Civic Intelligence

Solana Pacific PTA California Congress of Parents

990EZ • Fiscal year 2014 • EIN 86-1111603

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 11, 2014

Organization ProfileN/A
3901 Townsgate DriveSan Diego, CA 92130

(858) 794-4500

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

61st percentile

8.1%

Higher net margin than 61% 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

94th percentile

162%

Faster asset growth than 94% of similar nonprofits.

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

Revenue Growth

56th percentile

5.8%

Faster revenue growth than 56% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$8,947

Up $5,531 (+162%) from 2013

Net Assets

Up

$8,947

Up $5,531 (+162%) from 2013

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin61st percentile

Revenue

Up

$68,162

Up $3,710 (+5.8%) from 2013

Expenses

Down

$62,631

Down $26,838 (-30%) from 2013

Net Income

Up

$5,531

Up $30,548 (+122%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$40K$30K$20K$10K$0Assets 2012: $28,433Liabilities 2012: $02012Assets 2013: $3,416Net Assets 2013: $3,4162013Assets 2014: $8,947Liabilities 2014: $0Net Assets 2014: $8,9472014Assets 2015: $18,514Net Assets 2015: $18,5142015Assets 2016: $33,101Net Assets 2016: $33,1012016Assets 2017: $0Net Assets 2017: $02017

Highlighted filing

2014

Assets$8,947
Liabilities$0
Net Assets$8,947
Open 2014 Filing

Operations Trend

Revenue Growth56th percentile

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

$100K$50K$0-$50KRevenue 2012: $51,758Expenses 2012: $54,744Net Income 2012: -$2,9862012Revenue 2013: $64,452Expenses 2013: $89,469Net Income 2013: -$25,0172013Revenue 2014: $68,162Expenses 2014: $62,631Net Income 2014: $5,5312014Revenue 2015: $75,223Expenses 2015: $65,656Net Income 2015: $9,5672015Revenue 2016: $72,612Expenses 2016: $58,025Net Income 2016: $14,5872016Revenue 2017: $66,592Expenses 2017: $99,693Net Income 2017: -$33,1012017

Highlighted filing

2014

Revenue$68,162
Expenses$62,631
Net Income$5,531
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 11, 2014
Return Version
2013v3.1
Gross Receipts
$84,229
Mission and Program Overview

Mission

All revenues and expenses relate to activities for pta support of solana pacific elementary school (parent involvement).

Program Services

DescriptionGrantsExpenses
ALL REVENUES AND EXPENSES RELATE TO ACTIVITIES FOR PTA SUPPORT OF SOLANA PACIFIC ELEMENTARY SCHOOL (PARENT INVOLVEMENT).$62,631-
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYNNE ROSWALLPresidentPT$0--
STEPHANIE KOWACKVice PresidentPT$0--
ROBIN WITTENBERGTreasurerPT$0--
GENEVIEVE SHYFFERFin'L SecretaryPT$0--
SARAH DOROSTKARVP Of Members-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$19,513$19,513$11,464$8,049
Event 2$6,515$6,515$4,603$1,912
Total Events$26,028$26,028$16,067$9,961
Filing and Contact Details

Filer

EIN
86-1111603
Phone
8587944500

Signing Officer

Name
Robin Wittenberg
Title
Treasurer
Signed
2014-11-11
Discuss with paid preparer
Yes

Preparer

Preparer
Lori L Rigsbee
Phone
8583629999
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Program related expenses $58907”

Other Expenses.2

“NCC PER DUES $1678”

Other Expenses.3

“PAYPAL SERVICE FEES $450”

Other Expenses.4

“DIRECTORY EXPENSE $423”

Other Expenses.5

“Tax preparation & filing fees $335”

Other Expenses.6

“Hospitality/pta meeting $281”

Other Expenses.7

“SUPPLIES $208”

Other Expenses.8

“UNIT INSURANCE $202”

Other Expenses.9

“BANK FEES $127”

Other Expenses.10

“NCC ASSESSMENT $20”

Raw XML Appendix194 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/PersonNm0ROBIN WITTENBERG
IRS990EZ/BooksInCareOfDetail/PhoneNum08587944500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine103901 TOWNSGATE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/City0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0921302584
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03416
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08947
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt011094
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05531
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt03416
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08947
IRS990EZ/FundraisingGrossIncomeAmt026028
IRS990EZ/GrossReceiptsAmt084229
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06142
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03416
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08947
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03416
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08947
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt17.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt27.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LYNNE ROSWALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEPHANIE KOWACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBIN WITTENBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GENEVIEVE SHYFFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SARAH DOROSTKAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FIN'L SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF MEMBERS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt062631
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ALL REVENUES AND EXPENSES RELATE TO ACTIVITIES FOR PTA SUPPORT OF SOLANA PACIFIC ELEMENTARY SCHOOL (PARENT INVOLVEMENT).
IRS990EZ/ProgramServiceRevenueAmt040964
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ALL REVENUES AND EXPENSES RELATE TO ACTIVITIES FOR PTA SUPPORT OF SOLANA PACIFIC ELEMENTARY SCHOOL (PARENT INVOLVEMENT).
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt062631
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt016067
IRS990EZ/SpecialEventsNetIncomeLossAmt09961
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt062631
IRS990EZ/TotalProgramServiceExpensesAmt062631
IRS990EZ/TotalRevenueAmt068162
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt017236
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014677
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt015199
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010528
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt011983
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt069623
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt011
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt066992
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt062025
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt054223
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt048728
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt057892
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0289860
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt011
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0359483
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt084228
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt076702
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt069422
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt059256
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt069875
IRS990ScheduleA/Total509Grp/TotalAmt0359483
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt084229
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt076705
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt069426
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt059256
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt069878
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0359494
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016067
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019513
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06515
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt026028
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019513
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06515
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt026028
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0COOKIE DOUGH SALES
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0ALL OTHER EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09961
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016067
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011464
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04603
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM RELATED EXPENSES $58907
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NCC PER DUES $1678
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PAYPAL SERVICE FEES $450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DIRECTORY EXPENSE $423
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TAX PREPARATION & FILING FEES $335
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5HOSPITALITY/PTA MEETING $281
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SUPPLIES $208
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7UNIT INSURANCE $202
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK FEES $127
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9NCC ASSESSMENT $20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBIN WITTENBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10SOLANA PACIFIC PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine20CALIFORNIA CONGRESS OF PARENTS
ReturnHeader/Filer/BusinessNameControlTxt0SOLA
ReturnHeader/Filer/EIN0861111603
ReturnHeader/Filer/PhoneNum08587944500
ReturnHeader/Filer/USAddress/AddressLine103901 TOWNSGATE DRIVE
ReturnHeader/Filer/USAddress/City0SAN DIEGO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092130
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WEISS & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine105151 SHOREHAM PL STE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0921225940
ReturnHeader/PreparerPersonGrp/PhoneNum08583629999
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI L RIGSBEE
ReturnHeader/ReturnTs02014-11-11T09:17:20-08:00
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
$8,947
Liabilities
$0
Net assets
$8,947
Revenue
$68,162
Expenses
$62,631
Net income
$5,531
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$66.6$99.7$33.1
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.1$33.1$72.6$58.0$14.6
2015Detailed filing. Detailed filing data is available for this year.$18.5$18.5$75.2$65.7$9.57
2014Detailed filing. Detailed filing data is available for this year.$8.95$0.00$8.95$68.2$62.6$5.53
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.42$3.42$64.5$89.5$25.0
2012Summary only. Only limited summary data is available for this year.$28.4$0.00$51.8$54.7$2.99