Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2016 • EIN 95-6205053

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 15, 2016

6269 Twin DrSan Diego, CA 92119

(619) 463-9271

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

29th percentile

-5.5%

Higher net margin than 29% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

43rd percentile

-0.9%

Faster asset growth than 43% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2016

Revenue Growth

36th percentile

-8.5%

Faster revenue growth than 36% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2016

Assets

Down

$14,752

Down $274 (-1.8%) from 2014

Net Assets

$14,752

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$34,224

Down $6,657 (-16%) from 2014

Expenses

Down

$36,105

Down $110 (-0.3%) from 2014

Net Income

Down

-$1,881

Down $6,547 (-140%) from 2014

Historical Trend

Balance Sheet Trend

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

$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

2016

Assets$14,752
Liabilities$0
Net Assets$14,752

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$34,224
Expenses$36,105
Net Income-$1,881
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$45,183
Mission and Program Overview

Mission

educational charitable philanthropic

Program Services

DescriptionGrantsExpenses
General Enrichment These programs provide funds for classroom equipment supplies field trips etc to all teachers and staff-$15,880
Spirit Builders These programs fund schoolcommunity events such as Halloween carnivals back to school night kindergarden welcoming picnic and other outreach hospitality events-$11,599
ArtMusic Enrichment These programs provide funds for a school wide variety show art show and a portion of the costs for 1 part-time music teacher and 1 part-time art teacher-$6,539
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANNICA JOHNSONPresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundrai$14,996$14,996$5,747$9,249
Book Fair$9,782$9,782$5,212$4,570
Total Events$24,778$24,778$10,959$13,819
Filing and Contact Details

Filer

Filer Name
Benchley Weinberger Elementary PTA
EIN
95-6205053
Address
6269 Twin Dr, San Diego, CA 92119

Signing Officer

Name
Diannica Johnson
Title
President
Phone
6194639271
Signed
2016-11-15
Discuss with paid preparer
No

Preparer

Firm
Liberty Tax Service
Address
1291 E Main St Suite 106, El Cajon, CA 92021
Preparer
Jessica Creameans
Phone
6198007272
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description AmountART LESSONS 3,680ART SHOW 144BACK TO SCHOOL NIGHT 235CAREER DAY 55CLASSROOM EXPENSES 9,513CULTURAL ASSEMBLIES 968HALLOWEEN HAPPENING 5,938HOSPITALITY & TEACHER APPRECIATION 1,250KINDERGARTEN PICNIC 147LIBRARY (84)MUFFINS WITH MC 158MULTI-CULTRUAL FAIR 186MUSIC TEACHER 2,400OPEN HOUSE & BBQ COSTS 1,092PUSH-IN TEACHER 5,000VARIETY SHOW COSTS 315BANK CHARGES (20)CONVENTION EXPENSES 70INSURANCE-COUNCIL ASSESSMENTS 266OFFICER/CHAIRPERSON EXPENSES 51SOFTWARE (QUICKBOOKS) 200TAXES, FEES & PERMITS 50WEBSITE HOSTING/DOMAIN REG 439COUNCIL MEMBERSHIP REMITTED 753YEAR BOOK EXPENSE 3,172

Raw XML Appendix151 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/CityNm0San Diego
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ArtMusic Enrichment These programs provide funds for a school wide variety show art show and a portion of the costs for 1 part-time music teacher and 1 part-time art teacher
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Spirit Builders These programs fund schoolcommunity events such as Halloween carnivals back to school night kindergarden welcoming picnic and other outreach hospitality events
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015880
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt211599
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt013819
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036105
IRS990EZ/TotalProgramServiceExpensesAmt034018
IRS990EZ/TotalRevenueAmt034224
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0bwpta.org
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08529
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07284
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt034785
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt037460
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt046513
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt061708
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FUNDRAI
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IRS990ScheduleG/LicensedStatesCd0CA
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountART LESSONS 3,680ART SHOW 144BACK TO SCHOOL NIGHT 235CAREER DAY 55CLASSROOM EXPENSES 9,513CULTURAL ASSEMBLIES 968HALLOWEEN HAPPENING 5,938HOSPITALITY & TEACHER APPRECIATION 1,250KINDERGARTEN PICNIC 147LIBRARY (84)MUFFINS WITH MC 158MULTI-CULTRUAL FAIR 186MUSIC TEACHER 2,400OPEN HOUSE & BBQ COSTS 1,092PUSH-IN TEACHER 5,000VARIETY SHOW COSTS 315BANK CHARGES (20)CONVENTION EXPENSES 70INSURANCE-COUNCIL ASSESSMENTS 266OFFICER/CHAIRPERSON EXPENSES 51SOFTWARE (QUICKBOOKS) 200TAXES, FEES & PERMITS 50WEBSITE HOSTING/DOMAIN REG 439COUNCIL MEMBERSHIP REMITTED 753YEAR BOOK EXPENSE 3,172
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANNICA JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06194639271
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Benchley Weinberger Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0BENC
ReturnHeader/Filer/EIN0956205053
ReturnHeader/Filer/USAddress/AddressLine1Txt06269 Twin Dr
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092119
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472330972
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01291 E Main St Suite 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0El Cajon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092021
ReturnHeader/PreparerPersonGrp/PhoneNum06198007272
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jessica Creameans
ReturnHeader/ReturnTs02016-11-15T10:31:02-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings