Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2014 • EIN 77-0541679

Jul 01, 2013 to Jun 30, 2014 • Filed on Aug 31, 2014

Organization Profile
850 Portesuello AvenueSanta Barbara, CA 93101

(805) 687-2081

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.

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

7th percentile

-61%

Higher net margin than 7% of similar nonprofits.

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

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

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

Asset Growth

21st percentile

-19%

Faster asset growth than 21% of similar nonprofits.

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

Revenue Growth

14th percentile

-34%

Faster revenue growth than 14% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$44,604

Down $10,365 (-19%) from 2013

Net Assets

Down

$44,604

Down $10,365 (-19%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin7th percentile

Revenue

Down

$16,991

Down $8,792 (-34%) from 2013

Expenses

Up

$27,356

Up $7,951 (+41%) from 2013

Net Income

Down

-$10,365

Down $16,743 (-263%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$60K$40K$20K$0Assets 2011: $40,431Liabilities 2011: $02011Assets 2012: $0Liabilities 2012: $02012Assets 2013: $54,969Liabilities 2013: $0Net Assets 2013: $54,9692013Assets 2014: $44,604Liabilities 2014: $0Net Assets 2014: $44,6042014Assets 2015: $52,212Liabilities 2015: $0Net Assets 2015: $52,2122015

Highlighted filing

2014

Assets$44,604
Liabilities$0
Net Assets$44,604
Open 2014 Filing

Operations Trend

Revenue Growth14th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $41,914Expenses 2011: $33,644Net Income 2011: $8,2702011Revenue 2012: $45,005Expenses 2012: $38,318Net Income 2012: $6,6872012Revenue 2013: $25,783Expenses 2013: $19,405Net Income 2013: $6,3782013Revenue 2014: $16,991Expenses 2014: $27,356Net Income 2014: -$10,3652014Revenue 2015: $20,171Expenses 2015: $12,563Net Income 2015: $7,6082015

Highlighted filing

2014

Revenue$16,991
Expenses$27,356
Net Income-$10,365
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Aug 31, 2014
Return Version
2013v3.1
Gross Receipts
$24,560
Mission and Program Overview

Mission

Fundraise for sb community academy

Program Services

DescriptionGrantsExpenses
RAISED FUNDS TO PURCHASE EQUIPMENT AND ENHANCE EDUCATION EXPERIENCE FOR STUDENTS OF SANTA BARBARA CUMMUNITY ACADEMY-$23,192
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BLANCA CASTROPresidentPT$0--
MARIA MARTINEZTreasurerPT$0--
ROBERTA ORTEGASecretaryPT$0--
ADRIANA LARAVice-PresidentPT$0--
MINERVA MARTINEZHistorianPT$0--
GABBY PEREZFinancial SecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 2$5,576$5,576$3,134$2,442
Event 1$4,282$4,282$2,574$1,708
Total Events$20,562$20,562$7,569$12,993
Filing and Contact Details

Filer

EIN
77-0541679

Signing Officer

Name
Blanca Castro
Title
President
Phone
8056872081
Signed
2014-08-31
Discuss with paid preparer
Yes

Preparer

Preparer
Tony Vallejo
Phone
8058452046
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity playground repairs grantee santa barbara community academy street 850 portsuello ave city, state, zip santa barbara, ca 93101amount 5,674activity classroom support grantee santa barbara community academy street 850 portsuello ave city, state, zip santa barbara, ca 93101amount 8,673activity field trip support grantee santa barbara community academy street 850 portsuello ave city, state, zip santa barbara, ca 93101amount 8,845”

Description of other expenses Part I line 16

“Description amountdues 642”

Raw XML Appendix177 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/PersonNm0MARIA MARTINEZ
IRS990EZ/BooksInCareOfDetail/PhoneNum08056872081
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10850 PORTESUELLO AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/City0SANTA BARBARA
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode093101
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt054969
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt044604
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03451
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10365
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03000
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt054969
IRS990EZ/Form990TotalAssetsGrp/EOYAmt044604
IRS990EZ/FundraisingGrossIncomeAmt020562
IRS990EZ/GrantsAndSimilarAmountsPaidAmt023192
IRS990EZ/GrossReceiptsAmt024560
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0547
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt054969
IRS990EZ/NetAssetsOrFundBalancesEOYAmt044604
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt054969
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt044604
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt38.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt48.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt58.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BLANCA CASTRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARIA MARTINEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERTA ORTEGA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ADRIANA LARA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MINERVA MARTINEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GABBY PEREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FINANCIAL SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0642
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FUNDRAISE FOR SB COMMUNITY ACADEMY
IRS990EZ/PrintingPublicationsPostageAmt0522
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RAISED FUNDS TO PURCHASE EQUIPMENT AND ENHANCE EDUCATION EXPERIENCE FOR STUDENTS OF SANTA BARBARA CUMMUNITY ACADEMY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023192
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07569
IRS990EZ/SpecialEventsNetIncomeLossAmt012993
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027356
IRS990EZ/TotalProgramServiceExpensesAmt023192
IRS990EZ/TotalRevenueAmt016991
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03998
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014699
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08491
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01778
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01235
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt030201
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0258
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0258
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt018817
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt020159
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt048057
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt087033
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0258
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0258
IRS990ScheduleA/InvestmentIncomeCYPct00.00220
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99780
IRS990ScheduleA/PublicSupportPY509Pct00.99830
IRS990ScheduleA/PublicSupportTotal509Amt0117234
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03998
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt014699
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt027308
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt021937
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt049292
IRS990ScheduleA/Total509Grp/TotalAmt0117234
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03998
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt014699
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt027566
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt021937
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt049292
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0117492
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07569
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt04282
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05576
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt010704
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt020562
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt04282
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05576
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt010704
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt020562
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0UNCLE JERRYS
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0GIFT WRAP
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012993
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01861
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07569
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02574
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03134
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY PLAYGROUND REPAIRS GRANTEE SANTA BARBARA COMMUNITY ACADEMY STREET 850 PORTSUELLO AVE CITY, STATE, ZIP SANTA BARBARA, CA 93101AMOUNT 5,674ACTIVITY CLASSROOM SUPPORT GRANTEE SANTA BARBARA COMMUNITY ACADEMY STREET 850 PORTSUELLO AVE CITY, STATE, ZIP SANTA BARBARA, CA 93101AMOUNT 8,673ACTIVITY FIELD TRIP SUPPORT GRANTEE SANTA BARBARA COMMUNITY ACADEMY STREET 850 PORTSUELLO AVE CITY, STATE, ZIP SANTA BARBARA, CA 93101AMOUNT 8,845
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTDUES 642
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BLANCA CASTRO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08056872081
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine10SANTA BARBARA COMMUNITY ACADEMY PTA
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0770541679
ReturnHeader/Filer/USAddress/AddressLine10850 PORTESUELLO AVENUE
ReturnHeader/Filer/USAddress/City0SANTA BARBARA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093101
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10TONY VALLEJO CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine106253 GUAVA AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0GOLETA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode093117
ReturnHeader/PreparerPersonGrp/PhoneNum08058452046
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TONY VALLEJO
ReturnHeader/ReturnTs02014-11-03T22:22:26-08:00
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
$44,604
Liabilities
$0
Net assets
$44,604
Revenue
$16,991
Expenses
$27,356
Net income
-$10,365
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$52.2$0.00$52.2$20.2$12.6$7.61
2014Detailed filing. Detailed filing data is available for this year.$44.6$0.00$44.6$17.0$27.4$10.4
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.0$0.00$55.0$25.8$19.4$6.38
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$45.0$38.3$6.69
2011Summary only. Only limited summary data is available for this year.$40.4$0.00$41.9$33.6$8.27