Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

EIN 90-0904055 • 501(c)3 • Monterey, CA

990-N Coverage

Profile

To positively impact the lives of all children and families by representing our members and empowering and supporting them with skills in advocacy, leadership and communication.

251 Soledad DrMonterey, CA 93940

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

35th percentile

-5.6%

Higher net margin than 35% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

39th percentile

-10%

Faster asset growth than 39% of similar nonprofits.

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

Revenue Growth

81st percentile

40%

Faster revenue growth than 81% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$16,902

Down $1,980 (-10%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

$16,902

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin35th percentile

Revenue

Up

$35,107

Up $10,043 (+40%) from 2017

Expenses

Up

$37,087

Up $4,240 (+13%) from 2017

Net Income

Up

-$1,980

Up $5,803 (+75%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2016: $26,664Liabilities 2016: $02016Assets 2017: $18,882Liabilities 2017: $02017Assets 2018: $16,902Liabilities 2018: $0Net Assets 2018: $16,9022018

Highlighted filing

2018

Assets$16,902
Liabilities$0
Net Assets$16,902
Open 2018 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KRevenue 2016: $38,521Expenses 2016: $38,158Net Income 2016: $3632016Revenue 2017: $25,064Expenses 2017: $32,847Net Income 2017: -$7,7832017Revenue 2018: $35,107Expenses 2018: $37,087Net Income 2018: -$1,9802018

Highlighted filing

2018

Revenue$35,107
Expenses$37,087
Net Income-$1,980
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,902
Liabilities
$0
Net assets
$16,902
Revenue
$35,107
Expenses
$37,087
Net income
-$1,980
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$35.1$37.1$1.98
2017Summary only. Only limited summary data is available for this year.$18.9$0.00$25.1$32.8$7.78
2016Summary only. Only limited summary data is available for this year.$26.7$0.00$38.5$38.2$0.36
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 8, 2018
Return Version
2017v2.2
Gross Receipts
$75,329
Mission and Program Overview

Mission

To positively impact the lives of all children and families by representing our members and empowering and supporting them with skills in advocacy, leadership and communication.

Program Services

DescriptionGrantsExpenses
PROVIDING ENRICHMENT PROGRAMS TO SUPPLEMENT SCHOOL EXPERIENCES SUCH AS SCIENCE CAMP, PE PROGRAM, READING, YEARBOOK AND ASSEMBLIES$36,166-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie CarpenterPresident-$0--
Christy McGillSecretary-$0--
Stephanie GarbowitzTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Science Camp$20,766$20,766$24,074$-3,308
Book Fair$10,531$10,531$8,244$2,287
Total Events$54,180$54,180$35,908$18,272
Filing and Contact Details

Filer

Filer Name
Monte Vista PTA
EIN
90-0904055
Phone
8313923890
Address
251 Soledad Dr, Monterey, CA 93940

Signing Officer

Name
Stephanie Garbowitz
Title
Treasurer
Signed
2018-11-08
Discuss with paid preparer
Yes

Preparer

Firm
CAL Accounting PC
Address
98 Del Monte Ave Suite 202, Monterey, CA 93940
Preparer
Chris Locke CPA
Phone
8312750084
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $407”

Other Expenses.1

“PROGRAM EXPENSES $31459”

Other Expenses.2

“HELPING HANDS $2448”

Other Expenses.3

“SUPPLIES $1658”

Other Expenses.4

“BANK CHARGES $414”

Other Expenses.5

“CAMPUS IMPROVEMENT $400”

Other Expenses.6

“COMMUNITY DONATIONS $201”

Other Expenses.7

“ROUNDING $100”

Raw XML Appendix176 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/PhoneNum08315785522
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0251 Soledad DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Monterey
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093940
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018882
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016902
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010453
IRS990EZ/CostOfGoodsSoldAmt01196
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1980
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018882
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016902
IRS990EZ/FundraisingGrossIncomeAmt062509
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01171
IRS990EZ/GrossReceiptsAmt075329
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt02367
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018882
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016902
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018882
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016902
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Julie Carpenter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Christy McGill
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Stephanie Garbowitz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt037087
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES BY REPRESENTING OUR MEMBERS AND EMPOWERING AND SUPPORTING THEM WITH SKILLS IN ADVOCACY, LEADERSHIP AND COMMUNICATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING ENRICHMENT PROGRAMS TO SUPPLEMENT SCHOOL EXPERIENCES SUCH AS SCIENCE CAMP, PE PROGRAM, READING, YEARBOOK AND ASSEMBLIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt036166
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt039026
IRS990EZ/SpecialEventsNetIncomeLossAmt023483
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037087
IRS990EZ/TotalProgramServiceExpensesAmt036166
IRS990EZ/TotalRevenueAmt035107
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010453
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04153
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt015374
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08335
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010636
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt048951
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt02367
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt01502
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt020162
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt016566
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt011323
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt051920
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0100871
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt012820
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt05655
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt035536
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt024901
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt021959
IRS990ScheduleA/Total509Grp/TotalAmt0100871
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt012820
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt05655
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt024901
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt021959
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0100871
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt035908
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SCIENCE CAMP
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020766
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010531
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt022883
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt054180
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020766
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010531
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt022883
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt054180
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018272
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03590
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt035908
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt024074
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08244
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $407
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAM EXPENSES $31459
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HELPING HANDS $2448
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUPPLIES $1658
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK CHARGES $414
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CAMPUS IMPROVEMENT $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMMUNITY DONATIONS $201
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ROUNDING $100
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE GARBOWITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Monte Vista PTA
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0900904055
ReturnHeader/Filer/PhoneNum08313923890
ReturnHeader/Filer/USAddress/AddressLine1Txt0251 Soledad Dr
ReturnHeader/Filer/USAddress/CityNm0Monterey
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093940
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371852224
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAL Accounting PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt098 Del Monte Ave Suite 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Monterey
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093940
ReturnHeader/PreparerPersonGrp/PhoneNum08312750084
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRIS LOCKE CPA
ReturnHeader/ReturnTs02018-11-08T15:37:11-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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