Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc Carmel River Elementary PTA

990EZ • Fiscal year 2015 • EIN 94-2695849

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 04, 2016

Organization ProfileN/A
PO Box 222700Carmel, CA 93922

(831) 624-4609

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

51st percentile

3.6%

Higher net margin than 51% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

96th percentile

293%

Faster asset growth than 96% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$65,137

Up $48,576 (+293%) from 2014

Net Assets

$65,137

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin51st percentile

Revenue

Up

$103,261

Up $12,616 (+14%) from 2014

Expenses

Up

$99,561

Up $25,477 (+34%) from 2014

Net Income

Down

$3,700

Down $12,861 (-78%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$100K$50K$0Assets 2012: $27,144Liabilities 2012: $02012Assets 2013: $27,536Liabilities 2013: $02013Assets 2014: $16,561Liabilities 2014: $02014Assets 2015: $65,137Liabilities 2015: $0Net Assets 2015: $65,1372015Assets 2016: $92,386Liabilities 2016: $0Net Assets 2016: $92,3862016Assets 2017: $62,811Liabilities 2017: $0Net Assets 2017: $62,8112017Assets 2018: $49,183Liabilities 2018: $0Net Assets 2018: $49,1832018Assets 2019: $39,797Liabilities 2019: $0Net Assets 2019: $39,7972019Assets 2020: $43,985Liabilities 2020: $0Net Assets 2020: $43,9852020Assets 2021: $31,014Liabilities 2021: $0Net Assets 2021: $31,0142021Assets 2022: $33,756Liabilities 2022: $0Net Assets 2022: $33,7562022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2015

Assets$65,137
Liabilities$0
Net Assets$65,137
Open 2015 Filing

Operations Trend

Revenue Growth67th percentile

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

$200K$100K$0-$100KRevenue 2012: $105,167Expenses 2012: $105,133Net Income 2012: $342012Revenue 2013: $106,275Expenses 2013: $105,883Net Income 2013: $3922013Revenue 2014: $90,645Expenses 2014: $74,084Net Income 2014: $16,5612014Revenue 2015: $103,261Expenses 2015: $99,561Net Income 2015: $3,7002015Revenue 2016: $104,906Expenses 2016: $77,657Net Income 2016: $27,2492016Revenue 2017: $101,664Expenses 2017: $131,239Net Income 2017: -$29,5752017Revenue 2018: $101,677Expenses 2018: $115,305Net Income 2018: -$13,6282018Revenue 2019: $95,120Expenses 2019: $104,506Net Income 2019: -$9,3862019Revenue 2020: $121,484Expenses 2020: $117,296Net Income 2020: $4,1882020Revenue 2021: $15,055Expenses 2021: $28,026Net Income 2021: -$12,9712021Revenue 2022: $81,837Expenses 2022: $77,296Net Income 2022: $4,5412022Revenue 2023: $136,300Expenses 2023: $170,056Net Income 2023: -$33,7562023

Highlighted filing

2015

Revenue$103,261
Expenses$99,561
Net Income$3,700
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 4, 2016
Return Version
2014v6.0
Gross Receipts
$103,261
Mission and Program Overview

Mission

To provide additional educational programs, enrichment activities, and support services to students and their families

To enhance the education of children at Carmel River School

Program Services

DescriptionGrantsExpenses
PROVIDE FIELD TRIPS, EXPERIENCES OUTSIDE OF SCHOOL, TO SUPPLEMENT WHAT IS LEANED IN SCHOOL-$34,468
PROVIDE ENRICHMENT TO THE SCHOOL'S SCIENCE, LIBRARY, PHYSICAL EDUCATION, AND SPANISH PROGRAMS-$17,639
SCHOOL ASSEMBLIES-$5,271
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANGIE SULLIVANPresidentPT$0--
MAY NAGAFUJITreasurerPT$0--
HOLLY TEMPLEVice PresidentPT$0--
VERONICA WHEELERSecretaryPT$0--
BRENDA HINZEFinancial SecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Carmel River Elementary PTA
EIN
94-2695849
Phone
8316244609
Address
PO Box 222700, Carmel, CA 93922

Signing Officer

Name
April Hess
Title
Treasurer
Phone
8316244609
Signed
2016-02-04
Discuss with paid preparer
Yes

Preparer

Firm
Savage & Lucido CPA'S LLP
Address
100 Clock Tower Pl Ste 230, Carmel, CA 93923
Preparer
Tracy Lucido CPA
Phone
8312506706
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Miscellaneous income 85. Scrip income 1665.”

