Civic Intelligence

PTA Ca Congress of Parents Teachers & Students Inc

EIN 95-6204085 • 501(c)3 • San Diego, CA

Profile

Parent/Teacher Organization

6401 Linda Vista Rd Annex ASan Diego, CA 92111

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2018

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

72nd percentile

15%

Faster asset growth than 72% of similar nonprofits.

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

Revenue Growth

31st percentile

-23%

Faster revenue growth than 31% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$21,830

Up $2,865 (+15%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$21,830

Up $2,865 (+15%) from 2017

Operations
Liabilities / RevenueScore unavailableNet Margin65th percentile

Revenue

Down

$24,930

Down $7,529 (-23%) from 2017

Expenses

Down

$22,065

Down $5,021 (-19%) from 2017

Net Income

Down

$2,865

Down $2,508 (-47%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2015: $16,259Net Assets 2015: $16,2592015Assets 2016: $13,592Net Assets 2016: $13,5922016Assets 2017: $18,965Net Assets 2017: $18,9652017Assets 2018: $21,830Net Assets 2018: $21,8302018

Highlighted filing

2018

Assets$21,830
Liabilities-
Net Assets$21,830
Open 2018 Filing

Operations Trend

Revenue Growth31st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2015: $18,107Expenses 2015: $1,848Net Income 2015: $16,2592015Revenue 2016: $101,119Expenses 2016: $114,611Net Income 2016: -$13,4922016Revenue 2017: $32,459Expenses 2017: $27,086Net Income 2017: $5,3732017Revenue 2018: $24,930Expenses 2018: $22,065Net Income 2018: $2,8652018

Highlighted filing

2018

Revenue$24,930
Expenses$22,065
Net Income$2,865
Open 2018 Filing

Filings

Most recent year

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

Open filing
Assets
$21,830
Liabilities
-
Net assets
$21,830
Revenue
$24,930
Expenses
$22,065
Net income
$2,865
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.22$0.22$0.25$0.22$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.19$0.19$0.32$0.27$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.14$0.14$1.01$1.15$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.16$0.16$0.18$0.02$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 2, 2019
Return Version
2017v2.3
Gross Receipts
$42,985
Mission and Program Overview

Mission

Parent/Teacher Organization

Our mission is to positively impact the lives of all children and families.

Program Services

DescriptionGrantsExpenses
TO ENRICH THE LEARNING OF STUDENTS-$10,596
TO INCREASE HOME/COMMUNITY INVOLVEMENT-$1,794
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REBECCA SULLIVANPresidentPT$0--
MICHELLE LEPETRIVice PresidePT$0--
SHANNON THORNTONTreasurerPT$0--
ERIN INGRAHMSecretaryPT$0--
APRIL DANIELSCurrent Pres-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$13,869$13,869-$13,869
Halloween Carni$10,018$9,818$8,018$1,800
Total Events$23,887$23,687$8,159$15,528
Filing and Contact Details

Filer

Filer Name
Pta CA Congress of Parentsteachers
EIN
95-6204085
Phone
6194452625
Address
6401 LINDA VISTA RD ANNEX A, SAN DIEGO, CA 92111

Signing Officer

Name
April Daniels
Title
Current President
Phone
6194452625
Signed
2019-10-02

Preparer

Firm
Hackett Metsker & Oswald Cpas
Address
5741 PALMER WAY SUITE A, CARLSBAD, CA 92010-7248
Preparer
Joanne Goddard-hackett
Phone
7604389500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses insurance 228 bank charges 185 supplies 1,540 filing fees 117 membership incentives 106 art program 6,176 awards and regognition 87 family engagement 520 student engagement 1,274 teacher appreciation 1,922 science garden 2,411 total 14,566”

Raw XML Appendix172 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/BooksInCareOfDetail/USAddress/CityNm0ALPINE
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018965
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021830
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0REBECCA SULLIVAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4APRIL DANIELS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CURRENT PRES
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt014566
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OUR MISSION IS TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES.
IRS990EZ/PrintingPublicationsPostageAmt069
IRS990EZ/ProgramServiceRevenueAmt01368
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO ENRICH THE LEARNING OF STUDENTS
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010596
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11794
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt018055
IRS990EZ/SpecialEventsNetIncomeLossAmt021142
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022065
IRS990EZ/TotalProgramServiceExpensesAmt012390
IRS990EZ/TotalRevenueAmt024930
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02418
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03512
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt083782
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07813
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt097525
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01370
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01370
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt039197
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt044898
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0237571
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/PublicSupportTotal509Amt0336466
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt042985
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0131593
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt060189
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt042985
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0336466
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt0200
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HALLOWEEN CARNI
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt0126
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0126
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013869
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013869
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09818
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015528
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt015
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt015
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08018
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08018
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 228 BANK CHARGES 185 SUPPLIES 1,540 FILING FEES 117 MEMBERSHIP INCENTIVES 106 ART PROGRAM 6,176 AWARDS AND REGOGNITION 87 FAMILY ENGAGEMENT 520 STUDENT ENGAGEMENT 1,274 TEACHER APPRECIATION 1,922 SCIENCE GARDEN 2,411 TOTAL 14,566
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/PersonNm0APRIL DANIELS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CURRENT PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06194452625
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CA CONGRESS OF PARENTSTEACHERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ALPINE ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0956204085
ReturnHeader/Filer/PhoneNum06194452625
ReturnHeader/Filer/USAddress/AddressLine1Txt06401 LINDA VISTA RD ANNEX A
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092111
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C11E1F87EAC3B9B596389884A6F20F3355E456BA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CDABEC02FF21F1679A7C25B777C6944DD9720C93
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.176.184.198
ReturnHeader/FilingSecurityInformation/IPDt02019-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:09:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261081736
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HACKETT METSKER & OSWALD CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05741 PALMER WAY SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARLSBAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920107248
ReturnHeader/PreparerPersonGrp/PhoneNum07604389500
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOANNE GODDARD-HACKETT
ReturnHeader/ReturnTs02019-11-15T13:09:29-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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