Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2017 • EIN 80-0457772

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 06, 2017

Organization ProfileN/A
35125 Briggs RoadMurrieta, CA 92563

(951) 304-1885

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

71st percentile

15%

Higher net margin than 71% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

78th percentile

32%

Faster asset growth than 78% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

20th percentile

-25%

Faster revenue growth than 20% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$12,367

Up $2,981 (+32%) from 2016

Net Assets

$12,367

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin71st percentile

Revenue

Down

$19,490

Down $6,505 (-25%) from 2016

Expenses

Down

$16,508

Down $4,144 (-20%) from 2016

Net Income

Down

$2,982

Down $2,361 (-44%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$15K$10K$5.0K$0Assets 2013: $4,238Liabilities 2013: $02013Assets 2014: $3,895Liabilities 2014: $02014Assets 2015: $4,049Liabilities 2015: $02015Assets 2016: $9,386Liabilities 2016: $02016Assets 2017: $12,367Liabilities 2017: $0Net Assets 2017: $12,3672017Assets 2018: $11,614Liabilities 2018: $0Net Assets 2018: $11,6142018Assets 2019: $10,046Liabilities 2019: $0Net Assets 2019: $10,0462019Assets 2020: $12,252Liabilities 2020: $0Net Assets 2020: $12,2522020

Highlighted filing

2017

Assets$12,367
Liabilities$0
Net Assets$12,367
Open 2017 Filing

Operations Trend

Revenue Growth20th percentile

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

$30K$20K$10K$0-$10KRevenue 2013: $14,297Expenses 2013: $14,066Net Income 2013: $2312013Revenue 2014: $16,222Expenses 2014: $15,467Net Income 2014: $7552014Revenue 2015: $23,356Expenses 2015: $24,809Net Income 2015: -$1,4532015Revenue 2016: $25,995Expenses 2016: $20,652Net Income 2016: $5,3432016Revenue 2017: $19,490Expenses 2017: $16,508Net Income 2017: $2,9822017Revenue 2018: $25,443Expenses 2018: $26,166Net Income 2018: -$7232018Revenue 2019: $26,454Expenses 2019: $28,022Net Income 2019: -$1,5682019Revenue 2020: $19,741Expenses 2020: $17,535Net Income 2020: $2,2062020

Highlighted filing

2017

Revenue$19,490
Expenses$16,508
Net Income$2,982
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 6, 2017
Return Version
2016v3.0
Gross Receipts
$46,788
Mission and Program Overview

Mission

To generate funds that will allow the pta to provide activities and events that will enhance the students school experience

Ptsa provides support to the students and teachers of the middle school.

Program Services

DescriptionGrantsExpenses
STUDENT STORE PROVIDES STUDENTS OPPORTUNITIES TO PURCHASE VARIOUS SCHOOL RELATED ITEMS AT A DISCOUNT.$22,336-
PROVIDE ASSEMBLIES AND PROGRAMS ACKNOWLEDGING INDIVIDUAL STUDENT ACCOMPLISHMENTS AS WELL AS ACTIVITIES FOR STUDENTS TO BE INVOLVED IN.$9,429-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARION BARBIERISecretaryPT$0--
MICHELLE BEERSExecutive VPPT$0--
JULIE RIEBERPresidentPT$0--
MANUELA SCHAEFERTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Student Store$39,031$39,031$22,336$16,695
Total Events$39,031$39,031$22,336$16,695
Filing and Contact Details

Filer

Filer Name
Dorothy Mcelhinney Middle School Ptsa
EIN
80-0457772
Phone
9513041885
Address
35125 BRIGGS ROAD, MURRIETA, CA 92563

Signing Officer

Name
Julie Rieber
Title
President
Signed
2017-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Nottingham & Associates
Address
43460 RIDGE PARK DR STE 240, TEMECULA, CA 92590-3600
Preparer
Jody D Nottingham CPA
Phone
9512961698
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $182”

