Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2021 • EIN 91-1929587

Jul 01, 2020 to Jun 30, 2021 • Filed on Apr 06, 2022

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

16th percentile

-29%

Higher net margin than 16% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

14th percentile

-29%

Faster asset growth than 14% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

13th percentile

-61%

Faster revenue growth than 13% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$16,769

Down $7,002 (-29%) from 2020

Net Assets

Down

$16,769

Down $7,002 (-29%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$24,364

Down $37,869 (-61%) from 2020

Expenses

Down

$31,366

Down $17,448 (-36%) from 2020

Net Income

Down

-$7,002

Down $20,421 (-152%) from 2020

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

2021

Assets$16,769
Liabilities-
Net Assets$16,769

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

2021

Revenue$24,364
Expenses$31,366
Net Income-$7,002
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 6, 2022
Return Version
2020v4.0
Gross Receipts
$24,364
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
ENRICH THE EDUCATION OF THE CHILDREN AND SUPPORT THE FACULTY AT BAYWOOD ELEMENTARY SCHOOL.$31,366-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA D'AUNOYPresident-$0--
NINA TAYLOR KOBLISKASecretary-$0--
RACHEL REVELEYTreasurer-$0--
DAVE MITCHELLParliamentarian-$0--
ERIN SANDERSONAuditor-$0--
SAMANTHA CHANCELLORCommunications-$0--
SUNSHINE VAUGHNHistorian-$0--
BRITANNY BATALIAFundraising-$0--
NICHOLE ELLIOTTFundraising-$0--
JESSICA STRANOMembership-$0--
Filing and Contact Details

Filer

Filer Name
Baywood Elementary Pta
EIN
91-1929587
Address
1330 9TH STREET, LOS OSOS, CA 93402

Signing Officer

Name
Rachel Reveley
Title
Treasurer
Signed
2022-04-06
Discuss with paid preparer
Yes

Preparer

Firm
Hocking Denton Palmquist - Los Osos
Address
1181 3RD ST STE C, LOS OSOS, CA 93402
Preparer
Ben Rutherford CPA
Phone
8055283600
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $799

Other Expenses.1012

Insurance $259

Other Expenses.1

Merchandise expense $6175

Other Expenses.2

YEARBOOK PURCHASE $5152

Other Expenses.3

Fifth grade activities $3895

Other Expenses.4

Dinner deals expense $3414

Other Expenses.5

FRIENDSHIP WALK $2894

Other Expenses.6

Assemblies and special program $2799

Other Expenses.7

HOPITALITY $2052

Other Expenses.8

Scholastic book purchases $1651

Other Expenses.9

Principal & class scholarships $929

Other Expenses.10

Garden fund expenses $501

Other Expenses.11

Tier program banners $291

Other Expenses.12

LIBRARY EXPENSES $281

Other Expenses.13

SQUARE PROC FEES $258

Other Expenses.14

CREDIT CARD FEES $16

Raw XML Appendix200 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/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MELISSA D'AUNOY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NINA TAYLOR KOBLISKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RACHEL REVELEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAVE MITCHELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ERIN SANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SAMANTHA CHANCELLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SUNSHINE VAUGHN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BRITANNY BATALIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8NICHOLE ELLIOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JESSICA STRANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5COMMUNICATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9MEMBERSHIP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt031366
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENRICH THE EDUCATION OF THE CHILDREN AND SUPPORT THE FACULTY AT BAYWOOD ELMENTARY SCHOOL.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt031366
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.FACEBOOK.COM/BAYWOODPTALOSOSOSCA
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt024364
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt073740
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt073730
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0104597
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt087944
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0364375
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt024364
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt073740
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt087944
IRS990ScheduleA/Total509Grp/TotalAmt0364375
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt024364
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt073740
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt073730
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt087944
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0364375
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $799
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $259
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MERCHANDISE EXPENSE $6175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3YEARBOOK PURCHASE $5152
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FIFTH GRADE ACTIVITIES $3895
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DINNER DEALS EXPENSE $3414
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FRIENDSHIP WALK $2894
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ASSEMBLIES AND SPECIAL PROGRAM $2799
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8HOPITALITY $2052
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SCHOLASTIC BOOK PURCHASES $1651
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PRINCIPAL & CLASS SCHOLARSHIPS $929
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11GARDEN FUND EXPENSES $501
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12TIER PROGRAM BANNERS $291
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13LIBRARY EXPENSES $281
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14SQUARE PROC FEES $258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15CREDIT CARD FEES $16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.14
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RACHEL REVELEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BAYWOOD ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0BAYW
ReturnHeader/Filer/EIN0911929587
ReturnHeader/Filer/USAddress/AddressLine1Txt01330 9TH STREET
ReturnHeader/Filer/USAddress/CityNm0LOS OSOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093402
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953514748
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOCKING DENTON PALMQUIST - LOS OSOS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01181 3RD ST STE C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS OSOS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093402
ReturnHeader/PreparerPersonGrp/PhoneNum08055283600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ben Rutherford CPA
ReturnHeader/ReturnTs02022-04-06T17:34:31-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RACHEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0REVELEY
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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
2021Detailed filing. Detailed filing data is available for this year.$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