Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2015 • EIN 77-0097495

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 11, 2015

Organization ProfileN/A

Refreshing map…

316 Howard StreetVentura, CA 93003

(805) 320-2430

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

87th percentile

36%

Higher net margin than 87% 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

127%

Faster asset growth than 92% of similar nonprofits.

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

Revenue Growth

70th percentile

17%

Faster revenue growth than 70% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$25,968

Flat from 2015

Net Assets

$25,968

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin87th percentile

Revenue

Flat

$40,868

Flat from 2015

Expenses

Flat

$26,340

Flat from 2015

Net Income

Flat

$14,528

Flat from 2015

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$60K$40K$20K$0Assets 2012: $25,552Net Assets 2012: $25,5522012Assets 2013: $35,815Liabilities 2013: $02013Assets 2014: $11,440Net Assets 2014: $11,4402014Assets 2015: $25,968Net Assets 2015: $25,9682015Assets 2015: $25,968Liabilities 2015: $02015Assets 2016: $40,558Liabilities 2016: $02016Assets 2017: $31,833Net Assets 2017: $31,8332017Assets 2018: $33,853Net Assets 2018: $33,8532018Assets 2019: $23,160Net Assets 2019: $23,1602019Assets 2020: $39,012Net Assets 2020: $39,0122020Assets 2021: $36,376Net Assets 2021: $36,3762021Assets 2024: $49,903Liabilities 2024: $02024Assets 2025: $53,243Net Assets 2025: $53,2432025

Highlighted filing

2015

Assets$25,968
Liabilities-
Net Assets$25,968
Open 2015 Filing

Operations Trend

Revenue Growth70th percentile

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

$100K$50K$0-$50KRevenue 2012: $44,798Expenses 2012: $28,235Net Income 2012: $16,5632012Revenue 2013: $42,184Expenses 2013: $31,921Net Income 2013: $10,2632013Revenue 2014: $34,990Expenses 2014: $59,365Net Income 2014: -$24,3752014Revenue 2015: $40,868Expenses 2015: $26,340Net Income 2015: $14,5282015Revenue 2015: $40,868Expenses 2015: $26,340Net Income 2015: $14,5282015Revenue 2016: $57,274Expenses 2016: $42,685Net Income 2016: $14,5892016Revenue 2017: $55,040Expenses 2017: $63,765Net Income 2017: -$8,7252017Revenue 2018: $45,713Expenses 2018: $43,693Net Income 2018: $2,0202018Revenue 2019: $48,192Expenses 2019: $58,885Net Income 2019: -$10,6932019Revenue 2020: $48,772Expenses 2020: $32,920Net Income 2020: $15,8522020Revenue 2021: $6,151Expenses 2021: $8,787Net Income 2021: -$2,6362021Revenue 2024: $69,100Expenses 2024: $89,602Net Income 2024: -$20,5022024Revenue 2025: $58,698Expenses 2025: $55,358Net Income 2025: $3,3402025

Highlighted filing

2015

Revenue$40,868
Expenses$26,340
Net Income$14,528
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 11, 2015
Return Version
2014v5.0
Gross Receipts
$56,931
Mission and Program Overview

Mission

To support school activities

Program Services

DescriptionGrantsExpenses
SUPPORT SCHOOL ACTIVITIES$33,347-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATHER JAMESONPresident-$0--
MICAELA SWAFFORDVice President-$0--
LAURA KROLIKOWSKITreasurer-$0--
JENNIFER REEDSecretary-$0--
REBECA FASSETTVP-Programs-$0--
REBECCA CASTROVP-Membership-$0--
Filing and Contact Details

Filer

Filer Name
Will Rogers Elementry School Pta
EIN
77-0097495
Phone
8053202430
Address
316 HOWARD STREET, VENTURA, CA 93003

Signing Officer

Name
Heather Jameson
Title
President
Signed
2015-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Stephen G Bradvica CPA
Address
5450 Telegraph Road Suite 101, Ventura, CA 93003
Preparer
Stephen G Bradvica CPA
Phone
8056509286
Supplemental Narrative

Additional Explanations

Other Expenses.1

“ENRICHMENT $11683”

Other Expenses.2

“FIELD TRIPS $8557”

