Civic Intelligence

PTA California Congress of Parents Univ Charter Schools at Csu Channel

990EZ • Fiscal year 2019 • EIN 95-6154395

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 13, 2019

1099 Bedford DriveCamarillo, CA 93010

(805) 482-4608

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

20th percentile

-14%

Higher net margin than 20% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

25th percentile

-14%

Faster asset growth than 25% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

31st percentile

-13%

Faster revenue growth than 31% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$33,294

Down $5,623 (-14%) from 2018

Net Assets

Down

$33,294

Down $5,623 (-14%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$39,181

Down $5,686 (-13%) from 2018

Expenses

Up

$44,804

Up $17,166 (+62%) from 2018

Net Income

Down

-$5,623

Down $22,852 (-133%) from 2018

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $23,936Liabilities 2011: $02011Assets 2012: $23,881Liabilities 2012: $02012Assets 2013: $20,491Liabilities 2013: $02013Assets 2014: $24,783Liabilities 2014: $02014Assets 2015: $10,622Net Assets 2015: $10,6222015Assets 2016: $14,855Net Assets 2016: $14,8552016Assets 2017: $21,688Net Assets 2017: $21,6882017Assets 2018: $38,917Net Assets 2018: $38,9172018Assets 2019: $33,294Net Assets 2019: $33,2942019Assets 2020: $42,781Net Assets 2020: $42,7812020Assets 2021: $40,397Net Assets 2021: $40,3972021Assets 2022: $29,066Net Assets 2022: $29,0662022Assets 2023: $40,306Net Assets 2023: $40,3062023Assets 2024: $43,645Liabilities 2024: $02024

Highlighted filing

2019

Assets$33,294
Liabilities-
Net Assets$33,294

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $40,443Expenses 2011: $36,930Net Income 2011: $3,5132011Revenue 2012: $44,966Expenses 2012: $45,021Net Income 2012: -$552012Revenue 2013: $41,345Expenses 2013: $44,735Net Income 2013: -$3,3902013Revenue 2014: $23,481Expenses 2014: $22,579Net Income 2014: $9022014Revenue 2015: $35,937Expenses 2015: $50,098Net Income 2015: -$14,1612015Revenue 2016: $42,445Expenses 2016: $38,212Net Income 2016: $4,2332016Revenue 2017: $41,069Expenses 2017: $34,236Net Income 2017: $6,8332017Revenue 2018: $44,867Expenses 2018: $27,638Net Income 2018: $17,2292018Revenue 2019: $39,181Expenses 2019: $44,804Net Income 2019: -$5,6232019Revenue 2020: $31,810Expenses 2020: $22,323Net Income 2020: $9,4872020Revenue 2021: $6,385Expenses 2021: $8,769Net Income 2021: -$2,3842021Revenue 2022: $11,890Expenses 2022: $23,221Net Income 2022: -$11,3312022Revenue 2023: $31,240Expenses 2023: $20,000Net Income 2023: $11,2402023Revenue 2024: $28,465Expenses 2024: $25,126Net Income 2024: $3,3392024

Highlighted filing

2019

Revenue$39,181
Expenses$44,804
Net Income-$5,623
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$79,256
Mission and Program Overview

Mission

To support educational programs and services to the students at California State University Preparation Charter Schools

To support educational programs and services to the students at California State University Charter Schools

Program Services

DescriptionGrantsExpenses
Provide classroom supplies,lab supplies, communication, and educational programs for all students at University Charter Schools at CSU Channel Islands plus * on Sch O$39,536$32,912
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ruben RuizPresidentPT$0--
Suzy MarlboroSecretary-$0--
Jessica McNairTreasurer-$0--
Emely ArrellanoHistorian-$0--
Michiko FurukawaParliamentarian-$0--
Hector PenaChairman-$0--
Krisina FinleyChairman-$0--
Erin ShellenbergerChairman-$0--
Mari ContrerasChairman-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dolphin Festival/Fiesta$13,516$13,516$3,382$10,134
Coupon Books - Axxess$12,320$12,320$5,382$6,938
Total Events$65,655$58,912$30,599$28,313
Filing and Contact Details

Filer

Filer Name
California State PTA
EIN
95-6154395
Phone
8054824608
Address
1099 Bedford Drive, Camarillo, CA 93010

Signing Officer

Name
Jessica M Hess
Title
Treasurer
Signed
2019-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Crystal Clear Profits Inc
Address
PO Box 412, Camarillo, CA 93011-0412
Preparer
Nancy Lee Ma CPA
Phone
8053884695
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Donee's Name: University Charter Schools of CSUCI | Donee's Address: 550 Temple Ave. Camarillo CA 93010 | Relationship of Donee: School | Cash Amount Given: $32912

