Civic Intelligence

PTA Ca Congress of Parents Rosedell Elem

990 • Fiscal year 2018 • EIN 95-4076115

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 10, 2018

Organization Profilero2.saugus.k12.ca.us
27853 Urbandale AvenueSaugus, CA 91350-1914

(661) 297-8860

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

85th percentile

32%

Higher net margin than 85% 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

88th percentile

71%

Faster asset growth than 88% of similar nonprofits.

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

Revenue Growth

24th percentile

-20%

Faster revenue growth than 24% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$56,562

Up $23,464 (+71%) from 2017

Net Assets

Up

$56,562

Up $23,464 (+71%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin85th percentile

Revenue

Down

$74,143

Down $18,781 (-20%) from 2017

Expenses

Down

$50,679

Down $25,797 (-34%) from 2017

Net Income

Up

$23,464

Up $7,016 (+43%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$80K$60K$40K$20K$0Assets 2011: $36,659Net Assets 2011: $36,6592011Assets 2012: $33,983Liabilities 2012: $0Net Assets 2012: $33,9832012Assets 2013: $12,441Liabilities 2013: $0Net Assets 2013: $12,4412013Assets 2014: $20,374Liabilities 2014: $0Net Assets 2014: $20,3742014Assets 2015: $22,818Liabilities 2015: $0Net Assets 2015: $22,8182015Assets 2016: $16,650Liabilities 2016: $0Net Assets 2016: $16,6502016Assets 2017: $33,098Liabilities 2017: $0Net Assets 2017: $33,0982017Assets 2018: $56,562Liabilities 2018: $0Net Assets 2018: $56,5622018Assets 2019: $29,687Liabilities 2019: $0Net Assets 2019: $29,6872019Assets 2020: $79,389Liabilities 2020: $0Net Assets 2020: $79,3892020Assets 2021: $67,706Liabilities 2021: $0Net Assets 2021: $67,7062021Assets 2022: $73,145Liabilities 2022: $0Net Assets 2022: $73,1452022Assets 2023: $60,023Liabilities 2023: $0Net Assets 2023: $60,0232023Assets 2024: $66,803Liabilities 2024: $0Net Assets 2024: $66,8032024Assets 2025: $60,188Liabilities 2025: $0Net Assets 2025: $60,1882025

Highlighted filing

2018

Assets$56,562
Liabilities$0
Net Assets$56,562
Open 2018 Filing

Operations Trend

Revenue Growth24th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $128,922Expenses 2011: $108,696Net Income 2011: $20,2262011Expenses 2012: $134,5432012Expenses 2013: $134,4292013Revenue 2014: $73,684Expenses 2014: $65,785Net Income 2014: $7,8992014Revenue 2015: $55,621Expenses 2015: $53,177Net Income 2015: $2,4442015Revenue 2016: $70,633Expenses 2016: $76,801Net Income 2016: -$6,1682016Revenue 2017: $92,924Expenses 2017: $76,476Net Income 2017: $16,4482017Revenue 2018: $74,143Expenses 2018: $50,679Net Income 2018: $23,4642018Revenue 2019: $102,755Expenses 2019: $129,515Net Income 2019: -$26,7602019Revenue 2020: $83,309Expenses 2020: $33,969Net Income 2020: $49,3402020Revenue 2021: $1,645Expenses 2021: $13,328Net Income 2021: -$11,6832021Revenue 2022: $49,415Expenses 2022: $44,728Net Income 2022: $4,6872022Revenue 2023: $48,540Expenses 2023: $61,662Net Income 2023: -$13,1222023Revenue 2024: $66,479Expenses 2024: $58,832Net Income 2024: $7,6472024Revenue 2025: $84,071Expenses 2025: $90,686Net Income 2025: -$6,6152025

Highlighted filing

2018

Revenue$74,143
Expenses$50,679
Net Income$23,464
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 10, 2018
Return Version
2017v2.3
Gross Receipts
$137,543
Mission and Program Overview

Mission

Child advocacy, focusing on health & education

Child advocacy, focusing on health education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$33,098$56,562▲ $23,464
Total Assets$33,098$56,562▲ $23,464
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$33,098$56,562▲ $23,464
Total Net Assets Fund Balance$33,098$56,562▲ $23,464
Total Liabilities and Net Assets / Fund Balance$33,098$56,562▲ $23,464

