Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2016 • EIN 33-0239770

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 21, 2016

12151 Calle AlbaraEl Cajon, CA 92019

(619) 588-3211

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

46th percentile

1.6%

Higher net margin than 46% 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

56th percentile

5.0%

Faster asset growth than 56% of similar nonprofits.

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

Revenue Growth

42nd percentile

-4.0%

Faster revenue growth than 42% of similar nonprofits.

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

Assets

Up

$24,506

Up $1,163 (+5.0%) from 2015

Net Assets

Up

$24,506

Up $1,163 (+5.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$97,453

Down $4,030 (-4.0%) from 2015

Expenses

Down

$95,889

Down $3,456 (-3.5%) from 2015

Net Income

Down

$1,564

Down $574 (-27%) from 2015

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2013: $17,399Net Assets 2013: $17,3992013Assets 2014: $21,963Net Assets 2014: $21,9632014Assets 2015: $23,343Liabilities 2015: $0Net Assets 2015: $23,3432015Assets 2016: $24,506Liabilities 2016: $0Net Assets 2016: $24,5062016Assets 2017: $20,147Net Assets 2017: $20,1472017Assets 2018: $11,517Net Assets 2018: $11,5172018Assets 2019: $23,850Net Assets 2019: $23,8502019Assets 2020: $54,160Liabilities 2020: $0Net Assets 2020: $54,1602020Assets 2021: $55,032Liabilities 2021: $0Net Assets 2021: $55,0322021Assets 2022: $39,105Liabilities 2022: $0Net Assets 2022: $39,1052022Assets 2023: $82,684Liabilities 2023: $0Net Assets 2023: $82,6842023Assets 2024: $74,664Liabilities 2024: $0Net Assets 2024: $74,6642024Assets 2025: $51,914Liabilities 2025: $0Net Assets 2025: $51,9142025

Highlighted filing

2016

Assets$24,506
Liabilities$0
Net Assets$24,506

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2013: -$3,658Expenses 2013: $1,516Net Income 2013: -$5,1742013Revenue 2014: $5,822Expenses 2014: $1,258Net Income 2014: $4,5642014Revenue 2015: $101,483Expenses 2015: $99,345Net Income 2015: $2,1382015Revenue 2016: $97,453Expenses 2016: $95,889Net Income 2016: $1,5642016Revenue 2017: $79,722Expenses 2017: $84,081Net Income 2017: -$4,3592017Revenue 2018: $86,146Expenses 2018: $94,776Net Income 2018: -$8,6302018Revenue 2019: $65,190Expenses 2019: $53,830Net Income 2019: $11,3602019Revenue 2020: $66,953Expenses 2020: $36,643Net Income 2020: $30,3102020Revenue 2021: $8,027Expenses 2021: $7,156Net Income 2021: $8712021Revenue 2022: $37,085Expenses 2022: $53,012Net Income 2022: -$15,9272022Revenue 2023: $81,448Expenses 2023: $37,869Net Income 2023: $43,5792023Revenue 2024: $41,814Expenses 2024: $44,952Net Income 2024: -$3,1382024Revenue 2025: $66,200Expenses 2025: $88,950Net Income 2025: -$22,7502025

Highlighted filing

2016

Revenue$97,453
Expenses$95,889
Net Income$1,564
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 21, 2016
Return Version
2015v2.1
Gross Receipts
$97,453
Mission and Program Overview

Mission

To Promote the welfare of children and youth in home, school, and community. To raise the standards of home life. To secure adequate laws for the care and protection of children and youth. To bring into closer relation the home and the school, that parents and teachers may cooperate intelligently in the education of children and youth. To develop between educators and the general public such united efforts as will secure for all children and youth the highest advantages in physical, mental, and social education.

Program Services

DescriptionGrantsExpenses
School Donations: Provided funds to school administration for field trips, peace patrol, safety patrol, school contracts and other school donations.$0$25,007
Other Program Expenses: Provide activities, leadership, communication and learning opportunities for the students of Rancho San Diego Elementary. Programs for the 2015 tax year included running club, halloween carnival, fine arts, science lab, hospitality, yearbook, field day and dances and other community events.$0$23,336
5th Grade: Promoted special events and activities for 5th grade students$0$17,444
Jog-a-thon: Program to promote exercise, physical education and character building for students through jogging.$0$14,610
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shaunna WebsterPresident-$0--
Mina KraftTreasurer-$0--
Judy SheppardExecutive Vice President/Secretary-$0--
Claire VacioVP Of Membership-$0--
Jennifer GrygielVP Of Volunteers-$0--
Esther BroersParliamentarian-$0--
Anthony BasilioAuditor-$0--
Rachael OsborneFamily Events-$0--
Grace LalicataHospitality-$0--
Nan MaroneReflections-$0--
Carol BanksVP Of Ways And Means-$0--
Filing and Contact Details

Filer

Filer Name
Rancho San Diego Elementary PTA
EIN
33-0239770
Phone
6195883211
Address
12151 Calle Albara, El Cajon, CA 92019

Signing Officer

Name
Mina Kraft
Title
Treasurer
Phone
6195883211
Signed
2016-10-21
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Description;Amount^Administrative Expenses;5808|Jog a thon Expenses;14610|5th Grade Expenses;17444|Fundraising Activities;9684|School Donations;25007|Other Program Expenses;23336^Total;95889^

Form 990-EZ, Part I, Line 20

Description;Amount^Prior period adjustment;-401^Total;-401^

Raw XML Appendix282 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/USAddress/AddressLine1Txt012151 Calle Albara
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0El Cajon
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092019
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mina Kraft
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Judy Sheppard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Claire Vacio
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jennifer Grygiel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Esther Broers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Anthony Basilio
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Rachael Osborne
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Grace Lalicata
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Nan Marone
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Carol Banks
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Executive Vice President/Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP of Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP of Volunteers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Parliamentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Family Events
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Hospitality
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Reflections
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VP of Ways and Means
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IRS990EZ/PrimaryExemptPurposeTxt0To Promote the welfare of children and youth in home, school, and community. To raise the standards of home life. To secure adequate laws for the care and protection of children and youth. To bring into closer relation the home and the school, that parents and teachers may cooperate intelligently in the education of children and youth. To develop between educators and the general public such united efforts as will secure for all children and youth the highest advantages in physical, mental, and social education.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0School Donations: Provided funds to school administration for field trips, peace patrol, safety patrol, school contracts and other school donations.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Jog-a-thon: Program to promote exercise, physical education and character building for students through jogging.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt25th Grade: Promoted special events and activities for 5th grade students
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Other Program Expenses: Provide activities, leadership, communication and learning opportunities for the students of Rancho San Diego Elementary. Programs for the 2015 tax year included running club, halloween carnival, fine arts, science lab, hospitality, yearbook, field day and dances and other community events.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0104194
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt068032
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt075997
IRS990ScheduleA/Total509Grp/TotalAmt0447159
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt097453
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0101483
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0104194
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt068032
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt075997
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0447159
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Administrative Expenses;5808|Jog a thon Expenses;14610|5th Grade Expenses;17444|Fundraising Activities;9684|School Donations;25007|Other Program Expenses;23336^Total;95889^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Prior period adjustment;-401^Total;-401^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Mina Kraft
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06195883211
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rancho San Diego Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0RANC
ReturnHeader/Filer/EIN0330239770
ReturnHeader/Filer/PhoneNum06195883211
ReturnHeader/Filer/USAddress/AddressLine1Txt012151 Calle Albara
ReturnHeader/Filer/USAddress/CityNm0El Cajon
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092019
ReturnHeader/ReturnTs02016-10-21T14:38:18-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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