Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2014 • EIN 33-0852901

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 28, 2014

3800 Mykonos Lane92130-3572

(858) 481-8221

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

88th percentile

37%

Higher net margin than 88% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

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

Source year 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Assets

$83,103

No earlier filing loaded for comparison.

Net Assets

$83,103

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$43,817

No earlier filing loaded for comparison.

Expenses

$27,392

No earlier filing loaded for comparison.

Net Income

$16,425

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2014: $83,103Liabilities 2014: $0Net Assets 2014: $83,1032014Assets 2015: $80,023Liabilities 2015: $0Net Assets 2015: $80,0232015Assets 2016: $143,470Net Assets 2016: $143,4702016Assets 2017: $152,397Net Assets 2017: $152,3972017Assets 2018: $127,525Net Assets 2018: $127,5252018Assets 2019: $106,191Net Assets 2019: $106,1912019Assets 2020: $100,021Net Assets 2020: $100,0212020Assets 2023: $55,988Net Assets 2023: $55,9882023Assets 2024: $53,062Net Assets 2024: $53,0622024Assets 2025: $56,423Net Assets 2025: $56,4232025

Highlighted filing

2014

Assets$83,103
Liabilities$0
Net Assets$83,103

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2014: $43,817Expenses 2014: $27,392Net Income 2014: $16,4252014Revenue 2015: $41,612Expenses 2015: $44,181Net Income 2015: -$2,5692015Revenue 2016: $104,506Expenses 2016: $41,059Net Income 2016: $63,4472016Revenue 2017: $95,362Expenses 2017: $86,435Net Income 2017: $8,9272017Revenue 2018: $92,018Expenses 2018: $116,890Net Income 2018: -$24,8722018Revenue 2019: $65,233Expenses 2019: $86,567Net Income 2019: -$21,3342019Revenue 2020: $39,680Expenses 2020: $45,850Net Income 2020: -$6,1702020Revenue 2023: $34,441Expenses 2023: $36,554Net Income 2023: -$2,1132023Revenue 2024: $30,462Expenses 2024: $33,388Net Income 2024: -$2,9262024Revenue 2025: $41,291Expenses 2025: $37,930Net Income 2025: $3,3612025

Highlighted filing

2014

Revenue$43,817
Expenses$27,392
Net Income$16,425
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 28, 2014
Return Version
2013v3.1
Gross Receipts
$97,278
Mission and Program Overview

Mission

Student enrichment and support

Program Services

DescriptionGrantsExpenses
PROVIDE ACADEMIC SUPPORT IN MATH ENGLISH HISTORY SCIENCE TECHNOLOGY ENGINEERING FOREIGN LANGUAGE & DRAMA-$16,038
PROVIDE PROGRAMS IN NON-ACADEMIC AREAS DRUP AWARENESS CAREER DEVELOPMENT BEFORE SCHOOL TUTORING ART EDUCATION-$8,703
PROVIDE MEMBERSHIP SERVICE NEWSLETTERS WEBSITE HOSTING PROMOTION DIRECTORY-$2,652
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA LASCOLAExec VPPT$0--
BRITTAN BLISSPresidentPT$0--
JO BARSATreasurerPT$0--
DEDE WILLIAMSFinancial Secretary-$0--
DIANA LIRecording Secretary-$0--
LIZA KAYMembership VPPT$0--
VICTORIA SHOUSHTARIWays & Means VP-$0--
EMILY DEERETechnology VPPT$0--
ALLISON POELegislation VP-$0--
GLORIA LIMAS ANVolunteers VPPT$0--
LISA PERIMUTTERHistorian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 2-$-14,750$15,723$-30,473
Event 1-$-26,223$26,629$-52,852
Total Events-$-51,708$52,419$-104,127
Filing and Contact Details

Filer

EIN
33-0852901

Signing Officer

Name
Lisa Lascola
Title
Exec VP
Phone
8584818221
Signed
2014-10-28
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity GIFT TO SCHOOL Grantee CARMEL VALLEY MIDDLE SCHOOL Street 3800 MYKONOS LANE City, State, Zip San Diego, CA 92130Amount 11,270Activity MINI GRANTS TO SCHOOL TEACHERS Grantee CVMS SCHOOL TEACHERS Street 3800 MYKONOS LANE City, State, Zip San Diego, CA 92130Amount 4,768

