Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
990EZ • Fiscal year 2017 • EIN 95-6207130
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
14th percentile
Higher net margin than 14% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
18th percentile
Faster asset growth than 18% of similar nonprofits.
Revenue Growth
23rd percentile
Faster revenue growth than 23% of similar nonprofits.
Assets
Down$22,021
Down $6,861 (-24%) from 2016
Net Assets
Down$22,021
Down $6,861 (-24%) from 2016
Liabilities
-
No earlier filing loaded for comparison.
Revenue
Down$29,385
Down $7,720 (-21%) from 2016
Expenses
Up$36,246
Up $7,167 (+25%) from 2016
Net Income
Down-$6,861
Down $14,887 (-185%) from 2016
The primary purposes of the c.l. Smith pta: 1. To support and speak on behalf of children and youth in the schools, in the community and before governmental bodies and other organizations that make decisions affecting children. 2. To assist parents in developing the skills they need to raise and protect their children. 3. To encourage parent and public involvement in the public schools of this nation.
| Description | Grants | Expenses |
|---|---|---|
| MONIES PROVIDED TO SAN LUIS COASTAL UNIFIED SCHOOL DISTRICT TO ASSIST IN PROVIDING FIELD TRIPS, PE EQUIPMENT, LIBRARY BOOKS, COUNSELING SERVICES AND AWARDS. | $35,223 | $36,246 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JESSICA KHAN | President | - | $0 | - | - |
| WENDY MORALES | Vice Preside | - | $0 | - | - |
| SHELLY SILVA | Secretary | - | $0 | - | - |
| CLOVER ROBINSON | Treasurer | - | $0 | - | - |
| HEATHER DIESTA | Financial Se | - | $0 | - | - |
| WENDY MORALES | Historian | - | $0 | - | - |
| HEATHER ARNOLD | Auditor | - | $0 | - | - |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Silent Auction | $13,916 | $13,916 | $617 | $13,299 |
| Mustache Dash | $8,288 | $8,288 | $845 | $7,443 |
| Total Events | $27,909 | $27,909 | $5,109 | $22,800 |
“San luis unified school district school 1375 balboa street san luis obispo, ca 93405 35,223 0 0”
“Expenses bank fees 15 insurance 221 membership dues 787 total 1,023”
“The primary purposes of the c.l. Smith pta: 1. To support and speak on behalf of children and youth in the schools, in the community and before governmental bodies and other organizations that make decisions affecting children. 2. To assist parents in developing the skills they need to raise and protect their children. 3. To encourage parent and public involvement in the public schools of this nation.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | CLOVER ROBINSON |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8054719041 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1375 BALBOA ST |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | SAN LUIS OBISPO |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 93405 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 28882 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 22021 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 7847 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -6861 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 28882 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 22021 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 51512 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 35223 |
| IRS990EZ/GrossReceiptsAmt | 0 | 60539 |
| IRS990EZ/GroupExemptionNum | 0 | 0646 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 1180 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 28882 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 22021 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 28882 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 22021 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JESSICA KHAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | WENDY MORALES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | SHELLY SILVA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | CLOVER ROBINSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | HEATHER DIESTA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | WENDY MORALES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | HEATHER ARNOLD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | FINANCIAL SE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | HISTORIAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | AUDITOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 1023 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE PRIMARY PURPOSES OF THE C.L. SMITH PTA: 1. TO SUPPORT AND SPEAK ON BEHALF OF CHILDREN AND YOUTH IN THE SCHOOLS, IN THE COMMUNITY AND BEFORE GOVERNMENTAL BODIES AND OTHER ORGANIZATIONS THAT MAKE DECISIONS AFFECTING CHILDREN. 2. TO ASSIST PARENTS IN DEVELOPING THE SKILLS THEY NEED TO RAISE AND PROTECT THEIR CHILDREN. 3. TO ENCOURAGE PARENT AND PUBLIC INVOLVEMENT IN THE PUBLIC SCHOOLS OF THIS NATION. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | MONIES PROVIDED TO SAN LUIS COASTAL UNIFIED SCHOOL DISTRICT TO ASSIST IN PROVIDING FIELD TRIPS, PE EQUIPMENT, LIBRARY BOOKS, COUNSELING SERVICES AND AWARDS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 35223 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 36246 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 31154 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 20358 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 36246 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 36246 |
| IRS990EZ/TotalRevenueAmt | 0 | 29385 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 7847 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 7756 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 4103 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 4190 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 4388 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 28284 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 52692 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 56524 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 68289 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 69640 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 74377 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 321522 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 349806 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 60539 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 64280 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 72392 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 73830 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 78765 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 349806 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 60539 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 64280 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 72392 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 73830 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 78765 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 349806 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 5109 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | SILENT AUCTION |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | MUSTACHE DASH |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 13916 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 8288 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt | 0 | 5705 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 27909 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 13916 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 8288 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt | 0 | 5705 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 27909 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 22800 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt | 0 | 3647 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 5109 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 617 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 845 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | SAN LUIS UNIFIED SCHOOL DISTRICT SCHOOL 1375 BALBOA STREET SAN LUIS OBISPO, CA 93405 35,223 0 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES BANK FEES 15 INSURANCE 221 MEMBERSHIP DUES 787 TOTAL 1,023 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE PRIMARY PURPOSES OF THE C.L. SMITH PTA: 1. TO SUPPORT AND SPEAK ON BEHALF OF CHILDREN AND YOUTH IN THE SCHOOLS, IN THE COMMUNITY AND BEFORE GOVERNMENTAL BODIES AND OTHER ORGANIZATIONS THAT MAKE DECISIONS AFFECTING CHILDREN. 2. TO ASSIST PARENTS IN DEVELOPING THE SKILLS THEY NEED TO RAISE AND PROTECT THEIR CHILDREN. 3. TO ENCOURAGE PARENT AND PUBLIC INVOLVEMENT IN THE PUBLIC SCHOOLS OF THIS NATION. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | (A) DID THE ORGANIZATION, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT?...........NO (B) DID THE ORGANIZATION, DURING THE YEAR, PAY PREMIUMS, DIRECTLY OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT?...........................NO |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | CLOVER ROBINSON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-10-30 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | PTA-CALIFORNIA CONGRESS CL SMITHPTA |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PTA- |
| ReturnHeader/Filer/EIN | 0 | 956207130 |
| ReturnHeader/Filer/PhoneNum | 0 | 8054719041 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1375 BALBOA ST |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SAN LUIS OBISPO |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 93405 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 9817574F303C4475F1D4A018154EA591F8DFA2F7 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 9817574F303C4475F1D4A018154EA591F8DFA2F7 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 270039022 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | RADAKOVICH SHAW & BLYTHE LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 3220 S HIGUERA ST STE 201 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SAN LUIS OBISPO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 93401 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8055441557 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2017-10-30 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | HEATHER ARNOLD CPA |
| ReturnHeader/ReturnTs | 0 | 2017-10-31T14:24:04-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-06-30 |
| ReturnHeader/TaxYr | 0 | 2016 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.