Civic Intelligence

PTA California Congress Del Obispo Elementary School PTA

990EZ • Fiscal year 2013 • EIN 33-0065969

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 12, 2013

Organization ProfileN/A
25591 Camino Del Avion92675
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 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

88th percentile

39%

Higher net margin than 88% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

92nd percentile

106%

Faster asset growth than 92% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

73rd percentile

22%

Faster revenue growth than 73% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$26,451

Up $13,615 (+106%) from 2012

Net Assets

Up

$26,451

Up $13,615 (+106%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin88th percentile

Revenue

Up

$35,268

Up $6,409 (+22%) from 2012

Expenses

Down

$21,653

Down $13,323 (-38%) from 2012

Net Income

Up

$13,615

Up $19,732 (+323%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$60K$40K$20K$0Assets 2011: $18,953Net Assets 2011: $18,9532011Assets 2012: $12,836Net Assets 2012: $12,8362012Assets 2013: $26,451Net Assets 2013: $26,4512013Assets 2014: $26,132Net Assets 2014: $26,1322014Assets 2015: $34,679Net Assets 2015: $34,6792015Assets 2016: $54,078Net Assets 2016: $54,0782016Assets 2017: $28,097Net Assets 2017: $28,0972017Assets 2018: $19,507Net Assets 2018: $19,5072018Assets 2019: $28,476Net Assets 2019: $28,4762019Assets 2020: $46,029Net Assets 2020: $46,0292020Assets 2025: $33,729Net Assets 2025: $33,7292025

Highlighted filing

2013

Assets$26,451
Liabilities-
Net Assets$26,451
Open 2013 Filing

Operations Trend

Revenue Growth73rd percentile

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

$100K$50K$0-$50KRevenue 2011: $34,303Expenses 2011: $31,319Net Income 2011: $2,9842011Revenue 2012: $28,859Expenses 2012: $34,976Net Income 2012: -$6,1172012Revenue 2013: $35,268Expenses 2013: $21,653Net Income 2013: $13,6152013Revenue 2014: $26,978Expenses 2014: $27,297Net Income 2014: -$3192014Revenue 2015: $45,277Expenses 2015: $36,995Net Income 2015: $8,2822015Revenue 2016: $60,490Expenses 2016: $37,254Net Income 2016: $23,2362016Revenue 2017: $20,942Expenses 2017: $44,474Net Income 2017: -$23,5322017Revenue 2018: $38,371Expenses 2018: $44,779Net Income 2018: -$6,4082018Revenue 2019: $45,370Expenses 2019: $30,205Net Income 2019: $15,1652019Revenue 2020: $33,118Expenses 2020: $15,564Net Income 2020: $17,5542020Revenue 2025: $22,146Expenses 2025: $55,647Net Income 2025: -$33,5012025

Highlighted filing

2013

Revenue$35,268
Expenses$21,653
Net Income$13,615
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Nov 12, 2013
Return Version
2012v2.2
Mission and Program Overview

Mission

School, Student, Family Support and Information.

