Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2015 • EIN 77-0052212

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 16, 2015

400 E Patterson RoadSanta Maria, CA 93455

(805) 264-3776

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

76th percentile

19%

Higher net margin than 76% 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

92nd percentile

114%

Faster asset growth than 92% of similar nonprofits.

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

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

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

Assets

Up

$19,811

Up $10,563 (+114%) from 2014

Net Assets

$19,811

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$54,593

Up $6,350 (+13%) from 2014

Expenses

Down

$44,030

Down $15,632 (-26%) from 2014

Net Income

Up

$10,563

Up $21,982 (+193%) from 2014

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $29,826Liabilities 2011: $02011Assets 2012: $40,458Net Assets 2012: $40,4582012Assets 2013: $20,667Liabilities 2013: $02013Assets 2014: $9,248Liabilities 2014: $02014Assets 2015: $19,811Net Assets 2015: $19,8112015Assets 2016: $32,191Net Assets 2016: $32,1912016Assets 2018: $34,387Liabilities 2018: $02018Assets 2019: $30,799Liabilities 2019: $02019Assets 2021: $34,864Net Assets 2021: $34,8642021Assets 2022: $47,274Net Assets 2022: $46,7392022Assets 2023: $41,731Net Assets 2023: $41,7312023Assets 2024: $36,483Net Assets 2024: $36,4832024Assets 2025: $47,914Net Assets 2025: $47,9142025

Highlighted filing

2015

Assets$19,811
Liabilities-
Net Assets$19,811

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $39,715Expenses 2011: $24,520Net Income 2011: $15,1952011Revenue 2012: $60,334Expenses 2012: $49,702Net Income 2012: $10,6322012Revenue 2013: $56,165Expenses 2013: $75,956Net Income 2013: -$19,7912013Revenue 2014: $48,243Expenses 2014: $59,662Net Income 2014: -$11,4192014Revenue 2015: $54,593Expenses 2015: $44,030Net Income 2015: $10,5632015Revenue 2016: $43,291Expenses 2016: $30,911Net Income 2016: $12,3802016Revenue 2018: $36,544Expenses 2018: $43,612Net Income 2018: -$7,0682018Revenue 2019: $33,753Expenses 2019: $37,342Net Income 2019: -$3,5892019Revenue 2021: $27,600Expenses 2021: $31,058Net Income 2021: -$3,4582021Revenue 2022: $63,165Expenses 2022: $51,287Net Income 2022: $11,8782022Revenue 2023: $87,512Expenses 2023: $92,520Net Income 2023: -$5,0082023Revenue 2024: $58,885Expenses 2024: $64,133Net Income 2024: -$5,2482024Revenue 2025: $54,200Expenses 2025: $42,769Net Income 2025: $11,4312025

Highlighted filing

2015

Revenue$54,593
Expenses$44,030
Net Income$10,563
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$90,150
Mission and Program Overview

Mission

Support of Patterson Road public school and teacher support/enrichment of the learning experience.

Program Services

DescriptionGrantsExpenses
Student/Teacher Enrichment$44,030-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jose CoburnExecutive VP-$0--
Mary Ann HeinPresident-$0--
Kristy RichardsonFin Secretary-$0--
Barbara JordanAuditor-$0--
Laurie HaleTreasurer-$0--
Gretel ReeceFund/Ways & Mns-$0--
Mary JohnsonAdvisor-$0--
Teresa DavisSecretary-$0--
Tara SheaMembership-$0--
Shawna RobertsonHistorian-$0--
Kate McInerneyPrincipal-$0--
Melissa MarcoisCommunications-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Panther Prowl$21,565$21,565$3,491$18,074
Catalog$11,681$11,681$6,938$4,743
Total Events$62,594$62,594$32,567$30,027
Filing and Contact Details

Filer

Filer Name
Patterson Road School PTA
EIN
77-0052212
Phone
8052643776
Address
400 E Patterson Road, Santa Maria, CA 93455

Signing Officer

Name
Laurie Hale
Title
Treasurer
Signed
2015-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Moss Levy & Hartzheim LLP
Address
2400 Professional Parkway Suite 205, Santa Maria, CA 93455
Preparer
Ron Levy
Phone
8059252579
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $318

Other Expenses.1

Student enrichment $37079

Other Expenses.2

TEACHER SUPPORT $5528

Other Expenses.3

MEMBERSHIP $1000

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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Fin Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Advisor
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IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt043925
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IRS990EZ/RelatedOrgSect527OrgInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt032174
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07413
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt012052
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05216
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt067731
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt090150
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0117795
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0494056
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Panther Prowl
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CATALOG
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021565
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011681
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt029348
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $318
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STUDENT ENRICHMENT $37079
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TEACHER SUPPORT $5528
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERSHIP $1000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Laurie Hale
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Patterson Road School PTA
ReturnHeader/Filer/BusinessNameControlTxt0PATT
ReturnHeader/Filer/EIN0770052212
ReturnHeader/Filer/PhoneNum08052643776
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 E Patterson Road
ReturnHeader/Filer/USAddress/CityNm0Santa Maria
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093455
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Moss Levy & Hartzheim LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02400 Professional Parkway Suite 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Maria
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093455
ReturnHeader/PreparerPersonGrp/PhoneNum08059252579
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ron Levy
ReturnHeader/ReturnTs02015-11-16T11:49:12-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits