Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2017 • EIN 77-0127591

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 06, 2017

261 Cuesta DriveSan Luis Obispo, CA 93405

(805) 215-5358

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

13th percentile

-27%

Higher net margin than 13% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

20th percentile

-21%

Faster asset growth than 20% of similar nonprofits.

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

Revenue Growth

11th percentile

-43%

Faster revenue growth than 11% of similar nonprofits.

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

Assets

Down

$74,199

Down $20,315 (-21%) from 2016

Net Assets

Down

$74,199

Down $20,315 (-21%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$76,659

Down $57,838 (-43%) from 2016

Expenses

Down

$96,974

Down $11,457 (-11%) from 2016

Net Income

Down

-$20,315

Down $46,381 (-178%) from 2016

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $59,647Liabilities 2011: $02011Assets 2012: $86,995Net Assets 2012: $86,9952012Assets 2013: $100,550Liabilities 2013: $02013Assets 2014: $87,616Net Assets 2014: $87,6162014Assets 2015: $68,448Net Assets 2015: $68,4482015Assets 2016: $94,514Net Assets 2016: $94,5142016Assets 2017: $74,199Net Assets 2017: $74,1992017Assets 2018: $77,158Net Assets 2018: $77,1582018Assets 2019: $81,409Net Assets 2019: $81,4092019Assets 2020: $79,935Net Assets 2020: $79,9352020Assets 2021: $82,116Net Assets 2021: $82,1162021Assets 2022: $73,413Net Assets 2022: $73,4132022Assets 2023: $82,625Net Assets 2023: $82,6252023Assets 2024: $106,312Net Assets 2024: $106,3122024Assets 2025: $89,685Liabilities 2025: $0Net Assets 2025: $89,6852025

Highlighted filing

2017

Assets$74,199
Liabilities-
Net Assets$74,199

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $98,004Expenses 2011: $82,392Net Income 2011: $15,6122011Revenue 2012: $114,440Expenses 2012: $87,092Net Income 2012: $27,3482012Revenue 2013: $76,711Expenses 2013: $63,156Net Income 2013: $13,5552013Revenue 2014: $60,158Expenses 2014: $73,092Net Income 2014: -$12,9342014Revenue 2015: $73,413Expenses 2015: $92,581Net Income 2015: -$19,1682015Revenue 2016: $134,497Expenses 2016: $108,431Net Income 2016: $26,0662016Revenue 2017: $76,659Expenses 2017: $96,974Net Income 2017: -$20,3152017Revenue 2018: $92,752Expenses 2018: $89,793Net Income 2018: $2,9592018Revenue 2019: $100,312Expenses 2019: $96,061Net Income 2019: $4,2512019Revenue 2020: $68,793Expenses 2020: $70,267Net Income 2020: -$1,4742020Revenue 2021: $32,133Expenses 2021: $29,952Net Income 2021: $2,1812021Revenue 2022: $56,007Expenses 2022: $64,710Net Income 2022: -$8,7032022Revenue 2023: $65,911Expenses 2023: $56,699Net Income 2023: $9,2122023Revenue 2024: $85,772Expenses 2024: $62,085Net Income 2024: $23,6872024Revenue 2025: $69,141Expenses 2025: $97,994Net Income 2025: -$28,8532025

Highlighted filing

2017

Revenue$76,659
Expenses$96,974
Net Income-$20,315
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 6, 2017
Return Version
2016v3.0
Gross Receipts
$79,662
Mission and Program Overview

Mission

To positively impact the lives of children and families by representing our members and empowering and supporting them with skills in advocacy, leadership and communication.

Program Services

DescriptionGrantsExpenses
MONIES PROVIDED TO PACHECO ELEMENTARY SCHOOL ARE USED TO ASSIST IN PROVIDING FIELD TRIPS, BOOKS AND ENRICHMENT ACTIVITIES.$2,233-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIM BISHEFFSecretary-$0--
VIKI WESTLEYTreasurer-$0--
BETH O'CONNORPresident-$0--
ANDREA SODERINVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walkathon$38,316$38,316$2,882$35,434
Pacheco Pride Campaign$29,379$29,379$121$29,258
Total Events$67,695$67,695$3,003$64,692
Filing and Contact Details

