Civic Intelligence

PTA California Congress of Parents Teachers & Students

990EZ • Fiscal year 2018 • EIN 90-0335293

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 13, 2019

3800 Pala RdOceanside, CA 92058

(760) 966-4014

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

69th percentile

14%

Higher net margin than 69% 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

70th percentile

17%

Faster asset growth than 70% of similar nonprofits.

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

Revenue Growth

57th percentile

5.2%

Faster revenue growth than 57% of similar nonprofits.

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

Assets

Up

$57,788

Up $8,476 (+17%) from 2017

Net Assets

Up

$57,788

Up $8,476 (+17%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$62,094

Up $3,077 (+5.2%) from 2017

Expenses

Down

$53,618

Down $4,406 (-7.6%) from 2017

Net Income

Up

$8,476

Up $7,483 (+754%) from 2017

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $49,159Liabilities 2012: $0Net Assets 2012: $49,1592012Assets 2013: $48,867Liabilities 2013: $0Net Assets 2013: $48,8672013Assets 2014: $48,084Liabilities 2014: $0Net Assets 2014: $48,0842014Assets 2015: $41,807Liabilities 2015: $0Net Assets 2015: $41,8072015Assets 2016: $48,319Liabilities 2016: $0Net Assets 2016: $48,3192016Assets 2017: $49,312Liabilities 2017: $0Net Assets 2017: $49,3122017Assets 2018: $57,788Net Assets 2018: $57,7882018Assets 2019: $50,885Net Assets 2019: $50,8852019Assets 2020: $49,570Net Assets 2020: $49,5702020Assets 2022: $50,987Net Assets 2022: $50,9872022Assets 2023: $23,793Net Assets 2023: $23,7932023Assets 2025: $49,229Liabilities 2025: $0Net Assets 2025: $49,2292025

Highlighted filing

2018

Assets$57,788
Liabilities-
Net Assets$57,788

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2012: $95,1302012Revenue 2013: $79,009Expenses 2013: $80,019Net Income 2013: -$1,0102013Revenue 2014: $90,304Expenses 2014: $91,087Net Income 2014: -$7832014Revenue 2015: $64,516Expenses 2015: $70,599Net Income 2015: -$6,0832015Revenue 2016: $62,974Expenses 2016: $56,462Net Income 2016: $6,5122016Revenue 2017: $59,017Expenses 2017: $58,024Net Income 2017: $9932017Revenue 2018: $62,094Expenses 2018: $53,618Net Income 2018: $8,4762018Revenue 2019: $41,425Expenses 2019: $48,328Net Income 2019: -$6,9032019Revenue 2020: $45,887Expenses 2020: $47,202Net Income 2020: -$1,3152020Revenue 2022: $24,169Expenses 2022: $19,890Net Income 2022: $4,2792022Revenue 2023: $83,001Expenses 2023: $110,195Net Income 2023: -$27,1942023Revenue 2025: $117,090Expenses 2025: $103,609Net Income 2025: $13,4812025

Highlighted filing

2018

Revenue$62,094
Expenses$53,618
Net Income$8,476
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 13, 2019
Return Version
2017v2.2
Gross Receipts
$73,806
Mission and Program Overview

Mission

To support students, provide enrichment and education services that include field trips, assemblies, and library support.

Program Services

DescriptionGrantsExpenses
Provided camps for all 5th graders.$26,235-
Provided funds for field trips for all ages.$9,796-
Provided funds for teachers' classroom supplies throughout the year.$3,200-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Breona AllisonVolunteer Chair-$0--
Aledia ColoresPresident-$0--
Christine AqualoSecretary-$0--
Sarah BennerTreasurer-$0--
Cristina HernandezMembership-$0--
Karla DohertyAuditor-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Other Misc$16,652$16,652$3,345$13,307
All American$14,631$14,631$8,367$6,264
Total Events$31,283$31,283$11,712$19,571
Filing and Contact Details

Filer

Filer Name
Louise Foussat Elementary PTA
EIN
90-0335293
Phone
7609664014
Address
3800 Pala Rd, Oceanside, CA 92058

Signing Officer

Name
Sarah Benner
Title
Treasurer
Signed
2019-11-13
Discuss with paid preparer
Yes

Preparer

Firm
VanderSpek Howerzyl CPAs
Address
350 West Fifth Ave Suite 300, Escondido, CA 92025-4865
Preparer
Phillip Howerzyl CPA CGMA
Phone
7607412659
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $218

Other Expenses.1003

Information Technology $209

Other Expenses.1012

Insurance $228

Other Expenses.1

Camp & other program events $50057

Other Expenses.2

Dues & filing fees $2521

Raw XML Appendix191 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/BooksInCareOfDetail/USAddress/CityNm0Oceanside
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092058
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt049312
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Breona Allison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Aledia Colores
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sarah Benner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Cristina Hernandez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Karla Doherty
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Volunteer Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Auditor
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt053233
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To support students, provide enrichment and education services that include field trips, assemblies, and library support.
IRS990EZ/ProgramServiceRevenueAmt034252
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided camps for all 5th graders.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provided funds for field trips for all ages.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Provided funds for teachers' classroom supplies throughout the year.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt026235
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt19796
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt23200
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011712
IRS990EZ/SpecialEventsNetIncomeLossAmt019571
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt053618
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IRS990EZ/TotalRevenueAmt062094
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01360
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01466
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01546
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02125
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02506
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09003
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt097
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt097
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt031282
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt09554
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt079231
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt034252
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt044154
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt047422
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt051165
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt078150
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0255143
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt097
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt097
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0343377
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
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IRS990ScheduleA/Total509Grp/TotalAmt0343377
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt066991
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt090210
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0343474
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011712
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Other Misc
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0All American
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016652
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt014631
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt031283
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016652
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt014631
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt031283
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019571
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011712
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03345
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08367
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $218
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $209
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $228
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Camp & other program events $50057
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Dues & filing fees $2521
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sarah Benner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Louise Foussat Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0LOUI
ReturnHeader/Filer/EIN0900335293
ReturnHeader/Filer/PhoneNum07609664014
ReturnHeader/Filer/USAddress/AddressLine1Txt03800 Pala Rd
ReturnHeader/Filer/USAddress/CityNm0Oceanside
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092058
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952770263
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VanderSpek Howerzyl CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0350 West Fifth Ave Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Escondido
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920254865
ReturnHeader/PreparerPersonGrp/PhoneNum07607412659
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Phillip Howerzyl CPA CGMA
ReturnHeader/ReturnTs02019-11-13T14:05:39-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings