Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2024 • EIN 77-0316423

Jul 01, 2023 to Jun 30, 2024 • Filed on Feb 03, 2025

4300 San Benito RoadAtascadero, CA 93422

(805) 295-9315

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

80th percentile

27%

Higher net margin than 80% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Assets

Up

$42,349

Up $36,993 (+691%) from 2015

Net Assets

Up

$42,349

Up $36,993 (+691%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$67,328

Up $50,692 (+305%) from 2015

Expenses

Up

$49,202

Up $30,973 (+170%) from 2015

Net Income

Up

$18,126

Up $19,719 (+1238%) from 2015

Historical Trend

Balance Sheet Trend

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

2024

Assets$42,349
Liabilities-
Net Assets$42,349

Operations Trend

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

2024

Revenue$67,328
Expenses$49,202
Net Income$18,126
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 3, 2025
Return Version
2023v6.0
Gross Receipts
$71,480
Mission and Program Overview

Mission

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

To raise funds to support and supplement the educational experience of students attending San Benito Road Elementary School in Atascadero, CA through the purchase of equipment and supplies and the planning of special events and educational field trips

Program Services

DescriptionGrantsExpenses
The organization was able to provide many classroom enhancements for each classroom. The organization provided field trips and other activities for the students.-$48,920
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATHER JOWETTPresident-$0--
SARA MCHENRYSecretary-$0--
RACHAEL KOENIGTreasurer-$0--
KATHRYN HOLMESPrincipal-$0--
HEATHER TARANGOVice President-$0--
TIFFANY RIGBYParliamentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fundraiser$26,948$26,948-$26,948
Fall Fundraiser$15,388$15,388$3,249$12,139
Total Events$42,336$42,336$3,249$39,087
Filing and Contact Details

Filer

Filer Name
San Benito Road Elementary Pta
EIN
77-0316423
Phone
8052959315
Address
4300 SAN BENITO ROAD, ATASCADERO, CA 93422

Signing Officer

Name
Rachael Koenig
Title
Treasurer
Signed
2025-02-03
Discuss with paid preparer
Yes

Preparer

Firm
Nicholas Medeiros CPA Pc
Address
8930 MORRO RD, ATASCADERO, CA 93422
Preparer
Nicholas Medeiros CPA
Phone
8054667249
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $1416

Other Expenses.1003

Information Technology $139

Other Expenses.1012

Insurance $282

Other Expenses.1

STEAM PROGRAMS $13204

Other Expenses.2

CLASSROOM SUPPLIES $7749

Other Expenses.3

SPORTWEAR $6033

Other Expenses.4

ASSEMBLIES GIFT $4491

Other Expenses.5

PBIS PROGRAM $3223

Other Expenses.6

PLAYGROUND EQUIP. $1500

Other Expenses.7

FIELD TRIPS $1492

Other Expenses.8

STAFF APPRECIATION $1438

Other Expenses.9

LUNCH CLUB $1420

Other Expenses.10

LIBRARY GIFT $1000

Other Expenses.11

GARDEN FARM STAND $870

Other Expenses.12

GRANT PASSTHROUGH $868

Other Expenses.13

END OF YEAR EVENTS $711

Other Expenses.14

PTA WELCOME $525

Other Expenses.15

Muffins in the morning $423

Other Expenses.17

MEMBERSHIPS $329

Other Expenses.18

RUNNING CLUB REWARD $311

Other Expenses.19

BATTLE OF THE BOOKS $285

Other Expenses.20

MTSS INTERVENTION $248

Other Expenses.21

GLOW DANCE $200

Other Expenses.22

TALENT SHOW $161

Other Expenses.23

REIMBURSEMENTS $159

Other Expenses.24

MISCELLANEOUS $112

Other Expenses.25

FAMILY NIGHT $111

Other Expenses.26

SUPPLIES $52

Raw XML Appendix206 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/CityNm0ATASCADERO
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt048752
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IRS990EZ/SpecialEventsNetIncomeLossAmt040333
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026948
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015388
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03249
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03249
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1416
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $139
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3STEAM PROGRAMS $13204
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CLASSROOM SUPPLIES $7749
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SPORTWEAR $6033
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ASSEMBLIES GIFT $4491
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PBIS PROGRAM $3223
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PLAYGROUND EQUIP. $1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9FIELD TRIPS $1492
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10STAFF APPRECIATION $1438
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11LUNCH CLUB $1420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12LIBRARY GIFT $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13GARDEN FARM STAND $870
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14GRANT PASSTHROUGH $868
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15END OF YEAR EVENTS $711
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16PTA WELCOME $525
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17MUFFINS IN THE MORNING $423
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18MEMBERSHIPS $329
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19RUNNING CLUB REWARD $311
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20BATTLE OF THE BOOKS $285
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21MTSS INTERVENTION $248
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22GLOW DANCE $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23TALENT SHOW $161
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24REIMBURSEMENTS $159
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25MISCELLANEOUS $112
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26FAMILY NIGHT $111
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27SUPPLIES $52
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.18
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Other Expenses.23
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Other Expenses.24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Other Expenses.25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27Other Expenses.26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RACHAEL KOENIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN BENITO ROAD ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0SANB
ReturnHeader/Filer/EIN0770316423
ReturnHeader/Filer/PhoneNum08052959315
ReturnHeader/Filer/USAddress/AddressLine1Txt04300 SAN BENITO ROAD
ReturnHeader/Filer/USAddress/CityNm0ATASCADERO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093422
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822928744
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NICHOLAS MEDEIROS CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08930 MORRO RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATASCADERO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093422
ReturnHeader/PreparerPersonGrp/PhoneNum08054667249
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nicholas Medeiros CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-02-03T08:15:00-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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