Civic Intelligence

Country Club Elementary School PTA

990EZ • Fiscal year 2020 • EIN 94-2627346

Jul 01, 2019 to Jun 30, 2020 • Filed on Jul 15, 2020

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

8th percentile

-104%

Higher net margin than 8% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

17th percentile

-24%

Faster asset growth than 17% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

18th percentile

-57%

Faster revenue growth than 18% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$40,219

Down $12,648 (-24%) from 2019

Net Assets

Down

$40,219

Down $12,648 (-24%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin8th percentile

Revenue

Down

$12,188

Down $16,485 (-57%) from 2019

Expenses

Up

$24,836

Up $345 (+1.4%) from 2019

Net Income

Down

-$12,648

Down $16,830 (-402%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2020

Assets$40,219
Liabilities-
Net Assets$40,219
Open 2020 Filing

Operations Trend

Revenue Growth18th 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

2020

Revenue$12,188
Expenses$24,836
Net Income-$12,648
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jul 15, 2020
Return Version
2019v5.0
Gross Receipts
$12,188
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.$23,322$11,149
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elise O'ConnellPresident-$0--
Sharyl AndersonMembership-$0--
Jodi HockingTreasurer-$0--
Gina RogersSecretary-$0--
Jennifer BroughtonAuditor-$0--
Disha BhedaFin 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
Jodi Hocking
Title
Treasurer
Phone
7602140263
Signed
2020-07-15
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

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: School Support | Donee's Name: Country Club Elementary School | Donee's Address: 7534 Blue Fox Way San Ramon CA 94583 | Relationship of Donee: SCHOOL | Cash Amount Given: $11149”

Other Expenses.1012

“Insurance $232”

Other Expenses.1

“Holiday Gift Shop $5170”

Other Expenses.2

“Emergency Preparedness $1577”

Other Expenses.3

“Hospitality $1389”

Other Expenses.4

“PTA Programs $875”

Other Expenses.5

“Warriors Game $810”

Other Expenses.6

“Community Events $718”

Other Expenses.7

“Administration $472”

Other Expenses.8

“Bank Charges/Stripe Fees $161”

Raw XML Appendix193 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/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/ProgramServiceRevenueAmt07394
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/ExplanationTxt0Class of Activity: School Support | Donee's Name: Country Club Elementary School | Donee's Address: 7534 Blue Fox Way San Ramon CA 94583 | Relationship of Donee: SCHOOL | Cash Amount Given: $11149
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Holiday Gift Shop $5170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Emergency Preparedness $1577
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Hospitality $1389
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PTA Programs $875
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Warriors Game $810
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Community Events $718
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Administration $472
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Bank Charges/Stripe Fees $161
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ReturnHeader/BuildTS02020-09-23 17:36:50Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Country Club Elementary School PTA
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ReturnHeader/PreparerPersonGrp/PhoneNum09253140390
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Douglas W Regalia
ReturnHeader/ReturnTs02020-07-15T16:14:50-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,219
Liabilities
-
Net assets
$40,219
Revenue
$12,188
Expenses
$24,836
Net income
-$12,648
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