Civic Intelligence

Adams Elementary PTA PTA California Congress of Parents

990EZ • Fiscal year 2022 • EIN 95-6204041

Jul 01, 2021 to Jun 30, 2022 • Filed on Feb 10, 2023

Organization ProfileN/A
2701 Las Positas RoadSanta Barbara, CA 93105

(805) 319-8481

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

83rd percentile

37%

Higher net margin than 83% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2022

Asset Growth

70th percentile

18%

Faster asset growth than 70% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

78th percentile

67%

Faster revenue growth than 78% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$201,561

Up $31,144 (+18%) from 2021

Net Assets

Up

$201,561

Up $31,144 (+18%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin83rd percentile

Revenue

Up

$85,275

Up $34,214 (+67%) from 2021

Expenses

Down

$54,131

Down $35,431 (-40%) from 2021

Net Income

Up

$31,144

Up $69,645 (+181%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$300K$200K$100K$0Assets 2011: $32,223Liabilities 2011: $02011Assets 2012: $47,719Net Assets 2012: $47,7192012Assets 2013: $47,719Net Assets 2013: $47,7192013Assets 2014: $39,421Net Assets 2014: $39,4212014Assets 2015: $41,859Net Assets 2015: $41,8592015Assets 2016: $80,173Net Assets 2016: $80,1732016Assets 2017: $81,559Net Assets 2017: $81,5592017Assets 2018: $105,671Net Assets 2018: $105,6712018Assets 2019: $121,588Liabilities 2019: $1Net Assets 2019: $121,5872019Assets 2020: $208,918Net Assets 2020: $208,9182020Assets 2021: $170,417Net Assets 2021: $170,4172021Assets 2022: $201,561Net Assets 2022: $201,5612022Assets 2023: $184,547Liabilities 2023: $0Net Assets 2023: $184,5472023Assets 2024: $192,152Liabilities 2024: $0Net Assets 2024: $192,1522024Assets 2025: $193,292Net Assets 2025: $193,2922025

Highlighted filing

2022

Assets$201,561
Liabilities-
Net Assets$201,561
Open 2022 Filing

Operations Trend

Revenue Growth78th percentile

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

$200K$100K$0-$100KRevenue 2011: $50,869Expenses 2011: $50,967Net Income 2011: -$982011Revenue 2012: $39,238Expenses 2012: $30,300Net Income 2012: $8,9382012Revenue 2013: $76,583Expenses 2013: $76,583Net Income 2013: $02013Revenue 2014: $68,582Expenses 2014: $76,880Net Income 2014: -$8,2982014Revenue 2015: $78,854Expenses 2015: $76,416Net Income 2015: $2,4382015Revenue 2016: $92,464Expenses 2016: $54,150Net Income 2016: $38,3142016Revenue 2017: $99,781Expenses 2017: $98,395Net Income 2017: $1,3862017Revenue 2018: $104,987Expenses 2018: $80,875Net Income 2018: $24,1122018Revenue 2019: $164,329Expenses 2019: $148,413Net Income 2019: $15,9162019Revenue 2020: $111,442Expenses 2020: $27,209Net Income 2020: $84,2332020Revenue 2021: $51,061Expenses 2021: $89,562Net Income 2021: -$38,5012021Revenue 2022: $85,275Expenses 2022: $54,131Net Income 2022: $31,1442022Revenue 2023: $146,468Expenses 2023: $163,482Net Income 2023: -$17,0142023Revenue 2024: $157,940Expenses 2024: $150,334Net Income 2024: $7,6062024Revenue 2025: $132,709Expenses 2025: $131,569Net Income 2025: $1,1402025

Highlighted filing

2022

Revenue$85,275
Expenses$54,131
Net Income$31,144
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Feb 10, 2023
Return Version
2021v4.1
Gross Receipts
$102,495
Mission and Program Overview

Mission

To have a positive impact on the lives of all children and families by representing and empowering and supporting them, with skills, advocacy, leadership and communication.