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$2,036$2,036
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Wendy HabegerPresident
Karen Thompson1st VP-Fundraising
Kimber Landon2nd VP-Membership
Tricia Rasplicka3rd VP-Programs
Esmeralda Reyes4th VP-6th Grade Rep
Leigh JewellAuditor
Nachel MeyerHistorian
Sue HaynesParliamentarian
Lisa NuttallRecording Secretary
Angie Hsieh and Tiffany HatfieldTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$15,122
Program Service Revenue
$12,222
Investment Income
$0
Other Revenue
$46,799
All Other Contributions
$14,116
Change in Net Assets
$23,464
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$50,679
Total Fundraising Expense$712
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$8,374$50-$8,374
Office Expenses-$5,150-$5,150
Conferences and Meetings-$3,356-$3,356
Advertising--$712$712
Insurance-$278-$278
Fees for Services Accounting-$250-$250
Total Functional Expenses$40,883$9,084$712$50,679
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$99,490
Fundraising Direct Expenses$54,504
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apex Fun Run$60,005$60,005$29,459$30,546
Harvest Event$22,244$22,244$6,584$15,660
Total Events$99,490$99,490$54,504$44,986
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11A

“Process to review the Form 990 The accountant prepares an initial draft 990 for the executive board to review. The executive board reviews the 990 at a board meeting and either approves the 990 for filing, or remands the 990 back to the accountant to make the needed changes.”

Form 990, Part VI, Section C, Line 18

“The organization makes its Form 990 available to the public upon written or verbal request though the elementary school office. The organizations Form 990 is also available to the public on the GuideStar web page at www.guidestar.org. The organizations 990 can also be viewed at the California Secretary of State Registry of Charitable Trusts website at rct.doj.ca.gov.”

Filing and Contact Details

Filer

Filer Name
PTA CA Congress of Parents Rosedell Elem
EIN
95-4076115
Phone
6612978860
Address
27853 Urbandale Avenue, Saugus, CA 91350-1914

Signing Officer

Name
Tiffany Hatfield
Title
Treasurer
Phone
6612978860
Signed
2018-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wendy Habeger
Formed
1943
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Firm
Wayne Wright EA
Address
27200 Tourney Rd Ste 250, Santa Clarita, CA 91355
Preparer
Wayne F Wright
Phone
6612951950
Raw XML AppendixShowing 400 of 424 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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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0698409
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0137543
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0175833
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0121327
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0122036
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0141670
IRS990ScheduleA/Total509Grp/TotalAmt0698409
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0137543
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0175833
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0121327
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0122036
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0141670
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0698409
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02036
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02036
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt054504
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Apex Fun Run
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Harvest Event
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt060005
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt022244
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt017241
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt099490
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt060005
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt022244
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt017241
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt099490
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt044986
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt018461
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt054504
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt029459
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06584
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleG/GamingOwnFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd0true
IRS990ScheduleG/IndividualWithBooksNm0Wendy Medeiros
IRS990ScheduleG/LicensedStatesCd0CA
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt027853 Urbandale Avenue
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0Saugus
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0CA
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd091350
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleG/StatesWhereGamingConductedCd0CA
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Process to review the Form 990 The accountant prepares an initial draft 990 for the executive board to review. The executive board reviews the 990 at a board meeting and either approves the 990 for filing, or remands the 990 back to the accountant to make the needed changes.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization makes its Form 990 available to the public upon written or verbal request though the elementary school office. The organizations Form 990 is also available to the public on the GuideStar web page at www.guidestar.org. The organizations 990 can also be viewed at the California Secretary of State Registry of Charitable Trusts website at rct.doj.ca.gov.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 18
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt033098
IRS990/TotalAssetsEOYAmt056562
IRS990/TotalAssetsGrp/BOYAmt033098
IRS990/TotalAssetsGrp/EOYAmt056562
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt015122
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0712
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09084
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt040883
IRS990/TotalFunctionalExpensesGrp/TotalAmt050679
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt033098
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt056562
IRS990/TotalProgramServiceExpensesAmt040883
IRS990/TotalProgramServiceRevenueAmt012222
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt012222
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt074143
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt033098
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt056562
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt033098
IRS990/UnrestrictedNetAssetsGrp/EOYAmt056562
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt027853 Urbandale Avenue
IRS990/USAddress/CityNm0Saugus
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091350
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0ro2.saugus.k12.ca.us
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tiffany Hatfield
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06612978860
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CA Congress of Parents Rosedell Elem
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0954076115
ReturnHeader/Filer/PhoneNum06612978860
ReturnHeader/Filer/USAddress/AddressLine1Txt027853 Urbandale Avenue

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$56,562
Liabilities
$0
Net assets
$56,562
Revenue
$74,143
Expenses
$50,679
Net income
$23,464
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.84$0.91$0.07
2024Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.66$0.59$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.49$0.62$0.13
2022Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.49$0.45$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.02$0.13$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.83$0.34$0.49
2019Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$1.03$1.30$0.27
2018Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.74$0.51$0.23
2017Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.93$0.76$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.71$0.77$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.56$0.53$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.74$0.66$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.00$0.12$1.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.00$0.34$1.35
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.37$1.29$1.09$0.20