Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2014 • EIN 95-6205047

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 10, 2014

8880 Halifax StreetVentura, CA 93004

(805) 672-2712

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

13th percentile

-25%

Higher net margin than 13% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

17th percentile

-26%

Faster asset growth than 17% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

26th percentile

-16%

Faster revenue growth than 26% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$35,500

Down $12,446 (-26%) from 2013

Net Assets

$35,500

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$50,079

Down $9,551 (-16%) from 2013

Expenses

Up

$62,525

Up $10,241 (+20%) from 2013

Net Income

Down

-$12,446

Down $19,792 (-269%) from 2013

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $23,934Liabilities 2011: $02011Assets 2012: $40,600Liabilities 2012: $02012Assets 2013: $47,946Liabilities 2013: $02013Assets 2014: $35,500Liabilities 2014: $0Net Assets 2014: $35,5002014Assets 2015: $23,168Liabilities 2015: $02015Assets 2016: $27,648Liabilities 2016: $02016Assets 2017: $27,755Liabilities 2017: $02017Assets 2018: $36,672Liabilities 2018: $02018Assets 2019: $41,009Liabilities 2019: $02019Assets 2020: $40,553Liabilities 2020: $02020

Highlighted filing

2014

Assets$35,500
Liabilities$0
Net Assets$35,500

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $52,173Expenses 2011: $47,747Net Income 2011: $4,4262011Revenue 2012: $55,391Expenses 2012: $38,725Net Income 2012: $16,6662012Revenue 2013: $59,630Expenses 2013: $52,284Net Income 2013: $7,3462013Revenue 2014: $50,079Expenses 2014: $62,525Net Income 2014: -$12,4462014Revenue 2015: $48,847Expenses 2015: $60,834Net Income 2015: -$11,9872015Revenue 2016: $61,743Expenses 2016: $57,263Net Income 2016: $4,4802016Revenue 2017: $58,138Expenses 2017: $58,031Net Income 2017: $1072017Revenue 2018: $53,584Expenses 2018: $44,667Net Income 2018: $8,9172018Revenue 2019: $51,294Expenses 2019: $46,957Net Income 2019: $4,3372019Revenue 2020: $28,547Expenses 2020: $29,003Net Income 2020: -$4562020

Highlighted filing

2014

Revenue$50,079
Expenses$62,525
Net Income-$12,446
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 10, 2014
Return Version
2013v3.1
Gross Receipts
$95,979
Mission and Program Overview

Mission

Pta and fundraising for the bettering of junipero serra's students.

Program Services

DescriptionGrantsExpenses
ENRICHMENT PROGRAM, TEACHER GRANTS, RED RIBBON DRUG FREE$20,249-
FIELDTRIPS$14,771-
LIBRARY$1,992-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY GATESPresidentPT$0--
TAWMNA O'NEILVP Membership-$0--
TORREY KIGHTLINGERVP Jogathon-$0--
JOY HENSHAWSecretary-$0--
JEANETTE BROSSIATreasurer-$0--
BROCK SMITHParliamentarian-$0--
JULIE MILIUSAuditor-$0--
STACI BROCKExecutive VP-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$69,940$66,142$44,183$21,959
Event 2$24,472$24,472$1,717$22,755
Total Events$94,412$90,614$45,900$44,714
Filing and Contact Details

Filer

EIN
95-6205047
Phone
8056722712

Signing Officer

Name
Jeanette Brossia
Title
Treasurer
Signed
2014-11-10
Discuss with paid preparer
Yes

Preparer

Preparer
Daniel T Passon Ea 91867
Phone
8182424888
Supplemental Narrative

Additional Explanations

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

| Donee's Name: JUNIPERO SERRA SCHOOL | Donee's Address: 8880 HALIFAX STREET VENTURA, CA 93004 | Cash Amount Given: $26430

Grants and Similar Amounts Paid In Excess of $5,000.2

| Donee's Name: JUNIPERO SERRA SCHOOL TEACHER GRANT | Donee's Address: 8880 HALIFAX STREET VENTURA, CA 93004 | Cash Amount Given: $5995

Other Expenses.1007

Conferences, Conventions, and Meetings $3220

Other Expenses.1012

Insurance $199

Other Expenses.1

COUNCIL $10174

Other Expenses.2

YEARBOOK $7494

Other Expenses.3

ENRICHMENT $1840

Other Expenses.4

MEMBERSHIP $549

Other Expenses.5

Beautification maintenance $496

Other Expenses.6

BANK CHARGES $333

Other Expenses.7

FIFTH GRADE GRAD $315

Other Expenses.8

COUNCIL DUES $60

Other Expenses.9

HOSPITALITY $53

Raw XML Appendix205 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/PersonNm0AMY GATES
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JEANETTE BROSSIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BROCK SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JULIE MILIUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7STACI BROCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP JOGATHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7EXECUTIVE VP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt024733
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PTA AND FUNDRAISING FOR THE BETTERING OF JUNIPERO SERRA'S STUDENTS.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2LIBRARY
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/RelatedOrgSect527OrgInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt044714
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalRevenueAmt050079
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04650
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03294
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04757
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt017351
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0350850
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0368201
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt089622
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt089622
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt066142
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt024472
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt090614
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0VARIOUS EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0MERCHANDISE
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt044714
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt045900
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt044183
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01717
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0VARIOUS EVENTS AND MERCHANDISE
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2b - Fundraiser Additional Information
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: JUNIPERO SERRA SCHOOL | Donee's Address: 8880 HALIFAX STREET VENTURA, CA 93004 | Cash Amount Given: $26430
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: JUNIPERO SERRA SCHOOL TEACHER GRANT | Donee's Address: 8880 HALIFAX STREET VENTURA, CA 93004 | Cash Amount Given: $5995
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $3220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $199
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COUNCIL $10174
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5YEARBOOK $7494
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ENRICHMENT $1840
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MEMBERSHIP $549
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BEAUTIFICATION MAINTENANCE $496
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BANK CHARGES $333
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10FIFTH GRADE GRAD $315
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11COUNCIL DUES $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12HOSPITALITY $53
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.9
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEANETTE BROSSIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10JUNIPERO SERRA PTA CONGRESS OF PARENTS
ReturnHeader/Filer/BusinessNameControlTxt0JUNI
ReturnHeader/Filer/EIN0956205047
ReturnHeader/Filer/PhoneNum08056722712
ReturnHeader/Filer/USAddress/AddressLine108880 HALIFAX STREET
ReturnHeader/Filer/USAddress/City0VENTURA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093004
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MONTECITO FINANCIAL SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10300 W GLENOAKS BLVD STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0GLENDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0912022987
ReturnHeader/PreparerPersonGrp/PhoneNum08182424888
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL T PASSON EA 91867
ReturnHeader/ReturnTs02014-11-10T11:56:59-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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