Civic Intelligence

Crestview Elementary PTA

990EZ • Fiscal year 2017 • EIN 94-6171880

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 03, 2017

Organization ProfileN/A
100 Utah AveVafb, CA 93437

(805) 734-9308

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

40th percentile

-0.1%

Higher net margin than 40% 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

44th percentile

-0.1%

Faster asset growth than 44% of similar nonprofits.

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

Revenue Growth

22nd percentile

-22%

Faster revenue growth than 22% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$23,889

Down $30 (-0.1%) from 2016

Net Assets

$23,889

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin40th percentile

Revenue

Down

$27,152

Down $7,533 (-22%) from 2016

Expenses

Down

$27,182

Down $15,390 (-36%) from 2016

Net Income

Up

-$30

Up $7,857 (+100%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$40K$30K$20K$10K$0Assets 2012: $25,856Liabilities 2012: $02012Assets 2013: $28,673Liabilities 2013: $02013Assets 2014: $25,690Liabilities 2014: $02014Assets 2015: $31,806Liabilities 2015: $02015Assets 2016: $23,919Liabilities 2016: $02016Assets 2017: $23,889Liabilities 2017: $0Net Assets 2017: $23,8892017Assets 2018: $18,244Liabilities 2018: $0Net Assets 2018: $18,2442018

Highlighted filing

2017

Assets$23,889
Liabilities$0
Net Assets$23,889
Open 2017 Filing

Operations Trend

Revenue Growth22nd percentile

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

$60K$40K$20K$0-$20KRevenue 2012: $31,596Expenses 2012: $28,308Net Income 2012: $3,2882012Revenue 2013: $34,057Expenses 2013: $31,240Net Income 2013: $2,8172013Revenue 2014: $28,004Expenses 2014: $30,987Net Income 2014: -$2,9832014Revenue 2015: $38,924Expenses 2015: $33,042Net Income 2015: $5,8822015Revenue 2016: $34,685Expenses 2016: $42,572Net Income 2016: -$7,8872016Revenue 2017: $27,152Expenses 2017: $27,182Net Income 2017: -$302017Revenue 2018: $29,648Expenses 2018: $35,293Net Income 2018: -$5,6452018

Highlighted filing

2017

Revenue$27,152
Expenses$27,182
Net Income-$30
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 3, 2017
Return Version
2016v3.0
Gross Receipts
$41,379
Mission and Program Overview

Mission

The mission of crestview pta is to support teachers and students by providing funding for academic programs & activities not included in crestview elementary school annual budgeting

The mission of crestview pta is to support teachers and students by providing additional academic programs not funded

Program Services

DescriptionGrantsExpenses
FUNDING FOR ACADEMIC PROGRAMS INCLUDING ART, MUSIC, SCIENCE & TECHNOLOGY$11,937-
FUNDING FOR FIELD TRIPS AND ASSEMBLIES TO ENHANCE HANDS ON LEARNING$9,110-
FUNDING FOR AWARDS AND INCENTIVE PROGRAMS TO ENCOURAGE STUDENTS TO BE GOOD CITIZENS AND REWARD ACADEMIC EXCELLENCE AND IMPROVEMENT$4,024-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEENA DELANEYPresidentPT$0--
SOPHIA YOUNGVice PresidentPT$0--
JACKIE NELSONTreasurerPT$0--
KATE MARSHSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$34,057$34,057$14,227$19,830
Total Events$34,057$34,057$14,227$19,830
Filing and Contact Details

Filer

Filer Name
Crestview Elementary Pta
EIN
94-6171880
Phone
8057349308
Address
100 UTAH AVE, VAFB, CA 93437

Signing Officer

Name
Jackie Nelson
Title
Treasurer
Signed
2017-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Mary Sharp CPA
Address
512A NORTH H ST, LOMPOC, CA 93436
Preparer
Mary Sharp CPA EA
Phone
8058190778
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $847”

