Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2018 • EIN 77-0097495

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 06, 2018

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

53rd percentile

4.4%

Higher net margin than 53% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

59th percentile

6.3%

Faster asset growth than 59% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

26th percentile

-17%

Faster revenue growth than 26% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$33,853

Up $2,020 (+6.3%) from 2017

Net Assets

Up

$33,853

Up $2,020 (+6.3%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$45,713

Down $9,327 (-17%) from 2017

Expenses

Down

$43,693

Down $20,072 (-31%) from 2017

Net Income

Up

$2,020

Up $10,745 (+123%) from 2017

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

2018

Assets$33,853
Liabilities-
Net Assets$33,853

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

2018

Revenue$45,713
Expenses$43,693
Net Income$2,020
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 6, 2018
Return Version
2017v2.2
Gross Receipts
$62,613
Mission and Program Overview

Mission

To support school activities

Program Services

DescriptionGrantsExpenses
SUPPORT SCHOOL ACTIVITIES$43,693-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIN MARUQUINPresident-$0--
TIM HARDLEYAuditor-$0--
MELISSA RUIZTreasurer-$0--
HEIDI COFFEYSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$31,983$31,983$2,698$29,285
School Carnival$10,544$10,544$1,462$9,082
Total Events$52,305$52,305$14,211$38,094
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
Melissa Ruiz
Title
Treasurer
Signed
2018-11-06
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 $278

Other Expenses.1012

Insurance $228

Other Expenses.1

ENRICHMENT $14929

Other Expenses.2

FIELD TRIPS $10498

Other Expenses.3

LY EXPENSES $5746

Other Expenses.4

Classroom materials $4019

Other Expenses.5

READ A THON $3040

Other Expenses.6

LIBRARY $1425

Other Expenses.7

SCIENCE LAB $678

Other Expenses.8

HOSPITALITY $521

Other Expenses.9

GARDENS $300

Other Expenses.10

Misc. Operating expense $295

Other Expenses.11

Childcare & council fees $266

Other Expenses.12

CHEERS FOR CHILDREN $250

Other Expenses.13

STUDENT INCENTIVES $248

Other Expenses.14

Pta operating expense $229

Other Expenses.15

TAXES & FILING FEES $35

Raw XML Appendix201 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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT SCHOOL ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt043693
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationAssocInd0X
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $278
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $228
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ENRICHMENT $14929
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FIELD TRIPS $10498
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LY EXPENSES $5746
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CLASSROOM MATERIALS $4019
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6READ A THON $3040
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7LIBRARY $1425
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SCIENCE LAB $678
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9HOSPITALITY $521
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10GARDENS $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MISC. OPERATING EXPENSE $295
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12CHILDCARE & COUNCIL FEES $266
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13CHEERS FOR CHILDREN $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14STUDENT INCENTIVES $248
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15PTA OPERATING EXPENSE $229
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16TAXES & FILING FEES $35
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA RUIZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-06
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/PreparerFirmEIN0770495821
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/ReturnTs02018-11-06T13:36:13-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings