Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2017 • EIN 95-6206571

Jul 01, 2016 to Jun 30, 2017 • Filed on Dec 06, 2017

6811 Bisby Lake AvenueSan Diego, CA 92119

(619) 463-0202

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 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Assets

$47,872

No earlier filing loaded for comparison.

Net Assets

$47,872

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$61,043

No earlier filing loaded for comparison.

Expenses

$42,551

No earlier filing loaded for comparison.

Net Income

$18,492

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2017: $47,872Net Assets 2017: $47,8722017Assets 2018: $71,057Net Assets 2018: $71,0572018Assets 2019: $75,063Net Assets 2019: $75,0632019Assets 2020: $54,928Net Assets 2020: $54,9282020Assets 2021: $50,749Liabilities 2021: $0Net Assets 2021: $50,7492021Assets 2022: $112,214Liabilities 2022: $0Net Assets 2022: $112,2142022Assets 2023: $110,485Liabilities 2023: $0Net Assets 2023: $110,4852023Assets 2024: $124,684Liabilities 2024: $0Net Assets 2024: $124,6842024Assets 2025: $120,770Liabilities 2025: $0Net Assets 2025: $120,7702025

Highlighted filing

2017

Assets$47,872
Liabilities-
Net Assets$47,872

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2017: $61,043Expenses 2017: $42,551Net Income 2017: $18,4922017Revenue 2018: $88,830Expenses 2018: $65,645Net Income 2018: $23,1852018Revenue 2019: $98,724Expenses 2019: $94,718Net Income 2019: $4,0062019Revenue 2020: $60,209Expenses 2020: $80,344Net Income 2020: -$20,1352020Revenue 2021: $18,687Expenses 2021: $22,866Net Income 2021: -$4,1792021Revenue 2022: $109,199Expenses 2022: $47,734Net Income 2022: $61,4652022Revenue 2023: $137,735Expenses 2023: $139,464Net Income 2023: -$1,7292023Revenue 2024: $148,635Expenses 2024: $134,436Net Income 2024: $14,1992024Revenue 2025: $145,262Expenses 2025: $149,176Net Income 2025: -$3,9142025

Highlighted filing

2017

Revenue$61,043
Expenses$42,551
Net Income$18,492
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 6, 2017
Return Version
2016v3.0
Gross Receipts
$61,043
Mission and Program Overview

Mission

The mission of the Gage PTA is to positively impact the lives of all children and families by representing our members and empowering and supporting them with skills in advocacy, leadership and communication to promote the welfare of children and youth at home, school and in the community. To bring into closer relation the home and the school, to foster parents and teachers to cooperate intelligently in the education of children and youth and to develop between educators and the general public such united efforts as will secure for all children and youth the highest advantages in physical, mental, social and spiritual education.

Program Services

DescriptionGrantsExpenses
Buses - PTA funds buses for classroom field trips during the school year. Without buses, field trips would be cost prohibitive or impossible. 500+ students were able to attend one or more field trips during the school year via PTA funded buses.$6,000-
Running Club - PTA completely funds and supports the school wide Running Club. The Running Club has allowed 500+ students to run over 45,000 miles during the school year. Students receive award ribbons at 25 mile intervals and there is an end of year recognition program & field trip for 150+ mile runners.$4,318-
Teacher Classroom Grants - Each teacher is offered the opportunity to spend up to $200 from the PTA to bring supplies, educational materials or other tools into their classroom. This is a direct impact to 500+ students plus all faculty because it brings much needed supplies into the classroom for students to use, without burdening the teacher to cover the cost.$3,708-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BETH WINTERSPresident-$0--
AMANDA KOPVice President-$0--
ASHLEIGH CAMPBELLVice President-$0--
JENNIFER AMBLEChairman-$0--
THOMAS DAVISTreasurer-$0--
KRISTI GEITZSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Lyman Judson Gage Elementary Pta
EIN
95-6206571
Phone
6194630202
Address
6811 BISBY LAKE AVENUE, SAN DIEGO, CA 92119

Signing Officer

Name
Amy Ranallo
Title
Treasurer
Signed
2017-12-06
Discuss with paid preparer
Yes

Preparer

Firm
Craig A Clarence CPA
Address
3925 KENOSHA AVENUE, SAN DIEGO, CA 92117-5305
Preparer
Craig Clarence
Phone
8583365910
Supplemental Narrative

Additional Explanations

Other Expenses.1

Year-end party & yearbooks $6516

Other Expenses.2

BUS EXPENSES $6000

Other Expenses.3

Other school activity support $5021

Other Expenses.4

School club support $4802

Other Expenses.5

JOG-A-THON EVENT $4234

Other Expenses.6

TEACHER MATERIALS $3708

Other Expenses.7

Fundraising supplies $2755

Other Expenses.8

Fall student festival $2367

Other Expenses.9

Campus beautification $2314

Other Expenses.10

Spanish immersion program $2130

Other Expenses.11

Teacher appreciation $1483

Other Expenses.12

INSURANCE $500

Other Expenses.13

RECESS EQUIPMENT $488

Other Expenses.14

BANK FEES $148

Other Expenses.15

OFFICE SUPPLIES $85

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0YEAR-END PARTY & YEARBOOKS $6516
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BUS EXPENSES $6000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER SCHOOL ACTIVITY SUPPORT $5021
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOOL CLUB SUPPORT $4802
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4JOG-A-THON EVENT $4234
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TEACHER MATERIALS $3708
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FUNDRAISING SUPPLIES $2755
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FALL STUDENT FESTIVAL $2367
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CAMPUS BEAUTIFICATION $2314
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SPANISH IMMERSION PROGRAM $2130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10TEACHER APPRECIATION $1483
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11INSURANCE $500
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-06
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ReturnHeader/Filer/PhoneNum06194630202
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ReturnHeader/ReturnTs02017-12-05T21:45:16-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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