Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2017 • EIN 90-1116982

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 14, 2017

Organization ProfileN/A
400 West Elder StFallbrook, CA 92028

(760) 731-4132

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

14th percentile

-32%

Faster asset growth than 14% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

42%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$6,299

Down $2,955 (-32%) from 2016

Net Assets

$17,534

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin70th percentile

Revenue

Up

$56,886

Up $16,880 (+42%) from 2016

Expenses

Up

$48,606

Up $47,881 (+6604%) from 2016

Net Income

Down

$8,280

Down $31,001 (-79%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$60K$40K$20K$0Assets 2016: $9,254Liabilities 2016: $02016Assets 2017: $6,299Net Assets 2017: $17,5342017Assets 2018: $18,116Liabilities 2018: $02018Assets 2019: $23,177Net Assets 2019: $23,1772019Assets 2020: $38,519Net Assets 2020: $38,5192020Assets 2022: $39,660Liabilities 2022: $02022Assets 2023: $45,343Net Assets 2023: $45,3432023Assets 2024: $39,221Liabilities 2024: $02024Assets 2025: $31,863Net Assets 2025: $31,8632025

Highlighted filing

2017

Assets$6,299
Liabilities-
Net Assets$17,534
Open 2017 Filing

Operations Trend

Revenue Growth83rd percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2016: $40,006Expenses 2016: $725Net Income 2016: $39,2812016Revenue 2017: $56,886Expenses 2017: $48,606Net Income 2017: $8,2802017Revenue 2018: $37,100Expenses 2018: $32,232Net Income 2018: $4,8682018Revenue 2019: $35,667Expenses 2019: $31,555Net Income 2019: $4,1122019Revenue 2020: $40,017Expenses 2020: $17,644Net Income 2020: $22,3732020Revenue 2022: $36,697Expenses 2022: $13,669Net Income 2022: $23,0282022Revenue 2023: $58,457Expenses 2023: $57,693Net Income 2023: $7642023Revenue 2024: $54,656Expenses 2024: $66,375Net Income 2024: -$11,7192024Revenue 2025: $38,128Expenses 2025: $47,199Net Income 2025: -$9,0712025

Highlighted filing

2017

Revenue$56,886
Expenses$48,606
Net Income$8,280
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$56,967
Mission and Program Overview

Mission

Provide enrichment through learning experiences for all children

Program Services

DescriptionGrantsExpenses
NEW BOOKS FOR THE LIBRARY-$17,122
FIELD TRIPS FOR ALL GRADE LEVELS-$9,692
PROVIDE SUPPLEMENTAL ART LESSONS FOR GRADES K-6-$3,531
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN LIEBESPresident-$0--
BETH PRINCIPETreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Maie Ellis Ptsa
EIN
90-1116982
Phone
7607314132
Address
400 WEST ELDER ST, FALLBROOK, CA 92028

Signing Officer

Name
Susan Liebes
Title
President
Phone
7607314132
Signed
2017-11-14

Preparer

Firm
Hrb Tax Group Inc
Address
833 D S MAIN AVE, FALLBROOK, CA 92028
Preparer
Sherry Weishaar
Phone
7607231770
Supplemental Narrative

Additional Explanations

Part 1 Line 16

“GENERAL ADMINISTRATIVE”

Raw XML Appendix122 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt01565
IRS990EZ/BooksInCareOfDetail/PersonNm0BETH PRINCIPE
IRS990EZ/BooksInCareOfDetail/PhoneNum07604198237
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0400 WEST ELDER ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fallbrook
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092028
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09254
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06299
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03022
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08280
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09254
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06299
IRS990EZ/FundraisingGrossIncomeAmt031692
IRS990EZ/GrantsAndSimilarAmountsPaidAmt045594
IRS990EZ/GrossReceiptsAmt056967
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02985
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09254
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017534
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09254
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06299
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUSAN LIEBES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BETH PRINCIPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01447
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE ENRICHMENT THROUGH LEARNING EXPERIENCES FOR ALL CHILDREN
IRS990EZ/ProgramServiceRevenueAmt019268
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SUPPLEMENTAL ART LESSONS FOR GRADES K-6
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FIELD TRIPS FOR ALL GRADE LEVELS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2NEW BOOKS FOR THE LIBRARY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03531
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19692
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt217122
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt081
IRS990EZ/SpecialEventsNetIncomeLossAmt031611
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048606
IRS990EZ/TotalProgramServiceExpensesAmt030345
IRS990EZ/TotalRevenueAmt056886
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03022
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04245
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07267
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt021531
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt021531
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt028798
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03022
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt025776
IRS990ScheduleA/Total509Grp/TotalAmt028798
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03022
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt025776
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt028798
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GENERAL ADMINISTRATIVE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 LINE 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN LIEBES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07607314132
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MAIE ELLIS PTSA
ReturnHeader/Filer/BusinessNameControlTxt0MAIE
ReturnHeader/Filer/EIN0901116982
ReturnHeader/Filer/PhoneNum07607314132
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 WEST ELDER ST
ReturnHeader/Filer/USAddress/CityNm0FALLBROOK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092028
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00711CD4DDACFB8F9BF417A04D81A835DCC74EF6B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00711CD4DDACFB8F9BF417A04D81A835DCC74EF6B
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId033096620173183954320
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.128.195.207
ReturnHeader/FilingSecurityInformation/IPDt02017-11-15
ReturnHeader/FilingSecurityInformation/IPTm011:50:02
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0833 D S MAIN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FALLBROOK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092028
ReturnHeader/PreparerPersonGrp/PhoneNum07607231770
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sherry Weishaar
ReturnHeader/ReturnTs02017-11-15T17:38:08Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,299
Liabilities
-
Net assets
$17,534
Revenue
$56,886
Expenses
$48,606
Net income
$8,280
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$31.9$31.9$38.1$47.2$9.07
2024Summary only. Only limited summary data is available for this year.$39.2$0.00$54.7$66.4$11.7
2023Detailed filing. Detailed filing data is available for this year.$45.3$45.3$58.5$57.7$0.76
2022Summary only. Only limited summary data is available for this year.$39.7$0.00$36.7$13.7$23.0
2020Detailed filing. Detailed filing data is available for this year.$38.5$38.5$40.0$17.6$22.4
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.2$23.2$35.7$31.6$4.11
2018Summary only. Only limited summary data is available for this year.$18.1$0.00$37.1$32.2$4.87
2017Detailed filing. Detailed filing data is available for this year.$6.30$17.5$56.9$48.6$8.28
2016Summary only. Only limited summary data is available for this year.$9.25$0.00$40.0$0.73$39.3