Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

EIN 95-6205053 • 501(c)3 • San Diego, CA

990-N Coverage

Profile

educational charitable philanthropic

6269 TWIN Lake DRSan Diego, CA 92119

bwpta.org

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 2020

Liabilities / Revenue

95th percentile

1.07x

Higher debt load relative to revenue than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

9th percentile

-107%

Higher net margin than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

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 2020

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2020

Revenue Growth

34th percentile

-20%

Faster revenue growth than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $15,136 (-100%) from 2018

Liabilities

Up

$22,577

Up $22,577 from 2018

Net Assets

Down

-$22,577

Down $37,713 (-249%) from 2018

Operations
Liabilities / Revenue95th percentileNet Margin9th percentile

Revenue

Down

$21,111

Down $11,897 (-36%) from 2018

Expenses

Up

$43,688

Up $7,822 (+22%) from 2018

Net Income

Down

-$22,577

Down $19,719 (-690%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$40K$20K$0-$20K-$40KAssets 2014: $15,026Liabilities 2014: $02014Assets 2016: $14,752Liabilities 2016: $0Net Assets 2016: $14,7522016Assets 2017: $15,136Liabilities 2017: $02017Assets 2018: $15,136Liabilities 2018: $0Net Assets 2018: $15,1362018Assets 2020: $0Liabilities 2020: $22,577Net Assets 2020: -$22,5772020

Highlighted filing

2020

Assets$0
Liabilities$22,577
Net Assets-$22,577
Open 2020 Filing

Operations Trend

Revenue Growth34th percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2014: $40,881Expenses 2014: $36,215Net Income 2014: $4,6662014Revenue 2016: $34,224Expenses 2016: $36,105Net Income 2016: -$1,8812016Revenue 2017: $29,906Expenses 2017: $29,522Net Income 2017: $3842017Revenue 2018: $33,008Expenses 2018: $35,866Net Income 2018: -$2,8582018Revenue 2020: $21,111Expenses 2020: $43,688Net Income 2020: -$22,5772020

Highlighted filing

2020

Revenue$21,111
Expenses$43,688
Net Income-$22,577
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$22,577
Net assets
-$22,577
Revenue
$21,111
Expenses
$43,688
Net income
-$22,577
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$22.6$22.6$21.1$43.7$22.6
2018Detailed filing. Detailed filing data is available for this year.$15.1$0.00$15.1$33.0$35.9$2.86
2017Summary only. Only limited summary data is available for this year.$15.1$0.00$29.9$29.5$0.38
2016Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$34.2$36.1$1.88
2014Summary only. Only limited summary data is available for this year.$15.0$0.00$40.9$36.2$4.67
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jun 28, 2021
Return Version
2019v5.1
Gross Receipts
$27,298
Mission and Program Overview

Mission

educational charitable philanthropic

Pta for benefit of children and teachers

Program Services

DescriptionGrantsExpenses
FUNDRAISING FOR THE BENEFIT OF CHILDREN, PARENTS AND TEACHERS AT BENCHLEY WEINBERGER ELEMENTARY SCHOOL--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHANNA GINSBERGPresident-$0--
KATE VIGERSONSecretary-$0--
LAURA BESSLERHistorian-$0--
Filing and Contact Details

Filer

Filer Name
Benchley Weinberger Elementary Pta
EIN
95-6205053
Address
6269 TWIN Lake DR, San Diego, CA 92119

Signing Officer

Name
Robert Byrne
Title
Tax Preparer
Phone
6198007272
Signed
2021-06-28
Discuss with paid preparer
Yes

Preparer

Firm
R and B Advisors of El Cajon
Address
1246 E Main St Suite 111, El Cajon, CA 92021-7201
Preparer
Robert Byrne
Phone
6198007272
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountFALL FUNDRAISER 8,255MEMBERSHIP INCOME BW 2,343MEMBERSHIP INCOME COUNCIL 673ALLISON OHNERSORGEN 400AMBER PUYEAR 400AMIE RYE 400BREANNA ORMONDE CLASS 398BREANNA ORMONDE RESOURCE 249CAROLYN HASSELBAR 400CHRISTINE GLAZE 400CLARE PERCIVAL 400DEB MANIS 400DEBBIE VANBECK 400DEBRA BARDIN 399ERIKA RUIZ GUTIERREZ 400ERIKA VALDOS 400JAN ARMSTRONG 401JANET SCHROEDER 400JIL KINDROM 400KATHY AUFSESSER 400KATRINA STANSFIELD 366KELLY STRAUB 386KIM FILNER 400MARY ANDERKA 195MELISSA BRUGH 400MICHELLE TRUJILLO 400PATRICK SHERWOOD 151SAMANTHA SIBBET 392STIPEND ADMIN OFFICE 176STIPEND HEALTH TECH 19STIPEND MEDIA LAB 264STIPEND PHYS ED 119SUSAN SWARD 338PROGRAM CULTURAL ASSEMBLIES 475EVERYONE A READER 141PANDA PAGES 299TEACHER ART 3,465TEACHER PUSH IN 5,000TEACHER VAPA 2,400BACK TO SCHOOL NIGHT 261HALLOWEEN HAPPENING 7,811KINDERGARTEN PICNIC 108MULTI CULTURAL 140BANK CHARGES 282INSURANCE COUNSIL ASSESSMENTS 69COPIUER PAPER 199SOFTWARE 240TAXES FEES PERMITS 25”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearYEAR LOSS 0 22,577”

