Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2018 • EIN 33-0859469

Jul 01, 2017 to Jun 30, 2018 • Filed on Jul 17, 2018

Organization ProfileN/A
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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

45th percentile

1.3%

Higher net margin than 45% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

61st percentile

8.2%

Faster asset growth than 61% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

88th percentile

61%

Faster revenue growth than 88% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$17,156

Up $1,296 (+8.2%) from 2017

Net Assets

Up

$17,156

Up $1,296 (+8.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin45th percentile

Revenue

Up

$59,693

Up $22,645 (+61%) from 2017

Expenses

Up

$58,917

Up $26,300 (+81%) from 2017

Net Income

Down

$776

Down $3,655 (-82%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

2018

Assets$17,156
Liabilities$0
Net Assets$17,156
Open 2018 Filing

Operations Trend

Revenue Growth88th percentile

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

2018

Revenue$59,693
Expenses$58,917
Net Income$776
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jul 17, 2018
Return Version
2017v2.2
Gross Receipts
$59,693
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
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
COURTNEY HILBORNPresident-$0--
JENNIFER BALBIERSecretary-$0--
FELICIA GONZALESTreasurer-$0--
COURTNEY HILBORNWays And Means-$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
Felicia Gonzales
Title
Treasurer
Phone
7607312859
Signed
2018-07-17
Discuss with paid preparer
Yes

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 Amountall programs 58,917”

Raw XML Appendix148 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JULIE ALLEN
IRS990EZ/BooksInCareOfDetail/PhoneNum07607312859
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01815 GUMTREE LN
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fallbrook
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092028
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016380
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017156
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0776
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016380
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017156
IRS990EZ/GrossReceiptsAmt059693
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt059693
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016380
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017156
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016380
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017156
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0COURTNEY HILBORN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER BALBIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FELICIA GONZALES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3COURTNEY HILBORN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3WAYS AND MEANS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt058917
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/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058917
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt059693
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01922
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03301
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03290
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01840
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010353
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt059693
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt035126
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt034270
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt034270
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt062032
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0225391
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt036
IRS990ScheduleA/OtherIncome509Grp/TotalAmt036
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt0235744
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt059693
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt037048
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt037571
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt037560
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt063872
IRS990ScheduleA/Total509Grp/TotalAmt0235744
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt059693
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt037048
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt037607
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt037560
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt063872
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0235780
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description Amountall programs 58,917
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FELICIA GONZALES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07607312859
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-17
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
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId059858544B0A8E1D6E0430EF8E52848E84194FA56
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03382512018198tepqn3q
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-07-17
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.88.24.254
ReturnHeader/FilingSecurityInformation/IPDt02018-07-17
ReturnHeader/FilingSecurityInformation/IPTm021:01:36
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FELIPE JIMENEZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0303 N ORANGE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FALLBROOK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092028
ReturnHeader/PreparerPersonGrp/PhoneNum07607285550
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FELIPE JIMENEZ
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-07-17T21:00:21-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,156
Liabilities
$0
Net assets
$17,156
Revenue
$59,693
Expenses
$58,917
Net income
$776
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$13.9$12.2$14.5$26.6$12.2
2019Detailed filing. Detailed filing data is available for this year.$29.8$0.00$29.8$39.1$26.5$12.6
2018Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$59.7$58.9$0.78
2017Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$37.0$32.6$4.43
2016Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$37.6$37.3$0.28
2015Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$48.5$62.9$14.5
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.2$33.2$60.6$41.9$18.7
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.6$14.6$49.1$49.1$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.5$14.5$47.2$36.1$11.0