Description of other expenses Part I line 16

Description AmountRED RIBBON WEEK 679OFFICER RECOGNITION INDUCTION 60REFLECTIONS 58STAFF APPRECIATION 2,919TEACHER CLASSROOM SUPPLIES 694ADAPTIVE PE 602CAREER DAY 477CONVENTION 150DUES AND INSURANCE TO PTA COUNCIL 2,027HOSPITALITY 1,036

Description of other assets Part II line 24

Category Beginning of Year End of YearADVANCE TO MATH LEAGUE 0 511

Raw XML Appendix220 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/PhoneNum08584818221
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine103800 MYKONOS LANE
IRS990EZ/BooksInCareOfDetail/USAddress/City0San Diego
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode092130
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt066678
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LISA LASCOLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRITTAN BLISS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JO BARSA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DEDE WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DIANA LI
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6VICTORIA SHOUSHTARI
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXEC VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBERSHIP VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6WAYS & MEANS VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TECHNOLOGY VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8LEGISLATION VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VOLUNTEERS VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10HISTORIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0511
IRS990EZ/OtherExpensesTotalAmt08702
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0STUDENT ENRICHMENT AND SUPPORT
IRS990EZ/PrintingPublicationsPostageAmt02652
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE ACADEMIC SUPPORT IN MATH ENGLISH HISTORY SCIENCE TECHNOLOGY ENGINEERING FOREIGN LANGUAGE & DRAMA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE MEMBERSHIP SERVICE NEWSLETTERS WEBSITE HOSTING PROMOTION DIRECTORY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE PROGRAMS IN NON-ACADEMIC AREAS DRUP AWARENESS CAREER DEVELOPMENT BEFORE SCHOOL TUTORING ART EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016038
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12652
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt28703
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt053461
IRS990EZ/SpecialEventsNetIncomeLossAmt07535
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027392
IRS990EZ/TotalProgramServiceExpensesAmt027393
IRS990EZ/TotalRevenueAmt043817
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0WWW.CVMSPTSA.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt034490
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt041181
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt053832
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt055508
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt066020
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0251031
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt081
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt025
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0269
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt065852
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt031797
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt032093
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0269
IRS990ScheduleA/InvestmentIncomeCYPct00.00060
IRS990ScheduleA/InvestmentIncomePYPct00.00100
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt087305
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt098113
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt095567
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0484134
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt014750
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt010735
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt0-14750
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt0-10735
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0-51708
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0MATH LEAGUE
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0SCIENCE OLYM
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt010067
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt026629
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt015723
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity GIFT TO SCHOOL Grantee CARMEL VALLEY MIDDLE SCHOOL Street 3800 MYKONOS LANE City, State, Zip San Diego, CA 92130Amount 11,270Activity MINI GRANTS TO SCHOOL TEACHERS Grantee CVMS SCHOOL TEACHERS Street 3800 MYKONOS LANE City, State, Zip San Diego, CA 92130Amount 4,768
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountRED RIBBON WEEK 679OFFICER RECOGNITION INDUCTION 60REFLECTIONS 58STAFF APPRECIATION 2,919TEACHER CLASSROOM SUPPLIES 694ADAPTIVE PE 602CAREER DAY 477CONVENTION 150DUES AND INSURANCE TO PTA COUNCIL 2,027HOSPITALITY 1,036
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearADVANCE TO MATH LEAGUE 0 511
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA LASCOLA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC VP
ReturnHeader/BusinessOfficerGrp/PhoneNum08584818221
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine10CARMEL VALLEY MIDDLE SCHOOL PTSA
ReturnHeader/Filer/BusinessNameControlTxt0CARM
ReturnHeader/Filer/EIN0330852901
ReturnHeader/Filer/USAddress/AddressLine103800 MYKONOS LANE
ReturnHeader/Filer/USAddress/City0San Diego
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode0921303572
ReturnHeader/ReturnTs02014-10-29T16:16:45-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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