Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2015 • EIN 77-0316423

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 12, 2015

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

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

24th percentile

-9.6%

Higher net margin than 24% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

18th percentile

-23%

Faster asset growth than 18% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

13th percentile

-38%

Faster revenue growth than 13% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$5,356

Down $1,593 (-23%) from 2014

Net Assets

Down

$5,356

Down $1,593 (-23%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin24th percentile

Revenue

Down

$16,636

Down $10,250 (-38%) from 2014

Expenses

Down

$18,229

Down $7,934 (-30%) from 2014

Net Income

Down

-$1,593

Down $2,316 (-320%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2015

Assets$5,356
Liabilities$0
Net Assets$5,356
Open 2015 Filing

Operations Trend

Revenue Growth13th 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

2015

Revenue$16,636
Expenses$18,229
Net Income-$1,593
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 12, 2015
Return Version
2014v5.0
Gross Receipts
$37,189
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--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERI WESTTreasurer-$0--
JESSICA HUNNEMANPresident-$0--
CARRIE WHITEExecutive VP-$0--
LISA SPENCERSecretary-$0--
CARRIE CAINMembership-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$13,312$13,312$7,361$5,951
Spring Fundraiser$5,333$5,333$448$4,885
Total Events$35,518$35,518$20,553$14,965
Filing and Contact Details

Filer

Filer Name
San Benito Elementary School Pta
EIN
77-0316423
Phone
8054624330
Address
4300 SAN BENITO ROAD, ATASCADERO, CA 93422

Signing Officer

Name
Sherri West
Title
Treasurer
Phone
8054624330
Signed
2015-11-12

Preparer

Firm
H and R Block
Address
4801 EL CAMINO REAL, ATASCADERO, CA 93422
Preparer
William Gallant
Phone
8054660490
Supplemental Narrative

Additional Explanations

Form 990EZ Line 8

“24th district pta dues not belonging to unit $1034”

Form 990EZ Line 16

“24th district pta dues not belonging to unit $1034 24th district pta dues paid $1034”

Raw XML Appendix140 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/BenefitsPaidToOrForMembersAmt016708
IRS990EZ/BooksInCareOfDetail/PersonNm0SHERRI WEST
IRS990EZ/BooksInCareOfDetail/PhoneNum08054624330
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04300 SAN BENITO ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Atascadero
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093422
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06949
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05356
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt080
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1593
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0487
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06949
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05356
IRS990EZ/FundraisingGrossIncomeAmt035518
IRS990EZ/GrossReceiptsAmt037189
IRS990EZ/GroupExemptionNum04746
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0557
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06949
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05356
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06949
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05356
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/PersonNm0SHERI WEST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JESSICA HUNNEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CARRIE WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LISA SPENCER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CARRIE CAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EXECUTIVE VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBERSHIP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01034
IRS990EZ/OtherRevenueTotalAmt01034
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/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt020553
IRS990EZ/SpecialEventsNetIncomeLossAmt014965
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018229
IRS990EZ/TotalRevenueAmt016636
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0637
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0637
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt036551
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt036502
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt026759
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt099812
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0100449
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt037188
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt036502
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt026759
IRS990ScheduleA/Total509Grp/TotalAmt0100449
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt037188
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt036502
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt026759
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0100449
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020553
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPRING FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013312
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05333
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt016873
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt035518
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013312
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05333
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt016873
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt035518
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014965
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt012744
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020553
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07361
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0448
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt06
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt024TH DISTRICT PTA DUES NOT BELONGING TO UNIT $1034
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt124TH DISTRICT PTA DUES NOT BELONGING TO UNIT $1034 24TH DISTRICT PTA DUES PAID $1034
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ LINE 16
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERRI WEST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08054624330
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN BENITO ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0SANB
ReturnHeader/Filer/EIN0770316423
ReturnHeader/Filer/PhoneNum08054624330
ReturnHeader/Filer/USAddress/AddressLine1Txt04300 SAN BENITO ROAD
ReturnHeader/Filer/USAddress/CityNm0ATASCADERO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093422
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H AND R BLOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04801 EL CAMINO REAL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATASCADERO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093422
ReturnHeader/PreparerPersonGrp/PhoneNum08054660490
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM GALLANT
ReturnHeader/ReturnTs02015-11-16T21:11:52Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,356
Liabilities
$0
Net assets
$5,356
Revenue
$16,636
Expenses
$18,229
Net income
-$1,593
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