Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2016 • EIN 33-0514605

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 11, 2016

5657 Spur AvenueOceanside, CA 92057

(760) 630-7884

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

59th percentile

7.2%

Higher net margin than 59% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

65th percentile

12%

Faster asset growth than 65% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

90th percentile

76%

Faster revenue growth than 90% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$25,069

Up $2,711 (+12%) from 2015

Net Assets

Up

$25,069

Up $2,711 (+12%) from 2015

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$37,705

Up $16,277 (+76%) from 2015

Expenses

Up

$34,994

Up $16,555 (+90%) from 2015

Net Income

Down

$2,711

Down $278 (-9.3%) from 2015

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2014: $19,369Net Assets 2014: $19,3692014Assets 2015: $22,358Net Assets 2015: $22,3582015Assets 2016: $25,069Liabilities 2016: $0Net Assets 2016: $25,0692016Assets 2017: $17,379Liabilities 2017: $0Net Assets 2017: $17,3792017Assets 2018: $15,137Net Assets 2018: $15,1372018Assets 2019: $14,903Net Assets 2019: $14,9032019Assets 2023: $30,775Net Assets 2023: $30,7752023Assets 2024: $35,773Net Assets 2024: $35,7732024Assets 2025: $46,833Net Assets 2025: $46,8332025

Highlighted filing

2016

Assets$25,069
Liabilities$0
Net Assets$25,069

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2014: $38,812Expenses 2014: $33,597Net Income 2014: $5,2152014Revenue 2015: $21,428Expenses 2015: $18,439Net Income 2015: $2,9892015Revenue 2016: $37,705Expenses 2016: $34,994Net Income 2016: $2,7112016Revenue 2017: $39,854Expenses 2017: $47,544Net Income 2017: -$7,6902017Revenue 2018: $18,452Expenses 2018: $20,694Net Income 2018: -$2,2422018Revenue 2019: $25,811Expenses 2019: $25,845Net Income 2019: -$342019Revenue 2023: $48,588Expenses 2023: $39,130Net Income 2023: $9,4582023Revenue 2024: $52,057Expenses 2024: $47,172Net Income 2024: $4,8852024Revenue 2025: $69,963Expenses 2025: $60,960Net Income 2025: $9,0032025

Highlighted filing

2016

Revenue$37,705
Expenses$34,994
Net Income$2,711
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 11, 2016
Return Version
2015v2.1
Gross Receipts
$50,826
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROVIDES BOOKS COMPUTERS AND OTHER TECHNOLOGICAL EQUIPMENT TO THE SCHOOL FOR ENRICHMENT PROGRAMS-$14,373
THE ORGANIZATION PROVIDES TEACHER AND STAFF APPRECIATION LUNCHES SAFETY PATROL VOLUNTEER APPRECIATION AND MISCELLANEOUS TO PROMOTE FELLOWSHIP HOSPITALITY SAFETY AND SCHOOL SPI-$6,472
THE ORGANIZATION PROVIDES FUNDS FOR SITE IMPROVEMENTS TO THE SCHOOL IE LIBRARY BOOKS AND SUPPLIES AND PE EQUIPMENT-$2,171
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BILL PORTERPrinciple-$0--
SHARON YOHOPresident-$0--
GINGER WILSONExec VP-$0--
LALITA MALONE3rd VP-$0--
ALISHA DONALDSON4th VP-$0--
ELIZABETH NAVARRETE5th VP-$0--
VIOLETA ANDERSONRecording Secretary-$0--
HEIDI GARCIAFinancial Secretary-$0--
MELISSA KANNTreasurer-$0--
DAVID MALONEAuditor-$0--
MONIRE ASGARIHistorian-$0--
KATHLEEN FARMERParliamentarian-$0--
LENOR BARSZCZUKParent Engagement-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Primary$11,934$11,934-$11,934
Jog a Thon$8,472$8,472-$8,472
Total Events$20,406$20,406-$20,406
Filing and Contact Details

Filer

Filer Name
Mission Meadows Elementary Pta
EIN
33-0514605
Address
5657 SPUR AVENUE, OCEANSIDE, CA 92057

Signing Officer

Name
Melissa Kann
Title
Treasurer
Phone
7605053805
Signed
2016-11-11
Discuss with paid preparer
Yes

Preparer

Firm
The Tax & Accounting Group
Address
3861 Mission Ave Ste B4, Oceanside, CA 92058
Preparer
Louis A Del Vecchio
Phone
7604392433
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description amountfamily events 1,442bookfairs 12,794school spirit wear 3,811yearbooks 5,936

Description of other expenses Part I line 16

Description amountbank fees 445liab insurance 216trust reg fees 25assessment dues 889official district luncheons 155pta office supplies 41treasury supplies 73membership campaign dr 164hospitality expenses 2,298yearbook exp 7,044family fun events 2,996pe equipment 267library books and supplies 1,419nutrition and testing snacks 489awards 657book fair expenses 14,373jog a thon 750holiday boutique 300spirit supplies 1,768

Raw XML Appendix208 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/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRINCIPLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt33RD VP
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12PARENT ENGAGEMENT
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PROVIDES TEACHER AND STAFF APPRECIATION LUNCHES SAFETY PATROL VOLUNTEER APPRECIATION AND MISCELLANEOUS TO PROMOTE FELLOWSHIP HOSPITALITY SAFETY AND SCHOOL SPI
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ORGANIZATION PROVIDES BOOKS COMPUTERS AND OTHER TECHNOLOGICAL EQUIPMENT TO THE SCHOOL FOR ENRICHMENT PROGRAMS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTFAMILY EVENTS 1,442BOOKFAIRS 12,794SCHOOL SPIRIT WEAR 3,811YEARBOOKS 5,936
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTBANK FEES 445LIAB INSURANCE 216TRUST REG FEES 25ASSESSMENT DUES 889OFFICIAL DISTRICT LUNCHEONS 155PTA OFFICE SUPPLIES 41TREASURY SUPPLIES 73MEMBERSHIP CAMPAIGN DR 164HOSPITALITY EXPENSES 2,298YEARBOOK EXP 7,044FAMILY FUN EVENTS 2,996PE EQUIPMENT 267LIBRARY BOOKS AND SUPPLIES 1,419NUTRITION AND TESTING SNACKS 489AWARDS 657BOOK FAIR EXPENSES 14,373JOG A THON 750HOLIDAY BOUTIQUE 300SPIRIT SUPPLIES 1,768
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA KANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07605053805
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MISSION MEADOWS ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0MISS
ReturnHeader/Filer/EIN0330514605
ReturnHeader/Filer/USAddress/AddressLine1Txt05657 SPUR AVENUE
ReturnHeader/Filer/USAddress/CityNm0OCEANSIDE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092057
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0473669267
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Tax & Accounting Group
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03861 Mission Ave Ste B4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oceanside
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092058
ReturnHeader/PreparerPersonGrp/PhoneNum07604392433
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Louis A Del Vecchio
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-11T16:42:50-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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