Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2014 • EIN 68-0401783

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 07, 2015

6554 Yount StYountville, CA 94599

(707) 253-3485

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

37th percentile

-1.4%

Higher net margin than 37% 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

41st percentile

-1.5%

Faster asset growth than 41% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

53rd percentile

3.2%

Faster revenue growth than 53% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$83,265

Down $1,267 (-1.5%) from 2013

Net Assets

Down

$83,265

Down $1,267 (-1.5%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$90,394

Up $2,824 (+3.2%) from 2013

Expenses

Down

$91,661

Down $10,992 (-11%) from 2013

Net Income

Up

-$1,267

Up $13,816 (+92%) from 2013

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $93,179Liabilities 2011: $02011Assets 2012: $99,615Net Assets 2012: $99,6152012Assets 2013: $84,532Liabilities 2013: $0Net Assets 2013: $84,5322013Assets 2014: $83,265Liabilities 2014: $0Net Assets 2014: $83,2652014Assets 2015: $105,189Liabilities 2015: $0Net Assets 2015: $105,1892015Assets 2016: $69,608Liabilities 2016: $02016Assets 2018: $97,573Liabilities 2018: $0Net Assets 2018: $97,5732018Assets 2019: $129,728Liabilities 2019: $02019

Highlighted filing

2014

Assets$83,265
Liabilities$0
Net Assets$83,265

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $78,910Expenses 2011: $67,865Net Income 2011: $11,0452011Revenue 2012: $73,355Expenses 2012: $66,919Net Income 2012: $6,4362012Revenue 2013: $87,570Expenses 2013: $102,653Net Income 2013: -$15,0832013Revenue 2014: $90,394Expenses 2014: $91,661Net Income 2014: -$1,2672014Revenue 2015: $86,253Expenses 2015: $64,329Net Income 2015: $21,9242015Revenue 2016: $62,409Expenses 2016: $97,990Net Income 2016: -$35,5812016Revenue 2018: $93,898Expenses 2018: $62,799Net Income 2018: $31,0992018Revenue 2019: $109,652Expenses 2019: $77,497Net Income 2019: $32,1552019

Highlighted filing

2014

Revenue$90,394
Expenses$91,661
Net Income-$1,267
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 7, 2015
Return Version
2013v4.0
Gross Receipts
$125,878
Mission and Program Overview

Mission

Fund enrichment for local public school

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROVIDES FUNDS FOR ENRICHMENT ACTIVITIES SUCH AS FIELD TRIPS ASSEMBLIES AND ARTPE AND TECHNOL FOR THE STUDENTS AND STAFF OF YOUNTVILLE ELEMENTARY SCHOOL$89,775$1,886
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CLAUDIA MILLERPresidentPT$0--
SAMANTHA LLOYDVice President-$0--
STEPHANIE BUNCHDirector-$0--
MERCEDES CAMACHOTreasurer-$0--
LISA FICELESecretary-$0--
P J BOWERSDirector-$0--
JENNY WHISENANTDirector-$0--
KATIE YEARNSHAWDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$80,545$80,545$24,651$55,894
Event 2$7,917$7,917$203$7,714
Total Events$107,821$107,821$35,484$72,337
Filing and Contact Details

Filer

EIN
68-0401783

Signing Officer

Name
Mercedes Camacho
Title
Treasurer
Phone
7072533485
Signed
2015-01-07
Discuss with paid preparer
No

Preparer

Preparer
Leslie Tucker
Phone
7072553382
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity PUBLIC SCHOOL ENRICHMENT Grantee YOUNTVILLE ELEMENTARY SCHOOL Street 6554 YOUNT ST City, State, Zip Yountville, CA 94599Amount 89,775

Description of other expenses Part I line 16

Description AmountINSURANCE 313MEMBERSHIP FEES 269TAX AND FILING FEES 70BANK CHARGES 916

Description of other assets Part II line 24

Category Beginning of Year End of YearACCOUNTS RECEIVABLE 0 95

Raw XML Appendix215 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/USAddress/City0Yountville
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode094599
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CLAUDIA MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SAMANTHA LLOYD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEPHANIE BUNCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MERCEDES CAMACHO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LISA FICELE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5P J BOWERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JENNY WHISENANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KATIE YEARNSHAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt095
IRS990EZ/OtherExpensesTotalAmt01568
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FUND ENRICHMENT FOR LOCAL PUBLIC SCHOOL
IRS990EZ/PrintingPublicationsPostageAmt043
IRS990EZ/ProgramServiceRevenueAmt011462
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PROVIDES FUNDS FOR ENRICHMENT ACTIVITIES SUCH AS FIELD TRIPS ASSEMBLIES AND ARTPE AND TECHNOL FOR THE STUDENTS AND STAFF OF YOUNTVILLE ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt089775
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt072337
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt091661
IRS990EZ/TotalProgramServiceExpensesAmt01886
IRS990EZ/TotalRevenueAmt090394
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06578
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01553
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt015528
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt055543
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt064713
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0143915
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt017
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0102
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt079
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt033
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0146
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0377
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0107821
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt099841
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt052916
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt025569
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0374815
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt011462
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt024576
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt036038
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0102
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt079
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt033
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0146
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0377
IRS990ScheduleA/InvestmentIncomeCYPct00.00070
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99930
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0108459
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt090282
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0555145
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt035484
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07917
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt019359
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IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0RED & WHITE
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0FUN RUN
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IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity PUBLIC SCHOOL ENRICHMENT Grantee YOUNTVILLE ELEMENTARY SCHOOL Street 6554 YOUNT ST City, State, Zip Yountville, CA 94599Amount 89,775
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountINSURANCE 313MEMBERSHIP FEES 269TAX AND FILING FEES 70BANK CHARGES 916
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearACCOUNTS RECEIVABLE 0 95
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/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0MERCEDES CAMACHO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07072533485
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10YOUNTVILLE ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0YOUN
ReturnHeader/Filer/EIN0680401783
ReturnHeader/Filer/USAddress/AddressLine106554 YOUNT ST
ReturnHeader/Filer/USAddress/City0Yountville
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094599
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10FULL SPECTRUM TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102113 SOMMER ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Napa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode094559
ReturnHeader/PreparerPersonGrp/PhoneNum07072553382
ReturnHeader/PreparerPersonGrp/PreparationDt02015-02-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LESLIE TUCKER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-02-03T08:59:41-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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