Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2014 • EIN 77-0316423

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 17, 2014

Organization ProfileN/A
4300 San Benito RoadAtascadero, CA 93422

(805) 462-4330

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

49th percentile

2.7%

Higher net margin than 49% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

64th percentile

12%

Faster asset growth than 64% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

82nd percentile

37%

Faster revenue growth than 82% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$6,949

Up $724 (+12%) from 2013

Net Assets

$6,949

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin49th percentile

Revenue

Up

$26,886

Up $7,325 (+37%) from 2013

Expenses

Up

$26,163

Up $7,905 (+43%) from 2013

Net Income

Down

$723

Down $580 (-45%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$60K$40K$20K$0Assets 2012: $4,922Liabilities 2012: $02012Assets 2013: $6,225Liabilities 2013: $02013Assets 2014: $6,949Liabilities 2014: $0Net Assets 2014: $6,9492014Assets 2015: $5,356Liabilities 2015: $0Net Assets 2015: $5,3562015Assets 2024: $42,349Net Assets 2024: $42,3492024Assets 2025: $29,292Net Assets 2025: $29,2922025

Highlighted filing

2014

Assets$6,949
Liabilities$0
Net Assets$6,949
Open 2014 Filing

Operations Trend

Revenue Growth82nd percentile

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

$100K$50K$0-$50KRevenue 2012: $21,449Expenses 2012: $22,540Net Income 2012: -$1,0912012Revenue 2013: $19,561Expenses 2013: $18,258Net Income 2013: $1,3032013Revenue 2014: $26,886Expenses 2014: $26,163Net Income 2014: $7232014Revenue 2015: $16,636Expenses 2015: $18,229Net Income 2015: -$1,5932015Revenue 2024: $67,328Expenses 2024: $49,202Net Income 2024: $18,1262024Revenue 2025: $48,724Expenses 2025: $61,781Net Income 2025: -$13,0572025

Highlighted filing

2014

Revenue$26,886
Expenses$26,163
Net Income$723
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 17, 2014
Return Version
2013v3.0
Gross Receipts
$37,575
Mission and Program Overview

Mission

Enhance, supplement, and foster a healthy educational environment for 498 students and the staff of san benito elementary school.

Program Services

DescriptionGrantsExpenses
PROVIDE ADDITIONAL SERVICES, CLASSROOM ENHANCEMENTS, SUPPLIES, EDUCATIONAL FIELD TRIPS FOR THE STUDENTS, PARENTS AND STAFF OF SAN BENITO ELEMENTARY SCHOOL-$31,153
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
RACHEL NIELSONTreasurer-$0--
JESSICA SHATWELLPresident-$0--
MEGHAN SOMMERSExecutive VP-$0--
CERRA HIMLESecretary-$0--
LEEANN BURSONAuditor-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$13,632$13,632$7,344$6,288
Event 2$7,572$7,572$697$6,875
Total Events$36,502$36,502$10,689$25,813
Filing and Contact Details

Filer

EIN
77-0316423
Phone
8054624330

Signing Officer

Name
Sherri West
Title
Treasurer
Phone
8054624330
Signed
2014-11-17

Preparer

Preparer
William Gallant
Phone
8054660490
Supplemental Narrative

Additional Explanations

Form 990EZ Line 16

“Other expenses included on attached statement”

Form 990EZ Line 20

“Adjustment due to rounding figures”

Raw XML Appendix137 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SHERRI WEST
IRS990EZ/BooksInCareOfDetail/PhoneNum08054624330
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine104300 SAN BENITO ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/City0Atascadero
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode093422
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06225
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06949
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0305
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0723
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06225
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06949
IRS990EZ/FundraisingGrossIncomeAmt036502
IRS990EZ/GrossReceiptsAmt037575
IRS990EZ/GroupExemptionNum04746
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0768
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06225
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06949
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06225
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06949
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RACHEL NIELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JESSICA SHATWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MEGHAN SOMMERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CERRA HIMLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LEEANN BURSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EXECUTIVE VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4AUDITOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt01
IRS990EZ/OtherExpensesTotalAmt026163
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PrimaryExemptPurposeTxt0ENHANCE, SUPPLEMENT, AND FOSTER A HEALTHY EDUCATIONAL ENVIRONMENT FOR 498 STUDENTS AND THE STAFF OF SAN BENITO ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE ADDITIONAL SERVICES, CLASSROOM ENHANCEMENTS, SUPPLIES, EDUCATIONAL FIELD TRIPS FOR THE STUDENTS, PARENTS AND STAFF OF SAN BENITO ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt031153
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010689
IRS990EZ/SpecialEventsNetIncomeLossAmt025813
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt026163
IRS990EZ/TotalProgramServiceExpensesAmt031153
IRS990EZ/TotalRevenueAmt026886
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01073
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03956
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05029
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt036502
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt026759
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt063261
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt068290
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt037575
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt030715
IRS990ScheduleA/Total509Grp/TotalAmt068290
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt037575
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt030715
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt068290
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010689
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013632
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07572
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt015298
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt036502
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013632
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07572
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt015298
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt036502
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0SPRING FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025813
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02648
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010689
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07344
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0697
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt06
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER EXPENSES INCLUDED ON ATTACHED STATEMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADJUSTMENT DUE TO ROUNDING FIGURES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ LINE 20
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERRI WEST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08054624330
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10SAN BENITO ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0SANB
ReturnHeader/Filer/EIN0770316423
ReturnHeader/Filer/PhoneNum08054624330
ReturnHeader/Filer/USAddress/AddressLine104300 SAN BENITO ROAD
ReturnHeader/Filer/USAddress/City0ATASCADERO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093422
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10H AND R BLOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine104801 EL CAMINO REAL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0ATASCADERO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode093422
ReturnHeader/PreparerPersonGrp/PhoneNum08054660490
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM GALLANT
ReturnHeader/ReturnTs02014-11-18T22:43:55Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,949
Liabilities
$0
Net assets
$6,949
Revenue
$26,886
Expenses
$26,163
Net income
$723
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$29.3$29.3$48.7$61.8$13.1
2024Detailed filing. Detailed filing data is available for this year.$42.3$42.3$67.3$49.2$18.1
2015Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$16.6$18.2$1.59
2014Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$26.9$26.2$0.72
2013Summary only. Only limited summary data is available for this year.$6.23$0.00$19.6$18.3$1.30
2012Summary only. Only limited summary data is available for this year.$4.92$0.00$21.4$22.5$1.09