PTA California Laguna Middle School

990EZ • Fiscal year 2013 • EIN 77-0072330

Jul 01, 2012 to Jun 30, 2013 • Filed on Dec 09, 2013

Organization Profile N/A

11050 Los Osos Valley Road93405-6200

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

24%

Higher net margin than 80% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

No value available

This filing does not contain officer compensation rows.

Source year 2013

20%

Faster asset growth than 72% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

43%

Faster revenue growth than 83% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets55th percentile

Assets

$65,232

Up $10,873 (+20%) from 2012

Net Assets

$65,232

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin80th percentile

Revenue

$44,881

Up $13,443 (+43%) from 2012

Expenses

$34,008

Up $5,608 (+20%) from 2012

Net Income

$10,873

Up $7,835 (+258%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

Highlighted filing

2013

Assets$65,232

Liabilities$0

Net Assets$65,232

Open 2013 Filing

Operations Trend

Revenue Growth83rd percentile

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

Highlighted filing

2013

Revenue$44,881

Expenses$34,008

Net Income$10,873

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2012 to Jun 30, 2013
Signed: Dec 9, 2013
Return Version: 2012v2.1

Mission and Program Overview

Mission

Student and teacher support, classroom enrichment and educational supplies.

Filing and Contact Details

Filer

EIN: 77-0072330

Raw XML Appendix171 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
IRS990EZ/ActivitiesNotPreviouslyRpt	0	0
IRS990EZ/AmountOfTaxImposedOnOrgMgr	0	0
IRS990EZ/AmountOfTaxReimbursedByOrg	0	0
IRS990EZ/CashSavingsAndInvestments/BOY	0	54359
IRS990EZ/CashSavingsAndInvestments/EOY	0	65232
IRS990EZ/ContributionsGiftsGrantsEtc	0	20198
IRS990EZ/DirectIndirectPoliticalExpend	0	0
IRS990EZ/DoesOrgHaveHospital	0	0
IRS990EZ/EngagedInExcessBenefitTrans	0	0
IRS990EZ/EngageInLobbyingActivities	0	0
IRS990EZ/EngagePoliticalCmpgnActivities	0	0
IRS990EZ/ExcessOrDeficitForYear	0	10873
IRS990EZ/FeesAndOthPymtToIndContractors	0	350
IRS990EZ/FiledScheduleA	0	1
IRS990EZ/ForeignFinancialAccount	0	0
IRS990EZ/ForeignOffice	0	0
IRS990EZ/FundraisingGrossIncome	0	107022
IRS990EZ/GrossReceipts	0	127220
IRS990EZ/InfoInScheduleOPartI	0	X
IRS990EZ/InfoInScheduleOPartIII	0	X
IRS990EZ/InfoInScheduleOPartV	0	X
IRS990EZ/MadeChangesToOrgnzngEtcDoc	0	0
IRS990EZ/MadeLoansToFromOfficers	0	0
IRS990EZ/MaintainAnyDonorAdvisedFunds	0	0
IRS990EZ/MethodOfAccountingCash	0	X
IRS990EZ/NetAssetsOrFundBalances/BOY	0	54359
IRS990EZ/NetAssetsOrFundBalancesBOY	0	54359
IRS990EZ/NetAssetsOrFundBalances/EOY	0	65232
IRS990EZ/NetAssetsOrFundBalancesEOY	0	65232
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	0	0.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	1	0.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	2	0.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	3	0.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	CLIVE FAIRCHILD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	1	DARLA TAPP
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	2	GINGER KIBBE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	3	MIKE NORBY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	2	SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	3	TREASURER
IRS990EZ/OperatingSchool	0	0
IRS990EZ/Organization501c3	0	X
IRS990EZ/OrganizationDissolvedEtc	0	0
IRS990EZ/OrganizationHadUBI	0	0
IRS990EZ/OtherChangesInNetAssets	0	0
IRS990EZ/OtherExpensesTotal	0	33658
IRS990EZ/PartVIAHghstPaidCntrctProfSer	0	NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl	0	NONE
IRS990EZ/PrimaryExemptPurpose	0	STUDENT AND TEACHER SUPPORT, CLASSROOM ENRICHMENT AND EDUCATIONAL SUPPLIES.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	0	THE PTA PROVIDES SUPPORT TO THE TEACHERS, STUDENTS, AND THE WELL BEING OF THE CLASSROOM WITH SUPPLIES AND FINANCIAL SUPPORT TO MEET THE NEEDS AND GOALS OF THE LAGUNA MIDDLE SCHOOL SITE COUNCIL PLAN. A MAJORITY OF OUR 35 TEACHERS DIRECTLY BENEFITED AS THE FUNDS RAISED WENT TO SPECIAL REQUESTS AND PROJECTS FOR THE YEAR SUCH AS: EQUIPMENT AND MATERIALS FOR THE SHOP CLASS, BOOKS FOR THE LIBRARY, BUS FOR BAND COMPETITION. IN ADDITION, ALL OF OUR 700 STUDENTS BENEFIT FROM SNACKS AND SUPPLIES FOR OUR HOMEWORK CLUB, SPECIAL CELEBRATIONS FOR ALL ENGLISH LEARNERS, INTERACTIVE NOTEBOOKS AND PLANNERS FOR ALL STUDENTS. WE ALSO PAY FOR THE SCHOOL NEWSLETTERS THAT ARE SENT TO EVERY MIDDLE SCHOOL FAMILY ALONG WITH OUR CHARITABLE FUNDS FOR FAMILIES IN NEED.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	0	0
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	0	0
IRS990EZ/ProhibitedTaxShelterTrans	0	0
IRS990EZ/RelatedOrgControlledEntity	0	0
IRS990EZ/ScheduleBNotRequired	0	X
IRS990EZ/SpecialEventsDirectExpenses	0	82339
IRS990EZ/SpecialEventsNetIncomeLoss	0	24683
IRS990EZ/StatesWhereCopyOfReturnIsFiled	0	CA
IRS990EZ/SubjectToProxyTax	0	0
IRS990EZ/SumOfTotalLiabilities/BOY	0	0
IRS990EZ/SumOfTotalLiabilities/EOY	0	0
IRS990EZ/TanningServicesProvided	0	0
IRS990EZ/TaxImposedUnderIRC4911	0	0
IRS990EZ/TaxImposedUnderIRC4912	0	0
IRS990EZ/TaxImposedUnderIRC4955	0	0
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	11050 LOS OSOS VALLEY ROAD
IRS990EZ/TheBooksAreInCareOf/AddressUS/City	0	SAN LUIS OBISPO
IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	93401
IRS990EZ/TheBooksAreInCareOf/NamePerson	0	MIKE NORBY
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	8052342025
IRS990EZ/TotalAssets/BOY	0	54359
