Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2017 • EIN 77-0097495

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 30, 2017

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

18th percentile

-16%

Higher net margin than 18% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

19th percentile

-22%

Faster asset growth than 19% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

42nd percentile

-3.9%

Faster revenue growth than 42% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$31,833

Down $8,725 (-22%) from 2016

Net Assets

$31,833

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$55,040

Down $2,234 (-3.9%) from 2016

Expenses

Up

$63,765

Up $21,080 (+49%) from 2016

Net Income

Down

-$8,725

Down $23,314 (-160%) from 2016

Historical Trend

Balance Sheet Trend

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: $25,968Liabilities 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

2017

Assets$31,833
Liabilities-
Net Assets$31,833

Operations Trend

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 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

2017

Revenue$55,040
Expenses$63,765
Net Income-$8,725
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 30, 2017
Return Version
2016v3.0
Gross Receipts
$60,767
Mission and Program Overview

Mission

To support school activities

Program Services

DescriptionGrantsExpenses
SUPPORT SCHOOL ACTIVITIES$50,535-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
REBECA CASTROPresident-$0--
JULIE SALMONSENAuditor-$0--
APRIL NELSONTreasurer-$0--
WAINANI OESTERLESecretary-$0--
REBECA FASSETTFundraising-$0--
RACHEL MC LANAHANHistorian-$0--
MICHELLE MC ENTEEPrograms-$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
April Nelson
Title
Treasurer
Signed
2017-10-30
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.1002

Office Expenses $292

Other Expenses.1012

Insurance $221

Other Expenses.1

PROGRAM EXPENSES $24651

Other Expenses.2

Classroom materials $23486

Other Expenses.3

Fundraising expense $11497

Other Expenses.4

Bank fees & cash drawer $2492

Other Expenses.5

Pta operating expense $438

Other Expenses.6

CASH FRONT $379

Other Expenses.7

Childcare & council fees $240

Other Expenses.8

Misc. Operating expense $75

Other Expenses.9

TAXES & FILING FEES $48

Other Expenses.10

Change to carryover funds $-54

Raw XML Appendix197 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/PersonNm0REBECA CASTRO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WAINANI OESTERLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4REBECA FASSETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RACHEL MC LANAHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MICHELLE MC ENTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PROGRAMS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt063765
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT SCHOOL ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT SCHOOL ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt050535
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05727
IRS990EZ/SpecialEventsNetIncomeLossAmt045584
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt063765
IRS990EZ/TotalProgramServiceExpensesAmt050535
IRS990EZ/TotalRevenueAmt055040
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt058694
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02880
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03087
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt038450
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IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt051334
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt037988
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt031903
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt012971
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0134196
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0246740
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt060767
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt040868
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt034990
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt051421
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt060767
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt051421
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0246740
IRS990ScheduleG/CharitableDistributionRqrInd0true
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt05727
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt051311
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt051311
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt045584
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt05727
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt05727
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingOtherFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $292
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $221
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROGRAM EXPENSES $24651
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CLASSROOM MATERIALS $23486
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FUNDRAISING EXPENSE $11497
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK FEES & CASH DRAWER $2492
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PTA OPERATING EXPENSE $438
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CASH FRONT $379
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CHILDCARE & COUNCIL FEES $240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MISC. OPERATING EXPENSE $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10TAXES & FILING FEES $48
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11CHANGE TO CARRYOVER FUNDS $-54
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0APRIL NELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-30
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/ReturnTs02017-10-30T14:07:02-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings