Civic Intelligence

Country Club Elementary School PTA

990EZ • Fiscal year 2017 • EIN 94-2627346

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 18, 2017

Organization Profilewww.cces.srvusd.k12.ca.us/PTA\PTA.html
7534 Blue Fox WaySan Ramon, CA 94583

(925) 803-7430

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

50th percentile

3.1%

Higher net margin than 50% 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

51st percentile

2.9%

Faster asset growth than 51% of similar nonprofits.

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

Revenue Growth

19th percentile

-25%

Faster revenue growth than 19% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$49,274

Up $1,388 (+2.9%) from 2016

Net Assets

Up

$49,274

Up $1,388 (+2.9%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin50th percentile

Revenue

Down

$45,244

Down $15,446 (-25%) from 2016

Expenses

Down

$43,856

Down $17,889 (-29%) from 2016

Net Income

Up

$1,388

Up $2,443 (+232%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$60K$40K$20K$0Assets 2011: $16,010Liabilities 2011: $02011Assets 2012: $31,959Liabilities 2012: $02012Assets 2013: $35,098Net Assets 2013: $35,0982013Assets 2014: $34,215Net Assets 2014: $34,2152014Assets 2015: $46,785Net Assets 2015: $46,7852015Assets 2016: $47,886Net Assets 2016: $47,8862016Assets 2017: $49,274Net Assets 2017: $49,2742017Assets 2018: $48,685Net Assets 2018: $48,6852018Assets 2019: $52,867Net Assets 2019: $52,8672019Assets 2020: $40,219Net Assets 2020: $40,2192020Assets 2021: $37,767Net Assets 2021: $37,7672021Assets 2022: $36,171Net Assets 2022: $36,1712022Assets 2023: $43,123Net Assets 2023: $43,1232023Assets 2024: $29,640Net Assets 2024: $29,6402024Assets 2025: $30,503Net Assets 2025: $30,5032025

Highlighted filing

2017

Assets$49,274
Liabilities-
Net Assets$49,274
Open 2017 Filing

Operations Trend

Revenue Growth19th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $31,705Expenses 2011: $39,226Net Income 2011: -$7,5212011Revenue 2012: $44,895Expenses 2012: $28,946Net Income 2012: $15,9492012Revenue 2013: $30,712Expenses 2013: $34,155Net Income 2013: -$3,4432013Revenue 2014: $25,795Expenses 2014: $22,907Net Income 2014: $2,8882014Revenue 2015: $46,912Expenses 2015: $31,657Net Income 2015: $15,2552015Revenue 2016: $60,690Expenses 2016: $61,745Net Income 2016: -$1,0552016Revenue 2017: $45,244Expenses 2017: $43,856Net Income 2017: $1,3882017Revenue 2018: $8,074Expenses 2018: $8,653Net Income 2018: -$5792018Revenue 2019: $28,673Expenses 2019: $24,491Net Income 2019: $4,1822019Revenue 2020: $12,188Expenses 2020: $24,836Net Income 2020: -$12,6482020Revenue 2021: $3,066Expenses 2021: $5,518Net Income 2021: -$2,4522021Revenue 2022: $9,123Expenses 2022: $10,719Net Income 2022: -$1,5962022Revenue 2023: $23,006Expenses 2023: $16,054Net Income 2023: $6,9522023Revenue 2024: $31,549Expenses 2024: $45,032Net Income 2024: -$13,4832024Revenue 2025: $24,994Expenses 2025: $24,131Net Income 2025: $8632025

Highlighted filing

2017

Revenue$45,244
Expenses$43,856
Net Income$1,388
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 18, 2017
Return Version
2016v3.0
Gross Receipts
$45,244
Mission and Program Overview

Mission

Country Club Elementary School PTA is dedicated to the continuous improvement of our children's education through the guidelines established by the California PTA. We strive to keep parents informed about vital state and federal education issues, assist parents in developing the tools and skills of effective education advocacy, encourage individual and collective participation in the education process, and vigorously advocate on issues that are of concern to the local school community.

Program Services

DescriptionGrantsExpenses
The Country Club Elementary School Parent Teacher Association is a vital part of the local school community. The PTAs mission is to speak on behalf of all children to organizations that make decisions affecting children, to assist parents in developing the skills they need to nurture children, and to promote parent and public involvement in schools and communities. The Country Club Elementary PTA is able to make a significant impact on the daily lives of our children. For example, the PTA: * provides instructional supply money to teachers so that they can have additional learning materials in the classroom * provides support for the library, technology, and school programs * provides an avenue for children and their families to participate in community service projects, including Red Ribbon Week. * acts as a main source of information for the school community by publishing a newsletter, publishing the school directory, calendar and yearbook and coordinating our communication system. * puts on family events enjoyed by parents and children.$41,211-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vesta MistryPresident-$0--
Brenda WalshMembership-$0--
Lyndi KolloTreasurer-$0--
Elise O'ConnellRec Secretary-$0--
Sara EvansAuditor-$0--
Lisa GaffeyFin Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Country Club Elementary School PTA
EIN
94-2627346
Phone
9258037430
Address
7534 Blue Fox Way, San Ramon, CA 94583

