Civic Intelligence

PTA New Mexico Congress Mountain Elementary School

990EZ • Fiscal year 2018 • EIN 85-0448519

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 07, 2018

2280 North RoadLos Alamos, NM 87544

(505) 663-2325

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

75th percentile

25%

Faster asset growth than 75% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

38th percentile

-6.4%

Faster revenue growth than 38% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$30,991

Up $6,120 (+25%) from 2017

Net Assets

Up

$30,991

Up $6,120 (+25%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$45,420

Down $3,092 (-6.4%) from 2017

Expenses

Down

$39,300

Down $1,104 (-2.7%) from 2017

Net Income

Down

$6,120

Down $1,988 (-25%) from 2017

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2011: $12,395Liabilities 2011: $02011Assets 2012: $9,885Net Assets 2012: $9,8852012Assets 2013: $17,560Net Assets 2013: $17,5602013Assets 2014: $18,584Liabilities 2014: $02014Assets 2015: $8,766Liabilities 2015: $02015Assets 2016: $16,763Net Assets 2016: $16,7632016Assets 2017: $24,871Net Assets 2017: $24,8712017Assets 2018: $30,991Net Assets 2018: $30,9912018Assets 2019: $19,511Net Assets 2019: $19,5112019Assets 2020: $31,099Net Assets 2020: $31,0992020Assets 2021: $24,310Net Assets 2021: $24,3102021Assets 2022: $19,331Net Assets 2022: $19,3312022Assets 2023: $20,531Liabilities 2023: $02023Assets 2024: $28,945Net Assets 2024: $28,9452024

Highlighted filing

2018

Assets$30,991
Liabilities-
Net Assets$30,991

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $43,852Expenses 2011: $38,090Net Income 2011: $5,7622011Revenue 2012: $34,402Expenses 2012: $36,912Net Income 2012: -$2,5102012Revenue 2013: $45,495Expenses 2013: $37,820Net Income 2013: $7,6752013Revenue 2014: $37,361Expenses 2014: $36,337Net Income 2014: $1,0242014Revenue 2015: $35,147Expenses 2015: $44,965Net Income 2015: -$9,8182015Revenue 2016: $44,794Expenses 2016: $36,797Net Income 2016: $7,9972016Revenue 2017: $48,512Expenses 2017: $40,404Net Income 2017: $8,1082017Revenue 2018: $45,420Expenses 2018: $39,300Net Income 2018: $6,1202018Revenue 2019: $45,742Expenses 2019: $57,222Net Income 2019: -$11,4802019Revenue 2020: $39,164Expenses 2020: $27,576Net Income 2020: $11,5882020Revenue 2021: $12,798Expenses 2021: $19,587Net Income 2021: -$6,7892021Revenue 2022: $29,053Expenses 2022: $34,032Net Income 2022: -$4,9792022Revenue 2023: $28,477Expenses 2023: $27,277Net Income 2023: $1,2002023Revenue 2024: $33,416Expenses 2024: $25,002Net Income 2024: $8,4142024

Highlighted filing

2018

Revenue$45,420
Expenses$39,300
Net Income$6,120
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 7, 2018
Return Version
2017v2.2
Gross Receipts
$54,003
Mission and Program Overview

Mission

Student, teacher, parent & community enrichment

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT/ENRICHMENT/EDUCATION: FIELD TRIPS, ASSEMBLIES, CLASSROOM MATERIALS, TUTORING, STUDENT CLUB SUPPLIES, STUDENT COUNCIL SUPPLIES & BEHAVIOR MOTIVATION AWARDS.$24,641$10,427
TEACHER SUPPORT/ENRICHMENT/EDUCATION: CLASSROOM & MORALE MATERIALS, TEACHER CONFERENCES & TRAINING, CURRICULUM MATERIALS, CLASSROOM MATERIALS: BOOKS, SCIENCE EQUIP, OUTDOOR CLASSROOM MATERIALS.$9,858$9,858
PARENT & COMMUNITY SUPPORT: COLLEGE SCHOLARSHIPS TO FORMER STUDENTS, PTA-SPONSORED PARENT BREAKFAST & PICNIC, AID TO NEEDY FAMILIES, PARENT PROGRAMS.$2,710$1,370
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RAMEY SALLAZPresident-$0--
HEATHER WOODWARDSecretary-$0--
CATHY SNELSONVice President-$0--
MHAIRI MCKAY-SMITHTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
"FUN"D RUN$20,346-$892-
Total Events$20,346-$892$-892
Filing and Contact Details

Filer

Filer Name
Pta New Mexico Congress Mountain
EIN
85-0448519
Phone
5056632325
Address
2280 NORTH ROAD, LOS ALAMOS, NM 87544

Signing Officer

Name
Mhairi Mckay-smith
Title
Treasurer
Signed
2018-12-07
Discuss with paid preparer
Yes

Preparer

Firm
HARTWAY & BRESHEARS CPAs LLC
Address
1350 Central Ave STE 301, LOS ALAMOS, NM 87544
Preparer
Lorraine Hartway
Phone
5056623122
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $318

