Civic Intelligence

Solana Pacific PTA California Congress of Parents

990EZ • Fiscal year 2015 • EIN 86-1111603

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 02, 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

91st percentile

107%

Faster asset growth than 91% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

63rd percentile

10%

Faster revenue growth than 63% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$18,514

Up $9,567 (+107%) from 2014

Net Assets

Up

$18,514

Up $9,567 (+107%) from 2014

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$75,223

Up $7,061 (+10%) from 2014

Expenses

Up

$65,656

Up $3,025 (+4.8%) from 2014

Net Income

Up

$9,567

Up $4,036 (+73%) from 2014

Historical Trend

Balance Sheet Trend

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: $8,947Net Assets 2014: $8,9472014Assets 2015: $18,514Liabilities 2015: $0Net Assets 2015: $18,5142015Assets 2016: $33,101Net Assets 2016: $33,1012016Assets 2017: $0Net Assets 2017: $02017

Highlighted filing

2015

Assets$18,514
Liabilities$0
Net Assets$18,514

Operations Trend

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

2015

Revenue$75,223
Expenses$65,656
Net Income$9,567
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 2, 2015
Return Version
2014v5.0
Gross Receipts
$100,030
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).$65,656-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EMMA CHENPresidentPT$0--
CAROLYN WOOLSONFin'L SecretaryPT$0--
ROBIN WITTENBERGTreasurerPT$0--
GENEVIEVE SHYFFERFin'L SecretaryPT$0--
DULCE HOLLONVP Of Members-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cookie Dough Sales$23,411$23,411$14,073$9,338
All Other Events$19,093$19,093$10,734$8,359
Total Events$42,504$42,504$24,807$17,697
Filing and Contact Details

Filer

Filer Name
Solana Pacific Pta
EIN
86-1111603
Phone
8587944500
Address
3901 TOWNSGATE DRIVE, SAN DIEGO, CA 92130

Signing Officer

Name
Robin Wittenberg
Title
Treasurer
Signed
2015-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Weiss & Company
Address
5151 SHOREHAM PL STE 210, SAN DIEGO, CA 92122-5940
Preparer
Kenneth L Weiss
Phone
8583629999
Supplemental Narrative

Additional Explanations

Other Expenses.1

Program related expenses $61029

Other Expenses.2

NCC PER DUES $1547

Other Expenses.3

PAYPAL SERVICE FEES $801

Other Expenses.4

DIRECTORY EXPENSE $777

Other Expenses.5

Hospitality/pta meeting $480

Other Expenses.6

Tax preparation & filing fees $335

Other Expenses.7

SUPPLIES $250

Other Expenses.8

UNIT INSURANCE $209

Other Expenses.9

BANK FEES $104

Other Expenses.10

MISCELLANEOUS $54

Other Expenses.11

District conferences/leadershi $50

Other Expenses.12

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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FIN'L SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF MEMBERS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt065656
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/ProgramServiceRevenueAmt040358
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt024807
IRS990EZ/SpecialEventsNetIncomeLossAmt017697
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt065656
IRS990EZ/TotalProgramServiceExpensesAmt065656
IRS990EZ/TotalRevenueAmt075223
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt017236
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt014677
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt015199
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010528
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt074722
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt08
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt048728
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0314829
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt08
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0389551
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt059256
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0389559
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024807
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COOKIE DOUGH SALES
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0ALL OTHER EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023411
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt019093
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014073
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010734
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM RELATED EXPENSES $61029
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NCC PER DUES $1547
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PAYPAL SERVICE FEES $801
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DIRECTORY EXPENSE $777
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4HOSPITALITY/PTA MEETING $480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TAX PREPARATION & FILING FEES $335
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SUPPLIES $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7UNIT INSURANCE $209
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK FEES $104
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MISCELLANEOUS $54
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10DISTRICT CONFERENCES/LEADERSHI $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11NCC 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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.12
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBIN WITTENBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOLANA PACIFIC PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CALIFORNIA CONGRESS OF PARENTS
ReturnHeader/Filer/BusinessNameControlTxt0SOLA
ReturnHeader/Filer/EIN0861111603
ReturnHeader/Filer/PhoneNum08587944500
ReturnHeader/Filer/USAddress/AddressLine1Txt03901 TOWNSGATE DRIVE
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092130
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEISS & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05151 SHOREHAM PL STE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0921225940
ReturnHeader/PreparerPersonGrp/PhoneNum08583629999
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH L WEISS
ReturnHeader/ReturnTs02015-11-02T09:36:52-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits