Civic Intelligence

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

990EZ • Fiscal year 2018 • EIN 94-2695849

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

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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

21st percentile

-13%

Higher net margin than 21% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

20th percentile

-22%

Faster asset growth than 20% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

48th percentile

0.0%

Faster revenue growth than 48% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$49,183

Down $13,628 (-22%) from 2017

Net Assets

Down

$49,183

Down $13,628 (-22%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$101,677

Up $13 (+0.0%) from 2017

Expenses

Down

$115,305

Down $15,934 (-12%) from 2017

Net Income

Up

-$13,628

Up $15,947 (+54%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$49,183
Liabilities$0
Net Assets$49,183

Operations Trend

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

2018

Revenue$101,677
Expenses$115,305
Net Income-$13,628
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Mar 30, 2018
Return Version
2017v2.2
Gross Receipts
$101,677
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 the children at Carmel River School.

Program Services

DescriptionGrantsExpenses
Provide field trips, experiences outside of school, to supplement what is learned in school.$28,533-
Provide enrichment to the school's science, library, physical education, and spanish programs.$28,528-
School Assemblies$5,932-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barbara LeibertPresidentPT$0--
Sara HindsVice 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
Kati Enea
Title
Current President
Signed
2018-03-30
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 $2739

Other Expenses.1

Program Services $62994

Other Expenses.2

Traffic Safety Equipment $17036

Other Expenses.3

Community Building Events $13724

Other Expenses.4

Teacher Stipends $8798

Other Expenses.5

TUF Expenses $2870

Other Expenses.6

Operating Expenses $2669

Other Expenses.7

Hospitally Expenses $2610

Other Expenses.8

Art Supplies $1634

Other Expenses.9

Dues & Insurance $1213

Other Expenses.10

Graduations $957

Other Expenses.11

Taxes $50

Raw XML Appendix186 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/BooksInCareOfDetail/USAddress/CityNm0Carmel
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/InvestmentIncomeAmt042
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Barbara Leibert
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sara Hinds
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/OtherExpensesTotalAmt0114555
IRS990EZ/OtherRevenueTotalAmt02739
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To enhance the education of the children at Carmel River School.
IRS990EZ/ProgramServiceRevenueAmt012330
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide field trips, experiences outside of school, to supplement what is learned in school.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2School Assemblies
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt028533
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt128528
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt25932
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0115305
IRS990EZ/TotalProgramServiceExpensesAmt062993
IRS990EZ/TotalRevenueAmt0101677
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt098896
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt099454
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt098233
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0101507
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0488735
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt042
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt063
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt042
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt063
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt02739
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt02206
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt06660
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt01750
IRS990ScheduleA/OtherIncome509Grp/TotalAmt013355
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97330
IRS990ScheduleA/PublicSupportPY509Pct00.97900
IRS990ScheduleA/PublicSupportTotal509Amt0488735
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt098896
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt098233
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0101507
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt090645
IRS990ScheduleA/Total509Grp/TotalAmt0488735
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0101677
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0101664
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0104906
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0103261
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt090645
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0502153
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Miscellaneous Income $2739
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Program Services $62994
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Traffic Safety Equipment $17036
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Community Building Events $13724
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Teacher Stipends $8798
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TUF Expenses $2870
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Operating Expenses $2669
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Hospitally Expenses $2610
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Art Supplies $1634
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Dues & Insurance $1213
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Graduations $957
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kati Enea
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Current President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-30
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/PreparerFirmEIN0822271013
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/ReturnTs02019-05-15T16:08:30-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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