Other Expenses.1007

Conferences, Conventions, and Meetings $360

Other Expenses.1012

Insurance $395

Other Expenses.1

Field trips- students $3760

Other Expenses.2

Sixth grade ropes course trip $2250

Other Expenses.3

TUTORING- STUDENTS $2000

Other Expenses.4

WATER FOUNTAINS $1656

Other Expenses.5

SWIMMING-4TH GRAGE $1575

Other Expenses.6

YEAR BOOK $929

Other Expenses.7

Family reading night $681

Other Expenses.8

Principal support fund $674

Other Expenses.9

FAMILY BREAKFAST $552

Other Expenses.10

State pta membership $402

Other Expenses.11

MUSIC EXPENSE $373

Other Expenses.12

5TH SKIING $245

Other Expenses.13

School councilor campaign $174

Other Expenses.14

CLUBS $155

Other Expenses.15

BOX TOPS EXPENSE $114

Other Expenses.16

Gardens-learning landscape $107

Other Expenses.17

BATTLE OF BOOKS $105

Other Expenses.18

SIX GRADE GRADUATION $97

Other Expenses.19

Family in need-community $68

Other Expenses.20

Family picnic expense $38

Raw XML Appendix209 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/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
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IRS990EZ/OtherExpensesTotalAmt017028
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/ProgramServiceRevenueAmt02620
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TEACHER SUPPORT/ENRICHMENT/EDUCATION: CLASSROOM & MORALE MATERIALS, TEACHER CONFERENCES & TRAINING, CURRICULUM MATERIALS, CLASSROOM MATERIALS: BOOKS, SCIENCE EQUIP, OUTDOOR CLASSROOM MATERIALS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PARENT & COMMUNITY SUPPORT: COLLEGE SCHOLARSHIPS TO FORMER STUDENTS, PTA-SPONSORED PARENT BREAKFAST & PICNIC, AID TO NEEDY FAMILIES, PARENT PROGRAMS.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010427
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt0-1266
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039300
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.mountainpta.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt043262
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt038318
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt035686
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt033237
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt012
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt016
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0-527
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt04109
IRS990ScheduleA/OtherIncome170Grp/TotalAmt016757
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.91940
IRS990ScheduleA/PublicSupportPY170Pct00.86900
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IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0192076
IRS990ScheduleA/TotalSupportAmt0208904
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020346
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt020346
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-892
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0892
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0892
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $318
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $395
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FIELD TRIPS- STUDENTS $3760
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SIXTH GRADE ROPES COURSE TRIP $2250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TUTORING- STUDENTS $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6WATER FOUNTAINS $1656
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SWIMMING-4TH GRAGE $1575
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8YEAR BOOK $929
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9FAMILY READING NIGHT $681
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PRINCIPAL SUPPORT FUND $674
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11FAMILY BREAKFAST $552
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12STATE PTA MEMBERSHIP $402
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13MUSIC EXPENSE $373
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt145TH SKIING $245
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15SCHOOL COUNCILOR CAMPAIGN $174
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16CLUBS $155
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17BOX TOPS EXPENSE $114
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18GARDENS-LEARNING LANDSCAPE $107
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19BATTLE OF BOOKS $105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20SIX GRADE GRADUATION $97
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21FAMILY IN NEED-COMMUNITY $68
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22FAMILY PICNIC EXPENSE $38
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Expenses.20
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MHAIRI MCKAY-SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NEW MEXICO CONGRESS MOUNTAIN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0850448519
ReturnHeader/Filer/PhoneNum05056632325
ReturnHeader/Filer/USAddress/AddressLine1Txt02280 NORTH ROAD
ReturnHeader/Filer/USAddress/CityNm0LOS ALAMOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087544
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464297277
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARTWAY & BRESHEARS CPAs LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01350 Central Ave STE 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ALAMOS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087544
ReturnHeader/PreparerPersonGrp/PhoneNum05056623122
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lorraine Hartway
ReturnHeader/ReturnTs02018-12-07T11:15:17-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.9$28.9$33.4$25.0$8.41
2023Summary only. Only limited summary data is available for this year.$20.5$0.00$28.5$27.3$1.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.3$19.3$29.1$34.0$4.98
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.3$24.3$12.8$19.6$6.79
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.1$31.1$39.2$27.6$11.6
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.5$19.5$45.7$57.2$11.5
2018Detailed filing. Detailed filing data is available for this year.$31.0$31.0$45.4$39.3$6.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.9$24.9$48.5$40.4$8.11
2016Detailed filing. Detailed filing data is available for this year.$16.8$16.8$44.8$36.8$8.00
2015Summary only. Only limited summary data is available for this year.$8.77$0.00$35.1$45.0$9.82
2014Summary only. Only limited summary data is available for this year.$18.6$0.00$37.4$36.3$1.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.6$17.6$45.5$37.8$7.68
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.89$9.89$34.4$36.9$2.51
2011Summary only. Only limited summary data is available for this year.$12.4$0.00$43.9$38.1$5.76
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • <$500k nonprofits