Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2019 • EIN 91-1929587

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 23, 2019

1330 9th StreetLos Osos, CA 93402

(805) 534-2856

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

53rd percentile

4.8%

Higher net margin than 53% 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

85th percentile

52%

Faster asset growth than 85% of similar nonprofits.

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

Revenue Growth

18th percentile

-30%

Faster revenue growth than 18% of similar nonprofits.

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

Assets

Up

$10,352

Up $3,535 (+52%) from 2018

Net Assets

$10,352

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$73,740

Down $30,857 (-30%) from 2018

Expenses

Down

$70,205

Down $36,253 (-34%) from 2018

Net Income

Up

$3,535

Up $5,396 (+290%) from 2018

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $17,577Liabilities 2011: $02011Assets 2012: $4,809Liabilities 2012: $02012Assets 2013: $1,285Liabilities 2013: $02013Assets 2014: $9,570Liabilities 2014: $02014Assets 2015: $8,472Liabilities 2015: $02015Assets 2016: $4,324Liabilities 2016: $02016Assets 2017: $8,678Net Assets 2017: $8,6782017Assets 2018: $6,817Liabilities 2018: $02018Assets 2019: $10,352Net Assets 2019: $10,3522019Assets 2020: $23,771Net Assets 2020: $23,7712020Assets 2021: $16,769Net Assets 2021: $16,7692021Assets 2022: $13,511Net Assets 2022: $13,5112022Assets 2023: $37,619Net Assets 2023: $37,6192023Assets 2024: $67,446Net Assets 2024: $67,4462024Assets 2025: $95,746Net Assets 2025: $95,7462025

Highlighted filing

2019

Assets$10,352
Liabilities-
Net Assets$10,352

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $56,389Expenses 2011: $53,340Net Income 2011: $3,0492011Revenue 2012: $53,757Expenses 2012: $59,315Net Income 2012: -$5,5582012Revenue 2013: $56,109Expenses 2013: $56,958Net Income 2013: -$8492013Revenue 2014: $40,578Expenses 2014: $32,522Net Income 2014: $8,0562014Revenue 2015: $40,269Expenses 2015: $40,379Net Income 2015: -$1102015Revenue 2016: $38,164Expenses 2016: $43,256Net Income 2016: -$5,0922016Revenue 2017: $87,944Expenses 2017: $83,590Net Income 2017: $4,3542017Revenue 2018: $104,597Expenses 2018: $106,458Net Income 2018: -$1,8612018Revenue 2019: $73,740Expenses 2019: $70,205Net Income 2019: $3,5352019Revenue 2020: $62,233Expenses 2020: $48,814Net Income 2020: $13,4192020Revenue 2021: $24,364Expenses 2021: $31,366Net Income 2021: -$7,0022021Revenue 2022: $55,808Expenses 2022: $59,066Net Income 2022: -$3,2582022Revenue 2023: $78,306Expenses 2023: $54,198Net Income 2023: $24,1082023Revenue 2024: $77,002Expenses 2024: $47,175Net Income 2024: $29,8272024Revenue 2025: $77,221Expenses 2025: $48,921Net Income 2025: $28,3002025

Highlighted filing

2019

Revenue$73,740
Expenses$70,205
Net Income$3,535
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 23, 2019
Return Version
2018v3.1
Gross Receipts
$73,740
Mission and Program Overview

Mission

Enrich the education of the children and support the faculty at baywood elmentary school.

Enrich the education of the children and support the faculty at Baywood Elementary School.

Program Services

DescriptionGrantsExpenses
Enriching the education of children at Baywood Elementary School by providing assemblies, field trips, art and music classess, before and after school clubs, yearbooks, volunteers, and more. Also enriching the life of the community by providing family read-a-loud and math nights, fall carnival, art and science expo, donations to families in need, and more.$70,080-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Melissa D'AunoyPresidentPT$0--
Erica FryerSecretary-$0--
Rachel ReveleyTreasurerPT$0--
David MitchellParliamentarian-$0--
Jennifer MitchellAuditor-$0--
Kristyn MitchellVP MembershipPT$0--
Nichole ElliottVP Fundraising-$0--
Sandra SarroufVpcommunication-$0--
Sunshine VaughanHistorian-$0--
Filing and Contact Details

Filer

Filer Name
Baywood Elementary PTA
EIN
91-1929587
Phone
8055342856
Address
1330 9th Street, Los Osos, CA 93402

Signing Officer

Name
Rachel Reveley
Title
Treasurer
Signed
2019-10-23
Discuss with paid preparer
Yes

