Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2014 • EIN 95-6207352

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 14, 2014

Organization ProfileN/A
8655 Santa Rosa RoadAtascadero, CA 93422

(805) 466-4734

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

53rd percentile

4.2%

Higher net margin than 53% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

78th percentile

31%

Faster asset growth than 78% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

18th percentile

-27%

Faster revenue growth than 18% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$5,808

Up $1,358 (+31%) from 2013

Net Assets

$5,808

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin53rd percentile

Revenue

Down

$32,430

Down $11,868 (-27%) from 2013

Expenses

Down

$31,072

Down $13,511 (-30%) from 2013

Net Income

Up

$1,358

Up $1,643 (+576%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$8.0K$6.0K$4.0K$2.0K$0Assets 2011: $7,789Liabilities 2011: $02011Assets 2012: $4,735Liabilities 2012: $02012Assets 2013: $4,450Liabilities 2013: $02013Assets 2014: $5,808Liabilities 2014: $0Net Assets 2014: $5,8082014Assets 2015: $2,285Liabilities 2015: $0Net Assets 2015: $2,2852015

Highlighted filing

2014

Assets$5,808
Liabilities$0
Net Assets$5,808
Open 2014 Filing

Operations Trend

Revenue Growth18th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $26,987Expenses 2011: $25,550Net Income 2011: $1,4372011Revenue 2012: $27,240Expenses 2012: $30,294Net Income 2012: -$3,0542012Revenue 2013: $44,298Expenses 2013: $44,583Net Income 2013: -$2852013Revenue 2014: $32,430Expenses 2014: $31,072Net Income 2014: $1,3582014Revenue 2015: $16,114Expenses 2015: $19,637Net Income 2015: -$3,5232015

Highlighted filing

2014

Revenue$32,430
Expenses$31,072
Net Income$1,358
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 14, 2014
Return Version
2013v3.1
Gross Receipts
$32,430
Mission and Program Overview

Mission

Organizations exempt purpose is to act as a support function to Sanat Rosa Academic Academy.

Program Services

DescriptionGrantsExpenses
Book Fairs$7,664-
Classroom Supplies$5,926-
Mixed Bag Fundraiser$4,078-
Field Trips$3,000-
1st through 5th Grade Programs$1,739-
Assemblies$1,447-
Misc$1,213-
Battle of the Books$767-
Reading Incentives$625-
Healthy Heart-A-Thon$279-
Fall Festival$190-
E-Scrip--
Recycling--
Restaurant Fundraiser--
Spirit Wear--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Roni De CosterTreasurerPT$0--
Nicole HiderPresident-$0--
May NunesVice President-$0--
Judy BakerSecretary-$0--
Filing and Contact Details

Filer

EIN
95-6207352
Phone
8054664734

Signing Officer

Name
Roni De Coster
Title
Treasurer
Signed
2014-11-14
Discuss with paid preparer
Yes

Preparer

Preparer
Scott R Hayner
Phone
8054668800
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $202”

Other Expenses.1

“Program Service Expenses $26928”

Other Expenses.2

“Miscellaneous Expenses $657”

Other Expenses.3

“Membership Dues $612”

Other Expenses.4

“Hospitality $380”

Raw XML Appendix183 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Roni De Coster
IRS990EZ/BooksInCareOfDetail/PhoneNum08054664734
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine108655 Santa Rosa Road
IRS990EZ/BooksInCareOfDetail/USAddress/City0Atascadero
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode093422
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04450
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05808
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01805
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01358
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0100
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04450
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05808
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02050
IRS990EZ/GrossReceiptsAmt032430
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0952
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04450
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05808
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04450
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05808
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Roni De Coster
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Nicole Hider
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2May Nunes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Judy Baker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt028779
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Organizations exempt purpose is to act as a support function to Sanat Rosa Academic Academy.
IRS990EZ/PrintingPublicationsPostageAmt0143
IRS990EZ/ProgramServiceRevenueAmt029673
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Book Fairs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Fall Festival
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Healthy Heart-A-Thon
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3E-Scrip
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4Recycling
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt5Restaurant Fundraiser
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt6Spirit Wear
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt7Mixed Bag Fundraiser
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt8Misc
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt9Assemblies
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt101st through 5th Grade Programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt11Battle of the Books
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt12Classroom Supplies
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt13Field Trips
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt14Reading Incentives
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07664
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1190
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt2279
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt34078
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt41213
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt51447
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt61739
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt7767
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt85926
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt93000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10625
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031072
IRS990EZ/TotalProgramServiceExpensesAmt026928
IRS990EZ/TotalRevenueAmt032430
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02757
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01764
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02111
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0822
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0548
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt08002
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt029673
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt042534
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt025129
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt026165
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt032676
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0156177
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0164179
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt032430
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt044298
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt027240
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt026987
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt033224
IRS990ScheduleA/Total509Grp/TotalAmt0164179
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt032430
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt044298
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt027240
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt026987
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt033224
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0164179
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $202
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Program Service Expenses $26928
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Miscellaneous Expenses $657
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Membership Dues $612
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Hospitality $380
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Roni De Coster
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10Santa Rosa Academic Academy PTA
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0956207352
ReturnHeader/Filer/PhoneNum08054664734
ReturnHeader/Filer/USAddress/AddressLine108655 Santa Rosa Road
ReturnHeader/Filer/USAddress/City0Atascadero
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093422
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Hayner Hayner Miller & Crist LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine106955 San Luis Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0ATASCADERO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0934224253
ReturnHeader/PreparerPersonGrp/PhoneNum08054668800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Scott R Hayner
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-11-14T14:27:43-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,808
Liabilities
$0
Net assets
$5,808
Revenue
$32,430
Expenses
$31,072
Net income
$1,358
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$16.1$19.6$3.52
2014Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$32.4$31.1$1.36
2013Summary only. Only limited summary data is available for this year.$4.45$0.00$44.3$44.6$0.29
2012Summary only. Only limited summary data is available for this year.$4.74$0.00$27.2$30.3$3.05
2011Summary only. Only limited summary data is available for this year.$7.79$0.00$27.0$25.6$1.44