Civic Intelligence

PTA New Mexico Congress Chaparral Elementary PTA

990EZ • Fiscal year 2018 • EIN 45-5141651

Jul 01, 2017 to Jun 30, 2018 • Filed on Sep 08, 2018

2451 Avenida ChaparralSanta Fe, NM 87505

(505) 467-1400

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

17th percentile

-18%

Higher net margin than 17% 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

31st percentile

-8.6%

Faster asset growth than 31% of similar nonprofits.

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

Revenue Growth

20th percentile

-26%

Faster revenue growth than 20% of similar nonprofits.

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

Assets

Down

$28,288

Down $2,674 (-8.6%) from 2017

Net Assets

Down

$28,288

Down $2,674 (-8.6%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$11,218

Down $3,880 (-26%) from 2017

Expenses

Down

$13,281

Down $7,933 (-37%) from 2017

Net Income

Up

-$2,063

Up $4,053 (+66%) from 2017

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2012: $67,344Liabilities 2012: $02012Assets 2013: $54,444Liabilities 2013: $02013Assets 2017: $30,962Liabilities 2017: $0Net Assets 2017: $30,9622017Assets 2018: $28,288Liabilities 2018: $0Net Assets 2018: $28,2882018Assets 2019: $23,658Liabilities 2019: $0Net Assets 2019: $23,6582019Assets 2020: $23,914Liabilities 2020: $0Net Assets 2020: $23,9142020

Highlighted filing

2018

Assets$28,288
Liabilities$0
Net Assets$28,288

Operations Trend

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

$40K$20K$0-$20KRevenue 2012: $26,067Expenses 2012: $23,712Net Income 2012: $2,3552012Revenue 2013: $22,616Expenses 2013: $35,516Net Income 2013: -$12,9002013Revenue 2017: $15,098Expenses 2017: $21,214Net Income 2017: -$6,1162017Revenue 2018: $11,218Expenses 2018: $13,281Net Income 2018: -$2,0632018Revenue 2019: $12,705Expenses 2019: $17,335Net Income 2019: -$4,6302019Revenue 2020: $8,988Expenses 2020: $8,383Net Income 2020: $6052020

Highlighted filing

2018

Revenue$11,218
Expenses$13,281
Net Income-$2,063
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Sep 8, 2018
Return Version
2017v2.0
Gross Receipts
$30,919
Mission and Program Overview

Mission

To promote the welfare of children and youth in home, school and community

Parent outreach, Student and Teacher Support. To promote the welfare of children in home, school and community

Program Services

DescriptionGrantsExpenses
To promote the welfare of children and youth in home, school and community$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Victoria CarbajalTreasurerPT$0--
Jessica GomezSecretary-$0--
Bernadette Llyod-SancezVice President-$0--
Shawna RosalesPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
World's Finest Chocolate Sale$22,436$22,436$13,773$8,663
Scholastic Book Fair$5,047$5,047$4,953$94
Total Events$27,483$27,483$18,726$8,757
Filing and Contact Details

Filer

Filer Name
PTA New Mexico Congress Chaparral Elementary PTA
EIN
45-5141651
Phone
5054671400
Address
2451 Avenida Chaparral, Santa Fe, NM 87505

Signing Officer

Name
Victoria Carbajal
Title
Treasurer
Phone
5056701842
Signed
2018-09-08
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Description;Amount^6th grade promotion;60|Century 21;173|Classroom Planner;740|Classroom Supplies;6271|Field Trips;1100|Insurance;280|IRS;275|Special Events;1687|Software;207|Teacher Appreciation;1140|Supplies;505|Angel Fund;750|PTA Dues;93^Total;13281^

Form 990-EZ, Part I, Line 20

Description;Amount^Difference for Angel Fund;-636^Total;-636^

Raw XML Appendix204 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/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Victoria Carbajal
IRS990EZ/BooksInCareOfDetail/PhoneNum05056701842
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01929 Calle Miquela
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Santa Fe
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NM
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd087505
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030987
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028288
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
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IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/ExcessOrDeficitForYearAmt0-2063
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IRS990EZ/FiledScheduleAInd01
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/OccupancyRentUtltsAndMaintAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31
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/PersonNm0Victoria Carbajal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jessica Gomez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Bernadette Llyod-Sancez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Shawna Rosales
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-636
IRS990EZ/OtherExpensesTotalAmt013281
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Parent outreach, Student and Teacher Support. To promote the welfare of children in home, school and community
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To promote the welfare of children and youth in home, school and community
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt019701
IRS990EZ/SpecialEventsNetIncomeLossAmt09976
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt013281
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt011218
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherDesc0nonprofit
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01108
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0927
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0399
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05525
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01818
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09777
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt029677
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt035324
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt044692
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt053071
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt025095
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0187859
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt013
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt022
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt019
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt034
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt039
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt0127
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99936
IRS990ScheduleA/PublicSupportPY509Pct00.9992
IRS990ScheduleA/PublicSupportTotal509Amt0197636
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt030785
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt036251
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt045091
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt058596
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt026913
IRS990ScheduleA/Total509Grp/TotalAmt0197636
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt030798
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt036273
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt045110
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt058630
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt026952
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0197763
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018726
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0World's Finest Chocolate Sale
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Scholastic Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022436
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05047
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027483
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022436
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05047
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027483
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08757
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018726
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013773
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04953
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^6th grade promotion;60|Century 21;173|Classroom Planner;740|Classroom Supplies;6271|Field Trips;1100|Insurance;280|IRS;275|Special Events;1687|Software;207|Teacher Appreciation;1140|Supplies;505|Angel Fund;750|PTA Dues;93^Total;13281^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Difference for Angel Fund;-636^Total;-636^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Victoria Carbajal
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05056701842
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA New Mexico Congress Chaparral Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0455141651
ReturnHeader/Filer/PhoneNum05054671400
ReturnHeader/Filer/USAddress/AddressLine1Txt02451 Avenida Chaparral
ReturnHeader/Filer/USAddress/CityNm0Santa Fe
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087505
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.242.196.223
ReturnHeader/ReturnTs02018-09-08T20:44:47-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings