Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2022 • EIN 91-1929587

Jul 01, 2021 to Jun 30, 2022 • Filed on Mar 04, 2023

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

31st percentile

-5.8%

Higher net margin than 31% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

22nd percentile

-19%

Faster asset growth than 22% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

87th percentile

129%

Faster revenue growth than 87% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$13,511

Down $3,258 (-19%) from 2021

Net Assets

Down

$13,511

Down $3,258 (-19%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$55,808

Up $31,444 (+129%) from 2021

Expenses

Up

$59,066

Up $27,700 (+88%) from 2021

Net Income

Up

-$3,258

Up $3,744 (+53%) from 2021

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

2022

Assets$13,511
Liabilities-
Net Assets$13,511

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

2022

Revenue$55,808
Expenses$59,066
Net Income-$3,258
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Mar 4, 2023
Return Version
2021v4.1
Gross Receipts
$55,808
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.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NICHOLE MCALLISTERPresident-$0--
NINA TAYLOR KOBLISKATreasurer-$0--
SARAH LOFRANOSecretary-$0--
LEAH BODILYCommunications-$0--
ERIN SANDERSONAuditor-$0--
ADAM LOVERIDGEFundraising-$0--
BRITANNY BATALIAVice President-$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
Nina Taylor Kobliska
Title
Treasurer
Signed
2023-03-04
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 Revenue.1

FRIENDSHIP WALK $18068

Other Revenue.2

Book fair pass thru $7554

Other Revenue.3

CARNIVAL 2021-2022 $6637

Other Revenue.4

TIER PROGRAM $4400

Other Revenue.5

FLOWER ARRANGEMENT $3480

Other Revenue.6

DISNEY RAFFLE $1955

Other Revenue.7

Sylvesters dinner deals $1910

Other Revenue.8

Baywood merchandise $1861

Other Revenue.9

DINNER DEALS $710

Other Expenses.1

CARNIVAL EXPENSES $12284

Other Expenses.2

BOOK FAIR EXPENSES $7460

Other Expenses.3

Pta general expenses $5800

Other Expenses.4

FRIENDSHIP WALK $4830

Other Expenses.5

3RD EXPENSES $4693

Other Expenses.6

Assemblies and special program $4484

Other Expenses.7

ART PROGRAMS $2465

Other Expenses.8

Merchandise expense $2217

Other Expenses.9

FIELD TRIPS $2181

Other Expenses.10

Fifth grade activities $2104

Other Expenses.11

Scholastic book purchases $1848

Other Expenses.12

HOSPITALITY $1592

Other Expenses.13

FLOWER ARRANGEMENT $1179

Other Expenses.14

YEAR END EXPENSES $925

Other Expenses.15

GARDEN FUND $870

Other Expenses.16

Principal & class scholarships $811

Other Expenses.17

ACCOUNTING SOFTWARE $790

Other Expenses.18

SQUARE PROC FEES $504

Other Expenses.19

Tier program banners $477

Other Expenses.20

FAMILIES IN NEED $433

Other Expenses.21

MEMBERSHIP EXPENSES $258

Other Expenses.22

FAMILY NIGHT $219

Other Expenses.23

LIVE SCAN $156

Other Expenses.24

LIBRARY EXPENSES $68

Other Expenses.25

DISNEY RAFFLE $63

Other Expenses.26

FRIDAY POPCORN $56

Other Expenses.27

BANK CHARGES $12

Raw XML Appendix229 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/PersonNm0NICHOLE MCALLISTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NINA TAYLOR KOBLISKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARAH LOFRANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LEAH BODILY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ERIN SANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ADAM LOVERIDGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BRITANNY BATALIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt058779
IRS990EZ/OtherRevenueTotalAmt046575
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/WebsiteAddressTxt0WWW.FACEBOOK.COM/BAYWOODPTALOSOSOSCA
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IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt073730
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0104597
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0285664
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FRIENDSHIP WALK $18068
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOOK FAIR PASS THRU $7554
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CARNIVAL 2021-2022 $6637
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TIER PROGRAM $4400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FLOWER ARRANGEMENT $3480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DISNEY RAFFLE $1955
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SYLVESTERS DINNER DEALS $1910
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BAYWOOD MERCHANDISE $1861
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DINNER DEALS $710
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CARNIVAL EXPENSES $12284
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10BOOK FAIR EXPENSES $7460
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PTA GENERAL EXPENSES $5800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12FRIENDSHIP WALK $4830
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt133RD EXPENSES $4693
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14ASSEMBLIES AND SPECIAL PROGRAM $4484
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15ART PROGRAMS $2465
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16MERCHANDISE EXPENSE $2217
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17FIELD TRIPS $2181
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18FIFTH GRADE ACTIVITIES $2104
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19SCHOLASTIC BOOK PURCHASES $1848
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20HOSPITALITY $1592
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21FLOWER ARRANGEMENT $1179
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22YEAR END EXPENSES $925
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23GARDEN FUND $870
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24PRINCIPAL & CLASS SCHOLARSHIPS $811
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25ACCOUNTING SOFTWARE $790
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26SQUARE PROC FEES $504
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27TIER PROGRAM BANNERS $477
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28FAMILIES IN NEED $433
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29MEMBERSHIP EXPENSES $258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30FAMILY NIGHT $219
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31LIVE SCAN $156
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt32LIBRARY EXPENSES $68
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt33DISNEY RAFFLE $63
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt34FRIDAY POPCORN $56
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt35BANK CHARGES $12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Revenue.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Revenue.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Revenue.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Revenue.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Revenue.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Revenue.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Revenue.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc28Other Expenses.20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc29Other Expenses.21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc30Other Expenses.22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc31Other Expenses.23
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc32Other Expenses.24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc33Other Expenses.25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc34Other Expenses.26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc35Other Expenses.27
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NINA TAYLOR KOBLISKA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-04
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/ReturnTs02023-03-04T14:16:33-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NINA TAYLOR
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KOBLISKA
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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
2022Detailed filing. Detailed filing data is available for this year.$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