Civic Intelligence

PTA California Congress of Parents Teachers & Students

990EZ • Fiscal year 2018 • EIN 33-0531064

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 22, 2018

Organization ProfileN/A
23925 Couna WayRamona, CA 92065

(760) 787-3500

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

11th percentile

-33%

Higher net margin than 11% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$10,509

No earlier filing loaded for comparison.

Net Assets

$10,509

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin11th percentile

Revenue

$23,842

No earlier filing loaded for comparison.

Expenses

$31,689

No earlier filing loaded for comparison.

Net Income

-$7,847

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15K$10K$5.0K$0Assets 2018: $10,509Net Assets 2018: $10,5092018Assets 2019: $9,815Net Assets 2019: $9,8152019

Highlighted filing

2018

Assets$10,509
Liabilities-
Net Assets$10,509
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$30K$20K$10K$0-$10KRevenue 2018: $23,842Expenses 2018: $31,689Net Income 2018: -$7,8472018Revenue 2019: $29,269Expenses 2019: $29,963Net Income 2019: -$6942019

Highlighted filing

2018

Revenue$23,842
Expenses$31,689
Net Income-$7,847
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 22, 2018
Return Version
2017v2.2
Gross Receipts
$91,521
Mission and Program Overview

Mission

To provide suport to students and staff in order to enrich the students' learning enviroment.

To provide support to students and staff in order to enrich the students' learning environment

Program Services

DescriptionGrantsExpenses
GIFT TO SCHOOL. THIS PROGRAM PROVIDES THE SCHOOL WITH ANYTHING THEY MAY NEED TO EXPAND THE STUDENTS LEARNING.-$11,617
MINI GRANTS. THIS PROGRAM HELPS TEACHERS WITH THEIR CLASSROOM SUPPLY PURCHASES.-$2,218
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA MARTHISPrincipalFT$0--
ANN PATTERSONPresidentPT$0--
KRISTEN TRIPOLIExecutive VPPT$0--
DEBORAH STOKESVP VolunteersPT$0--
KRISTIN WALSHVP MembershipPT$0--
ELISSA GIBSONVP Programs & AssembliesPT$0--
DENISE HAZLITTVP Ways & MeansPT$0--
PRISCILLA HOGREWETreasurerPT$0--
SHARON FERGUSONSecretaryPT$0--
CHANDRA MORTONAuditorPT$0--
AMELIA FOLKINSHistorianPT$0--
TERRA DAVISParliamentarianPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Scrip$50,405$50,405$56,884$-6,479
Fall Fundraiser$12,979$12,979-$12,979
Total Events$85,809$85,809$67,669$18,140
Filing and Contact Details

Filer

Filer Name
Barnett Elementary Pta
EIN
33-0531064
Phone
7607873500
Address
23925 COUNA WAY, RAMONA, CA 92065

Signing Officer

Name
Priscilla Hogrewe
Title
Treasurer
Phone
7607873500
Signed
2018-10-22
Discuss with paid preparer
Yes

Preparer

Firm
FS Tax Group Inc
Address
3990 Old Town Ave Ste C305, San Diego, CA 92110
Preparer
Luke M Fairfield
Phone
8588642087
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“PAYPAL FEES 218.”

Form 990EZ, Part I, Line 10

“Mini grants; mini grants; : , , , ; , 2218.”

Form 990EZ, Part I, Line 16

“ADMINISTRATION 538.”

Form 990EZ, Part I, Line 16

“PROGRAM EXPENSES 28933.”

Raw XML Appendix200 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/CityNm0RAMONA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092065
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LINDA MARTHIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANN PATTERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRISTEN TRIPOLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DEBORAH STOKES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KRISTIN WALSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ELISSA GIBSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DENISE HAZLITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7PRISCILLA HOGREWE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8SHARON FERGUSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9CHANDRA MORTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10AMELIA FOLKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11TERRA DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRINCIPAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EXECUTIVE VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP VOLUNTEERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP PROGRAMS & ASSEMBLIES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP WAYS & MEANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11PARLIAMENTARIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt029471
IRS990EZ/OtherRevenueTotalAmt0218
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SUPPORT TO STUDENTS AND STAFF IN ORDER TO ENRICH THE STUDENTS' LEARNING ENVIRONMENT
IRS990EZ/ProgramServiceRevenueAmt02537
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GIFT TO SCHOOL. THIS PROGRAM PROVIDES THE SCHOOL WITH ANYTHING THEY MAY NEED TO EXPAND THE STUDENTS LEARNING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MINI GRANTS. THIS PROGRAM HELPS TEACHERS WITH THEIR CLASSROOM SUPPLY PURCHASES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011617
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12218
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt067679
IRS990EZ/SpecialEventsNetIncomeLossAmt018130
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031689
IRS990EZ/TotalProgramServiceExpensesAmt013835
IRS990EZ/TotalRevenueAmt023842
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02957
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03690
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03209
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03349
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03728
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt016933
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt088564
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0105204
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt022300
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0104837
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0120006
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0440911
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0457844
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt091521
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0108894
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt025509
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0108186
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0123734
IRS990ScheduleA/Total509Grp/TotalAmt0457844
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0457844
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt067669
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SCRIP
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt012979
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt050405
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt022425
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt085809
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012979
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt050405
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt022425
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt085809
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018140
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt010785
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt067669
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt056884
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PAYPAL FEES 218.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MINI GRANTS; MINI GRANTS; : , , , ; , 2218.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADMINISTRATION 538.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROGRAM EXPENSES 28933.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PRISCILLA HOGREWE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07607873500
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARNETT ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0BARN
ReturnHeader/Filer/EIN0330531064
ReturnHeader/Filer/PhoneNum07607873500
ReturnHeader/Filer/USAddress/AddressLine1Txt023925 COUNA WAY
ReturnHeader/Filer/USAddress/CityNm0RAMONA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092065
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02C6652548B69E6D959097B9548FF31A7BA981AC5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02C6652548B69E6D959097B9548FF31A7BA981AC5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0107.143.100.157
ReturnHeader/FilingSecurityInformation/IPDt02018-10-31
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:01:59
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FS Tax Group Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03990 Old Town Ave Ste C305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092110
ReturnHeader/PreparerPersonGrp/PhoneNum08588642087
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LUKE M FAIRFIELD
ReturnHeader/ReturnTs02018-10-31T12:02:47-07:00
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
$10,509
Liabilities
-
Net assets
$10,509
Revenue
$23,842
Expenses
$31,689
Net income
-$7,847
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$9.82$9.82$29.3$30.0$0.69
2018Detailed filing. Detailed filing data is available for this year.$10.5$10.5$23.8$31.7$7.85