Filer

Filer Name
Pta - California Congress - Pacheco
EIN
77-0127591
Address
261 CUESTA DRIVE, SAN LUIS OBISPO, CA 93405

Signing Officer

Name
Viki Westley
Title
Treasurer
Signed
2017-10-06
Discuss with paid preparer
Yes

Preparer

Firm
Cindrich & Company
Address
1368 MARSH ST, SAN LUIS OBISPO, CA 93401-3316
Preparer
Kristjan J Cindrich CPA
Phone
8055435800
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

Class of Activity: SCHOOL | Donee's Name: PACHECO SCHOOL | Donee's Address: 261 CUESTA DRIVE SAN LUIS OBISPO CA 93405 | Relationship of Donee: ELEMENTARY SCHOOL | Cash Amount Given: $94456

Other Expenses.2

District membership dues $624

Other Expenses.3

CHILDCARE $289

Other Expenses.4

LIABILITY INS $221

Other Expenses.5

BANK CHARGES $99

Raw XML Appendix173 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/PhoneNum08052155358
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN LUIS OBISPO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093405
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KIM BISHEFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VIKI WESTLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BETH O'CONNOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANDREA SODERIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01233
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO POSITIVELY IMPACT THE LIVES OF CHILDREN AND FAMILIES BY REPRESENTING OUR MEMBERS AND EMPOWERING AND SUPPORTING THEM WITH SKILLS IN ADVOCACY, LEADERSHIP AND COMMUNICATION.
IRS990EZ/PrintingPublicationsPostageAmt01000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MONIES PROVIDED TO PACHECO ELEMENTARY SCHOOL ARE USED TO ASSIST IN PROVIDING FIELD TRIPS, BOOKS AND ENRICHMENT ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02233
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03003
IRS990EZ/SpecialEventsNetIncomeLossAmt070074
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt096974
IRS990EZ/TotalProgramServiceExpensesAmt02233
IRS990EZ/TotalRevenueAmt076659
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06585
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt018540
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt039292
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt032468
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt043671
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0140556
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt073077
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0119882
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt047039
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt039034
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt040869
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0319901
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00040
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt079662
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt084540
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0460457
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WALKATHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PACHECO PRIDE CAMPAIGN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt038316
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt029379
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt038316
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt029379
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt067695
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt064692
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03003
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02882
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0121
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: SCHOOL | Donee's Name: PACHECO SCHOOL | Donee's Address: 261 CUESTA DRIVE SAN LUIS OBISPO CA 93405 | Relationship of Donee: ELEMENTARY SCHOOL | Cash Amount Given: $94456
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DISTRICT MEMBERSHIP DUES $624
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHILDCARE $289
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LIABILITY INS $221
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK CHARGES $99
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VIKI WESTLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA - CALIFORNIA CONGRESS - PACHECO
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ELEMENTARY
ReturnHeader/Filer/BusinessNameControlTxt0PTA-
ReturnHeader/Filer/EIN0770127591
ReturnHeader/Filer/USAddress/AddressLine1Txt0261 CUESTA DRIVE
ReturnHeader/Filer/USAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093405
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CINDRICH & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01368 MARSH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0934013316
ReturnHeader/PreparerPersonGrp/PhoneNum08055435800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTJAN J CINDRICH CPA
ReturnHeader/ReturnTs02017-10-06T17:51:34-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.69$0.98$0.29
2024Detailed filing. Detailed filing data is available for this year.$1.06$1.06$0.86$0.62$0.24
2023Detailed filing. Detailed filing data is available for this year.$0.83$0.83$0.66$0.57$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.73$0.73$0.56$0.65$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.82$0.82$0.32$0.30$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.80$0.80$0.69$0.70$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.81$0.81$1.00$0.96$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.77$0.77$0.93$0.90$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.74$0.74$0.77$0.97$0.20
2016Detailed filing. Detailed filing data is available for this year.$0.95$0.95$1.34$1.08$0.26
2015Detailed filing. Detailed filing data is available for this year.$0.68$0.68$0.73$0.93$0.19
2014Detailed filing. Detailed filing data is available for this year.$0.88$0.88$0.60$0.73$0.13
2013Summary only. Only limited summary data is available for this year.$1.01$0.00$0.77$0.63$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.87$1.14$0.87$0.27
2011Summary only. Only limited summary data is available for this year.$0.60$0.00$0.98$0.82$0.16