Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2016 • EIN 33-0716402

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 07, 2016

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

52nd percentile

3.8%

Higher net margin than 52% 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

62nd percentile

9.0%

Faster asset growth than 62% of similar nonprofits.

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

Revenue Growth

27th percentile

-17%

Faster revenue growth than 27% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$18,836

Up $1,555 (+9.0%) from 2015

Net Assets

Up

$18,836

Up $1,555 (+9.0%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin52nd percentile

Revenue

Down

$40,866

Down $8,126 (-17%) from 2015

Expenses

Up

$39,311

Up $1,446 (+3.8%) from 2015

Net Income

Down

$1,555

Down $9,572 (-86%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

2016

Assets$18,836
Liabilities-
Net Assets$18,836
Open 2016 Filing

Operations Trend

Revenue Growth27th percentile

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

2016

Revenue$40,866
Expenses$39,311
Net Income$1,555
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 7, 2016
Return Version
2015v2.0
Gross Receipts
$68,428
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$23,580-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATHER SCHNEIDERPresident-$0--
BRIANA SCHAFFERExecutive VP-$0--
ELIZABETH SCHREIBERVP Membership-$0--
DELANIE LEONEExec VP-$0--
SARA MAZZARESETreasurer-$0--
PENNY ARNOLDSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various$16,903$16,903$5,206$11,697
Ultra Fun Run$13,030$13,030$131$12,899
Total Events$59,083$59,083$26,782$32,301
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
2016-11-07
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

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: DONATION | Donee's Name: PAUBA VALLEY ELEMENTARY SCHOOL TECH | Donee's Address: 33125 REGINA DR TEMECULA CA 92592 | Relationship of Donee: NONE | Cash Amount Given: $10160”

Other Expenses.1012

“Insurance $216”

Other Expenses.1

“PROGRAM EXPENSES $23380”

Other Expenses.2

“Membership dues & fees $2330”

Other Expenses.3

“HOSPITALITY $2160”

Other Expenses.4

“Council,pta,state fees $460”

Other Expenses.5

“BANK CHARGES $130”

Other Expenses.6

“Charitable trust reg. Fees $25”

Raw XML Appendix173 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TEMECULA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092592
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017281
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018836
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07485
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01555
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0200
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt018836
IRS990EZ/FundraisingGrossIncomeAmt060943
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010410
IRS990EZ/GrossReceiptsAmt068428
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017281
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018836
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HEATHER SCHNEIDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRIANA SCHAFFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ELIZABETH SCHREIBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DELANIE LEONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SARA MAZZARESE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PENNY ARNOLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EXEC VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt028701
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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Assisting the school students by providing various school activities not porvided for in the school district budget
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt023580
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt027562
IRS990EZ/SpecialEventsNetIncomeLossAmt033381
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039311
IRS990EZ/TotalProgramServiceExpensesAmt023580
IRS990EZ/TotalRevenueAmt040866
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt07485
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05076
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05104
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04382
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01270
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt023317
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt023317
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt07485
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05076
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05104
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04382
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01270
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt023317
IRS990ScheduleA/TotalSupportAmt023317
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026782
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0VARIOUS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0ULTRA FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016903
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013030
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt029150
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt059083
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016903
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013030
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt029150
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt059083
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt032301
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt021445
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt026782
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05206
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0131
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: DONATION | Donee's Name: PAUBA VALLEY ELEMENTARY SCHOOL TECH | Donee's Address: 33125 REGINA DR TEMECULA CA 92592 | Relationship of Donee: NONE | Cash Amount Given: $10160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $216
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROGRAM EXPENSES $23380
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERSHIP DUES & FEES $2330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4HOSPITALITY $2160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COUNCIL,PTA,STATE FEES $460
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK CHARGES $130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CHARITABLE TRUST REG. FEES $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDRA SLOAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-07
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/ReturnTs02016-11-07T11:22:02-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,836
Liabilities
-
Net assets
$18,836
Revenue
$40,866
Expenses
$39,311
Net income
$1,555
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