Civic Intelligence

Kellogg School PTA California Congress

990EZ • Fiscal year 2019 • EIN 95-6204900

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 28, 2021

475 Cambridge DriveGoleta, CA 93117

(805) 681-1277

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

75th percentile

19%

Higher net margin than 75% 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

86th percentile

56%

Faster asset growth than 86% of similar nonprofits.

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

Revenue Growth

77th percentile

27%

Faster revenue growth than 77% of similar nonprofits.

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

Assets

Up

$57,903

Up $20,720 (+56%) from 2018

Net Assets

$57,903

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$109,751

Up $23,324 (+27%) from 2018

Expenses

Up

$89,031

Up $17,349 (+24%) from 2018

Net Income

Up

$20,720

Up $5,975 (+41%) from 2018

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $68,947Liabilities 2011: $02011Assets 2012: $55,962Liabilities 2012: $02012Assets 2013: $51,573Liabilities 2013: $02013Assets 2014: $43,802Liabilities 2014: $02014Assets 2015: $51,116Liabilities 2015: $02015Assets 2016: $33,980Liabilities 2016: $02016Assets 2017: $22,388Liabilities 2017: $02017Assets 2018: $37,183Liabilities 2018: $02018Assets 2019: $57,903Net Assets 2019: $57,9032019Assets 2020: $65,068Net Assets 2020: $65,0682020Assets 2021: $86,180Net Assets 2021: $86,1802021Assets 2022: $149,444Liabilities 2022: $0Net Assets 2022: $149,4442022Assets 2023: $131,166Liabilities 2023: $0Net Assets 2023: $131,1662023Assets 2024: $123,593Liabilities 2024: $02024Assets 2025: $84,619Liabilities 2025: $0Net Assets 2025: $84,6192025

Highlighted filing

2019

Assets$57,903
Liabilities-
Net Assets$57,903

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $42,264Expenses 2011: $46,080Net Income 2011: -$3,8162011Revenue 2012: $58,907Expenses 2012: $71,892Net Income 2012: -$12,9852012Revenue 2013: $53,805Expenses 2013: $58,194Net Income 2013: -$4,3892013Revenue 2014: $55,869Expenses 2014: $63,640Net Income 2014: -$7,7712014Revenue 2015: $76,095Expenses 2015: $68,781Net Income 2015: $7,3142015Revenue 2016: $57,977Expenses 2016: $75,113Net Income 2016: -$17,1362016Revenue 2017: $68,143Expenses 2017: $79,735Net Income 2017: -$11,5922017Revenue 2018: $86,427Expenses 2018: $71,682Net Income 2018: $14,7452018Revenue 2019: $109,751Expenses 2019: $89,031Net Income 2019: $20,7202019Revenue 2020: $120,385Expenses 2020: $113,220Net Income 2020: $7,1652020Revenue 2021: $43,316Expenses 2021: $55,818Net Income 2021: -$12,5022021Revenue 2022: $136,663Expenses 2022: $73,399Net Income 2022: $63,2642022Revenue 2023: $118,770Expenses 2023: $137,048Net Income 2023: -$18,2782023Revenue 2024: $118,780Expenses 2024: $126,353Net Income 2024: -$7,5732024Revenue 2025: $117,437Expenses 2025: $156,411Net Income 2025: -$38,9742025

Highlighted filing

2019

Revenue$109,751
Expenses$89,031
Net Income$20,720
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 28, 2021
Return Version
2018v3.1
Gross Receipts
$125,070
Mission and Program Overview

Mission

The organization's primary exempt purpose to support teachers, administration, and parents of kellogg school.

Organization's primary exempt purpose to support teachers, administration and parents.

Program Services

DescriptionGrantsExpenses
Statement of program service accoplishments elementary & secondary education: major school projects and support: provides for school computer hardware and software,outdoor improvement,science expenses, disaster supplies, library books and supplies, music,and physical education expenses.$93,630-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY MARDENPresidentPT$0--
Tritia MarsSecretaryPT$0--
Rachel LipmanTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$29,913$29,913$1,452$28,461
Annual Giving Campgain$29,501$29,501$162$29,339
Total Events$94,883$94,883$15,319$79,564
Filing and Contact Details

Filer

Filer Name
Kellogg School PTA California Congress
EIN
95-6204900
Phone
8056811277
Address
475 CAMBRIDGE DRIVE, GOLETA, CA 93117

Signing Officer

Name
Rachel Lipman
Title
Treasurer
Signed
2021-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Colby Sellman CPA
Address
1230 COAST VILLAGE CIRCLE SUITE F, SANTA BARBARA, CA 93108
Preparer
Colby Sellman
Phone
8059690433
Supplemental Narrative

Additional Explanations

Other Revenue.1

Other Revenue $1859

Other Expenses.1003

Information Technology $16796

Other Expenses.1

Educational Specialists $33731

Other Expenses.2

PTA committees $19123

Other Expenses.3

Teacher Grants $8993

Other Expenses.4

PTA Support $3883

Other Expenses.5

Ocean Guardian Grant $2640

Other Expenses.6

PTA administration $2251

Other Expenses.7

PTA Donations $1438

Other Expenses.8

Miscellaneous $176

Raw XML Appendix178 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GOLETA
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Rachel Lipman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt089031
IRS990EZ/OtherRevenueTotalAmt01859
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Organization's primary exempt purpose to support teachers, administration and parents.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt093630
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015319
IRS990EZ/SpecialEventsNetIncomeLossAmt079564
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt089031
IRS990EZ/TotalProgramServiceExpensesAmt093630
IRS990EZ/TotalRevenueAmt0109751
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.kellogg.goletak12.ca.us
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt028328
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt026547
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt021953
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt020282
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt024680
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0121790
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt0792
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt0200
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt05773
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt06765
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94740
IRS990ScheduleA/PublicSupportPY509Pct00.93010
IRS990ScheduleA/PublicSupportTotal509Amt0121790
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt028328
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt026547
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt021953
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt020282
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt024680
IRS990ScheduleA/Total509Grp/TotalAmt0121790
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt028328
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt026547
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt022745
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt020482
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt030453
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0128555
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Annual Giving Campgain
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt029913
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt029501
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt035469
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt094883
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029913
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt029501
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt035469
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt094883
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt079564
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt013705
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015319
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01452
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0162
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other Revenue $1859
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $16796
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Educational Specialists $33731
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PTA committees $19123
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Teacher Grants $8993
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PTA Support $3883
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Ocean Guardian Grant $2640
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PTA administration $2251
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PTA Donations $1438
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Miscellaneous $176
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rachel Lipman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Kellogg School PTA California Congress
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0of Parents Teachers & St
ReturnHeader/Filer/BusinessNameControlTxt0KELL
ReturnHeader/Filer/EIN0956204900
ReturnHeader/Filer/PhoneNum08056811277
ReturnHeader/Filer/USAddress/AddressLine1Txt0475 CAMBRIDGE DRIVE
ReturnHeader/Filer/USAddress/CityNm0GOLETA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093117
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472669437
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COLBY SELLMAN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01230 COAST VILLAGE CIRCLE SUITE F
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA BARBARA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093108
ReturnHeader/PreparerPersonGrp/PhoneNum08059690433
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Colby Sellman
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-10-28T17:09:51-07:00
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
2025Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$1.17$1.56$0.39
2024Summary only. Only limited summary data is available for this year.$1.24$0.00$1.19$1.26$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$1.19$1.37$0.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.49$0.00$1.49$1.37$0.73$0.63
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.86$0.43$0.56$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.65$0.65$1.20$1.13$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.58$0.58$1.10$0.89$0.21
2018Summary only. Only limited summary data is available for this year.$0.37$0.00$0.86$0.72$0.15
2017Summary only. Only limited summary data is available for this year.$0.22$0.00$0.68$0.80$0.12
2016Summary only. Only limited summary data is available for this year.$0.34$0.00$0.58$0.75$0.17
2015Summary only. Only limited summary data is available for this year.$0.51$0.00$0.76$0.69$0.07
2014Summary only. Only limited summary data is available for this year.$0.44$0.00$0.56$0.64$0.08
2013Summary only. Only limited summary data is available for this year.$0.52$0.00$0.54$0.58$0.04
2012Summary only. Only limited summary data is available for this year.$0.56$0.00$0.59$0.72$0.13
2011Summary only. Only limited summary data is available for this year.$0.69$0.00$0.42$0.46$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • <$500k nonprofits