Program Services

DescriptionGrantsExpenses
To provide a better learning environment for all children, families, teacher's and staff though advocacy, leadership, communication and by providing funds where needed.--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Danielle ReedTreasurer-$0--
Jennifer HinrichsPresident-$0--
Amanda RiosVice President-$0--
Patsy PriceVice President-$0--
Bibigol MoezziParlimentarian-$0--
Christen SoellSecretary-$0--
Steve HardingFinancial Secre-$0--
Kelly FreschPrincipal-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Axxess Gift Cards$20,123$20,123$13,230$6,893
Total Events$20,123$20,123$13,230$6,893
Filing and Contact Details

Filer

Filer Name
Adams Elementary PTA
EIN
95-6204041
Phone
8053198481
Address
2701 Las Positas Road, Santa Barbara, CA 93105

Signing Officer

Name
Danielle Reed
Title
Treasurer
Signed
2023-02-10
Discuss with paid preparer
Yes

Preparer

Firm
Tolan Tax Services
Address
3459 State Street, Santa Barbara, CA 93105
Preparer
Paula K Tolan EA
Phone
8056877888
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Amazon Smile $481”

Other Expenses.1

“Curriculum Specialist $23932”

Other Expenses.2

“Pass Through Charitable $11960”

Other Expenses.3

“Student Enrichment $6295”

Other Expenses.4

“Design Center Supplies $6051”

Other Expenses.5

“Field Trip Funding $5885”

Other Expenses.6

“Bank Service Charges $8”

Other Assets.1

“Inventory - Beginning $2903 Inventory - Ending $5897”

Raw XML Appendix190 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/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Danielle Reed
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Patsy Price
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Bibigol Moezzi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Christen Soell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Steve Harding
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Kelly Fresch
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Parlimentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Financial Secre
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Principal
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02903
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05897
IRS990EZ/OtherExpensesTotalAmt054131
IRS990EZ/OtherRevenueTotalAmt0481
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To have a positive impact on the lives of all children and families by representing and empowering and supporting them, with skills, advocacy, leadership and communication.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015680
IRS990EZ/SpecialEventsNetIncomeLossAmt013621
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt054131
IRS990EZ/TotalRevenueAmt085275
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0102495
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt054757
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt067613
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0114035
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt057586
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0396486
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0396486
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0114035
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt057586
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt057586
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0396486
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013230
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Axxess Gift Cards
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020123
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt020123
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020123
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt020123
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013230
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013230
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Amazon Smile $481
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Curriculum Specialist $23932
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Pass Through Charitable $11960
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Student Enrichment $6295
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Design Center Supplies $6051
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Field Trip Funding $5885
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank Service Charges $8
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Inventory - Beginning $2903 Inventory - Ending $5897
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.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 Assets.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Danielle Reed
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Adams Elementary PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PTA California Congress of Parents
ReturnHeader/Filer/BusinessNameControlTxt0ADAM
ReturnHeader/Filer/EIN0956204041
ReturnHeader/Filer/PhoneNum08053198481
ReturnHeader/Filer/USAddress/AddressLine1Txt02701 Las Positas Road
ReturnHeader/Filer/USAddress/CityNm0Santa Barbara
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093105
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454045519
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tolan Tax Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03459 State Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Barbara
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093105
ReturnHeader/PreparerPersonGrp/PhoneNum08056877888
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paula K Tolan EA
ReturnHeader/ReturnTs02023-02-14T11:35:21-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Danielle
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Reed
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$201,561
Liabilities
-
Net assets
$201,561
Revenue
$85,275
Expenses
$54,131
Net income
$31,144
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.93$1.93$1.33$1.32$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$1.58$1.50$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$1.46$1.63$0.17
2022Detailed filing. Detailed filing data is available for this year.$2.02$2.02$0.85$0.54$0.31
2021Detailed filing. Detailed filing data is available for this year.$1.70$1.70$0.51$0.90$0.39
2020Detailed filing. Detailed filing data is available for this year.$2.09$2.09$1.11$0.27$0.84
2019Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$1.64$1.48$0.16
2018Detailed filing. Detailed filing data is available for this year.$1.06$1.06$1.05$0.81$0.24
2017Detailed filing. Detailed filing data is available for this year.$0.82$0.82$1.00$0.98$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.80$0.80$0.92$0.54$0.38
2015Detailed filing. Detailed filing data is available for this year.$0.42$0.42$0.79$0.76$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.39$0.39$0.69$0.77$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.48$0.77$0.77$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.48$0.39$0.30$0.09
2011Summary only. Only limited summary data is available for this year.$0.32$0.00$0.51$0.51$0.00