Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2018 • EIN 95-6205053

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 13, 2018

Organization Profilebwpta.org
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

57th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

25th percentile

-8.7%

Higher net margin than 25% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

47th percentile

0.0%

Faster asset growth than 47% of similar nonprofits.

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

Revenue Growth

63rd percentile

10%

Faster revenue growth than 63% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Flat

$15,136

Flat from 2017

Net Assets

$15,136

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin25th percentile

Revenue

Up

$33,008

Up $3,102 (+10%) from 2017

Expenses

Up

$35,866

Up $6,344 (+21%) from 2017

Net Income

Down

-$2,858

Down $3,242 (-844%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

2018

Assets$15,136
Liabilities$0
Net Assets$15,136
Open 2018 Filing

Operations Trend

Revenue Growth63rd percentile

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

2018

Revenue$33,008
Expenses$35,866
Net Income-$2,858
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 13, 2018
Return Version
2017v2.2
Gross Receipts
$59,852
Mission and Program Overview

Mission

educational charitable philanthropic

educational charitable and philanthropic

Program Services

DescriptionGrantsExpenses
SCHOOL PROGRAMSSPIRIT BUILDERS ASSEMBLIES ARTS MUCIC LIBRARY AND AFTER SCHOOL ACTIVITIES-$38,070
Classroom enrichment TEACHERS STIPENDS-$10,470
GENERAL PTA COST TO INCLUDE BANK INSURANCE TAXES AND WEBSITE-$1,918
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michelle BarbourPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fund$24,713$24,713-$24,713
Book Fair$10,236$10,236-$10,236
Total Events$34,949$34,949-$34,949
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
Michelle Barbour
Title
President
Phone
6194639271
Signed
2018-11-13
Discuss with paid preparer
No

Preparer

Firm
Robert Byrne & David Ruyle Jr
Address
1291 E Main St Suite 106, El Cajon, CA 92021-7201
Preparer
Dawn Hedgecoth
Phone
6198007272
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description Amountamazon smile 153boxtops 344Family donations 655dineout 3,380escript 2shoparoo 267web app advertising 1,500”

Description of other expenses Part I line 16

“Description Amountart lessons 3,777art show 60back to school night 225books and beyond 259class enrichment-teachers stipends 10,470assemblies 500everyone a reader 125halloween happening 7,815hospitality and teacher apprec 1,259kindergarten picknic 218library 300muffins with M.C 128multicultural fair 222music teacher 2,400push-in teacher 5,000variety show 1,190bank charge 7copier 345insurance 278officer expense 60school app 996taxes fees and permits 60web hosting 172”

Raw XML Appendix154 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0Michelle Barbour
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0dpfErr
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LINDSEY WISHERD
IRS990EZ/BooksInCareOfDetail/PhoneNum06194639271
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06269 TWIN DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Diego
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092119
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017994
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015136
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt026844
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2858
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017994
IRS990EZ/Form990TotalAssetsGrp/EOYAmt015136
IRS990EZ/FundraisingGrossIncomeAmt034949
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-26844
IRS990EZ/GrossReceiptsAmt059852
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03480
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017994
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015136
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017994
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015136
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Michelle Barbour
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt035866
IRS990EZ/OtherRevenueTotalAmt06301
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0educational charitable and philanthropic
IRS990EZ/ProgramServiceRevenueAmt015122
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Classroom enrichment TEACHERS STIPENDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOOL PROGRAMSSPIRIT BUILDERS ASSEMBLIES ARTS MUCIC LIBRARY AND AFTER SCHOOL ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2GENERAL PTA COST TO INCLUDE BANK INSURANCE TAXES AND WEBSITE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010470
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt138070
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21918
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt034949
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035866
IRS990EZ/TotalProgramServiceExpensesAmt050458
IRS990EZ/TotalRevenueAmt033008
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0bwpta.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0655
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07723
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06617
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04632
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt019627
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt037460
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt046513
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt061708
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0145681
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0165308
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0655
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt045183
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt053130
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt066340
IRS990ScheduleA/Total509Grp/TotalAmt0165308
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0655
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt045183
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt053130
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt066340
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0165308
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FUND
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010236
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt024713
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt034949
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010236
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt024713
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt034949
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt034949
IRS990ScheduleG/LicensedStatesCd0CA
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description Amountamazon smile 153boxtops 344Family donations 655dineout 3,380escript 2shoparoo 267web app advertising 1,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description Amountart lessons 3,777art show 60back to school night 225books and beyond 259class enrichment-teachers stipends 10,470assemblies 500everyone a reader 125halloween happening 7,815hospitality and teacher apprec 1,259kindergarten picknic 218library 300muffins with M.C 128multicultural fair 222music teacher 2,400push-in teacher 5,000variety show 1,190bank charge 7copier 345insurance 278officer expense 60school app 996taxes fees and permits 60web hosting 172
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE BARBOUR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06194639271
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
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/FilingSecurityInformation/AtSubmissionCreationDeviceId00319709674636DA110B7590378A793AFAED5265C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00319709674636DA110B7590378A793AFAED5265C
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03388972018317l44jstc
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.204.230.166
ReturnHeader/FilingSecurityInformation/IPDt02018-11-13
ReturnHeader/FilingSecurityInformation/IPTm020:32:13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472330972
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Robert Byrne & David Ruyle Jr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01291 E Main St Suite 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0El Cajon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920217201
ReturnHeader/PreparerPersonGrp/PhoneNum06198007272
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAWN HEDGECOTH
ReturnHeader/ReturnTs02018-11-13T20:30:17-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$15,136
Liabilities
$0
Net assets
$15,136
Revenue
$33,008
Expenses
$35,866
Net income
-$2,858
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