Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2015 • EIN 33-0859469

Jul 01, 2014 to Jun 30, 2015 • Filed on Jun 18, 2015

1835 Gumtree LnFallbrook, CA 92028

(760) 731-2859

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.

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

12th percentile

-30%

Higher net margin than 12% of similar nonprofits.

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

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.

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

Asset Growth

11th percentile

-42%

Faster asset growth than 11% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2015

Revenue Growth

33rd percentile

-11%

Faster revenue growth than 33% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2015

Assets

Down

$11,150

Down $22,059 (-66%) from 2013

Net Assets

Down

$11,150

Down $22,059 (-66%) from 2013

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Down

$48,489

Down $12,096 (-20%) from 2013

Expenses

Up

$62,944

Up $21,011 (+50%) from 2013

Net Income

Down

-$14,455

Down $33,107 (-177%) from 2013

Historical Trend

Balance Sheet Trend

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

$40K$20K$0-$20KAssets 2011: $14,514Net Assets 2011: $14,5142011Assets 2012: $14,557Net Assets 2012: $14,5572012Assets 2013: $33,209Net Assets 2013: $33,2092013Assets 2015: $11,150Liabilities 2015: $0Net Assets 2015: $11,1502015Assets 2016: $11,429Liabilities 2016: $0Net Assets 2016: $11,4292016Assets 2017: $15,860Liabilities 2017: $0Net Assets 2017: $15,8602017Assets 2018: $17,156Liabilities 2018: $0Net Assets 2018: $17,1562018Assets 2019: $29,792Liabilities 2019: $0Net Assets 2019: $29,7922019Assets 2022: $13,886Net Assets 2022: -$12,1662022

Highlighted filing

2015

Assets$11,150
Liabilities$0
Net Assets$11,150

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $47,153Expenses 2011: $36,108Net Income 2011: $11,0452011Revenue 2012: $49,102Expenses 2012: $49,059Net Income 2012: $432012Revenue 2013: $60,585Expenses 2013: $41,933Net Income 2013: $18,6522013Revenue 2015: $48,489Expenses 2015: $62,944Net Income 2015: -$14,4552015Revenue 2016: $37,596Expenses 2016: $37,317Net Income 2016: $2792016Revenue 2017: $37,048Expenses 2017: $32,617Net Income 2017: $4,4312017Revenue 2018: $59,693Expenses 2018: $58,917Net Income 2018: $7762018Revenue 2019: $39,135Expenses 2019: $26,499Net Income 2019: $12,6362019Revenue 2022: $14,465Expenses 2022: $26,631Net Income 2022: -$12,1662022

Highlighted filing

2015

Revenue$48,489
Expenses$62,944
Net Income-$14,455
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jun 18, 2015
Return Version
2014v5.0
Gross Receipts
$48,489
Mission and Program Overview

Mission

To support teachers and students

Program Services

DescriptionGrantsExpenses
THE GOAL IS TO ENHANCE THE EDUCATIONAL EXPERIENCE BY SUPPORTING THE STUDENTS AND TEACHING STAFF THROUGH FUND RAISING EFFORTS TO PROVIDE ADDITIONAL EQUIPMENT SERVICES AND SPECIAL P--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sue PetersenPresident-$0--
Lindsay PillenSecretary-$0--
Julie AllenTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
William H Frazier Pta
EIN
33-0859469
Address
1835 GUMTREE LN, Fallbrook, CA 92028

Signing Officer

Name
Julie
Title
Treasurer
Phone
7607236770
Signed
2015-06-18
Discuss with paid preparer
No

Preparer

Firm
Felipe Jimenez
Address
303 N ORANGE AVE, FALLBROOK, CA 92028
Preparer
Felipe Jimenez
Phone
7607285550
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description AmountPETTY CASH EXP 1,150POSTAGE AND DELIVERY 24RETURNED CHECK 50CAST PRODUCTION 4,885CLASSROOM GRANTS 403EDUCATIONAL AND MUSIC PROGRAM 10,015GIFTS TO SCHOOL AND HOSPITALITY 708FIELD TRIPS 9,326SIXTH GRADE FUN DAY STAFF APRECIATI 988WATCH DOGS 609TOTAL FUND 27725RAISERS EXPENSES 31,860ADMINISTRATION EXP 996BANK FEES 99MISC EXP 320UNCATEGORIZED 270EXP FOR GIFTS AND DONATIONA 1,510ACCELERATED READING PROGRAM (425)PE EQUIP 156

Raw XML Appendix128 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/PhoneNum07607312859
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fallbrook
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092028
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025605
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011150
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt048489
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14455
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011150
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt062944
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT TEACHERS AND STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE GOAL IS TO ENHANCE THE EDUCATIONAL EXPERIENCE BY SUPPORTING THE STUDENTS AND TEACHING STAFF THROUGH FUND RAISING EFFORTS TO PROVIDE ADDITIONAL EQUIPMENT SERVICES AND SPECIAL P
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt062944
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt048489
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05831
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01840
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01325
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02652
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08526
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt020174
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt041298
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt062032
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt056362
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0159692
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0179866
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt047129
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt063872
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt057687
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02652
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt08526
IRS990ScheduleA/Total509Grp/TotalAmt0179866
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt047129
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt063872
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02652
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt08526
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0179866
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountPETTY CASH EXP 1,150POSTAGE AND DELIVERY 24RETURNED CHECK 50CAST PRODUCTION 4,885CLASSROOM GRANTS 403EDUCATIONAL AND MUSIC PROGRAM 10,015GIFTS TO SCHOOL AND HOSPITALITY 708FIELD TRIPS 9,326SIXTH GRADE FUN DAY STAFF APRECIATI 988WATCH DOGS 609TOTAL FUND 27725RAISERS EXPENSES 31,860ADMINISTRATION EXP 996BANK FEES 99MISC EXP 320UNCATEGORIZED 270EXP FOR GIFTS AND DONATIONA 1,510ACCELERATED READING PROGRAM (425)PE EQUIP 156
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07607236770
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM H FRAZIER PTA
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0330859469
ReturnHeader/Filer/USAddress/AddressLine1Txt01835 GUMTREE LN
ReturnHeader/Filer/USAddress/CityNm0Fallbrook
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092028
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FALLBROOK
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092028
ReturnHeader/PreparerPersonGrp/PhoneNum07607285550
ReturnHeader/PreparerPersonGrp/PreparationDt02015-07-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FELIPE JIMENEZ
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-07-10T13:35:37-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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Filings