Raw XML Appendix127 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/BenefitsPaidToOrForMembersAmt01249
IRS990EZ/BooksInCareOfDetail/PersonNm0LINDSEY WISHERD
IRS990EZ/BooksInCareOfDetail/PhoneNum06192464979
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06372 BALSAM LAKE AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Diego
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092119
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt00
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08234
IRS990EZ/CostOfGoodsSoldAmt06187
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-22577
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-6187
IRS990EZ/GrossReceiptsAmt027298
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-22577
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-22577
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHANNA GINSBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATE VIGERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAURA BESSLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2HISTORIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt042439
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PTA FOR BENEFIT OF CHILDREN AND TEACHERS
IRS990EZ/ProgramServiceRevenueAmt019064
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDRAISING FOR THE BENEFIT OF CHILDREN, PARENTS AND TEACHERS AT BENCHLEY WEINBERGER ELEMENTARY SCHOOL
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt022577
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt043688
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt021111
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08234
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt08234
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt019064
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt019064
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt027298
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt027298
IRS990ScheduleA/Total509Grp/TotalAmt027298
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt027298
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt027298
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountFALL FUNDRAISER 8,255MEMBERSHIP INCOME BW 2,343MEMBERSHIP INCOME COUNCIL 673ALLISON OHNERSORGEN 400AMBER PUYEAR 400AMIE RYE 400BREANNA ORMONDE CLASS 398BREANNA ORMONDE RESOURCE 249CAROLYN HASSELBAR 400CHRISTINE GLAZE 400CLARE PERCIVAL 400DEB MANIS 400DEBBIE VANBECK 400DEBRA BARDIN 399ERIKA RUIZ GUTIERREZ 400ERIKA VALDOS 400JAN ARMSTRONG 401JANET SCHROEDER 400JIL KINDROM 400KATHY AUFSESSER 400KATRINA STANSFIELD 366KELLY STRAUB 386KIM FILNER 400MARY ANDERKA 195MELISSA BRUGH 400MICHELLE TRUJILLO 400PATRICK SHERWOOD 151SAMANTHA SIBBET 392STIPEND ADMIN OFFICE 176STIPEND HEALTH TECH 19STIPEND MEDIA LAB 264STIPEND PHYS ED 119SUSAN SWARD 338PROGRAM CULTURAL ASSEMBLIES 475EVERYONE A READER 141PANDA PAGES 299TEACHER ART 3,465TEACHER PUSH IN 5,000TEACHER VAPA 2,400BACK TO SCHOOL NIGHT 261HALLOWEEN HAPPENING 7,811KINDERGARTEN PICNIC 108MULTI CULTURAL 140BANK CHARGES 282INSURANCE COUNSIL ASSESSMENTS 69COPIUER PAPER 199SOFTWARE 240TAXES FEES PERMITS 25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearYEAR LOSS 0 22,577
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of total liabilities Part II line 26
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT BYRNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TAX PREPARER
ReturnHeader/BusinessOfficerGrp/PhoneNum06198007272
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BENCHLEY WEINBERGER ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0BENC
ReturnHeader/Filer/EIN0956205053
ReturnHeader/Filer/USAddress/AddressLine1Txt06269 TWIN Lake DR
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092119
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472330972
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0R and B Advisors of El Cajon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01246 E Main St Suite 111
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0El Cajon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920217201
ReturnHeader/PreparerPersonGrp/PhoneNum06198007272
ReturnHeader/PreparerPersonGrp/PreparationDt02021-06-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert Byrne
ReturnHeader/ReturnTs02021-06-30T12:06:16-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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