Civic Intelligence

PTA - California Congress CL Smith PTA

990EZ • Fiscal year 2024 • EIN 95-6207130

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 14, 2024

1375 Balboa StreetSan Luis Obispo, CA 93405

(805) 801-3660

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.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

86th percentile

39%

Higher net margin than 86% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

75th percentile

23%

Faster asset growth than 75% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

49th percentile

2.2%

Faster revenue growth than 49% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$103,221

Up $19,391 (+23%) from 2023

Net Assets

Up

$103,221

Up $19,391 (+23%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$50,092

Up $1,076 (+2.2%) from 2023

Expenses

Down

$30,701

Down $16,061 (-34%) from 2023

Net Income

Up

$19,391

Up $17,137 (+760%) from 2023

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $19,476Liabilities 2011: $02011Assets 2012: $20,894Net Assets 2012: $20,8942012Assets 2013: $9,994Net Assets 2013: $9,9942013Assets 2014: $20,634Net Assets 2014: $20,6342014Assets 2015: $20,856Net Assets 2015: $20,8562015Assets 2016: $28,882Net Assets 2016: $28,8822016Assets 2017: $22,021Net Assets 2017: $22,0212017Assets 2018: $24,339Liabilities 2018: $0Net Assets 2018: $24,3392018Assets 2019: $39,302Liabilities 2019: $0Net Assets 2019: $39,3022019Assets 2020: $77,068Liabilities 2020: $0Net Assets 2020: $77,0682020Assets 2021: $67,851Liabilities 2021: $0Net Assets 2021: $67,8512021Assets 2022: $81,576Liabilities 2022: $0Net Assets 2022: $81,5762022Assets 2023: $83,830Liabilities 2023: $0Net Assets 2023: $83,8302023Assets 2024: $103,221Liabilities 2024: $0Net Assets 2024: $103,2212024Assets 2025: $69,700Net Assets 2025: $69,7002025

Highlighted filing

2024

Assets$103,221
Liabilities$0
Net Assets$103,221

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $46,570Expenses 2011: $39,828Net Income 2011: $6,7422011Revenue 2012: $47,923Expenses 2012: $46,505Net Income 2012: $1,4182012Revenue 2013: $30,115Expenses 2013: $41,015Net Income 2013: -$10,9002013Revenue 2014: $39,703Expenses 2014: $29,063Net Income 2014: $10,6402014Revenue 2015: $29,809Expenses 2015: $29,587Net Income 2015: $2222015Revenue 2016: $37,105Expenses 2016: $29,079Net Income 2016: $8,0262016Revenue 2017: $29,385Expenses 2017: $36,246Net Income 2017: -$6,8612017Revenue 2018: $22,160Expenses 2018: $19,842Net Income 2018: $2,3182018Revenue 2019: $41,526Expenses 2019: $26,563Net Income 2019: $14,9632019Revenue 2020: $46,106Expenses 2020: $8,340Net Income 2020: $37,7662020Revenue 2021: -$7,685Expenses 2021: $1,532Net Income 2021: -$9,2172021Revenue 2022: $47,674Expenses 2022: $33,949Net Income 2022: $13,7252022Revenue 2023: $49,016Expenses 2023: $46,762Net Income 2023: $2,2542023Revenue 2024: $50,092Expenses 2024: $30,701Net Income 2024: $19,3912024Revenue 2025: $79,565Expenses 2025: $113,086Net Income 2025: -$33,5212025

Highlighted filing

2024

Revenue$50,092
Expenses$30,701
Net Income$19,391
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$75,432
Mission and Program Overview

Mission

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.

See Schedule O

Program Services

DescriptionGrantsExpenses
Monies Provided to San Luis Coastal Unified School District to assist in providing field trips, PE equipment, library books, counseling services and awards.-$14,717
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susannah BrownPresident-$0--
Brianna RedmondSecretary-$0--
Jordan HammTreasurer-$0--
April WilhelmCo-Vice President-$0--
Anat SommeletFinancial Secretary-$0--
Nicole SenteioHistorian-$0--
Kila WellsParliamentarian-$0--
Fiona ReichekCo-Vice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$46,483$46,483$6,801$39,682
Carnival$6,491$6,491$3,278$3,213
Total Events$52,974$52,974$10,079$42,895
Filing and Contact Details

Filer

Filer Name
PTA California Congress CL Smith PTA
EIN
95-6207130
Address
1375 Balboa Street, San Luis Obispo, CA 93405

Signing Officer

Name
Jordan Hamm
Title
Treasurer
Phone
8058013660
Signed
2024-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Glenn Norris CPA
Address
11549 Los Osos Valley Rd Suite 109, San Luis Obispo, CA 93405
Preparer
Heather Arnold
Phone
8055468900
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Affiliate Name San Luis Coastal Unified School DistrictAffiliate Address 1375 Balboa Street San Luis Obispo CA 93405Purpose of Payment is School ExpensesAmount of Payment 14,717

Description of other expenses Part I line 16

Description AmountBank Fees 24Insurance 282Computer Expenses 424Community Events 2,721Assemblies 4,264Hospitality 2,1196th Grade Expenses 2,035Art and Music Classes 4,852Teacher and Classroom Support 3,258Student Expenses 10,722

Part III response or note to any other line in Part III

The primary purpose of CL Smith PTA isTo 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 childrenTo assist parents in developing the skills they need to raise and protect their childrenTo encourage parent and public involvement in the schools of this nations

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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/ExplanationTxt0Affiliate Name San Luis Coastal Unified School DistrictAffiliate Address 1375 Balboa Street San Luis Obispo CA 93405Purpose of Payment is School ExpensesAmount of Payment 14,717
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The primary purpose of CL Smith PTA isTo 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 childrenTo assist parents in developing the skills they need to raise and protect their childrenTo encourage parent and public involvement in the schools of this nations
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part III response or note to any other line in Part III
ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/ReturnTs02024-11-14T16:29:53-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.70$0.70$0.80$1.13$0.34
2024Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.50$0.31$0.19
2023Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.49$0.47$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.48$0.34$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.00$0.68$0.08$0.02$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.00$0.77$0.46$0.08$0.38
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.00$0.39$0.42$0.27$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.00$0.24$0.22$0.20$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.22$0.22$0.29$0.36$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.29$0.29$0.37$0.29$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.21$0.21$0.30$0.30$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.21$0.21$0.40$0.29$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.10$0.30$0.41$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.21$0.48$0.47$0.01
2011Summary only. Only limited summary data is available for this year.$0.19$0.00$0.47$0.40$0.07