Civic Intelligence

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

990EZ • Fiscal year 2020 • EIN 94-2695849

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 16, 2021

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.

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

47th percentile

3.4%

Higher net margin than 47% 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

58th percentile

11%

Faster asset growth than 58% of similar nonprofits.

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

Revenue Growth

82nd percentile

28%

Faster revenue growth than 82% of similar nonprofits.

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

Assets

Up

$43,985

Up $4,188 (+11%) from 2019

Net Assets

Up

$43,985

Up $4,188 (+11%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$121,484

Up $26,364 (+28%) from 2019

Expenses

Up

$117,296

Up $12,790 (+12%) from 2019

Net Income

Up

$4,188

Up $13,574 (+145%) from 2019

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

2020

Assets$43,985
Liabilities$0
Net Assets$43,985

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

2020

Revenue$121,484
Expenses$117,296
Net Income$4,188
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 16, 2021
Return Version
2019v5.0
Gross Receipts
$121,484
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
To provide enrichment to the school's science, library, spanish, and physical education programs. Also for after school enrichment programs.$47,786-
To provide field trips, experiences outside of school, to supplement what is learned in classroom schooling.$19,058-
School Assemblies and Presentations$1,996-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katie EneaPresidentPT$0--
Kim BensonVice PresidentPT$0--
Randall FrederickTreasurerPT$0--
Veronica WheelerSecretaryPT$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
Veronica Wheeler
Title
Secretary
Signed
2021-02-16
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 $597

Other Expenses.1

Program Services $68840

Other Expenses.2

Community Building Events $29490

Other Expenses.3

Teacher Stipends $5332

Other Expenses.4

Hospitally Expenses $4132

Other Expenses.5

Operating Expenses $4007

Other Expenses.6

T-Shirt Expenses $1969

Other Expenses.7

Dues & Insurance $1193

Other Expenses.8

Art Supplies $1190

Other Expenses.9

TUF Expenses $997

Other Expenses.10

Graduations $121

Other Expenses.11

Tax Filings $25

Other Assets.1

Other Assets - Beginning $0 Other Assets - Ending $564

Raw XML Appendix191 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/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TotalProgramServiceExpensesAmt068840
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt094
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02
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IRS990ScheduleA/OtherIncome509Grp/TotalAmt016578
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Miscellaneous Income $597
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Program Services $68840
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Community Building Events $29490
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Teacher Stipends $5332
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Hospitally Expenses $4132
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Operating Expenses $4007
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6T-Shirt Expenses $1969
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Dues & Insurance $1193
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Art Supplies $1190
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TUF Expenses $997
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Graduations $121
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Tax Filings $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Other Assets - Beginning $0 Other Assets - Ending $564
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Veronica Wheeler
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Carmel River Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0CARM
ReturnHeader/Filer/EIN0942695849
ReturnHeader/Filer/PhoneNum08316244609
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ReturnHeader/Filer/USAddress/CityNm0Carmel
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093922
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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/ReturnTs02021-02-19T16:03:17-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • <$500k nonprofits