Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2014 • EIN 33-0418265

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 22, 2014

15855 Turtleback Road92127

(858) 673-5514

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

20th percentile

-13%

Higher net margin than 20% 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

$14,734

No earlier filing loaded for comparison.

Net Assets

$14,734

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$45,968

No earlier filing loaded for comparison.

Expenses

$51,740

No earlier filing loaded for comparison.

Net Income

-$5,772

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.

$15K$10K$5.0K$0Assets 2014: $14,734Net Assets 2014: $14,7342014

Highlighted filing

2014

Assets$14,734
Liabilities-
Net Assets$14,734

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2014: $45,968Expenses 2014: $51,740Net Income 2014: -$5,7722014

Highlighted filing

2014

Revenue$45,968
Expenses$51,740
Net Income-$5,772
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 22, 2014
Return Version
2013v3.1
Gross Receipts
$84,920
Mission and Program Overview

Mission

To promote welfare of students

Program Services

DescriptionGrantsExpenses
ENHANCEMENT OF EDUCATIONAL ENVIRONMENT FOR APPROXIMATELY 600 STUDENTS; PROVIDE TEACHER AND STAFF SUPPORT; PROVIDE PARENT AND FAMILY EDUCATION AND PROGRAMS$6,603$45,137
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREA JOHNSONPresident-$0--
SOCORRO DRAGANOVVP Membership-$0--
CASEY CALDERHEADTreasurer-$0--
RACHAEL HENRYAuditor-$0--
KIMBERLY PLUMBHistorian-$0--
SIMONE BELFIORESecretary-$0--
FLORENCE MALMGRENBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$33,742$33,742$14,061$19,681
Event 2$27,000$27,000$15,265$11,735
Total Events$65,955$65,955$29,364$36,591
Filing and Contact Details

Filer

EIN
33-0418265

Signing Officer

Name
Andrea Johnson
Title
President
Signed
2014-01-22
Discuss with paid preparer
Yes

Preparer

Preparer
Sherri Boudreau CPA
Phone
8584872821
Supplemental Narrative

Additional Explanations

Other Revenue.1

$3431

Grants and Similar Amounts Paid In Excess of $5,000.1

Class of Activity: CURRICULUM SUPPORT | Donee's Name: TURTLEBACK ELEMENTARY | Donee's Address: 15855 TURTELBACK ROAD SAN DIEGO, CA 92127 | Cash Amount Given: $35104

Other Expenses.1012

Insurance $202

Other Expenses.1

MEMBERSHIP EXPENSE $1816

Other Expenses.2

Pta council expense $1421

Other Expenses.3

SUPPLIES $1039

Other Expenses.5

BAD DEBTS $754

Other Expenses.6

WEBSITE $126

Raw XML Appendix216 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/BooksInCareOfDetail/USAddress/City0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0921272044
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP MEMBERSHIP
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05358
IRS990EZ/OtherRevenueTotalAmt03431
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE WELFARE OF STUDENTS
IRS990EZ/PrintingPublicationsPostageAmt0900
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ENHANCEMENT OF EDUCATIONAL ENVIRONMENT FOR APPROXIMATELY 600 STUDENTS; PROVIDE TEACHER AND STAFF SUPPORT; PROVIDE PARENT AND FAMILY EDUCATION AND PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06603
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt045137
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt029364
IRS990EZ/SpecialEventsNetIncomeLossAmt036591
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt051740
IRS990EZ/TotalProgramServiceExpensesAmt06603
IRS990EZ/TotalRevenueAmt045968
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.turtlebackpta.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04767
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03514
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04613
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03820
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02453
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt019167
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt039
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt059537
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01011
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0229866
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt05469
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt06678
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt06089
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt06201
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt072038
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt096475
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt029
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt039
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt0345508
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt084918
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt056694
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt069558
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0345547
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt029364
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt033742
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt027000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05213
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt033742
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt027000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05213
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt065955
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt011 MISC EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0JOGATHON
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt036591
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt038
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt029364
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014061
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt015265
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0$3431
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: CURRICULUM SUPPORT | Donee's Name: TURTLEBACK ELEMENTARY | Donee's Address: 15855 TURTELBACK ROAD SAN DIEGO, CA 92127 | Cash Amount Given: $35104
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $202
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERSHIP EXPENSE $1816
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PTA COUNCIL EXPENSE $1421
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SUPPLIES $1039
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BAD DEBTS $754
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7WEBSITE $126
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREA JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-01-22
ReturnHeader/Filer/BusinessName/BusinessNameLine10PTA CALIFORNIA CONGRESS OF PARENTS
ReturnHeader/Filer/BusinessName/BusinessNameLine20TURTLEBACK ELEMENTARY
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0330418265
ReturnHeader/Filer/USAddress/AddressLine1015855 TURTLEBACK ROAD
ReturnHeader/Filer/USAddress/City0SAN DIEGO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092127
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Quiring & Boudreau
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1010801 Thornmint Road 270
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode092127
ReturnHeader/PreparerPersonGrp/PhoneNum08584872821
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHERRI BOUDREAU CPA
ReturnHeader/ReturnTs02014-12-23T11:26:23-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$14.7$14.7$46.0$51.7$5.77