Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2017 • EIN 33-0483985

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 18, 2018

Organization ProfileN/A
1978 Reche RdFallbrook, CA 92028

(760) 723-6700

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

15th percentile

-21%

Higher net margin than 15% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

11th percentile

-41%

Faster asset growth than 11% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2017

Revenue Growth

15th percentile

-33%

Faster revenue growth than 15% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$8,540

Down $32,344 (-79%) from 2014

Net Assets

Down

$8,540

Down $32,344 (-79%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin15th percentile

Revenue

Down

$21,559

Down $51,062 (-70%) from 2014

Expenses

Down

$26,132

Down $31,585 (-55%) from 2014

Net Income

Down

-$4,573

Down $19,477 (-131%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$60K$40K$20K$0-$20KAssets 2013: $27,776Liabilities 2013: $1,796Net Assets 2013: $25,9802013Assets 2014: $40,884Net Assets 2014: $40,8842014Assets 2017: $8,540Net Assets 2017: $8,5402017Assets 2018: $12,244Net Assets 2018: -$1,5932018

Highlighted filing

2017

Assets$8,540
Liabilities-
Net Assets$8,540
Open 2017 Filing

Operations Trend

Revenue Growth15th percentile

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

$100K$50K$0-$50KRevenue 2013: $72,564Expenses 2013: $64,689Net Income 2013: $7,8752013Revenue 2014: $72,621Expenses 2014: $57,717Net Income 2014: $14,9042014Revenue 2017: $21,559Expenses 2017: $26,132Net Income 2017: -$4,5732017Revenue 2018: $31,423Expenses 2018: $41,556Net Income 2018: -$10,1332018

Highlighted filing

2017

Revenue$21,559
Expenses$26,132
Net Income-$4,573
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 18, 2018
Return Version
2016v3.0
Gross Receipts
$21,559
Mission and Program Overview

Mission

Provide educational opportunities for students and families

Program Services

DescriptionGrantsExpenses
LIBRARY BOOK FUND AND BOOKS FOR STUDENTS-$10,656
EDUCATIONAL FIELD TRIPS FOR ALL GRADE LEVELS-$5,259
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NICOLE WEBERPresident-$0--
JENNIFER YOUNGRENVice President-$0--
MEIKO WINTONSecretary-$0--
MARK OATMANTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Live Oak Elementary Pta
EIN
33-0483985
Phone
7607236700
Address
1978 RECHE RD, FALLBROOK, CA 92028

Signing Officer

Name
Ginger Wilson
Title
Treasurer
Phone
7607236700
Signed
2018-02-18

Preparer

Firm
Hrb Tax Group Inc
Address
833 D S MAIN AVE, FALLBROOK, CA 92028
Preparer
Sherry Weishaar
Phone
7607231770
Supplemental Narrative

Additional Explanations

Part 1 Line 10

“Field trips 5259-book fair 10656”

Part 1 Line 16

“Administration 466-spirit wear 997-family night 3239-yearbook 3760-misc 1116”

Raw XML Appendix144 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/BenefitsPaidToOrForMembersAmt0629
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PTA EXECUTIVE BOARD
IRS990EZ/BooksInCareOfDetail/PhoneNum07607236700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01978 RECHE RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fallbrook
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092028
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013113
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08540
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04189
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4573
IRS990EZ/FiledScheduleAInd0false
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IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013113
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IRS990EZ/FundraisingGrossIncomeAmt07202
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015915
IRS990EZ/GrossReceiptsAmt021559
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01508
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013113
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08540
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013113
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08540
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NICOLE WEBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER YOUNGREN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MEIKO WINTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARK OATMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt09578
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE EDUCATIONAL OPPORTUNITIES FOR STUDENTS AND FAMILIES
IRS990EZ/PrintingPublicationsPostageAmt010
IRS990EZ/ProgramServiceRevenueAmt08660
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL FIELD TRIPS FOR ALL GRADE LEVELS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1LIBRARY BOOK FUND AND BOOKS FOR STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05259
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110656
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt07202
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt026132
IRS990EZ/TotalProgramServiceExpensesAmt015915
IRS990EZ/TotalRevenueAmt021559
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04189
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02476
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04702
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06570
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08627
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt026564
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0273567
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt08660
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus1YearAmt041248
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus2YearsAmt067107
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus3YearsAmt066051
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus4YearsAmt063937
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt0247003
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt012849
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt043724
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt071809
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt072621
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt072564
IRS990ScheduleA/Total509Grp/TotalAmt0273567
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt012849
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt043724
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt071809
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt072621
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt072564
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0273567
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FIELD TRIPS 5259-BOOK FAIR 10656
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADMINISTRATION 466-SPIRIT WEAR 997-FAMILY NIGHT 3239-YEARBOOK 3760-MISC 1116
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART 1 LINE 16
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0GINGER WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07607236700
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIVE OAK ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0LIVE
ReturnHeader/Filer/EIN0330483985
ReturnHeader/Filer/PhoneNum07607236700
ReturnHeader/Filer/USAddress/AddressLine1Txt01978 RECHE RD
ReturnHeader/Filer/USAddress/CityNm0FALLBROOK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092028
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId033096620180473627755
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-02-16
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.128.195.207
ReturnHeader/FilingSecurityInformation/IPDt02018-04-07
ReturnHeader/FilingSecurityInformation/IPTm016:50:02
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0833 D S MAIN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FALLBROOK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092028
ReturnHeader/PreparerPersonGrp/PhoneNum07607231770
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sherry Weishaar
ReturnHeader/ReturnTs02018-04-07T21:46:50Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,540
Liabilities
-
Net assets
$8,540
Revenue
$21,559
Expenses
$26,132
Net income
-$4,573
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$12.2$1.59$31.4$41.6$10.1
2017Detailed filing. Detailed filing data is available for this year.$8.54$8.54$21.6$26.1$4.57
2014Detailed filing. Detailed filing data is available for this year.$40.9$40.9$72.6$57.7$14.9
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.8$1.80$26.0$72.6$64.7$7.88