Filing and Contact Details

Filer

EIN
33-0065969
Raw XML Appendix213 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/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY012836
IRS990EZ/CashSavingsAndInvestments/EOY026451
IRS990EZ/ContributionsGiftsGrantsEtc028785
IRS990EZ/CostOfGoodsSold02029
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear013615
IRS990EZ/FeesAndOthPymtToIndContractors0360
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/FundraisingGrossIncome028138
IRS990EZ/GroProfitLossSalesOfInventory05349
IRS990EZ/GrossReceipts066691
IRS990EZ/GrossSalesOfInventory07378
IRS990EZ/GroupExemptionNumber00646
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InvestmentIncome013
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MembershipDues01297
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY012836
IRS990EZ/NetAssetsOrFundBalancesBOY012836
IRS990EZ/NetAssetsOrFundBalances/EOY026451
IRS990EZ/NetAssetsOrFundBalancesEOY026451
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition0003.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition1004.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition2001.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition3002.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition4004.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition5002.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition6002.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition7001.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0Elizabeth Robertson
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1Linda Hoffman
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2Kathie Lewotsky
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3Danielle Chapman
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4Jan Alcide
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5Kelli Groves
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6Kami Countryman
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7Joyce Muoio
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Pres
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Exec VP
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2VP Fundraising
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5Parliamentarian
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6Historian
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7Auditor
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal021286
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0School, Student, Family Support and Information.
IRS990EZ/PrintingPublicationsPostage07
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0Providing educational enrichment and support and motivational awards to students.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1Providing classroom supplies and instructional tools and awards to teachers.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2Providing improvements to the school facilities.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom3Family Programs
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses012272
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses11021
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses24742
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses396
IRS990EZ/ProgramServiceRevenue01080
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses029394
IRS990EZ/SpecialEventsNetIncomeLoss0-1256
IRS990EZ/StatesWhereCopyOfReturnIsFiled0CA
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TaxImposedUnderIRC491100
IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1025591 CAMINO DEL AVION
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0SAN JUAN CAPISTRANO
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode092675
IRS990EZ/TheBooksAreInCareOf/NamePerson0Jan Alcide
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber09492345905
IRS990EZ/TotalAssets/BOY012836
IRS990EZ/TotalAssets/EOY026451
IRS990EZ/TotalExpenses021653
IRS990EZ/TotalProgramServiceExpenses018131
IRS990EZ/TotalRevenue035268
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear030082
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year018236
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years023505
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years030155
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years018532
IRS990ScheduleA/GiftsGrantsContribReceived509/Total0120510
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear013
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year015
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years012
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years014
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years013
IRS990ScheduleA/GrossInvestmentIncome509/Total067
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear036596
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year032133
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years031712
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years026460
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years040726
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total0167627
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear013
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year015
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years012
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years014
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years013
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total067
IRS990ScheduleA/InvestmentIncomePercentage00.00020
IRS990ScheduleA/NetIncomeFromOtherUBI/Total00
IRS990ScheduleA/OtherIncome509/Total00
IRS990ScheduleA/Post1975UBTI/Total00
