Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
990EZ • Fiscal year 2014 • EIN 94-6174377
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
23rd percentile
Higher net margin than 23% of similar nonprofits.
Top Officer Pay
74th percentile
Higher top officer pay than 74% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
23rd percentile
Faster asset growth than 23% of similar nonprofits.
Revenue Growth
44th percentile
Faster revenue growth than 44% of similar nonprofits.
Assets
Down$40,845
Down $7,443 (-15%) from 2013
Net Assets
Down$40,845
Down $7,443 (-15%) from 2013
Liabilities
-
No earlier filing loaded for comparison.
Revenue
Down$75,874
Down $1,215 (-1.6%) from 2013
Expenses
Up$83,317
Up $18,917 (+29%) from 2013
Net Income
Down-$7,443
Down $20,132 (-159%) from 2013
To meet the goals as set forth in the governing documents
| Description | Grants | Expenses |
|---|---|---|
| TO ACCOMPLUSH THE MANY PTA PROGRAM SERVICES AS SET FORTH IN THE GOVERNING DOCUMENTS, SUCH AS CLASSROOM ASSISTANCE, EQUIPMENT PURCHASES FOR THE SCHOOL, SPORTS PROGRAM SERVICES, AND OTHER PROGRAMS DESIGNED TO ENHANCE THE LEARNING ENVIRONMENT AS WELL AS TO PROMOTE A POSITIVE AT THE SCHOOL. | - | $82,630 |
| TO ACCOMPLUSH THE MANY PTA PROGRAM SERVICES AS SET FORTH IN THE GOVERNING DOCUMENTS, SUCH AS CLASSROOM ASSISTANCE, EQUIPMENT PURCHASES FOR THE SCHOOL, SPORTS PROGRAM SERVICES, AND OTHER PROGRAMS DESIGNED TO ENHANCE THE LEARNING ENVIRONMENT AS WELL AS TO PROMOTE A POSITIVE AT THE SCHOOL. | - | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| BETH ROBERTSON | President | PT | $0 | - | - |
| KAREN HA | Secretary | PT | $0 | - | - |
| ANNIE BAKER | Treasurer | PT | $0 | - | - |
| SIAN DAVIES | Auditor | PT | $0 | - | - |
“Fun run/walkathon/walk-a-jog 44,279 book fair sales 7,326 scrip income 6,917 other 10 total 58,532”
“Expenses insurance 202 art in action 3,768 athletic endowment 4,009 bingo exp 833 board expenses 665 booth expense 50 book fair exp 5,750 central day 722 directory 1,346 donations 999 events 405 family night 1,510 field trips 2,728 fun run/walkathon/walk-a- 7,537 grade 5-8 picnic/dance/br 4,149 healthy cities 500 honorary service 161 library 2,994 membership dues 3,510 other grade events 2,319 principal/vp/counselor fd 4,000 pta refreshments 43 scholarship fund 2,500 scrip expense 26 sf grade level donations 3,560 staff appreciation 3,496 staff developement/confer 9,250 teahcer classroom grants 15,800 total 82,832”
“Adjustment for playground equipment 0 given to pta in prior year 0”
“Receivable from library 0 0 total 0 0”
“To accomplush the many pta program services as set forth in the governing documents, such as classroom assistance, equipment purchases for the school, sports program services, and other programs designed to enhance the learning environment as well as to promote a positive at the school.”
“To accomplush the many pta program services as set forth in the governing documents, such as classroom assistance, equipment purchases for the school, sports program services, and other programs designed to enhance the learning environment as well as to promote a positive at the school.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 0 | BETH ROBERTSON |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 1 | KAREN HA |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 2 | ANNIE BAKER |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 3 | SIAN DAVIES |
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1 | 0 | JOSEPH DALLI CPA |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6505961500 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 540 RALSTON AVE STE J |
| IRS990EZ/BooksInCareOfDetail/USAddress/City | 0 | BELMONT |
| IRS990EZ/BooksInCareOfDetail/USAddress/State | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 94002 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 48288 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 40845 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 3560 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -7443 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 485 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 48288 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 40845 |
| IRS990EZ/GrossReceiptsAmt | 0 | 75874 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 7 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 7020 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 48288 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 40845 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 48288 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 40845 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | BETH ROBERTSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | KAREN HA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | ANNIE BAKER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | SIAN DAVIES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | AUDITOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 82832 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 58532 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO MEET THE GOALS AS SET FORTH IN THE GOVERNING DOCUMENTS |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 6755 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | TO ACCOMPLUSH THE MANY PTA PROGRAM SERVICES AS SET FORTH IN THE GOVERNING DOCUMENTS, SUCH AS CLASSROOM ASSISTANCE, EQUIPMENT PURCHASES FOR THE SCHOOL, SPORTS PROGRAM SERVICES, AND OTHER PROGRAMS DESIGNED TO ENHANCE THE LEARNING ENVIRONMENT AS WELL AS TO PROMOTE A POSITIVE AT THE SCHOOL. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | TO ACCOMPLUSH THE MANY PTA PROGRAM SERVICES AS SET FORTH IN THE GOVERNING DOCUMENTS, SUCH AS CLASSROOM ASSISTANCE, EQUIPMENT PURCHASES FOR THE SCHOOL, SPORTS PROGRAM SERVICES, AND OTHER PROGRAMS DESIGNED TO ENHANCE THE LEARNING ENVIRONMENT AS WELL AS TO PROMOTE A POSITIVE AT THE SCHOOL. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 82630 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 83317 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 82630 |
