Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2018 • EIN 94-6171880

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 07, 2018

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

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

17th percentile

-19%

Higher net margin than 17% 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

18th percentile

-24%

Faster asset growth than 18% of similar nonprofits.

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

Revenue Growth

62nd percentile

9.2%

Faster revenue growth than 62% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$18,244

Down $5,645 (-24%) from 2017

Net Assets

Down

$18,244

Down $5,645 (-24%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin17th percentile

Revenue

Up

$29,648

Up $2,496 (+9.2%) from 2017

Expenses

Up

$35,293

Up $8,111 (+30%) from 2017

Net Income

Down

-$5,645

Down $5,615 (-18717%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2018

Assets$18,244
Liabilities$0
Net Assets$18,244
Open 2018 Filing

Operations Trend

Revenue Growth62nd 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

2018

Revenue$29,648
Expenses$35,293
Net Income-$5,645
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 7, 2018
Return Version
2017v2.2
Gross Receipts
$49,243
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

Program Services

DescriptionGrantsExpenses
FUNDING FOR ACADEMIC PROGRAMS INCLUDING ART, MUSIC, SCIENCE & TECHNOLOGY$17,191-
FUNDING FOR FIELD TRIPS AND ASSEMBLIES TO ENHANCE HANDS ON LEARNING$11,599-
FUNDING FOR AWARDS AND INCENTIVE PROGRAMS TO ENCOURAGE STUDENTS TO BE GOOD CITIZENS AND REWARD ACADEMIC EXCELLENCE AND IMPROVEMENT$4,226-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEGAN CARTERPresidentPT$0--
JAYNE BYRDVice PresidentPT$0--
JACKIE NELSONTreasurerPT$0--
JENNIFER CLINESecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$45,197$45,197$19,595$25,602
Total Events$45,197$45,197$19,595$25,602
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
2018-11-07
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 $831”

Other Expenses.1

“SCHOOL PROGRAMS $33016”

Other Expenses.2

“DUES & MEMBERSHIPS $1205”

Other Expenses.3

“LICENSES & FEES $45”

Other Expenses.5

“BANK FEES $6”

Raw XML Appendix171 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/PersonNm0JAKKIE NELSON
IRS990EZ/BooksInCareOfDetail/PhoneNum08057349308
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 UTAH AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VAFB
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093437
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023889
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018244
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02820
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5645
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0150
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023889
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018244
IRS990EZ/FundraisingGrossIncomeAmt045197
IRS990EZ/GrossReceiptsAmt049243
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01224
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023889
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018244
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023889
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018244
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MEGAN CARTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAYNE BYRD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JACKIE NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER CLINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt035103
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE 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
IRS990EZ/PrintingPublicationsPostageAmt040
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/GrantsAndAllocationsAmt017191
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt111599
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt24226
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt019595
IRS990EZ/SpecialEventsNetIncomeLossAmt025602
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035293
IRS990EZ/TotalProgramServiceExpensesAmt033016
IRS990EZ/TotalRevenueAmt029648
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/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 FOR STUDENTS AND TEACHERS
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2CRESTVIEW ELEMENTARY SCHOOL BUDGETARY CONSTRAINTS DO NOT ALLOW FOR THE PROGRAMS AND INCENTIVES WHICH THE CRESTVIEW PTA PROVIDES
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/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CRESTVIEW ELEMENTARY SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019595
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt045197
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt045197
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt045197
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt045197
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025602
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019595
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt019595
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $831
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOOL PROGRAMS $33016
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUES & MEMBERSHIPS $1205
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LICENSES & FEES $45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK FEES $6
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JACKIE NELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-07
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/PreparerFirmEIN0274189681
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/ReturnTs02018-11-07T13:59:37-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,244
Liabilities
$0
Net assets
$18,244
Revenue
$29,648
Expenses
$35,293
Net income
-$5,645
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