Civic Intelligence

PTA California Congress of Parents DBA Niguel Hills Middle School Ptsa

990EZ • Fiscal year 2014 • EIN 33-0235889

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 20, 2014

29070 Paseo DE Escuela92677

(949) 234-5360

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

82nd percentile

27%

Higher net margin than 82% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

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

Source year 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Assets

$20,790

No earlier filing loaded for comparison.

Net Assets

$20,790

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$36,675

No earlier filing loaded for comparison.

Expenses

$26,746

No earlier filing loaded for comparison.

Net Income

$9,929

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2014: $20,790Net Assets 2014: $20,7902014Assets 2015: $24,663Net Assets 2015: $24,6632015Assets 2016: $44,577Net Assets 2016: $44,5772016Assets 2017: $42,725Net Assets 2017: $42,7252017Assets 2018: $36,076Net Assets 2018: $36,0762018Assets 2019: $36,790Net Assets 2019: $36,7902019

Highlighted filing

2014

Assets$20,790
Liabilities-
Net Assets$20,790

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2014: $36,675Expenses 2014: $26,746Net Income 2014: $9,9292014Revenue 2015: $34,028Expenses 2015: $30,155Net Income 2015: $3,8732015Revenue 2016: $46,759Expenses 2016: $26,845Net Income 2016: $19,9142016Revenue 2017: $29,082Expenses 2017: $30,934Net Income 2017: -$1,8522017Revenue 2018: $36,196Expenses 2018: $43,245Net Income 2018: -$7,0492018Revenue 2019: $33,170Expenses 2019: $30,163Net Income 2019: $3,0072019

Highlighted filing

2014

Revenue$36,675
Expenses$26,746
Net Income$9,929
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 20, 2014
Return Version
2013v3.1
Gross Receipts
$58,094
Mission and Program Overview

Mission

To support niguel hills middle school

Program Services

DescriptionGrantsExpenses
THE PTA PROVIDED GRANTS TO TEACHERS TO AUGMENT THE MATERIALS USED IN THE CURRICULUM. THE PTA ALSO PAID FOR THE SCOOL LOOP PROGRAM THAT FACILITATES COMMUNICATION BETWEEN THE SCHOOL AND HOME ENVIRONMENTS. EXPENDITURES WERE ALSO MADE FOR SCHOOL IMPROVEMENTS AND SPORTS EQUIPMENT. THE ENTIRE SCHOOL POPULATION BENEFITTED FROM THESE PURCHASES.-$11,306
PTA PURCHASED STUDENT REMINDER BINDERS FOR ALL STUDENTS AND SPONSORED TEACHER APPRECIATION ACTIVITIES. APPROX. 1400 STUDENTS BENEFITTED FROM THESE EXPENDITURES.-$4,491
PTA PROVIDED SEVERAL PROGRAMS FOR STUDENTS AND THEIR PARENTS IN ORDER TO ENHANCE THE CURRICULUM. PROGRAMS FUNDED INCLUDE COME WALK IN MY SHOES, PARENT EDUCATION, RED RIBBON WEEK, SAFETY AND DISASTER PREPAREDNESS, AND THE CALL-IN-SICK TELEPHONE LINE. THE ENTIRE SCHOOL POPULATION, APPROXIMATELY 1400 STUDENTS, BENEFITTED FROM THESE EXPENDITURES.-$2,756
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TINA OGNALLPresidentPT$0--
AMY GIBSONExec VP-$0--
KIM BORTNICKTreasurer-$0--
SHELLY JAKSCHSecretary-$0--
CAROLYN KAPPESAuditor-$0--
Filing and Contact Details

Filer

EIN
33-0235889
Phone
9492345360

Signing Officer

Name
Patty Wallin
Title
Treasurer
Phone
9492345360
Signed
2014-10-20
Discuss with paid preparer
Yes

Preparer

Preparer
Maureen R Schroeder
Phone
9492188862
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

CUCPTSA 5,028

Form 990-ez, Part I, Line 16

Expenses information technology 450 conferences/meetings 913 insurance 202 department grants 8,194 hospitality and awards 318 cwims program 750 registration expense 641 school loop 3,112 student binders 3,118 student/parent programs 1,577 taxes and fees 35 teacher appreciation 1,373 transportation 330 total 21,013

Form 990-ez, Part III, Line 28

Pta provided several programs for students and their parents in order to enhance the curriculum. Programs funded include come walk in my shoes, parent education, red ribbon week, safety and disaster preparedness, and the call-in-sick telephone line. The entire school population, approximately 1400 students, benefitted from these expenditures.