Other Expenses.1

“SCHOOL PROGRAMS $25071”

Other Expenses.2

“DUES & MEMBERSHIPS $1010”

Other Expenses.3

“LICENSES & FEES $50”

Other Expenses.5

“BANK FEES $12”

Raw XML Appendix173 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/USAddress/CityNm0VAFB
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093437
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0950
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023919
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JEENA DELANEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SOPHIA YOUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JACKIE NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATE MARSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt026990
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF CRESTVIEW PTA IS TO SUPPORT TEACHERS AND STUDENTS BY PROVIDING ADDITIONAL ACADEMIC PROGRAMS NOT FUNDED
IRS990EZ/PrintingPublicationsPostageAmt042
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDING FOR ACADEMIC PROGRAMS INCLUDING ART, MUSIC, SCIENCE & TECHNOLOGY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FUNDING FOR FIELD TRIPS AND ASSEMBLIES TO ENHANCE HANDS ON LEARNING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2FUNDING FOR AWARDS AND INCENTIVE PROGRAMS TO ENCOURAGE STUDENTS TO BE GOOD CITIZENS AND REWARD ACADEMIC EXCELLENCE AND IMPROVEMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt011937
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt19110
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt24024
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt014227
IRS990EZ/SpecialEventsNetIncomeLossAmt019830
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027182
IRS990EZ/TotalProgramServiceExpensesAmt025071
IRS990EZ/TotalRevenueAmt027152
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3FuncIntGrp/AppointElectMajorityOfficerInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ExerciseDirectionPoliciesInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0TEACHERS AND ADMINISTRATORS REQUEST SUPPORT FOR SPECIFIC PROGRAMS
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1CRESTVIEW PTA PROVIDES FUNDING FOR SCHOOL PROGRAMS, ACTIVITIES, STUDENTS AND TEACHERS
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2CRESTVIEW ELEMENTARY SCHOOL BUDGETARY CONSTRAINTS DID NOT ALLOW FOR ALL OF THE PROGRAMS AND INCENTIVES WHICH THE CRESTVIEW PTA PROVIDED
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section D, Line 3: Role The Organization's Supported Orgs. Played
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section E, Line 2a: Identify Supported Orgs. and Explain How Activities Furthered Exempt Pu
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Part IV, Section E, Line 2b: Reasons For The Organization's Position
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0956000940
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt025071
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CRESTVIEW ELEMENTARY SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt025071
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014227
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034057
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019830
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014227
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $847
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOOL PROGRAMS $25071
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUES & MEMBERSHIPS $1010
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LICENSES & FEES $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK FEES $12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JACKIE NELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CRESTVIEW ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0CRES
ReturnHeader/Filer/EIN0946171880
ReturnHeader/Filer/PhoneNum08057349308
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 UTAH AVE
ReturnHeader/Filer/USAddress/CityNm0VAFB
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093437
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARY SHARP CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0512A NORTH H ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOMPOC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093436
ReturnHeader/PreparerPersonGrp/PhoneNum08058190778
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary Sharp CPA EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-03T14:53:27-07:00
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
$23,889
Liabilities
$0
Net assets
$23,889
Revenue
$27,152
Expenses
$27,182
Net income
-$30
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$18.2$0.00$18.2$29.6$35.3$5.65
2017Detailed filing. Detailed filing data is available for this year.$23.9$0.00$23.9$27.2$27.2$0.03
2016Summary only. Only limited summary data is available for this year.$23.9$0.00$34.7$42.6$7.89
2015Summary only. Only limited summary data is available for this year.$31.8$0.00$38.9$33.0$5.88
2014Summary only. Only limited summary data is available for this year.$25.7$0.00$28.0$31.0$2.98
2013Summary only. Only limited summary data is available for this year.$28.7$0.00$34.1$31.2$2.82
2012Summary only. Only limited summary data is available for this year.$25.9$0.00$31.6$28.3$3.29