IRS990EZ/TotalAssets/EOY	0	65232
IRS990EZ/TotalExpenses	0	34008
IRS990EZ/TotalProgramServiceExpenses	0	0
IRS990EZ/TotalRevenue	0	44881
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg	0	0
IRS990EZ/WebSite	0	N/A
IRS990ScheduleA/AmtsFromSubstContributors/Total	0	0
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total	0	0
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear	0	20198
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year	0	25112
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years	0	22929
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years	0	36122
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years	0	14097
IRS990ScheduleA/GiftsGrantsContribReceived509/Total	0	118458
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year	0	70279
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years	0	86670
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years	0	48814
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years	0	69894
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total	0	275657
IRS990ScheduleA/InvestmentIncomePercentage	0	0.00000
IRS990ScheduleA/PriorYearSupportPercentage	0	1.00000
IRS990ScheduleA/PubliclySupportedOrg509a2	0	X
IRS990ScheduleA/PublicSupportPercentage509	0	1.00000
IRS990ScheduleA/PublicSupportTotal509	0	394115
IRS990ScheduleA/SupportFromDQPsEtc/Total	0	0
IRS990ScheduleA/ThirtyThreePercntTestsCY509	0	X
IRS990ScheduleA/Total509/CurrentTaxYear	0	20198
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year	0	95391
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years	0	109599
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years	0	84936
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years	0	83991
IRS990ScheduleA/Total509/Total	0	394115
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear	0	20198
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year	0	95391
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years	0	109599
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years	0	84936
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years	0	83991
IRS990ScheduleA/TotalSupportTotal/Total	0	394115
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents	0	82339
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1	0	31169
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent2	0	21626
IRS990ScheduleG/EventsInformation/GrossReceiptsOtherEvents	0	54227
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal	0	107022
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1	0	31169
IRS990ScheduleG/EventsInformation/GrossRevenueEvent2	0	21626
IRS990ScheduleG/EventsInformation/GrossRevenueOtherEvents	0	54227
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents	0	107022
IRS990ScheduleG/EventsInformation/NameOfEvent1	0	MAGAZINE DRIVE
IRS990ScheduleG/EventsInformation/NameOfEvent2	0	3 MILE RUN
IRS990ScheduleG/EventsInformation/NetIncomeSummary	0	24683
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent1	0	16250
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent2	0	8323
IRS990ScheduleG/EventsInformation/OtherDirectExpensesOtherEvents	0	57766
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents	0	82339
IRS990ScheduleG/EventsInformation/TotalNumberOfOtherEvents	0	3
IRS990ScheduleO/GeneralExplanation/Explanation	0	DESCRIPTION: ASSEMBLIES/SPECIAL PROJECTS. AMOUNT: 1,874. DESCRIPTION: SPSA. AMOUNT: 40. DESCRIPTION: CLUBS. AMOUNT: 1,969. DESCRIPTION: HOSPITALITY. AMOUNT: 7,371. DESCRIPTION: PRESIDENT FUND. AMOUNT: 59. DESCRIPTION: SMART CARD. AMOUNT: 251. DESCRIPTION: TEACHER/CLASSROOM SUPPORT. AMOUNT: 17,014. DESCRIPTION: BANK CHARGES & RETURNED CHECKS. AMOUNT: 395. DESCRIPTION: INSURANCE. AMOUNT: 199. DESCRIPTION: PTA MEMBERSHIP. AMOUNT: 1,584. DESCRIPTION: LANDSCAPING. AMOUNT: 494. DESCRIPTION: PORTABLE BBQ. AMOUNT: 1,500. DESCRIPTION: SCHOLARSHIPS. AMOUNT: 713. DESCRIPTION: REGISTRATION. AMOUNT: 195. TOTAL TO FORM 990-EZ, LINE 16: 33,658.
IRS990ScheduleO/GeneralExplanation/Identifier	0	OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/ReturnReference	0	FORM 990-EZ, PART I, LINE 16
TransferPrsnlBnftContractsDecl/Declaration	0	THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/Filer/EIN	0	770072330
ReturnHeader/Filer/Name/BusinessNameLine1	0	PTA CALIFORNIA LAGUNA MIDDLE SCHOOL
ReturnHeader/Filer/NameControl	0	PTAC
ReturnHeader/Filer/Phone	0	8052342025
ReturnHeader/Filer/USAddress/AddressLine1	0	11050 LOS OSOS VALLEY ROAD
ReturnHeader/Filer/USAddress/City	0	SAN LUIS OBISPO
ReturnHeader/Filer/USAddress/State	0	CA
ReturnHeader/Filer/USAddress/ZIPCode	0	934056200
ReturnHeader/Officer/AuthorizeThirdParty	0	1
ReturnHeader/Officer/DateSigned	0	2013-12-09
ReturnHeader/Officer/Name	0	CLIVE FAIRCHILD
ReturnHeader/Officer/Phone	0	8055964055
ReturnHeader/Officer/Title	0	PRESIDENT
ReturnHeader/PreparerFirm/EIN	0	770499266
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	RUSSELL MAININI & FRANKLIN LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	615 CLARION COURT SUITE 1
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	SAN LUIS OBISPO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	93401
ReturnHeader/Preparer/Name	0	MICHAEL D NORBY
ReturnHeader/Preparer/Phone	0	8055447094
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2012-07-01
ReturnHeader/TaxPeriodEndDate	0	2013-06-30
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2013-12-10T13:28:32-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $65,232
Liabilities: $0
Net assets: $65,232
Revenue: $44,881
Expenses: $34,008
Net income: $10,873