IRS990ScheduleA/PriorYearSupportPercentage00.99960
IRS990ScheduleA/PriorYrInvestIncomePercentage00.00040
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.99980
IRS990ScheduleA/PublicSupportPertcentage17000.00000
IRS990ScheduleA/PublicSupportTotal17000
IRS990ScheduleA/PublicSupportTotal5090288137
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear066678
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year050369
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years055217
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years056615
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years059258
IRS990ScheduleA/Total509/Total0288137
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear066691
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year050384
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years055229
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years056629
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years059271
IRS990ScheduleA/TotalSupportTotal/Total0288204
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents029394
IRS990ScheduleG/EventsInformation/EntertainmentEvent203790
IRS990ScheduleG/EventsInformation/EntertainmentTotalEvents03790
IRS990ScheduleG/EventsInformation/FoodAndBeverageEvent20853
IRS990ScheduleG/EventsInformation/FoodAndBeverageOtherEvents0278
IRS990ScheduleG/EventsInformation/FoodAndBeverageTotalEvents01131
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent107098
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent205866
IRS990ScheduleG/EventsInformation/GrossReceiptsOtherEvents015174
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal028138
IRS990ScheduleG/EventsInformation/GrossRevenueEvent107098
IRS990ScheduleG/EventsInformation/GrossRevenueEvent205866
IRS990ScheduleG/EventsInformation/GrossRevenueOtherEvents015174
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents028138
IRS990ScheduleG/EventsInformation/NameOfEvent10Book Fair
IRS990ScheduleG/EventsInformation/NameOfEvent20Carnival
IRS990ScheduleG/EventsInformation/NetIncomeSummary0-1256
IRS990ScheduleG/EventsInformation/NonCashPrizesOtherEvents017667
IRS990ScheduleG/EventsInformation/NonCashPrizesTotalEvents017667
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent105013
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent201598
IRS990ScheduleG/EventsInformation/OtherDirectExpensesOtherEvents0195
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents06806
IRS990ScheduleG/EventsInformation/TotalNumberOfOtherEvents04
IRS990ScheduleO/GeneralExplanation/Explanation0Form 990-EZ, Part III, Line 31 Family Programs Grants and allocations 0, Program service expenses 96
IRS990ScheduleO/GeneralExplanation/Explanation1Form 990-EZ, Part I, Line 16, Other Expenses STUDENT BENEFIT SUPPORT AND ENRICHMENT 12,272
IRS990ScheduleO/GeneralExplanation/Explanation2Form 990-EZ, Part I, Line 16, Other Expenses TEACHER SUPPORT ENRICHMENT 1,021
IRS990ScheduleO/GeneralExplanation/Explanation3Form 990-EZ, Part I, Line 16, Other Expenses SCHOOL SUPPORT ENRICHMENT 4,742
IRS990ScheduleO/GeneralExplanation/Explanation4Form 990-EZ, Part I, Line 16, Other Expenses FAMILY PROGRAMS 96
IRS990ScheduleO/GeneralExplanation/Explanation5Form 990-EZ, Part I, Line 16, Other Expenses MEMBERSHIP EXPENSE 53
IRS990ScheduleO/GeneralExplanation/Explanation6Form 990-EZ, Part I, Line 16, Other Expenses PTA ADMIN OFFICE EXPENSE 2,080
IRS990ScheduleO/GeneralExplanation/Explanation7Form 990-EZ, Part I, Line 16, Other Expenses INSURANCE 199
IRS990ScheduleO/GeneralExplanation/Explanation8Form 990-EZ, Part I, Line 16, Other Expenses HOSPITALITY EXPENSE 399
IRS990ScheduleO/GeneralExplanation/Explanation9Form 990-EZ, Part I, Line 16, Other Expenses TRAINING EXPENSE 60
IRS990ScheduleO/GeneralExplanation/Explanation10Form 990-EZ, Part I, Line 16, Other Expenses FEES EXPENSE 25
IRS990ScheduleO/GeneralExplanation/Explanation11Form 990-EZ, Part I, Line 16, Other Expenses BANK FEES 23
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0330065969
ReturnHeader/Filer/Name/BusinessNameLine10PTA CALIFORNIA CONGRESS DEL OBISPO ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/NameControl0PTAC
ReturnHeader/Filer/Phone09492345905
ReturnHeader/Filer/USAddress/AddressLine1025591 CAMINO DEL AVION
ReturnHeader/Filer/USAddress/City0SAN JUAN CAPISTRANO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092675
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-11-12
ReturnHeader/Officer/Name0Linda Hoffman
ReturnHeader/Officer/Title0ExecVP
ReturnHeader/Preparer/DatePrepared02013-11-12
ReturnHeader/Preparer/Name0Elizabeth Weber CPA
ReturnHeader/Preparer/Phone09498310879
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-12T01:41:32-00:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$26,451
Liabilities
-
Net assets
$26,451
Revenue
$35,268
Expenses
$21,653
Net income
$13,615
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$33.7$33.7$22.1$55.6$33.5
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.0$46.0$33.1$15.6$17.6
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.5$28.5$45.4$30.2$15.2
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.5$19.5$38.4$44.8$6.41
2017Detailed filing. Detailed filing data is available for this year.$28.1$28.1$20.9$44.5$23.5
2016Detailed filing. Detailed filing data is available for this year.$54.1$54.1$60.5$37.3$23.2
2015Detailed filing. Detailed filing data is available for this year.$34.7$34.7$45.3$37.0$8.28
2014Detailed filing. Detailed filing data is available for this year.$26.1$26.1$27.0$27.3$0.32
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.5$26.5$35.3$21.7$13.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.8$12.8$28.9$35.0$6.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.0$19.0$34.3$31.3$2.98