Form 990-ez, Part III, Line 30

The pta provided grants to teachers to augment the materials used in the curriculum. The pta also paid for the scool loop program that facilitates communication between the school and home environments. Expenditures were also made for school improvements and sports equipment. The entire school population benefitted from these purchases.

Raw XML Appendix165 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/PrimaryExemptPurposeTxt0TO SUPPORT NIGUEL HILLS MIDDLE SCHOOL
IRS990EZ/PrintingPublicationsPostageAmt0405
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PTA PROVIDED SEVERAL PROGRAMS FOR STUDENTS AND THEIR PARENTS IN ORDER TO ENHANCE THE CURRICULUM. PROGRAMS FUNDED INCLUDE COME WALK IN MY SHOES, PARENT EDUCATION, RED RIBBON WEEK, SAFETY AND DISASTER PREPAREDNESS, AND THE CALL-IN-SICK TELEPHONE LINE. THE ENTIRE SCHOOL POPULATION, APPROXIMATELY 1400 STUDENTS, BENEFITTED FROM THESE EXPENDITURES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PTA PURCHASED STUDENT REMINDER BINDERS FOR ALL STUDENTS AND SPONSORED TEACHER APPRECIATION ACTIVITIES. APPROX. 1400 STUDENTS BENEFITTED FROM THESE EXPENDITURES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE PTA PROVIDED GRANTS TO TEACHERS TO AUGMENT THE MATERIALS USED IN THE CURRICULUM. THE PTA ALSO PAID FOR THE SCOOL LOOP PROGRAM THAT FACILITATES COMMUNICATION BETWEEN THE SCHOOL AND HOME ENVIRONMENTS. EXPENDITURES WERE ALSO MADE FOR SCHOOL IMPROVEMENTS AND SPORTS EQUIPMENT. THE ENTIRE SCHOOL POPULATION BENEFITTED FROM THESE PURCHASES.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CUCPTSA 5,028
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES INFORMATION TECHNOLOGY 450 CONFERENCES/MEETINGS 913 INSURANCE 202 DEPARTMENT GRANTS 8,194 HOSPITALITY AND AWARDS 318 CWIMS PROGRAM 750 REGISTRATION EXPENSE 641 SCHOOL LOOP 3,112 STUDENT BINDERS 3,118 STUDENT/PARENT PROGRAMS 1,577 TAXES AND FEES 35 TEACHER APPRECIATION 1,373 TRANSPORTATION 330 TOTAL 21,013
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PTA PROVIDED SEVERAL PROGRAMS FOR STUDENTS AND THEIR PARENTS IN ORDER TO ENHANCE THE CURRICULUM. PROGRAMS FUNDED INCLUDE COME WALK IN MY SHOES, PARENT EDUCATION, RED RIBBON WEEK, SAFETY AND DISASTER PREPAREDNESS, AND THE CALL-IN-SICK TELEPHONE LINE. THE ENTIRE SCHOOL POPULATION, APPROXIMATELY 1400 STUDENTS, BENEFITTED FROM THESE EXPENDITURES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PTA PROVIDED GRANTS TO TEACHERS TO AUGMENT THE MATERIALS USED IN THE CURRICULUM. THE PTA ALSO PAID FOR THE SCOOL LOOP PROGRAM THAT FACILITATES COMMUNICATION BETWEEN THE SCHOOL AND HOME ENVIRONMENTS. EXPENDITURES WERE ALSO MADE FOR SCHOOL IMPROVEMENTS AND SPORTS EQUIPMENT. THE ENTIRE SCHOOL POPULATION BENEFITTED FROM THESE PURCHASES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 30
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATTY WALLIN
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ReturnHeader/ReturnTs02014-10-29T18:07:11-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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