Other Expenses.1

*Classroom Supplies $5526

Other Expenses.2

Teacher Appreciation $1085

Other Expenses.3

Volunteer Awards $861

Other Expenses.4

*Back to School Picnic $572

Other Expenses.5

Office Supplie $566

Other Expenses.6

Insurance and Dues $532

Other Expenses.7

*Middle School Dance DJ $450

Other Expenses.8

Welcome Breakfast $377

Other Expenses.9

Bank Fees $347

Other Expenses.10

Hospitality $265

Other Expenses.11

Membership Promotion $261

Other Expenses.12

Misc $220

Other Expenses.13

MPS Billing $79

Other Expenses.14

*Celebration of Reading $76

Other Expenses.15

Taxes $25

Other Assets.1

Equipment -BBQ Grill - Beginning $431 Equipment -BBQ Grill - Ending $617

Other Assets.2

Laptop Computer - Beginning $443 Laptop Computer - Ending $443

Other Assets.3

Sound Equipment - Beginning $0 Sound Equipment - Ending $915

Other Assets.4

Storage Shed - Beginning $0 Storage Shed - Ending $483

Raw XML Appendix232 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/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Parliamentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Chairman
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt0874
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IRS990EZ/OtherExpensesTotalAmt011242
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0To support educational programs and services to the students at California State University Charter Schools
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt039536
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/RelatedOrgSect527OrgInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt028800
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010377
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02742
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06993
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt012764
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09078
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt058885
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt055028
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0310966
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/PublicSupportTotal509Amt0352920
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt079252
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt069061
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt071649
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0352920
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt06743
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt030599
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Dolphin Festival/Fiesta
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Coupon Books - Axxess
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013516
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012320
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt039819
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013516
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012320
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt033076
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt021835
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03382
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05382
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: University Charter Schools of CSUCI | Donee's Address: 550 Temple Ave. Camarillo CA 93010 | Relationship of Donee: School | Cash Amount Given: $32912
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1*Classroom Supplies $5526
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Teacher Appreciation $1085
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Volunteer Awards $861
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4*Back to School Picnic $572
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Office Supplie $566
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Insurance and Dues $532
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7*Middle School Dance DJ $450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Welcome Breakfast $377
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Bank Fees $347
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Hospitality $265
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Membership Promotion $261
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Misc $220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13MPS Billing $79
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14*Celebration of Reading $76
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Taxes $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Equipment -BBQ Grill - Beginning $431 Equipment -BBQ Grill - Ending $617
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Laptop Computer - Beginning $443 Laptop Computer - Ending $443
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Sound Equipment - Beginning $0 Sound Equipment - Ending $915
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Storage Shed - Beginning $0 Storage Shed - Ending $483
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Assets.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Assets.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Assets.4
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jessica M Hess
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0California State PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Univ Charter Schools at CSU Channel
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0956154395
ReturnHeader/Filer/PhoneNum08054824608
ReturnHeader/Filer/USAddress/AddressLine1Txt01099 Bedford Drive
ReturnHeader/Filer/USAddress/CityNm0Camarillo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093010
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0462071492
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Crystal Clear Profits Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 412
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Camarillo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0930110412
ReturnHeader/PreparerPersonGrp/PhoneNum08053884695
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nancy Lee Ma CPA
ReturnHeader/ReturnTs02019-11-13T06:47:21-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$43.6$0.00$28.5$25.1$3.34
2023Detailed filing. Detailed filing data is available for this year.$40.3$40.3$31.2$20.0$11.2
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.1$29.1$11.9$23.2$11.3
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.4$40.4$6.39$8.77$2.38
2020Detailed filing. Detailed filing data is available for this year.$42.8$42.8$31.8$22.3$9.49
2019Detailed filing. Detailed filing data is available for this year.$33.3$33.3$39.2$44.8$5.62
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.9$38.9$44.9$27.6$17.2
2017Detailed filing. Detailed filing data is available for this year.$21.7$21.7$41.1$34.2$6.83
2016Detailed filing. Detailed filing data is available for this year.$14.9$14.9$42.4$38.2$4.23
2015Detailed filing. Detailed filing data is available for this year.$10.6$10.6$35.9$50.1$14.2
2014Summary only. Only limited summary data is available for this year.$24.8$0.00$23.5$22.6$0.90
2013Summary only. Only limited summary data is available for this year.$20.5$0.00$41.3$44.7$3.39
2012Summary only. Only limited summary data is available for this year.$23.9$0.00$45.0$45.0$0.06
2011Summary only. Only limited summary data is available for this year.$23.9$0.00$40.4$36.9$3.51