Other Expenses.3

“Classroom materials $3451”

Other Expenses.4

“EMERGENCY FUND $2653”

Other Expenses.5

“Equipment & supplies $2149”

Other Expenses.6

“PTA OPERATING $1198”

Other Expenses.7

“HOSPITALITY $835”

Other Expenses.8

“CASH BOX $830”

Other Expenses.9

“LIBRARY $808”

Other Expenses.10

“GRANTS $720”

Other Expenses.11

“STUDENT INCENTIVES $430”

Other Expenses.12

“REIMBURSEMENT $376”

Other Expenses.13

“MEMBERSHIP $316”

Other Expenses.14

“Readathon/reading night $247”

Other Expenses.15

“GARDENS $177”

Other Expenses.16

“FEES & CHARGES $123”

Other Expenses.17

“Prior period adjustment $-8213”

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/BooksInCareOfDetail/PhoneNum08184371847
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IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093003
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011440
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025968
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HEATHER JAMESON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICAELA SWAFFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAURA KROLIKOWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER REED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4REBECA FASSETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5REBECCA CASTRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP-PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP-MEMBERSHIP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt026340
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT SCHOOL ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT SCHOOL ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt033347
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt016063
IRS990EZ/SpecialEventsNetIncomeLossAmt037988
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt026340
IRS990EZ/TotalProgramServiceExpensesAmt033347
IRS990EZ/TotalRevenueAmt040868
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02880
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03087
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt038450
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt033169
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt014623
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt092209
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt037988
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt031903
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt012971
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt021973
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt026852
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0131687
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0223896
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt040868
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt034990
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt051421
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt055142
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt041475
IRS990ScheduleA/Total509Grp/TotalAmt0223896
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt040868
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt034990
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt051421
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt055142
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt041475
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0223896
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt016063
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt054051
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt054051
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt037988
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt016063
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt016063
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingOtherFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ENRICHMENT $11683
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FIELD TRIPS $8557
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CLASSROOM MATERIALS $3451
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EMERGENCY FUND $2653
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EQUIPMENT & SUPPLIES $2149
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PTA OPERATING $1198
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6HOSPITALITY $835
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CASH BOX $830
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8LIBRARY $808
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9GRANTS $720
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10STUDENT INCENTIVES $430
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11REIMBURSEMENT $376
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12MEMBERSHIP $316
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13READATHON/READING NIGHT $247
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14GARDENS $177
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15FEES & CHARGES $123
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16PRIOR PERIOD ADJUSTMENT $-8213
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.17
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER JAMESON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILL ROGERS ELEMENTRY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0770097495
ReturnHeader/Filer/PhoneNum08053202430
ReturnHeader/Filer/USAddress/AddressLine1Txt0316 HOWARD STREET
ReturnHeader/Filer/USAddress/CityNm0VENTURA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093003
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Stephen G Bradvica CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05450 Telegraph Road Suite 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ventura
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093003
ReturnHeader/PreparerPersonGrp/PhoneNum08056509286
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephen G Bradvica CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-11T14:31:33-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,968
Liabilities
-
Net assets
$25,968
Revenue
$40,868
Expenses
$26,340
Net income
$14,528
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$53.2$53.2$58.7$55.4$3.34
2024Summary only. Only limited summary data is available for this year.$49.9$0.00$69.1$89.6$20.5
2021Detailed filing. Detailed filing data is available for this year.$36.4$36.4$6.15$8.79$2.64
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.0$39.0$48.8$32.9$15.9
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.2$23.2$48.2$58.9$10.7
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.9$33.9$45.7$43.7$2.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.8$31.8$55.0$63.8$8.73
2016Summary only. Only limited summary data is available for this year.$40.6$0.00$57.3$42.7$14.6
2015Detailed filing. Detailed filing data is available for this year.$26.0$26.0$40.9$26.3$14.5
2015Summary only. Only limited summary data is available for this year.$26.0$0.00$40.9$26.3$14.5
2014Detailed filing. Detailed filing data is available for this year.$11.4$11.4$35.0$59.4$24.4
2013Summary only. Only limited summary data is available for this year.$35.8$0.00$42.2$31.9$10.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.6$25.6$44.8$28.2$16.6