Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2019 • EIN 80-0457772

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 31, 2019

Organization ProfileN/A
35125 Briggs RoadMurrieta, CA 92563

(951) 296-1698

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

29th percentile

-5.9%

Higher net margin than 29% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

25th percentile

-14%

Faster asset growth than 25% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

55th percentile

4.0%

Faster revenue growth than 55% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$10,046

Down $1,568 (-14%) from 2018

Net Assets

Down

$10,046

Down $1,568 (-14%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin29th percentile

Revenue

Up

$26,454

Up $1,011 (+4.0%) from 2018

Expenses

Up

$28,022

Up $1,856 (+7.1%) from 2018

Net Income

Down

-$1,568

Down $845 (-117%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2019

Assets$10,046
Liabilities$0
Net Assets$10,046
Open 2019 Filing

Operations Trend

Revenue Growth55th 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

2019

Revenue$26,454
Expenses$28,022
Net Income-$1,568
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 31, 2019
Return Version
2018v3.1
Gross Receipts
$56,391
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
PROVIDE ASSEMBLIES AND PROGRAMS ACKNOWLEDGING INDIVIDUAL STUDENT ACCOMPLISHMENTS AS WELL AS ACTIVITIES FOR STUDENTS TO BE INVOLVED IN.$22,208-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LILLY KLUGSecretaryPT$0--
MY'CHELLE MANRIQUEZExecutive VPPT$0--
CANDICE SANCHEZPresidentPT$0--
RHONDA JAMESTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Student Store$45,610$45,610$23,619$21,991
Book Fair$5,789$5,789$5,536$253
Total Events$51,399$51,399$29,155$22,244
Filing and Contact Details

Filer

Filer Name
Dorothy Mcelhinney Middle School Ptsa
EIN
80-0457772
Phone
9512961698
Address
35125 BRIGGS ROAD, MURRIETA, CA 92563

Signing Officer

Name
Rhonda James
Title
Treasurer
Signed
2019-07-31
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.1001

“Advertising and Promotion $493”

Other Expenses.1002

“Office Expenses $519”

Other Expenses.1007

“Conferences, Conventions, and Meetings $1995”

Other Expenses.1012

“Insurance $232”

Other Expenses.1

“PROGRAM EXPENSE $13412”

Other Expenses.2

“HOSPITALITY $3332”

Other Expenses.3

“DONATION $2654”

Other Expenses.4

“Membership expenses $2060”

Other Expenses.5

“SCHOLARSHIPS $2000”

Other Expenses.6

“MEETING EXPENSE $542”

Other Expenses.7

“BANK CHARGES $48”

Other Expenses.8

“TAXES $35”

Raw XML Appendix174 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/PersonNm0NOTTINGHAM ASSOCIATES CPA'S
IRS990EZ/BooksInCareOfDetail/PhoneNum09512961698
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt043460 RIDGE PARK DRIVE STE 240
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TEMECULA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092590
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011614
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010046
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02579
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1568
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0700
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011614
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010046
IRS990EZ/FundraisingGrossIncomeAmt053812
IRS990EZ/GrossReceiptsAmt056391
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011614
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010046
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011614
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010046
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LILLY KLUG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MY'CHELLE MANRIQUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CANDICE SANCHEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RHONDA JAMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt027322
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/GrantsAndAllocationsAmt022208
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt029937
IRS990EZ/SpecialEventsNetIncomeLossAmt023875
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028022
IRS990EZ/TotalProgramServiceExpensesAmt022208
IRS990EZ/TotalRevenueAmt026454
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0330666881
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt02654
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0DOROTHY MCELHINNEY MIDDLE SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt02654
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt029155
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0STUDENT STORE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt045610
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05789
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt051399
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt045610
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05789
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt051399
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022244
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt029155
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt023619
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05536
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $493
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $519
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $1995
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROGRAM EXPENSE $13412
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5HOSPITALITY $3332
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DONATION $2654
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MEMBERSHIP EXPENSES $2060
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SCHOLARSHIPS $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MEETING EXPENSE $542
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10BANK CHARGES $48
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11TAXES $35
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RHONDA JAMES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DOROTHY MCELHINNEY MIDDLE SCHOOL PTSA
ReturnHeader/Filer/BusinessNameControlTxt0DORO
ReturnHeader/Filer/EIN0800457772
ReturnHeader/Filer/PhoneNum09512961698
ReturnHeader/Filer/USAddress/AddressLine1Txt035125 BRIGGS ROAD
ReturnHeader/Filer/USAddress/CityNm0MURRIETA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092563
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202082681
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/ReturnTs02019-07-31T16:08:01-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,046
Liabilities
$0
Net assets
$10,046
Revenue
$26,454
Expenses
$28,022
Net income
-$1,568
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