Form 990EZ, Part I, Line 16

“Community building events 5476. Operating expenses 4028. Hospitality expenses 1175. Tuf expenses 2105. Art supplies 1312. Kindergarten graduation 250. Teacher stipends 9675. Program services 57378. Home tour reserve 18162.”

Form 990EZ, Part I, Line 20

“Reserves from prior years not included in fund balance 44876.”

Raw XML Appendix161 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum08316244609
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 222700
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Carmel
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093922
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016561
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IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt415.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANGIE SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MAY NAGAFUJI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HOLLY TEMPLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3VERONICA WHEELER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRENDA HINZE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Financial Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt044876
IRS990EZ/OtherExpensesTotalAmt099561
IRS990EZ/OtherRevenueTotalAmt01750
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To enhance the education of children at Carmel River School
IRS990EZ/ProgramServiceRevenueAmt09722
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE FIELD TRIPS, EXPERIENCES OUTSIDE OF SCHOOL, TO SUPPLEMENT WHAT IS LEANED IN SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE ENRICHMENT TO THE SCHOOL'S SCIENCE, LIBRARY, PHYSICAL EDUCATION, AND SPANISH PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SCHOOL ASSEMBLIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt034468
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt117639
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25271
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt099561
IRS990EZ/TotalProgramServiceExpensesAmt057378
IRS990EZ/TotalRevenueAmt0103261
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part III, Line 12
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0101507
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt090645
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0106244
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt093118
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt088160
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0479674
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt01750
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01750
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99640
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0479674
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0101507
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0106244
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt093118
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt088160
IRS990ScheduleA/Total509Grp/TotalAmt0479674
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0481428
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS INCOME 85. SCRIP INCOME 1665.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMMUNITY BUILDING EVENTS 5476. OPERATING EXPENSES 4028. HOSPITALITY EXPENSES 1175. TUF EXPENSES 2105. ART SUPPLIES 1312. KINDERGARTEN GRADUATION 250. TEACHER STIPENDS 9675. PROGRAM SERVICES 57378. HOME TOUR RESERVE 18162.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RESERVES FROM PRIOR YEARS NOT INCLUDED IN FUND BALANCE 44876.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 20
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0APRIL HESS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08316244609
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Carmel River Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0CARM
ReturnHeader/Filer/EIN0942695849
ReturnHeader/Filer/PhoneNum08316244609
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 222700
ReturnHeader/Filer/USAddress/CityNm0Carmel
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093922
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 Clock Tower Pl Ste 230
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Carmel
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093923
ReturnHeader/PreparerPersonGrp/PhoneNum08312506706
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRACY LUCIDO CPA
ReturnHeader/ReturnTs02016-02-04T09:31:40-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$65,137
Liabilities
$0
Net assets
$65,137
Revenue
$103,261
Expenses
$99,561
Net income
$3,700
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.36$1.70$0.34
2022Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.82$0.77$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.15$0.28$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$1.21$1.17$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.95$1.05$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$1.02$1.15$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$1.02$1.31$0.30
2016Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$1.05$0.78$0.27
2015Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$1.03$1.00$0.04
2014Summary only. Only limited summary data is available for this year.$0.17$0.00$0.91$0.74$0.17
2013Summary only. Only limited summary data is available for this year.$0.28$0.00$1.06$1.06$0.00
2012Summary only. Only limited summary data is available for this year.$0.27$0.00$1.05$1.05$0.00