA 92028

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

34th percentile

-6.9%

Higher net margin than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

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 2022

Asset Growth

21st percentile

-44%

Faster asset growth than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

99th percentile

821%

Faster revenue growth than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$18,829

Up $11,489 (+157%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$18,829

Up $11,489 (+157%) from 2015

Operations
Liabilities / RevenueScore unavailableNet Margin34th percentile

Revenue

Down

$39,244

Down $12,652 (-24%) from 2015

Expenses

Down

$30,737

Down $21,021 (-41%) from 2015

Net Income

Up

$8,507

Up $8,369 (+6064%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

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

$20K$15K$10K$5.0K$0Assets 2011: $3,926Liabilities 2011: $0Net Assets 2011: $3,9262011Assets 2013: $7,132Liabilities 2013: $0Net Assets 2013: $7,1322013Assets 2015: $7,340Liabilities 2015: $0Net Assets 2015: $7,3402015Assets 2016: $18,829Net Assets 2016: $18,8292016

Highlighted filing

2016

Assets$18,829
Liabilities-
Net Assets$18,829
Open 2016 Filing

Operations Trend

Revenue Growth99th percentile

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

$100K$50K$0-$50KRevenue 2011: $56,774Expenses 2011: $55,171Net Income 2011: $1,6032011Revenue 2013: $76,946Expenses 2013: $80,123Net Income 2013: -$3,1772013Revenue 2015: $51,896Expenses 2015: $51,758Net Income 2015: $1382015Revenue 2016: $39,244Expenses 2016: $30,737Net Income 2016: $8,5072016

Highlighted filing

2016

Revenue$39,244
Expenses$30,737
Net Income$8,507
Open 2016 Filing

Filings

Most recent year

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

Open filing
Assets
$18,829
Liabilities
-
Net assets
$18,829
Revenue
$39,244
Expenses
$30,737
Net income
$8,507
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$18.8$18.8$39.2$30.7$8.51
2015Detailed filing. Detailed filing data is available for this year.$7.34$0.00$7.34$51.9$51.8$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.13$0.00$7.13$76.9$80.1$3.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.93$0.00$3.93$56.8$55.2$1.60
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 26, 2016
Return Version
2015v2.0
Gross Receipts
$42,470
Mission and Program Overview

Mission

Raise funds to support the educational needs of the children enrolled in the La Paloma Elementary school and enhance the learning experience for these children

Support the educational needs of students at La Paloma Elementary School.

Program Services

DescriptionGrantsExpenses
Supporting the educational needs and enhancing the learning experience of children enrolled at La Paloma Elementary School.$30,256-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marisa RamanoPresident-$0--
Beth HamillTreasurer-$0--
Britt ScruggsVice President-$0--
Filing and Contact Details

Filer

Filer Name
PTA CA Congress of Parents Teachers & St
EIN
23-7312542
Phone
7607284420
Address
300 Heald Lane, Fallbrook, CA 92028

Signing Officer

Name
Beth Hamill
Title
Treasurer
Signed
2016-09-26
Discuss with paid preparer
Yes

Preparer

Firm
R Greene & Associates Inc
Address
5256 S Mission Rd Suite 205, Bonsall, CA 92003
Preparer
Roxanne L Greene CPA
Phone
7607264316
Supplemental Narrative

Additional Explanations

Other Expenses.1009

“Depreciation $165”

Other Expenses.1

“Assembly Expenses $7668”

Other Expenses.2

“Book Fair Expenses $7167”

Other Expenses.3

“Yearbook Expenses $6106”

Other Expenses.4

“Gifts to School/Art Program $3137”

Other Expenses.5

“Library Purchases $2806”

Other Expenses.6

“Spirit Wear Purchases $1571”

Other Expenses.7

“PTA Dues $1019”

Other Expenses.8

“Teacher Breakfast $391”

Other Expenses.9

“Student Store Expenses $250”

Other Expenses.10

“Meeting Expenses $141”

Other Expenses.11

“Licenses & Fees $100”

Other Expenses.12

“Small Tools & Equipment $100”

Other Expenses.14

“Bank Fees $24”

Other Assets.1003

“Machinery and Equipment - Beginning $0 Machinery and Equipment - Ending $2152”

Other Assets.1

“Art Inventory - Beginning $0 Art Inventory - Ending $500”

Raw XML Appendix184 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/PersonNm0Beth Hamill
IRS990EZ/BooksInCareOfDetail/PhoneNum07607284420
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0300 Heald Lane
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fallbrook
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092028
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010319
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016177
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04470
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08507
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010319
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018829
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GamingGrossIncomeAmt016798
IRS990EZ/GrossProfitLossSlsOfInvntryAmt019662
IRS990EZ/GrossReceiptsAmt042470
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum01241
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01540
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010319
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018829
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010319
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018829
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Marisa Ramano
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Beth Hamill
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Britt Scruggs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02652
IRS990EZ/OtherChangesInNetAssetsAmt03
IRS990EZ/OtherExpensesTotalAmt030645
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support the educational needs of students at La Paloma Elementary School.
IRS990EZ/PrintingPublicationsPostageAmt092
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Supporting the educational needs and enhancing the learning experience of children enrolled at La Paloma Elementary School.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt030256
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03226
IRS990EZ/SpecialEventsNetIncomeLossAmt013572
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030737
IRS990EZ/TotalProgramServiceExpensesAmt030256
IRS990EZ/TotalRevenueAmt039244
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06010
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt013160
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt019663
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt019663
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt032823
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt025673
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt07150
IRS990ScheduleA/Total509Grp/TotalAmt032823
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt025673
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt07150
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt032823
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt03226
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt016798
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt016798
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt013572
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt03226
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt03226
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingOtherFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Depreciation $165
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Assembly Expenses $7668
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Book Fair Expenses $7167
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Yearbook Expenses $6106
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Gifts to School/Art Program $3137
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Library Purchases $2806
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Spirit Wear Purchases $1571
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PTA Dues $1019
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Teacher Breakfast $391
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Student Store Expenses $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Meeting Expenses $141
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Licenses & Fees $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Small Tools & Equipment $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Bank Fees $24
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Machinery and Equipment - Beginning $0 Machinery and Equipment - Ending $2152
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Art Inventory - Beginning $0 Art Inventory - Ending $500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Assets.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Beth Hamill
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CA Congress of Parents Teachers & St
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0La Paloma Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0237312542
ReturnHeader/Filer/PhoneNum07607284420
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 Heald Lane
ReturnHeader/Filer/USAddress/CityNm0Fallbrook
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092028
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0R Greene & Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05256 S Mission Rd Suite 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bonsall
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092003
ReturnHeader/PreparerPersonGrp/PhoneNum07607264316
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Roxanne L Greene CPA
ReturnHeader/ReturnTs02016-09-26T15:55:13-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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