Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2017 • EIN 33-0514605

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 30, 2017

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

54th percentile

0.00x

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

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

Liabilities / Revenue

54th percentile

0.00x

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

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

Net Margin

16th percentile

-19%

Higher net margin than 16% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

15th percentile

-31%

Faster asset growth than 15% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

57th percentile

5.7%

Faster revenue growth than 57% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$17,379

Down $7,690 (-31%) from 2016

Net Assets

Down

$17,379

Down $7,690 (-31%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$39,854

Up $2,149 (+5.7%) from 2016

Expenses

Up

$47,544

Up $12,550 (+36%) from 2016

Net Income

Down

-$7,690

Down $10,401 (-384%) from 2016

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

2017

Assets$17,379
Liabilities$0
Net Assets$17,379

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

2017

Revenue$39,854
Expenses$47,544
Net Income-$7,690
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 30, 2017
Return Version
2016v3.0
Gross Receipts
$45,207
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROVIDES FUNDS FOR SITE IMPROVEMENTS TO THE SCHOOL IE LIBRARY BOOKS AND SUPPLIES AND PE EQUIPMENT-$19,247
THE ORGANIZATION PROVIDES TEACHER AND STAFF APPRECIATION LUNCHES SAFETY PATROL VOLUNTEER APPRECIATION AND MISCELLANEOUS TO PROMOTE FELLOWSHIP HOSPITALITY SAFETY AND SCHOOL SPI-$6,357
THE ORGANIZATION PROVIDES BOOKS COMPUTERS AND OTHER TECHNOLOGICAL EQUIPMENT TO THE SCHOOL FOR ENRICHMENT PROGRAMS-$3,180
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BILL PORTERPrinciple-$0--
SHARON YOHOPresident-$0--
GINGER WILSON1st 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$11,371$11,371-$11,371
Funrun$6,502$6,502-$6,502
Total Events$17,873$17,873-$17,873
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
7606307884
Signed
2017-10-30
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 3,458bookfairs 11,475school spirit wear 2,766yearbooks 4,873

Description of other expenses Part I line 16

Description amountbank fees 234liab insurance 221trust reg fees 70assessment dues 570official district luncheons 150pta office supplies 300treasury supplies 107enrichment programs expense 3,180hospitality expenses 2,100yearbook expense 4,257family fun events 3,195spirit supplies 544library books and supplies 1,003nutrition and testing snacks 800awards 201school and health supplies 588del norte council workshops 150presidents expense 38book fair expenses 9,723holiday boutique 1,222school beautification 16,856volunteer appreciation tea 141readathon 151cash box out 200unallocated reserve funds 1,128

Raw XML Appendix219 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/TitleTxt6RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7FINANCIAL SECRETARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12PARENT ENGAGEMENT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTFAMILY EVENTS 3,458BOOKFAIRS 11,475SCHOOL SPIRIT WEAR 2,766YEARBOOKS 4,873
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTBANK FEES 234LIAB INSURANCE 221TRUST REG FEES 70ASSESSMENT DUES 570OFFICIAL DISTRICT LUNCHEONS 150PTA OFFICE SUPPLIES 300TREASURY SUPPLIES 107ENRICHMENT PROGRAMS EXPENSE 3,180HOSPITALITY EXPENSES 2,100YEARBOOK EXPENSE 4,257FAMILY FUN EVENTS 3,195SPIRIT SUPPLIES 544LIBRARY BOOKS AND SUPPLIES 1,003NUTRITION AND TESTING SNACKS 800AWARDS 201SCHOOL AND HEALTH SUPPLIES 588DEL NORTE COUNCIL WORKSHOPS 150PRESIDENTS EXPENSE 38BOOK FAIR EXPENSES 9,723HOLIDAY BOUTIQUE 1,222SCHOOL BEAUTIFICATION 16,856VOLUNTEER APPRECIATION TEA 141READATHON 151CASH BOX OUT 200UNALLOCATED RESERVE FUNDS 1,128
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
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ReturnHeader/BusinessOfficerGrp/PhoneNum07606307884
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MISSION MEADOWS ELEMENTARY PTA
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ReturnHeader/Filer/EIN0330514605
ReturnHeader/Filer/USAddress/AddressLine1Txt05657 SPUR AVENUE
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.183.105.223
ReturnHeader/FilingSecurityInformation/IPDt02017-11-03
ReturnHeader/FilingSecurityInformation/IPTm015:21:31
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/PreparationDt02017-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Louis A Del Vecchio
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-10-31T16:34:33-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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