Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2015 • EIN 33-0716402

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 09, 2015

Organization ProfileN/A
33125 Regina DriveTemecula, CA 92592

(951) 990-9802

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

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

Source year 2015

Revenue Growth

Score unavailable

No value available

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

Source year 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$17,281

No earlier filing loaded for comparison.

Net Assets

$17,281

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin79th percentile

Revenue

$48,992

No earlier filing loaded for comparison.

Expenses

$37,865

No earlier filing loaded for comparison.

Net Income

$11,127

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.

$20K$15K$10K$5.0K$0Assets 2015: $17,281Net Assets 2015: $17,2812015Assets 2016: $18,836Net Assets 2016: $18,8362016Assets 2017: $9,251Liabilities 2017: $0Net Assets 2017: $9,2512017Assets 2018: $9,478Liabilities 2018: $0Net Assets 2018: $9,4782018Assets 2019: $16,017Liabilities 2019: $0Net Assets 2019: $16,0172019Assets 2023: $16,244Net Assets 2023: $16,2442023

Highlighted filing

2015

Assets$17,281
Liabilities-
Net Assets$17,281
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2015: $48,992Expenses 2015: $37,865Net Income 2015: $11,1272015Revenue 2016: $40,866Expenses 2016: $39,311Net Income 2016: $1,5552016Revenue 2017: $32,552Expenses 2017: $42,137Net Income 2017: -$9,5852017Revenue 2018: $36,475Expenses 2018: $36,248Net Income 2018: $2272018Revenue 2019: $34,712Expenses 2019: $28,173Net Income 2019: $6,5392019Revenue 2023: $43,189Expenses 2023: $37,264Net Income 2023: $5,9252023

Highlighted filing

2015

Revenue$48,992
Expenses$37,865
Net Income$11,127
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 9, 2015
Return Version
2014v5.0
Gross Receipts
$79,435
Mission and Program Overview

Mission

To assist the School Students by providing various school activities not provided for in the school districts budget.

Program Services

DescriptionGrantsExpenses
Assisting the school students by providing various school activities not porvided for in the school district budget$33,306-
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDRA SLOANSecretaryPT$0--
OLIVIA SOLISTreasurerPT$0--
BRIANA SCHAFFERExecutive VP-$0--
ELIZABETH SCHREIBERVice President-$0--
DELANIE LEONEVice PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apex Jog a Thon$27,012$27,012$13,368$13,644
Spring Carnival$12,386$12,386$6,132$6,254
Total Events$53,960$53,960$28,763$25,197
Filing and Contact Details

Filer

Filer Name
Pauba Valley Elementary Pta
EIN
33-0716402
Phone
9519909802
Address
33125 REGINA DRIVE, TEMECULA, CA 92592

Signing Officer

Name
Sandra Sloan
Title
Secretary
Signed
2015-10-09
Discuss with paid preparer
Yes

Preparer

Firm
Newman Tax & Resolution Inc
Address
32605 Temecula Parkway Suite 312/31, Temecula, CA 92592
Preparer
Harold C Newman EA CTRS ABA
Phone
9513026499
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $437”

Other Expenses.1012

“Insurance $309”

Other Expenses.1

“PROGRAM EXPENSES $33353”

Other Expenses.2

“HOSPITALITY $2077”

Other Expenses.3

“Council,pta,state fees $325”

Other Expenses.4

“BANK CHARGES $89”

Other Expenses.5

“Charitable trust reg. Fees $25”

Raw XML Appendix168 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0PTA TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum09513025140
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TEMECULA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092592
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06154
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017281
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07123
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011127
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06154
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017281
IRS990EZ/FundraisingGrossIncomeAmt057605
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01250
IRS990EZ/GrossReceiptsAmt079435
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05076
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SANDRA SLOAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1OLIVIA SOLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRIANA SCHAFFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ELIZABETH SCHREIBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DELANIE LEONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EXECUTIVE VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt036615
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To assist the School Students by providing various school activities not provided for in the school districts budget.
IRS990EZ/ProgramServiceRevenueAmt09631
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Assisting the school students by providing various school activities not porvided for in the school district budget
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt033306
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt030443
IRS990EZ/SpecialEventsNetIncomeLossAmt027162
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037865
IRS990EZ/TotalProgramServiceExpensesAmt033306
IRS990EZ/TotalRevenueAmt048992
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05076
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05104
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04382
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01270
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02223
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt018055
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt018055
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05076
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05104
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04382
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01270
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02223
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt018055
IRS990ScheduleA/TotalSupportAmt018055
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt028763
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0APEX JOG A THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPRING CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027012
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012386
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt014562
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt053960
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027012
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012386
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt014562
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt053960
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025197
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt09263
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt028763
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013368
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06132
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $437
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $309
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROGRAM EXPENSES $33353
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HOSPITALITY $2077
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COUNCIL,PTA,STATE FEES $325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK CHARGES $89
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CHARITABLE TRUST REG. FEES $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDRA SLOAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PAUBA VALLEY ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PAUB
ReturnHeader/Filer/EIN0330716402
ReturnHeader/Filer/PhoneNum09519909802
ReturnHeader/Filer/USAddress/AddressLine1Txt033125 REGINA DRIVE
ReturnHeader/Filer/USAddress/CityNm0TEMECULA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092592
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Newman Tax & Resolution Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt032605 Temecula Parkway Suite 312/31
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Temecula
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092592
ReturnHeader/PreparerPersonGrp/PhoneNum09513026499
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Harold C Newman EA CTRS ABA
ReturnHeader/ReturnTs02015-10-09T15:40:15-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,281
Liabilities
-
Net assets
$17,281
Revenue
$48,992
Expenses
$37,865
Net income
$11,127
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$16.2$16.2$43.2$37.3$5.93
2019Detailed filing. Detailed filing data is available for this year.$16.0$0.00$16.0$34.7$28.2$6.54
2018Detailed filing. Detailed filing data is available for this year.$9.48$0.00$9.48$36.5$36.2$0.23
2017Detailed filing. Detailed filing data is available for this year.$9.25$0.00$9.25$32.6$42.1$9.59
2016Detailed filing. Detailed filing data is available for this year.$18.8$18.8$40.9$39.3$1.56
2015Detailed filing. Detailed filing data is available for this year.$17.3$17.3$49.0$37.9$11.1