Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2018 • EIN 33-0483985

Jul 01, 2017 to Jun 30, 2018 • Filed on May 01, 2019

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

12th percentile

-32%

Higher net margin than 12% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

83rd percentile

43%

Faster asset growth than 83% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

84th percentile

46%

Faster revenue growth than 84% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$12,244

Up $3,704 (+43%) from 2017

Net Assets

Down

-$1,593

Down $10,133 (-119%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin12th percentile

Revenue

Up

$31,423

Up $9,864 (+46%) from 2017

Expenses

Up

$41,556

Up $15,424 (+59%) from 2017

Net Income

Down

-$10,133

Down $5,560 (-122%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth83rd 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

2018

Assets$12,244
Liabilities-
Net Assets-$1,593
Open 2018 Filing

Operations Trend

Revenue Growth84th 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

2018

Revenue$31,423
Expenses$41,556
Net Income-$10,133
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 1, 2019
Return Version
2017v2.3
Gross Receipts
$31,423
Mission and Program Overview

Mission

Provide educational opportunities for students and families

Program Services

DescriptionGrantsExpenses
EDUCATIONAL FIELD TRIPS FOR ALL GRADE LEVELS-$6,822
LIBRARY BOOK FUND AND BOOKS FOR STUDENTS-$5,556
PUBLISH AN ANNUAL YEARBOOK FOR STUDENTS AND STAFF-$5,168
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
2019-05-01
Discuss with paid preparer
No

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 16

“Office supplies, hospitality, and fundraising expenses”

Raw XML Appendix141 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/BenefitsPaidToOrForMembersAmt0683
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/BOYAmt08540
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012244
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09379
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10133
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08540
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012244
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt031253
IRS990EZ/GrossReceiptsAmt031423
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0990
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08540
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-1593
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08540
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012244
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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/OtherExpensesTotalAmt09509
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE EDUCATIONAL OPPORTUNITIES FOR STUDENTS AND FAMILIES
IRS990EZ/PrintingPublicationsPostageAmt0111
IRS990EZ/ProgramServiceRevenueAmt021054
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL FIELD TRIPS FOR ALL GRADE LEVELS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1LIBRARY BOOK FUND AND BOOKS FOR STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PUBLISH AN ANNUAL YEARBOOK FOR STUDENTS AND STAFF
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06822
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15556
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25168
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041556
IRS990EZ/TotalProgramServiceExpensesAmt017546
IRS990EZ/TotalRevenueAmt031423
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09379
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04189
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02476
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04702
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06570
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt027316
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0231436
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt021054
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus1YearAmt08660
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus2YearsAmt041248
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus3YearsAmt067107
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus4YearsAmt066051
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt0204120
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt030433
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt012849
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt043724
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt071809
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt072621
IRS990ScheduleA/Total509Grp/TotalAmt0231436
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt030433
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt012849
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt043724
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt071809
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt072621
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0231436
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OFFICE SUPPLIES, HOSPITALITY, AND FUNDRAISING EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 LINE 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0GINGER WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07607236700
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-01
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
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0964CDA0BE777D53E2CB9C16B1A060677AF4FFF63
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0964CDA0BE777D53E2CB9C16B1A060677AF4FFF63
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.128.192.95
ReturnHeader/FilingSecurityInformation/IPDt02019-05-13
ReturnHeader/FilingSecurityInformation/IPTm020:00:02
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
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/PreparationDt02019-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sherry Weishaar
ReturnHeader/ReturnTs02019-05-14T00:57:17Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,244
Liabilities
-
Net assets
-$1,593
Revenue
$31,423
Expenses
$41,556
Net income
-$10,133
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