Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2015 • EIN 33-0911736

Jul 01, 2014 to Jun 30, 2015 • Filed on May 13, 2016

5290 Harvest Run DriveSan Diego, CA 92130

(858) 481-7844

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

69th percentile

13%

Higher net margin than 69% 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

62nd percentile

9.9%

Faster asset growth than 62% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

60th percentile

7.8%

Faster revenue growth than 60% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$95,664

Up $8,603 (+9.9%) from 2014

Net Assets

Up

$95,664

Up $8,603 (+9.9%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$65,362

Up $4,738 (+7.8%) from 2014

Expenses

Up

$56,759

Up $330 (+0.6%) from 2014

Net Income

Up

$8,603

Up $4,408 (+105%) from 2014

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2014: $87,061Net Assets 2014: $87,0612014Assets 2015: $95,664Net Assets 2015: $95,6642015Assets 2017: $46,156Net Assets 2017: $46,1562017Assets 2018: $22,128Net Assets 2018: $22,1282018Assets 2019: $54,045Net Assets 2019: $54,0452019Assets 2020: $93,412Net Assets 2020: $93,4122020Assets 2021: $88,050Liabilities 2021: $0Net Assets 2021: $88,0502021Assets 2022: $113,695Liabilities 2022: $0Net Assets 2022: $113,6952022Assets 2023: $94,765Liabilities 2023: $0Net Assets 2023: $94,7652023Assets 2025: $65,032Net Assets 2025: $65,0322025

Highlighted filing

2015

Assets$95,664
Liabilities-
Net Assets$95,664

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2014: $60,624Expenses 2014: $56,429Net Income 2014: $4,1952014Revenue 2015: $65,362Expenses 2015: $56,759Net Income 2015: $8,6032015Revenue 2017: $74,831Expenses 2017: $101,197Net Income 2017: -$26,3662017Revenue 2018: $68,415Expenses 2018: $90,698Net Income 2018: -$22,2832018Revenue 2019: $91,878Expenses 2019: $59,961Net Income 2019: $31,9172019Revenue 2020: $102,985Expenses 2020: $63,618Net Income 2020: $39,3672020Revenue 2021: $76,210Expenses 2021: $81,572Net Income 2021: -$5,3622021Revenue 2022: $120,010Expenses 2022: $94,365Net Income 2022: $25,6452022Revenue 2023: $67,603Expenses 2023: $86,533Net Income 2023: -$18,9302023Revenue 2025: $80,942Expenses 2025: $110,238Net Income 2025: -$29,2962025

Highlighted filing

2015

Revenue$65,362
Expenses$56,759
Net Income$8,603
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 13, 2016
Return Version
2014v6.0
Gross Receipts
$114,488
Mission and Program Overview

Mission

The purpose of this association in common with the purposes of the National PTA and the California State PTA are: A. To promote the welfare of children and youth in home, school, places of worship, and throughout the community; B. To raise the standards of home life; C. To advocate for laws that further the education, physical and mental health, welfare, and safety of children and youth; D. To promote the collaboration and engagement of families and educators in the education of children and youth; E. To engage the public in united efforts to secure the physical, mental, emotional, spiritual, and social well-being of all children and youth; F. To advocate for fiscal responsibility regarding public tax dollars in public education funding.

Enchance educational experience for 750 children at Sage Canyon Elementary School.

Program Services

DescriptionGrantsExpenses
Provide School Support, including funding classroom supplies, sponsoring Health Week, and provide supplies for school programs.$37,225-
Provide Enrichment & Recognition, including sponsoring assemblies and various cultural and educational activities, funding family night, providing teacher appreciation, and supporting culmination activities.$15,591-
Provide Campus Equipment and Facilities Enhancement, including playground equipment, supporting library and garden maintenance.$755-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LESLIE BALLARDPresident-$0--
DEBORAH EISENDRATHTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Festival$64,794$64,794$26,261$38,533
Yearbook$20,894$20,894$13,471$7,423
Total Events$101,762$101,762$49,126$52,636
Filing and Contact Details

Filer

Filer Name
Sage Canyon Pta
EIN
33-0911736
Phone
8584817844
Address
5290 HARVEST RUN DRIVE, SAN DIEGO, CA 92130

Signing Officer

Name
Deborah Eisendrath
Title
Treasurer
Signed
2016-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Schaim Hyde and Company
Address
5151 SHOREHAM PL STE 105, SAN DIEGO, CA 92122-5939
Preparer
Julie A Hyde CPA
Phone
8584521040
Supplemental Narrative

Additional Explanations

Other Expenses.1012

Insurance $228

Other Expenses.1

Program Exp: School Support $37225

Other Expenses.2

Program Exp: Enrichment $15591

Other Expenses.3

PTA INDUCTION $775

Other Expenses.4

Program Exp: Equipment $755

Other Expenses.5

PAYPAL $640

Other Expenses.6

ROADRUNNERS $632

Other Expenses.7

WEBSITE $512

Other Expenses.8

Hospitality $383

Other Expenses.9

BANK CHARGE $18

Raw XML Appendix191 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.

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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt037225
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014764
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt020315
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt020170
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IRS990ScheduleA/InvestmentIncomeCYPct00.00160
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $228
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Program Exp: School Support $37225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Program Exp: Enrichment $15591
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PTA INDUCTION $775
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Program Exp: Equipment $755
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PAYPAL $640
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ROADRUNNERS $632
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7WEBSITE $512
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Hospitality $383
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BANK CHARGE $18
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
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ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBORAH EISENDRATH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAGE CANYON PTA
ReturnHeader/Filer/BusinessNameControlTxt0SAGE
ReturnHeader/Filer/EIN0330911736
ReturnHeader/Filer/PhoneNum08584817844
ReturnHeader/Filer/USAddress/AddressLine1Txt05290 HARVEST RUN DRIVE
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092130
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHAIM HYDE AND COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05151 SHOREHAM PL STE 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0921225939
ReturnHeader/PreparerPersonGrp/PhoneNum08584521040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Julie A Hyde CPA
ReturnHeader/ReturnTs02016-05-13T16:04:08-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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