Preparer

Firm
Cayucos Tax Service
Address
10 N Ocean Ave Suite 111, Cayucos, CA 93430-1661
Preparer
Heather Newsom EA
Phone
8059955049
Supplemental Narrative

Additional Explanations

Other Expenses.1

Fifth grade activities $18968

Other Expenses.2

Fun Run $16942

Other Expenses.3

Field Trips $6529

Other Expenses.4

Book fair $4652

Other Expenses.5

Music / Theater $4626

Other Expenses.6

Hospitality $3231

Other Expenses.7

Art Programs $3108

Other Expenses.8

PTA expenses $2476

Other Expenses.9

Yearbook / historian $1792

Other Expenses.10

Assemblies/Special Program $1275

Other Expenses.11

Teacher Scholarships $1005

Other Expenses.12

Baywood merchandise $954

Other Expenses.13

Carnival expenses $821

Other Expenses.14

End of Year $667

Other Expenses.15

Banners $543

Other Expenses.16

Garden fund $515

Other Expenses.17

Carnival BBQ and bake sale $497

Other Expenses.18

Blue Folders $431

Other Expenses.19

Membership Expenses $232

Other Expenses.20

Rewards $222

Other Expenses.21

Playground equipment $200

Other Expenses.22

Library fund $170

Other Expenses.23

Miscellaneous (Reconciliation) $125

Other Expenses.24

Donations $117

Other Expenses.25

Friday popcorn $95

Other Expenses.26

Bank Charges $12

Raw XML Appendix213 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/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Melissa D'Aunoy
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Kristyn Mitchell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Nichole Elliott
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Sandra Sarrouf
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Sunshine Vaughan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VPCommunication
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Historian
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt070205
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt070080
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IRS990EZ/WebsiteAddressTxt0https://www.facebook.com/BaywoodPTALosOsosCA
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0104597
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt087944
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt017828
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt087944
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt046416
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt066951
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt073730
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt087944
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt046416
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt066951
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0379638
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Fifth grade activities $18968
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Fun Run $16942
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Field Trips $6529
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Book fair $4652
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Music / Theater $4626
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Hospitality $3231
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Art Programs $3108
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PTA expenses $2476
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Yearbook / historian $1792
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Assemblies/Special Program $1275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Teacher Scholarships $1005
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Baywood merchandise $954
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Carnival expenses $821
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13End of Year $667
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Banners $543
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Garden fund $515
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Carnival BBQ and bake sale $497
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Blue Folders $431
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Membership Expenses $232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Rewards $222
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Playground equipment $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Library fund $170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Miscellaneous (Reconciliation) $125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Donations $117
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Friday popcorn $95
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Bank Charges $12
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Expenses.23
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Other Expenses.24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Other Expenses.25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Other Expenses.26
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rachel Reveley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Baywood Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0BAYW
ReturnHeader/Filer/EIN0911929587
ReturnHeader/Filer/PhoneNum08055342856
ReturnHeader/Filer/USAddress/AddressLine1Txt01330 9th Street
ReturnHeader/Filer/USAddress/CityNm0Los Osos
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093402
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0753183133
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cayucos Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 N Ocean Ave Suite 111
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cayucos
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0934301661
ReturnHeader/PreparerPersonGrp/PhoneNum08059955049
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Heather Newsom EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-10-28T10:40:27-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.96$0.96$0.77$0.49$0.28
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.67$0.77$0.47$0.30
2023Detailed filing. Detailed filing data is available for this year.$0.38$0.38$0.78$0.54$0.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.14$0.56$0.59$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.17$0.17$0.24$0.31$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.24$0.24$0.62$0.49$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.10$0.10$0.74$0.70$0.04
2018Summary only. Only limited summary data is available for this year.$0.07$0.00$1.05$1.06$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.09$0.88$0.84$0.04
2016Summary only. Only limited summary data is available for this year.$0.04$0.00$0.38$0.43$0.05
2015Summary only. Only limited summary data is available for this year.$0.08$0.00$0.40$0.40$0.00
2014Summary only. Only limited summary data is available for this year.$0.10$0.00$0.41$0.33$0.08
2013Summary only. Only limited summary data is available for this year.$0.01$0.00$0.56$0.57$0.01
2012Summary only. Only limited summary data is available for this year.$0.05$0.00$0.54$0.59$0.06
2011Summary only. Only limited summary data is available for this year.$0.18$0.00$0.56$0.53$0.03