Civic Intelligence

PTA California Congress of Parents Teachers & Students

990EZ • Fiscal year 2019 • EIN 90-0335293

Jul 01, 2018 to Jun 30, 2019 • 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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

18th percentile

-17%

Higher net margin than 18% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

27th percentile

-12%

Faster asset growth than 27% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

16th percentile

-33%

Faster revenue growth than 16% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$50,885

Down $6,903 (-12%) from 2018

Net Assets

Down

$50,885

Down $6,903 (-12%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$41,425

Down $20,669 (-33%) from 2018

Expenses

Down

$48,328

Down $5,290 (-9.9%) from 2018

Net Income

Down

-$6,903

Down $15,379 (-181%) from 2018

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

2019

Assets$50,885
Liabilities-
Net Assets$50,885

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

2019

Revenue$41,425
Expenses$48,328
Net Income-$6,903
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$59,371
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.$20,835-
Provided funds for field trips for all ages.$11,218-
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$15,157$15,157$10,911$4,246
All American$11,324$11,324$7,035$4,289
Total Events$26,481$26,481$17,946$8,535
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 $240

Other Expenses.1003

Information Technology $209

Other Expenses.1012

Insurance $232

Other Expenses.1

Camp & other program events $47269

Other Expenses.2

Dues & filing fees $378

Raw XML Appendix193 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/PersonNm5Karla Doherty
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Volunteer Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Membership
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt048328
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To support students, provide enrichment and education services that include field trips, assemblies, and library support.
IRS990EZ/ProgramServiceRevenueAmt029464
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided camps for all 5th graders.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Provided funds for teachers' classroom supplies throughout the year.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt020835
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt111218
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt23200
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt017946
IRS990EZ/SpecialEventsNetIncomeLossAmt08535
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01360
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01466
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01546
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02125
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09835
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt088
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0185
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt026481
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt011148
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt096158
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt029464
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt044154
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt047422
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt051165
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0206457
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt088
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0185
IRS990ScheduleA/InvestmentIncomeCYPct00.00060
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99940
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0312450
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0312635
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Other Misc
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0All American
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015157
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011324
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015157
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017946
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010911
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $209
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Camp & other program events $47269
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Dues & filing fees $378
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/BuildTS02020-04-17 16:48:07Z
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/ReturnTs02019-11-13T14:07:05-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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Filings