Other Expenses.1007

“Conferences, Conventions, and Meetings $1585”

Other Expenses.1012

“Insurance $221”

Other Expenses.1

“PROGRAM EXPENSE $9229”

Other Expenses.2

“Membership expenses $2405”

Other Expenses.3

“HOSPITALITY $2090”

Other Expenses.4

“MEETING EXPENSE $139”

Other Expenses.5

“BANK CHARGES $42”

Other Expenses.6

“TAXES $15”

Raw XML Appendix171 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0NOTTINGHAM ASSOCIATES CPA'S
IRS990EZ/BooksInCareOfDetail/PhoneNum09512496998
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt043460 RIDGE PARK DRIVE STE 240
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TEMECULA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092590
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IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02982
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0600
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt012367
IRS990EZ/FundraisingGrossIncomeAmt044005
IRS990EZ/GrossReceiptsAmt046788
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02783
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09386
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARION BARBIERI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHELLE BEERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JULIE RIEBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MANUELA SCHAEFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-1
IRS990EZ/OtherExpensesTotalAmt015908
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PTSA PROVIDES SUPPORT TO THE STUDENTS AND TEACHERS OF THE MIDDLE SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE ASSEMBLIES AND PROGRAMS ACKNOWLEDGING INDIVIDUAL STUDENT ACCOMPLISHMENTS AS WELL AS ACTIVITIES FOR STUDENTS TO BE INVOLVED IN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STUDENT STORE PROVIDES STUDENTS OPPORTUNITIES TO PURCHASE VARIOUS SCHOOL RELATED ITEMS AT A DISCOUNT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09429
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt122336
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt027298
IRS990EZ/SpecialEventsNetIncomeLossAmt016707
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016508
IRS990EZ/TotalProgramServiceExpensesAmt031765
IRS990EZ/TotalRevenueAmt019490
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02783
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05112
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05003
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03007
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04666
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt020571
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt020571
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02783
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt05112
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt05003
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03007
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt04666
IRS990ScheduleA/Total509Grp/TotalAmt020571
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02783
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt05112
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt05003
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03007
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt04666
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt020571
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022336
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0STUDENT STORE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039031
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt039031
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt039031
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt039031
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016695
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt022336
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt022336
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $182
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $1585
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $221
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROGRAM EXPENSE $9229
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEMBERSHIP EXPENSES $2405
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5HOSPITALITY $2090
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEETING EXPENSE $139
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANK CHARGES $42
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TAXES $15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE RIEBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DOROTHY MCELHINNEY MIDDLE SCHOOL PTSA
ReturnHeader/Filer/BusinessNameControlTxt0DORO
ReturnHeader/Filer/EIN0800457772
ReturnHeader/Filer/PhoneNum09513041885
ReturnHeader/Filer/USAddress/AddressLine1Txt035125 BRIGGS ROAD
ReturnHeader/Filer/USAddress/CityNm0MURRIETA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092563
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NOTTINGHAM & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt043460 RIDGE PARK DR STE 240
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TEMECULA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0925903600
ReturnHeader/PreparerPersonGrp/PhoneNum09512961698
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jody D Nottingham CPA
ReturnHeader/ReturnTs02017-11-06T12:35:11-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,367
Liabilities
$0
Net assets
$12,367
Revenue
$19,490
Expenses
$16,508
Net income
$2,982
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$19.7$17.5$2.21
2019Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$26.5$28.0$1.57
2018Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$25.4$26.2$0.72
2017Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$19.5$16.5$2.98
2016Summary only. Only limited summary data is available for this year.$9.39$0.00$26.0$20.7$5.34
2015Summary only. Only limited summary data is available for this year.$4.05$0.00$23.4$24.8$1.45
2014Summary only. Only limited summary data is available for this year.$3.90$0.00$16.2$15.5$0.76
2013Summary only. Only limited summary data is available for this year.$4.24$0.00$14.3$14.1$0.23