Civic Intelligence

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

990EZ • Fiscal year 2017 • EIN 94-2695849

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 31, 2018

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

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

12th percentile

-29%

Higher net margin than 12% 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

14th percentile

-32%

Faster asset growth than 14% of similar nonprofits.

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

Revenue Growth

43rd percentile

-3.1%

Faster revenue growth than 43% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$62,811

Down $29,575 (-32%) from 2016

Net Assets

Down

$62,811

Down $29,575 (-32%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin12th percentile

Revenue

Down

$101,664

Down $3,242 (-3.1%) from 2016

Expenses

Up

$131,239

Up $53,582 (+69%) from 2016

Net Income

Down

-$29,575

Down $56,824 (-209%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2017

Assets$62,811
Liabilities$0
Net Assets$62,811
Open 2017 Filing

Operations Trend

Revenue Growth43rd 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

2017

Revenue$101,664
Expenses$131,239
Net Income-$29,575
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 31, 2018
Return Version
2016v3.0
Gross Receipts
$101,664
Mission and Program Overview

Mission

To enhance the education of the children at Carmel River School.

Program Services

DescriptionGrantsExpenses
Provide field trips, experiences outside of school, to supplement what is leaned in school.$24,512-
Provide enrichment to the school's science, library, physical education, and spanish programs.$23,589-
School Assemblies$7,126-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sara HindsPresidentPT$0--
Jill MartinVice PresidentPT$0--
Sandra ChristouTreasurerPT$0--
Shelley MoreoSecretaryPT$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
Sandra Chistou
Title
Treasurer
Signed
2018-03-31
Discuss with paid preparer
Yes

Preparer

Firm
Savage Accountancy APC
Address
100 Clock Tower Place Suite 230, Carmel, CA 93923
Preparer
Clark Savage CPA
Phone
8312985175
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Miscellaneous Income $2206”

Other Expenses.1

“Program Services $55227”

Other Expenses.2

“Playground Equip & Mats $36812”

Other Expenses.3

“Community Building Events $10566”

Other Expenses.4

“Teacher Stipends $9393”

Other Expenses.5

“Hospitality Expenses $8193”

Other Expenses.6

“TUF Expenses $3920”

Other Expenses.7

“Graduations $2006”

Other Expenses.8

“Art Supplies $1659”

Other Expenses.9

“Dues & Insurance $1506”

Other Expenses.10

“Operating Expenses $1220”

Other Expenses.11

“Taxes $50”

Raw XML Appendix182 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/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sara Hinds
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jill Martin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sandra Christou
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Shelley Moreo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0130552
IRS990EZ/OtherRevenueTotalAmt02206
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To enhance the education of the children at Carmel River School.
IRS990EZ/ProgramServiceRevenueAmt011575
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/GrantsAndAllocationsAmt024512
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt123589
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt27126
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0131239
IRS990EZ/TotalProgramServiceExpensesAmt055227
IRS990EZ/TotalRevenueAmt0101664
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt099454
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt098233
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0101507
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt090645
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0106244
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0496083
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt021
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt021
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt02206
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt06660
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt01750
IRS990ScheduleA/OtherIncome509Grp/TotalAmt010616
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97900
IRS990ScheduleA/PublicSupportPY509Pct00.98310
IRS990ScheduleA/PublicSupportTotal509Amt0496083
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0101507
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt090645
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0106244
IRS990ScheduleA/Total509Grp/TotalAmt0496083
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0101664
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0104906
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0106244
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0506720
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Miscellaneous Income $2206
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Program Services $55227
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Playground Equip & Mats $36812
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Community Building Events $10566
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Teacher Stipends $9393
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Hospitality Expenses $8193
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TUF Expenses $3920
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Graduations $2006
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Art Supplies $1659
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Dues & Insurance $1506
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Operating Expenses $1220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Taxes $50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sandra Chistou
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-31
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
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Savage Accountancy APC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 Clock Tower Place Suite 230
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Carmel
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093923
ReturnHeader/PreparerPersonGrp/PhoneNum08312985175
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Clark Savage CPA
ReturnHeader/ReturnTs02018-03-31T10:10:54-07:00
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
$62,811
Liabilities
$0
Net assets
$62,811
Revenue
$101,664
Expenses
$131,239
Net income
-$29,575
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