Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2020 • EIN 80-0457772

Jul 01, 2019 to Jun 30, 2020 • Filed on Jul 14, 2020

Organization ProfileN/A
35125 Briggs RdMurrieta, CA 92563

(951) 304-1885

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

59th percentile

11%

Higher net margin than 59% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

68th percentile

22%

Faster asset growth than 68% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

40th percentile

-25%

Faster revenue growth than 40% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$12,252

Up $2,206 (+22%) from 2019

Net Assets

Up

$12,252

Up $2,206 (+22%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin59th percentile

Revenue

Down

$19,741

Down $6,713 (-25%) from 2019

Expenses

Down

$17,535

Down $10,487 (-37%) from 2019

Net Income

Up

$2,206

Up $3,774 (+241%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2020

Assets$12,252
Liabilities$0
Net Assets$12,252
Open 2020 Filing

Operations Trend

Revenue Growth40th 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

2020

Revenue$19,741
Expenses$17,535
Net Income$2,206
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jul 14, 2020
Return Version
2019v5.0
Gross Receipts
$35,166
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

Program Services

DescriptionGrantsExpenses
GENERATED FUNDS TO COVER EVENTS SUCH AS BACK TO SCHOOL NIGHTS, BOOK FAIRS, ETC$32,882-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAWNE PELLETIERPresident-$0--
NICOLE GRUMKOSKIVice President-$0--
JENNIFER GRIFFINSecretary-$0--
RHONDA JAMESTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Student Store$29,208$29,208$15,425$13,783
Total Events$29,208$29,208$15,425$13,783
Filing and Contact Details

Filer

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

Signing Officer

Name
Rhonda James
Title
Treasurer
Signed
2020-07-14
Discuss with paid preparer
Yes

Preparer

Firm
RC & Co Financial Services
Address
40960 California Oaks Road 255, Murrieta, CA 92562
Preparer
Alexis Calderon
Phone
9515297188
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $393”

Other Expenses.1012

“Insurance $232”

Other Expenses.1

“SCHOOL EVENTS $14957”

Other Expenses.2

“PROGRAM EXPENSES $854”

Other Expenses.3

“PASS THROUGH $599”

Raw XML Appendix147 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/PersonNm0DOROTHY MCELHINNEY PTSA
IRS990EZ/BooksInCareOfDetail/PhoneNum09513041885
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt035125 BRIGGS RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MURRIETA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092563
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010046
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012252
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02780
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02206
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010046
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012252
IRS990EZ/FundraisingGrossIncomeAmt029208
IRS990EZ/GrossReceiptsAmt035166
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010046
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012252
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010046
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012252
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAWNE PELLETIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NICOLE GRUMKOSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER GRIFFIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RHONDA JAMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt017035
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO GENERATE FUNDS THAT WILL ALLOW THE PTA TO PROVIDE ACTIVITIES AND EVENTS THAT WILL ENHANCE THE STUDENTS SCHOOL EXPERIENCE
IRS990EZ/ProgramServiceRevenueAmt03178
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GENERATED FUNDS TO COVER EVENTS SUCH AS BACK TO SCHOOL NIGHTS, BOOK FAIRS, ETC
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt032882
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015425
IRS990EZ/SpecialEventsNetIncomeLossAmt013783
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt017535
IRS990EZ/TotalProgramServiceExpensesAmt032882
IRS990EZ/TotalRevenueAmt019741
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01653
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01653
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt032913
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt032913
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt034566
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt034566
IRS990ScheduleA/Total509Grp/TotalAmt034566
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt034566
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt034566
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015425
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0STUDENT STORE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt029208
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt029208
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029208
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt029208
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013783
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015425
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015425
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $393
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOOL EVENTS $14957
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROGRAM EXPENSES $854
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PASS THROUGH $599
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RHONDA JAMES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DOROTHY MCELHINNEY PTSA
ReturnHeader/Filer/BusinessNameControlTxt0DORO
ReturnHeader/Filer/EIN0800457772
ReturnHeader/Filer/PhoneNum09513041885
ReturnHeader/Filer/USAddress/AddressLine1Txt035125 BRIGGS RD
ReturnHeader/Filer/USAddress/CityNm0MURRIETA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092563
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RC & Co Financial Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040960 California Oaks Road 255
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Murrieta
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092562
ReturnHeader/PreparerPersonGrp/PhoneNum09515297188
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alexis Calderon
ReturnHeader/ReturnTs02020-07-14T15:05:52-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,252
Liabilities
$0
Net assets
$12,252
Revenue
$19,741
Expenses
$17,535
Net income
$2,206
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