Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2014 • EIN 33-0375938

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 16, 2014

Organization ProfileN/A
4850 Avenida Empresa92056

(760) 940-8454

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

94th percentile

56%

Higher net margin than 94% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

85th percentile

55%

Faster asset growth than 85% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

37th percentile

-6.5%

Faster revenue growth than 37% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$56,986

Up $20,141 (+55%) from 2013

Net Assets

Up

$56,986

Up $20,141 (+55%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin94th percentile

Revenue

Down

$35,743

Down $2,488 (-6.5%) from 2013

Expenses

Down

$15,602

Down $12,235 (-44%) from 2013

Net Income

Up

$20,141

Up $9,747 (+94%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$300K$200K$100K$0-$100KAssets 2013: $36,845Net Assets 2013: $36,8452013Assets 2014: $56,986Net Assets 2014: $56,9862014Assets 2015: $66,754Net Assets 2015: $66,7542015Assets 2016: $149,328Net Assets 2016: $149,3282016Assets 2017: $0Net Assets 2017: $219,1802017Assets 2018: $8,562Net Assets 2018: $8,5622018Assets 2019: $0Net Assets 2019: $12,5562019Assets 2020: $34,226Liabilities 2020: $0Net Assets 2020: $34,2262020Assets 2021: $0Net Assets 2021: -$4,8832021Assets 2022: $0Net Assets 2022: $14,9442022Assets 2023: $0Net Assets 2023: $19,1782023Assets 2024: $70,411Liabilities 2024: $0Net Assets 2024: $70,4112024

Highlighted filing

2014

Assets$56,986
Liabilities-
Net Assets$56,986
Open 2014 Filing

Operations Trend

Revenue Growth37th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2013: $38,231Expenses 2013: $27,837Net Income 2013: $10,3942013Revenue 2014: $35,743Expenses 2014: $15,602Net Income 2014: $20,1412014Revenue 2015: $12,884Expenses 2015: $3,116Net Income 2015: $9,7682015Revenue 2016: $112,895Expenses 2016: $30,321Net Income 2016: $82,5742016Revenue 2017: $92,758Expenses 2017: $22,906Net Income 2017: $69,8522017Revenue 2018: $109,079Expenses 2018: $100,517Net Income 2018: $8,5622018Revenue 2019: $79,606Expenses 2019: $75,612Net Income 2019: $3,9942019Revenue 2020: $97,091Expenses 2020: $75,421Net Income 2020: $21,6702020Revenue 2021: $73,297Expenses 2021: $78,180Net Income 2021: -$4,8832021Revenue 2022: $109,408Expenses 2022: $94,464Net Income 2022: $14,9442022Revenue 2023: $166,931Expenses 2023: $147,753Net Income 2023: $19,1782023Revenue 2024: $165,508Expenses 2024: $136,924Net Income 2024: $28,5842024

Highlighted filing

2014

Revenue$35,743
Expenses$15,602
Net Income$20,141
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 16, 2014
Return Version
2013v3.1
Gross Receipts
$83,424
Mission and Program Overview

Mission

Enchancing the education of students

Program Services

DescriptionGrantsExpenses
PROGRAMS & ASSEMBLIES VARIOUS EDUCATIONAL OPPORTUNITES PROVIDED BY OTHER COMMUNITY RESOURCES.$11,265$11,265
EDUCATION SERVICES--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA ROUNDTREEPresidentPT$0--
GRETCHEN KHORANOFF1st Vice PresidentPT$0--
DEBORAH HAUGSecretaryPT$0--
SHALEAH VIDALTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$60,837$60,837$36,445$24,392
Total Events$60,837$60,837$36,445$24,392
Filing and Contact Details

Filer

EIN
33-0375938
Phone
7609408454

Signing Officer

Name
Lisa Roundtree
Title
President
Phone
7609408454
Signed
2014-10-16

Preparer

Preparer
Jean L Mckinley
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Education support grant empresa elementary school:pta 11265.”

Form 990EZ, Part I, Line 16

“5th grade farewell 100. Accelerated reader 150. Bank fees 229. Council training 100. Dog tag incentive 1152. Fist day of kindergarten 18. Health/safety 29. Hospitality 872. Installation 115. Insurance 202. Membership 75. Office 519. Parent info night 65. Playground supplies 200. Presidents fund 190. Recess/lunch 86.”

Raw XML Appendix131 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/PersonNm0SHALEAH VIDAL
IRS990EZ/BooksInCareOfDetail/PhoneNum08587529932
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine104850 AVENIDA EMPRESA
IRS990EZ/BooksInCareOfDetail/USAddress/City0OCEANSIDE
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode092056
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt036845
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt056986
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0484
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt020141
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0125
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt036845
IRS990EZ/Form990TotalAssetsGrp/EOYAmt056986
IRS990EZ/FundraisingGrossIncomeAmt082274
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt011265
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt083424
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0666
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036845
IRS990EZ/NetAssetsOrFundBalancesEOYAmt056986
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036845
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt056986
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LISA ROUNDTREE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GRETCHEN KHORANOFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DEBORAH HAUG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHALEAH VIDAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04102
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENCHANCING THE EDUCATION OF STUDENTS
IRS990EZ/PrintingPublicationsPostageAmt0110
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROGRAMS & ASSEMBLIES VARIOUS EDUCATIONAL OPPORTUNITES PROVIDED BY OTHER COMMUNITY RESOURCES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EDUCATION SERVICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt011265
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011265
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt047681
IRS990EZ/SpecialEventsNetIncomeLossAmt034593
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015602
IRS990EZ/TotalProgramServiceExpensesAmt011265
IRS990EZ/TotalRevenueAmt035743
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt036445
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt060837
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt060837
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt060837
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt060837
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0JOG A THON
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt024392
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt036445
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt036445
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EDUCATION SUPPORT GRANT EMPRESA ELEMENTARY SCHOOL:PTA 11265.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15TH GRADE FAREWELL 100. ACCELERATED READER 150. BANK FEES 229. COUNCIL TRAINING 100. DOG TAG INCENTIVE 1152. FIST DAY OF KINDERGARTEN 18. HEALTH/SAFETY 29. HOSPITALITY 872. INSTALLATION 115. INSURANCE 202. MEMBERSHIP 75. OFFICE 519. PARENT INFO NIGHT 65. PLAYGROUND SUPPLIES 200. PRESIDENTS FUND 190. RECESS/LUNCH 86.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA ROUNDTREE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07609408454
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine10EMPRESA ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0EMPR
ReturnHeader/Filer/EIN0330375938
ReturnHeader/Filer/PhoneNum07609408454
ReturnHeader/Filer/USAddress/AddressLine104850 AVENIDA EMPRESA
ReturnHeader/Filer/USAddress/City0OCEANSIDE
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092056
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MCKINLEY BUSINESS SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10913 CYPRESS DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0VISTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0920847043
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEAN L MCKINLEY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-10-24T09:06:59-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,986
Liabilities
-
Net assets
$56,986
Revenue
$35,743
Expenses
$15,602
Net income
$20,141
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$1.66$1.37$0.29
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.19$1.67$1.48$0.19
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.15$1.09$0.94$0.15
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.05$0.73$0.78$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.97$0.75$0.22
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.13$0.80$0.76$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.09$0.09$1.09$1.01$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.00$2.19$0.93$0.23$0.70
2016Detailed filing. Detailed filing data is available for this year.$1.49$1.49$1.13$0.30$0.83
2015Detailed filing. Detailed filing data is available for this year.$0.67$0.67$0.13$0.03$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.57$0.57$0.36$0.16$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.37$0.38$0.28$0.10