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Summary only. Only limited summary data is available for this year.	$27.4	$0.00		$23.7	$56.1	$32.4
2023Detailed filing. Detailed filing data is available for this year.	$59.8		$59.8	$45.3	$34.6	$10.7
2022Detailed filing. Detailed filing data is available for this year.	$49.1		$49.1	$29.8	$22.9	$6.96
2021Summary only. Only limited summary data is available for this year.	$42.2	$0.00		$9.86	$19.2	$9.30
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$51.5		$51.5	$43.9	$45.3	$1.41
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$52.9		$52.9	$70.4	$76.8	$6.40
2018Detailed filing. Detailed filing data is available for this year.	$59.3		$59.3	$80.3	$90.8	$10.5
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$69.8		$69.8	$78.3	$66.9	$11.5
2016Detailed filing. Detailed filing data is available for this year.	$58.4		$58.4	$66.4	$70.5	$4.05
2015Detailed filing. Detailed filing data is available for this year.	$62.4		$62.4	$42.9	$37.3	$5.58
2014Detailed filing. Detailed filing data is available for this year.	$56.8	$0.00	$56.8	$33.6	$42.0	$8.41
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$65.2	$0.00	$65.2	$44.9	$34.0	$10.9
2012Summary only. Only limited summary data is available for this year.	$54.4	$0.00		$31.4	$28.4	$3.04
2011Summary only. Only limited summary data is available for this year.	$51.3	$0.00		$23.6	$20.5	$3.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$48.2		$48.2	$29.4	$14.8	$14.6