| IRS990EZ/TotalRevenueAmt | 0 | 75874 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 3560 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 3819 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 526 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 84 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 4711 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 12700 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 72314 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 73270 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 78813 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 73629 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 91432 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 389458 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.84700 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 402158 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 75874 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 77089 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 79339 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 73713 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 96143 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 402158 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 75874 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 77089 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 79339 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 73713 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 96143 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 402158 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | FUN RUN/WALKATHON/WALK-A-JOG 44,279 BOOK FAIR SALES 7,326 SCRIP INCOME 6,917 OTHER 10 TOTAL 58,532 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES INSURANCE 202 ART IN ACTION 3,768 ATHLETIC ENDOWMENT 4,009 BINGO EXP 833 BOARD EXPENSES 665 BOOTH EXPENSE 50 BOOK FAIR EXP 5,750 CENTRAL DAY 722 DIRECTORY 1,346 DONATIONS 999 EVENTS 405 FAMILY NIGHT 1,510 FIELD TRIPS 2,728 FUN RUN/WALKATHON/WALK-A- 7,537 GRADE 5-8 PICNIC/DANCE/BR 4,149 HEALTHY CITIES 500 HONORARY SERVICE 161 LIBRARY 2,994 MEMBERSHIP DUES 3,510 OTHER GRADE EVENTS 2,319 PRINCIPAL/VP/COUNSELOR FD 4,000 PTA REFRESHMENTS 43 SCHOLARSHIP FUND 2,500 SCRIP EXPENSE 26 SF GRADE LEVEL DONATIONS 3,560 STAFF APPRECIATION 3,496 STAFF DEVELOPEMENT/CONFER 9,250 TEAHCER CLASSROOM GRANTS 15,800 TOTAL 82,832 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ADJUSTMENT FOR PLAYGROUND EQUIPMENT 0 GIVEN TO PTA IN PRIOR YEAR 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | RECEIVABLE FROM LIBRARY 0 0 TOTAL 0 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | TO ACCOMPLUSH THE MANY PTA PROGRAM SERVICES AS SET FORTH IN THE GOVERNING DOCUMENTS, SUCH AS CLASSROOM ASSISTANCE, EQUIPMENT PURCHASES FOR THE SCHOOL, SPORTS PROGRAM SERVICES, AND OTHER PROGRAMS DESIGNED TO ENHANCE THE LEARNING ENVIRONMENT AS WELL AS TO PROMOTE A POSITIVE AT THE SCHOOL. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | TO ACCOMPLUSH THE MANY PTA PROGRAM SERVICES AS SET FORTH IN THE GOVERNING DOCUMENTS, SUCH AS CLASSROOM ASSISTANCE, EQUIPMENT PURCHASES FOR THE SCHOOL, SPORTS PROGRAM SERVICES, AND OTHER PROGRAMS DESIGNED TO ENHANCE THE LEARNING ENVIRONMENT AS WELL AS TO PROMOTE A POSITIVE AT THE SCHOOL. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III, LINE 28 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990-EZ, PART III, LINE 31 |
| ReturnHeader/BuildTS | 0 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | BETH ROBERSON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6505087321 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-11-06 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | PTA CA CONGRESS OF PARENTS |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2 | 0 | SAN CARLOS CENTRAL MIDDLE SCHOOL |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PTAC |
| ReturnHeader/Filer/EIN | 0 | 946174377 |
| ReturnHeader/Filer/PhoneNum | 0 | 6505087321 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 828 CHESTNUT STREET |
| ReturnHeader/Filer/USAddress/City | 0 | SAN CARLOS |
| ReturnHeader/Filer/USAddress/State | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 94070 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 271713747 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | JOSEPH V DALLI CPA A PROF CORPORATION |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 540 RALSTON AVE SUITE J |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | BELMONT |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 94002 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6505961500 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2014-11-03 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JOSEPH DALLI |
| ReturnHeader/ReturnTs | 0 | 2014-11-12T21:04:11-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-06-30 |
| ReturnHeader/TaxYr | 0 | 2013 |
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Displayed year
2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.