Civic Intelligence

Carmel Creek PTA

990EZ • Fiscal year 2017 • EIN 33-0629914

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 21, 2017

Organization ProfileN/A
4210 Carmel Creek RoadSan Diego, CA 92130

(858) 794-4400

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

29th percentile

-5.3%

Higher net margin than 29% 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

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

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

Revenue Growth

4th percentile

-79%

Faster revenue growth than 4% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $299 (-100%) from 2016

Net Assets

Down

$0

Down $299 (-100%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin29th percentile

Revenue

Down

$5,628

Down $21,377 (-79%) from 2016

Expenses

Down

$5,927

Down $41,100 (-87%) from 2016

Net Income

Up

-$299

Up $19,723 (+99%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$30K$20K$10K$0Assets 2015: $20,321Net Assets 2015: $20,3212015Assets 2016: $299Net Assets 2016: $2992016Assets 2017: $0Net Assets 2017: $02017

Highlighted filing

2017

Assets$0
Liabilities-
Net Assets$0
Open 2017 Filing

Operations Trend

Revenue Growth4th percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2015: $31,841Expenses 2015: $22,358Net Income 2015: $9,4832015Revenue 2016: $27,005Expenses 2016: $47,027Net Income 2016: -$20,0222016Revenue 2017: $5,628Expenses 2017: $5,927Net Income 2017: -$2992017

Highlighted filing

2017

Revenue$5,628
Expenses$5,927
Net Income-$299
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 21, 2017
Return Version
2016v3.0
Gross Receipts
$9,811
Mission and Program Overview

Mission

Educational support for carmel creek elementary

Program Services

DescriptionGrantsExpenses
ASSISTED THE SCHOOL SUPPORTING VARIOUS CLASS ENRICHMENTS AND ADVANCEMENT OF EDUCATION$1,970-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EVY NORDGAARDPresidentPT$0--
JAMES MORRELLCOR Secretary-$0--
KRISTEN BULICHVP Volunteers-$0--
MELISSA CATANZAROVP Ways & Mean-$0--
ENRENE VAN TONDERVP Programs-$0--
ANNA MARIA DABBICCOSecretary-$0--
MIEU PHANTreasurer-$0--
WESLEY COGBURNAuditorPT$0--
ANDREA MORGANPublicity-$0--
TIMMY PARASKEVOPUSLOSParliamentarian-$0--
Filing and Contact Details

Filer

Filer Name
Carmel Creek Pta
EIN
33-0629914
Phone
8587944400
Address
4210 CARMEL CREEK ROAD, SAN DIEGO, CA 92130

Signing Officer

Name
Mieu Phan
Title
Treasurer
Signed
2017-08-21
Discuss with paid preparer
Yes

Preparer

Firm
Weiss & Company
Address
5151 SHOREHAM PL STE 210, SAN DIEGO, CA 92122-5940
Preparer
Christopher R Pence
Phone
8583629999
Supplemental Narrative

Additional Explanations

Other Expenses.1

“MISCELLANEOUS $2413”

Other Expenses.2

“Programs/assemblies $1395”

Other Expenses.3

“MEMBERSHIP EXPENSE $818”

Other Expenses.4

“RED RIBBON WEEK $427”

Other Expenses.5

“PTA TAX/FILING FEES $335”

Other Expenses.6

“Insurance/assessment/fees $241”

Other Expenses.7

“Principal discretion $150”

Other Expenses.8

“Commitee/heritage day $83”

Other Expenses.9

“REFLECTIONS $65”

Raw XML Appendix193 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/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0EVY NORDGAARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMES MORRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRISTEN BULICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MELISSA CATANZARO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ENRENE VAN TONDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANNA MARIA DABBICCO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MIEU PHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7WESLEY COGBURN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ANDREA MORGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9TIMMY PARASKEVOPUSLOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1COR SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP VOLUNTEERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP WAYS & MEAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PUBLICITY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9PARLIAMENTARIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05927
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL SUPPORT FOR CARMEL CREEK ELEMENTARY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ASSISTED THE SCHOOL SUPPORTING VARIOUS CLASS ENRICHMENTS AND ADVANCEMENT OF EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01970
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04183
IRS990EZ/SpecialEventsNetIncomeLossAmt0-4027
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt05927
IRS990EZ/TotalProgramServiceExpensesAmt01970
IRS990EZ/TotalRevenueAmt05628
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0956002967
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CARMEL CREEK ELEMENTARY SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0false
IRS990ScheduleN/BondLiabilitiesDischargedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0FINAL TAX RETURN TAX PREPARATION FEES
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02017-06-30
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0208134384
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0350
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt05151 SHOREHAM PL STE 210
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0SAN DIEGO
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0CA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd092122
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS $2413
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAMS/ASSEMBLIES $1395
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERSHIP EXPENSE $818
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RED RIBBON WEEK $427
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PTA TAX/FILING FEES $335
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INSURANCE/ASSESSMENT/FEES $241
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PRINCIPAL DISCRETION $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7COMMITEE/HERITAGE DAY $83
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8REFLECTIONS $65
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MIEU PHAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARMEL CREEK PTA
ReturnHeader/Filer/BusinessNameControlTxt0CARM
ReturnHeader/Filer/EIN0330629914
ReturnHeader/Filer/PhoneNum08587944400
ReturnHeader/Filer/USAddress/AddressLine1Txt04210 CARMEL CREEK ROAD
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092130
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEISS & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05151 SHOREHAM PL STE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0921225940
ReturnHeader/PreparerPersonGrp/PhoneNum08583629999
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER R PENCE
ReturnHeader/ReturnTs02017-08-21T12:36:48-07:00
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
$0
Liabilities
-
Net assets
$0
Revenue
$5,628
Expenses
$5,927
Net income
-$299
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$5.63$5.93$0.30
2016Detailed filing. Detailed filing data is available for this year.$0.30$0.30$27.0$47.0$20.0
2015Detailed filing. Detailed filing data is available for this year.$20.3$20.3$31.8$22.4$9.48