Signing Officer

Name
Lyndi Kollo
Title
Treasurer
Signed
2017-09-18
Discuss with paid preparer
Yes

Preparer

Firm
Regalia & Associates CPAs
Address
103 Town Country Dr Ste K, Danville, CA 94526
Preparer
Douglas W Regalia
Phone
9253140390
Supplemental Narrative

Additional Explanations

Other Expenses.1003

“Information Technology $496”

Other Expenses.1012

“Insurance $221”

Other Expenses.1

“Scrip $20554”

Other Expenses.2

“Holiday Shoppe $7055”

Other Expenses.3

“PTA Programs $3091”

Other Expenses.4

“Cougar Gear $1741”

Other Expenses.5

“Carnival $1453”

Other Expenses.6

“Hospitality $1437”

Other Expenses.7

“Administration $1096”

Other Expenses.8

“Run Club $599”

Other Expenses.9

“School Projects & Enrichnment $288”

Other Expenses.10

“Bank Charges/Paypal Fees $247”

Raw XML Appendix192 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/OperateHospitalInd0false
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IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt038278
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IRS990EZ/PrimaryExemptPurposeTxt0Country Club Elementary School PTA is dedicated to the continuous improvement of our children's education through the guidelines established by the California PTA. We strive to keep parents informed about vital state and federal education issues, assist parents in developing the tools and skills of effective education advocacy, encourage individual and collective participation in the education process, and vigorously advocate on issues that are of concern to the local school community.
IRS990EZ/ProgramServiceRevenueAmt018823
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Country Club Elementary School Parent Teacher Association is a vital part of the local school community. The PTAs mission is to speak on behalf of all children to organizations that make decisions affecting children, to assist parents in developing the skills they need to nurture children, and to promote parent and public involvement in schools and communities. The Country Club Elementary PTA is able to make a significant impact on the daily lives of our children. For example, the PTA: * provides instructional supply money to teachers so that they can have additional learning materials in the classroom * provides support for the library, technology, and school programs * provides an avenue for children and their families to participate in community service projects, including Red Ribbon Week. * acts as a main source of information for the school community by publishing a newsletter, publishing the school directory, calendar and yearbook and coordinating our communication system. * puts on family events enjoyed by parents and children.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Information Technology $496
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $221
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Scrip $20554
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Holiday Shoppe $7055
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PTA Programs $3091
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Cougar Gear $1741
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Carnival $1453
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Hospitality $1437
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Administration $1096
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Run Club $599
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10School Projects & Enrichnment $288
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Bank Charges/Paypal Fees $247
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ReturnHeader/BuildTS02018-03-14 21:41:22Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Lyndi Kollo
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Country Club Elementary School PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PTA California Congress of Parents
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ReturnHeader/Filer/PhoneNum09258037430
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ReturnHeader/Filer/USAddress/ZIPCd094583
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094526
ReturnHeader/PreparerPersonGrp/PhoneNum09253140390
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Douglas W Regalia
ReturnHeader/ReturnTs02017-09-18T16:21:22-07:00
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
$49,274
Liabilities
-
Net assets
$49,274
Revenue
$45,244
Expenses
$43,856
Net income
$1,388
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$30.5$30.5$25.0$24.1$0.86
2024Detailed filing. Detailed filing data is available for this year.$29.6$29.6$31.5$45.0$13.5
2023Detailed filing. Detailed filing data is available for this year.$43.1$43.1$23.0$16.1$6.95
2022Detailed filing. Detailed filing data is available for this year.$36.2$36.2$9.12$10.7$1.60
2021Detailed filing. Detailed filing data is available for this year.$37.8$37.8$3.07$5.52$2.45
2020Detailed filing. Detailed filing data is available for this year.$40.2$40.2$12.2$24.8$12.6
2019Detailed filing. Detailed filing data is available for this year.$52.9$52.9$28.7$24.5$4.18
2018Detailed filing. Detailed filing data is available for this year.$48.7$48.7$8.07$8.65$0.58
2017Detailed filing. Detailed filing data is available for this year.$49.3$49.3$45.2$43.9$1.39
2016Detailed filing. Detailed filing data is available for this year.$47.9$47.9$60.7$61.7$1.06
2015Detailed filing. Detailed filing data is available for this year.$46.8$46.8$46.9$31.7$15.3
2014Detailed filing. Detailed filing data is available for this year.$34.2$34.2$25.8$22.9$2.89
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.1$35.1$30.7$34.2$3.44
2012Summary only. Only limited summary data is available for this year.$32.0$0.00$44.9$28.9$15.9
2011Summary only. Only limited summary data is available for this year.$16.0$0.00$31.7$39.2$7.52