Civic Intelligence

PTA California Congress of Parents Magnolia

990EZ • Fiscal year 2014 • EIN 33-0407599

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 15, 2014

Organization Profile N/A

1905 Magnolia Anenue92008-2632

Siviq Scores

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

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

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

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

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

Higher net margin than 55% of similar nonprofits.

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

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

Faster asset growth than 74% of similar nonprofits.

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

Faster revenue growth than 67% of similar nonprofits.

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

Balance Sheet

Liabilities / Assets55th percentile

Assets

$51,002

No earlier filing loaded for comparison.

Net Assets

$51,002

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin55th percentile

Revenue

$83,248

No earlier filing loaded for comparison.

Expenses

$78,769

No earlier filing loaded for comparison.

Net Income

$4,479

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

Highlighted filing

2014

Assets$51,002

Liabilities$0

Net Assets$51,002

Open 2014 Filing

Operations Trend

Revenue Growth67th percentile

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

Highlighted filing

2014

Revenue$83,248

Expenses$78,769

Net Income$4,479

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2013 to Jun 30, 2014
Signed: Nov 15, 2014
Return Version: 2013v3.1
Gross Receipts: $85,344

Mission and Program Overview

Mission

Provide school wide events for students

Program Services

Description	Grants	Expenses
Provide school wide events for students and their families learning materials and supplies for students teaching supplies and materials for staff and help fund the art garden an	-	$78,769

Compensation and Service Providers

Top Officer Pay74th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Heather Bensen	President	PT	$0	-	-
Julie Soto	Executive VP	-	$0	-	-
Debbie Williamson	Recording Secretary	-	$0	-	-
Katy Sell	Financial Secretary	-	$0	-	-
Jon McGuffin	Treasurer	-	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Event 1	$33,344	$33,344	-	$33,344
Event 2	$11,627	$11,627	$69	$11,558
Total Events	$49,843	$49,843	$2,096	$47,747

Filing and Contact Details

Filer

EIN: 33-0407599

Signing Officer

Name: Jon McGuffin
Title: Treasurer
Phone: 7603315600
Signed: 2014-11-15
Discuss with paid preparer: Yes

Preparer

Preparer: Jim Comstock
Phone: 7607297444

Supplemental Narrative

Additional Explanations

Other changes in net assets or fund balances Part I line 20

“Description AmountChange in Beg Fund Balance 5,204”

Raw XML Appendix173 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/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BenefitsPaidToOrForMembersAmt	0	78769
IRS990EZ/BooksInCareOfDetail/PersonNm	0	Jon McGuffin
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	7603315600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	1905 Magnolia Anenue
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	Carlsbad
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	920082632
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	41319
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	51002
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	4479
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	41319
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	51002
IRS990EZ/FundraisingGrossIncomeAmt	0	49843
IRS990EZ/GrossReceiptsAmt	0	85344
IRS990EZ/GroupExemptionNum	0	0646
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/LandAndBuildingsGrp/BOYAmt	0	0
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	0
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MembershipDuesAmt	0	2420
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	41319
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	51002
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	41319
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	51002
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	5.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	4.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	3.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	3.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	Heather Bensen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	Julie Soto
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	Debbie Williamson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	Katy Sell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	Jon McGuffin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	Executive VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	Recording Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	Financial Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	Treasurer
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	0
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	5204
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	Provide school wide events for students
IRS990EZ/ProgramServiceRevenueAmt	0	33081
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	Provide school wide events for students and their families learning materials and supplies for students teaching supplies and materials for staff and help fund the art garden an
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	78769
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	2096
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	47747
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	CA
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	78769
IRS990EZ/TotalProgramServiceExpensesAmt	0	78769
IRS990EZ/TotalRevenueAmt	0	83248
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationAssocInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	35501
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	36379
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	50153
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	47245
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	43743
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	213021
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	49843
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	36721
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	32458
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	9745
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	10240
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	139007
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportPY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportTotal509Amt	0	352028
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	85344
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	73100
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	82611
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	56990
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	53983
IRS990ScheduleA/Total509Grp/TotalAmt	0	352028
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	85344
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	73100
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	82611
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	56990
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	53983
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	352028
IRS990ScheduleG/AgrmtProfFundraisingActyInd	0	false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	2096
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	33344
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	11627
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt	0	4872
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	49843
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	33344
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt	0	11627
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt	0	4872
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	49843
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt	0	Paws Cause
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt	0	Jog A Thon
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	47747
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt	0	2027
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	2096
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt	0	69
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt	0	4
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Description AmountChange in Beg Fund Balance 5,204
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Jon McGuffin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7603315600
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	PTA California Congress of Parents
ReturnHeader/Filer/BusinessNameControlTxt	0	PTAC
ReturnHeader/Filer/EIN	0	330407599
ReturnHeader/Filer/USAddress/AddressLine1	0	1905 Magnolia Anenue
ReturnHeader/Filer/USAddress/City	0	Carlsbad
ReturnHeader/Filer/USAddress/State	0	CA
ReturnHeader/Filer/USAddress/ZIPCode	0	920082632
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	330883652
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	Comstock & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	2755 Jefferson Street Suite 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	Carlsbad
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	92008
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7607297444
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2014-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Jim Comstock
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2014-11-13T10:15:35-08:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-07-01
ReturnHeader/TaxPeriodEndDt	0	2014-06-30
ReturnHeader/TaxYr	0	2013

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.

Assets: $51,002
Liabilities: $0
Net assets: $51,002
Revenue: $83,248
Expenses: $78,769
Net income: $4,479

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.94	$0.00	$0.94	$2.27	$2.22	$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.82	$0.00	$0.82	$1.09	$0.63	$0.46
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.35	$0.00	$0.35	$1.58	$1.60	$0.02
2019Detailed filing. Detailed filing data is available for this year.	$0.37	$0.00	$0.37	$1.69	$1.91	$0.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.70	$0.00	$0.70	$1.32	$1.25	$0.07
2016Detailed filing. Detailed filing data is available for this year.	$0.63	$0.00	$0.63	$1.17	$1.13	$0.04
2014Detailed filing. Detailed filing data is available for this year.	$0.51	$0.00	$0.51	$0.83	$0.79	$0.04