Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2016 • EIN 77-0052212

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 17, 2016

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 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

84th percentile

29%

Higher net margin than 84% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

87th percentile

62%

Faster asset growth than 87% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

23rd percentile

-21%

Faster revenue growth than 23% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$32,191

Up $12,380 (+62%) from 2015

Net Assets

Up

$32,191

Up $12,380 (+62%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$43,291

Down $11,302 (-21%) from 2015

Expenses

Down

$30,911

Down $13,119 (-30%) from 2015

Net Income

Up

$12,380

Up $1,817 (+17%) from 2015

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

2016

Assets$32,191
Liabilities-
Net Assets$32,191

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

2016

Revenue$43,291
Expenses$30,911
Net Income$12,380
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 17, 2016
Return Version
2015v2.0
Gross Receipts
$68,131
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$30,911-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Josie CoburnExecutive VP-$0--
Mary Ann HeinPresident-$0--
Kristy RichardsonFin Secretary-$0--
Denise McLeanAuditor-$0--
Laurie HaleTreasurer-$0--
Barbara BoersFund/Ways & Mns-$0--
Mary JohnsonAdvisor-$0--
Teresa DavisSecretary-$0--
Tara SheaMembership-$0--
Shawna RobertsonHistorian-$0--
Kate McInerneyPrincipal-$0--
Lisa LopezCommunications-$0--
Jessica HusselsteinReflections-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Panther Prowl$16,559$16,559$2,146$14,413
Book Fair$9,406$9,406$8,472$934
Total Events$44,519$44,519$18,371$26,148
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
2016-10-17
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1

Student enrichment $22236

Other Expenses.2

TEACHER SUPPORT $7617

Other Expenses.3

MEMBERSHIP $1058

Raw XML Appendix205 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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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book Fair
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STUDENT ENRICHMENT $22236
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TEACHER SUPPORT $7617
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERSHIP $1058
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Laurie Hale
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-17
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
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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 CPA
ReturnHeader/ReturnTs02016-10-17T08:48:18-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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