Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2018 • EIN 77-0230706

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 02, 2018

916 Mountain View AveOjai, CA 93023

(805) 640-4366

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$58,378

Down $4,401 (-7.0%) from 2017

Net Assets

Down

$58,378

Down $4,401 (-7.0%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Up

$35,554

Up $4,380 (+14%) from 2017

Expenses

Up

$39,955

Up $11,364 (+40%) from 2017

Net Income

Down

-$4,401

Down $6,984 (-270%) from 2017

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $28,139Liabilities 2011: $02011Assets 2012: $22,238Liabilities 2012: $02012Assets 2013: $25,673Liabilities 2013: $02013Assets 2014: $41,189Liabilities 2014: $02014Assets 2015: $49,299Net Assets 2015: $49,2992015Assets 2016: $60,196Net Assets 2016: $60,1962016Assets 2017: $62,779Net Assets 2017: $62,7792017Assets 2018: $58,378Net Assets 2018: $58,3782018Assets 2019: $44,576Net Assets 2019: $44,5762019Assets 2020: $35,630Net Assets 2020: $35,6302020

Highlighted filing

2018

Assets$58,378
Liabilities-
Net Assets$58,378

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $82,534Expenses 2011: $76,510Net Income 2011: $6,0242011Revenue 2012: $77,688Expenses 2012: $83,589Net Income 2012: -$5,9012012Revenue 2013: $77,909Expenses 2013: $71,235Net Income 2013: $6,6742013Revenue 2014: $56,873Expenses 2014: $41,357Net Income 2014: $15,5162014Revenue 2015: $52,717Expenses 2015: $44,607Net Income 2015: $8,1102015Revenue 2016: $55,675Expenses 2016: $44,778Net Income 2016: $10,8972016Revenue 2017: $31,174Expenses 2017: $28,591Net Income 2017: $2,5832017Revenue 2018: $35,554Expenses 2018: $39,955Net Income 2018: -$4,4012018Revenue 2019: $26,103Expenses 2019: $39,905Net Income 2019: -$13,8022019Revenue 2020: $18,926Expenses 2020: $27,872Net Income 2020: -$8,9462020

Highlighted filing

2018

Revenue$35,554
Expenses$39,955
Net Income-$4,401
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 2, 2018
Return Version
2017v2.3
Gross Receipts
$53,409
Mission and Program Overview

Mission

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
STUDENT PROGRAMS MUSIC, ART, SCIENCE/ STEAM-$12,681
LIBRARY AND TECHNOLOGY-$9,153
STUDENT ACTIVITIES - ASSEMBLIES, PE AIDE-$5,578
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHELSEY FINKPresident-$0--
ASLI RUFVice President-$0--
ALYSSA DUCLOSSecretary-$0--
KELLI FREIBERGTreasurer-$0--
VERONICA BAGLEYParliamentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Art Auction$8,603$8,603$808$7,795
Axxess$8,370$8,370$5,265$3,105
Total Events$34,112$34,112$17,855$16,257
Filing and Contact Details

Filer

Filer Name
Topa Topa Elementary Pta
EIN
77-0230706
Phone
8056404366
Address
916 MOUNTAIN VIEW AVE, OJAI, CA 93023

Signing Officer

Name
Kelli Freiberg
Title
Treasurer
Signed
2018-11-02
Discuss with paid preparer
No

Preparer

Firm
Stanton Tax Service
Address
1302 W 525 S, Lehi, UT 84043
Preparer
James F Stanton III
Phone
8058442425
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8, Other Revenue

OTHER INCOME 8,542

Form 990-EZ, Part I, Line 16, Other Expenses

INSURANCE 228

Form 990-EZ, Part I, Line 16, Other Expenses

HOSPITALITY 475

Form 990-EZ, Part I, Line 16, Other Expenses

ASSEMBLIES 4,529

Form 990-EZ, Part I, Line 16, Other Expenses

LIBRARY 5,531

Form 990-EZ, Part I, Line 16, Other Expenses

MUSIC 4,432

Form 990-EZ, Part I, Line 16, Other Expenses

GARDENS GROUNDS 1,481

Form 990-EZ, Part I, Line 16, Other Expenses

ART PROGRAM 2,754

Form 990-EZ, Part I, Line 16, Other Expenses

SCIENCE/STEAM 5,495

Form 990-EZ, Part I, Line 16, Other Expenses

TECHNOLOGY 3,622

Form 990-EZ, Part I, Line 16, Other Expenses

PE AIDE 1,048

Form 990-EZ, Part I, Line 16, Other Expenses

SCHOLARSHIP 1,035

Form 990-EZ, Part I, Line 16, Other Expenses

OTHER MISC 9,325

Raw XML Appendix202 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/CityNm0OJAI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHELSEY FINK
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALYSSA DUCLOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KELLI FREIBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4VERONICA BAGLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PARLIAMENTARIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt039955
IRS990EZ/OtherRevenueTotalAmt08542
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT PROGRAMS MUSIC, ART, SCIENCE/ STEAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1LIBRARY AND TECHNOLOGY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2STUDENT ACTIVITIES - ASSEMBLIES, PE AIDE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012681
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19153
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25578
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt017855
IRS990EZ/SpecialEventsNetIncomeLossAmt016257
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt039955
IRS990EZ/TotalProgramServiceExpensesAmt027412
IRS990EZ/TotalRevenueAmt035554
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010755
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt019904
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt048155
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt027015
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt016087
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0121916
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt034112
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt029447
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt031634
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt043992
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt066980
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0206165
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt08542
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt06732
IRS990ScheduleA/OtherIncome509Grp/TotalAmt015274
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.95550
IRS990ScheduleA/PublicSupportPY509Pct00.98250
IRS990ScheduleA/PublicSupportTotal170Amt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt044867
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt049351
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt079789
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt071007
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt083067
IRS990ScheduleA/Total509Grp/TotalAmt0328081
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt053409
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt049351
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt079789
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt077739
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt083067
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0343355
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017855
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ART AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0AXXESS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt08603
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08370
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt017139
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt034112
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt08603
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08370
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt017139
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt034112
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016257
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt011782
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017855
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0808
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05265
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME 8,542
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INSURANCE 228
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HOSPITALITY 475
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ASSEMBLIES 4,529
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LIBRARY 5,531
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MUSIC 4,432
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GARDENS GROUNDS 1,481
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ART PROGRAM 2,754
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SCIENCE/STEAM 5,495
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TECHNOLOGY 3,622
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PE AIDE 1,048
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11SCHOLARSHIP 1,035
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12OTHER MISC 9,325
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLI FREIBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TOPA TOPA ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0TOPA
ReturnHeader/Filer/EIN0770230706
ReturnHeader/Filer/PhoneNum08056404366
ReturnHeader/Filer/USAddress/AddressLine1Txt0916 MOUNTAIN VIEW AVE
ReturnHeader/Filer/USAddress/CityNm0OJAI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093023
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.228.66.21
ReturnHeader/FilingSecurityInformation/IPDt02018-11-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0US
ReturnHeader/FilingSecurityInformation/IPTm013:39:26
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Stanton Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01302 W 525 S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lehi
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084043
ReturnHeader/PreparerPersonGrp/PhoneNum08058442425
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James F Stanton III
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-03T07:41:43-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings