Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2020 • EIN 77-0097495

Jul 01, 2019 to Jun 30, 2020 • Filed on May 04, 2021

Refreshing map…

316 Howard StreetVentura, CA 93003

(805) 746-1146

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

80th percentile

33%

Higher net margin than 80% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

84th percentile

68%

Faster asset growth than 84% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

66th percentile

1.2%

Faster revenue growth than 66% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$39,012

Up $15,852 (+68%) from 2019

Net Assets

Up

$39,012

Up $15,852 (+68%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$48,772

Up $580 (+1.2%) from 2019

Expenses

Down

$32,920

Down $25,965 (-44%) from 2019

Net Income

Up

$15,852

Up $26,545 (+248%) from 2019

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

2020

Assets$39,012
Liabilities-
Net Assets$39,012

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

2020

Revenue$48,772
Expenses$32,920
Net Income$15,852
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 4, 2021
Return Version
2019v5.0
Gross Receipts
$57,892
Mission and Program Overview

Mission

To support school activities

Program Services

DescriptionGrantsExpenses
SUPPORT SCHOOL ACTIVITIES$31,824-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEIDI COFFEYPresident-$0--
TIM HARDLEYAuditor-$0--
HANI GESKETreasurer-$0--
ASHLEY COATESDirector-$0--
MAUREEN SHERTZERSecretary-$0--
MEILISSA RUIZHistorian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$39,006$39,006$2,529$36,477
Total Events$39,006$39,006$2,529$36,477
Filing and Contact Details

Filer

Filer Name
Will Rogers Elementry School Pta
EIN
77-0097495
Phone
8057461146
Address
316 HOWARD STREET, VENTURA, CA 93003

Signing Officer

Name
Hani Geske
Title
Treasurer
Signed
2021-05-04
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 $225

Other Expenses.1012

Insurance $232

Other Expenses.1

LY EXPENSES $15296

Other Expenses.2

ENRICHMENT $8017

Other Expenses.3

FIELD TRIPS $3563

Other Expenses.4

Classroom materials $1810

Other Expenses.5

READ A THON $972

Other Expenses.6

EMERGENCY FUND $966

Other Expenses.7

Equipment & supplies $474

Other Expenses.8

STUDENT INCENTIVES $446

Other Expenses.9

SCIENCE LAB $280

Other Expenses.10

Childcare & council fees $95

Other Expenses.11

TAXES & FILING FEES $35

Other Expenses.12

ROUNDING $2

Raw XML Appendix199 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/BooksInCareOfDetail/USAddress/CityNm0VENTURA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HEIDI COFFEY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MEILISSA RUIZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5HISTORIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt032413
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT SCHOOL ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT SCHOOL ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt031824
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09120
IRS990EZ/SpecialEventsNetIncomeLossAmt040948
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt032920
IRS990EZ/TotalProgramServiceExpensesAmt031824
IRS990EZ/TotalRevenueAmt048772
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05621
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04134
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09433
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt058694
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt085711
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt06
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt050732
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt056039
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt058477
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt051334
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0216582
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt06
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0302293
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt058561
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt061660
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt062611
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt060767
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt058694
IRS990ScheduleA/Total509Grp/TotalAmt0302293
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt058563
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt061662
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt062613
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt058694
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0302299
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt02529
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG-A-THON
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt039006
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt039006
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt036477
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02529
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02529
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LY EXPENSES $15296
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ENRICHMENT $8017
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FIELD TRIPS $3563
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CLASSROOM MATERIALS $1810
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6READ A THON $972
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7EMERGENCY FUND $966
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8EQUIPMENT & SUPPLIES $474
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9STUDENT INCENTIVES $446
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SCIENCE LAB $280
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11CHILDCARE & COUNCIL FEES $95
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12TAXES & FILING FEES $35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13ROUNDING $2
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.12
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HANI GESKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILL ROGERS ELEMENTRY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0770097495
ReturnHeader/Filer/PhoneNum08057461146
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/ReturnTs02021-05-04T18:25:40-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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Filings