Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2015 • EIN 95-6207352

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 03, 2016

Organization ProfileN/A
8655 Santa Rosa RoadAtascadero, CA 93422

(971) 322-5835

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

15th percentile

-22%

Higher net margin than 15% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

6th percentile

-61%

Faster asset growth than 6% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

9th percentile

-50%

Faster revenue growth than 9% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$2,285

Down $3,523 (-61%) from 2014

Net Assets

Down

$2,285

Down $3,523 (-61%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin15th percentile

Revenue

Down

$16,114

Down $16,316 (-50%) from 2014

Expenses

Down

$19,637

Down $11,435 (-37%) from 2014

Net Income

Down

-$3,523

Down $4,881 (-359%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth6th 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

2015

Assets$2,285
Liabilities$0
Net Assets$2,285
Open 2015 Filing

Operations Trend

Revenue Growth9th 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

2015

Revenue$16,114
Expenses$19,637
Net Income-$3,523
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 3, 2016
Return Version
2014v6.0
Gross Receipts
$16,114
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$2,958-
Field Trips$1,500-
Assemblies$900-
Misc$837-
1st through 5th Grade Programs$619-
Battle of the Books$550-
Spring Fling$345-
Healthy Heart-A-Thon$283-
Reading Incentives$150-
E-Scrip--
Recycling--
Restaurant Fundraiser--
Spirit Wear--
Classroom Supplies--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

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

Filer

Filer Name
Santa Rosa Academic Academy PTA
EIN
95-6207352
Phone
9713225835
Address
8655 Santa Rosa Road, Atascadero, CA 93422

Signing Officer

Name
Roni De Coster
Title
Treasurer
Signed
2016-02-03
Discuss with paid preparer
Yes

Preparer

Firm
Hayner Hayner Miller & Crist LLP
Address
6955 San Luis Ave, Atascadero, CA 93422
Preparer
Scott R Hayner
Phone
8054668800
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: Education | Donee's Name: Santa Rosa Academic Academy | Donee's Address: 8655 Santa Rosa Road Atascadero, CA 93422 | Relationship of Donee: Parent Organization | Cash Amount Given: $9719”

Other Expenses.1002

“Office Expenses $15”

Other Expenses.1012

“Insurance $209”

Other Expenses.1

“Program Service Expenses $8143”

Other Expenses.2

“Membership Dues $618”

Other Expenses.3

“Hospitality $509”

Other Expenses.4

“Miscellaneous Expenses $343”

Raw XML Appendix194 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/AddressLine1Txt08655 Santa Rosa Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Atascadero
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093422
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05808
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02285
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0997
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3523
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt075
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05808
IRS990EZ/Form990TotalAssetsGrp/EOYAmt02285
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt09719
IRS990EZ/GrossReceiptsAmt016114
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0665
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05808
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02285
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Roni De Coster
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Nicole Hider
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Rebecca Brown
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3May Nunes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Judy Baker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Michelle Lowe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Membership
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt09837
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Organizations exempt purpose is to act as a support function to Sanat Rosa Academic Academy.
IRS990EZ/PrintingPublicationsPostageAmt06
IRS990EZ/ProgramServiceRevenueAmt014452
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Book Fairs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Spring Fling
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Healthy Heart-A-Thon
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3E-Scrip
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4Recycling
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt5Restaurant Fundraiser
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt6Spirit Wear
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt7Misc
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt8Assemblies
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt91st through 5th Grade Programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt10Battle of the Books
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt11Classroom Supplies
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt12Field Trips
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt13Reading Incentives
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02958
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1345
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt2283
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt3837
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt4900
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt5619
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt6550
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt71500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt8150
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019637
IRS990EZ/TotalProgramServiceExpensesAmt08142
IRS990EZ/TotalRevenueAmt016114
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01662
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02757
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01764
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02111
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0822
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09116
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt014452
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt029673
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt042534
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt025129
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt026165
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0137953
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0147069
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt016114
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt032430
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt044298
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt027240
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt026987
IRS990ScheduleA/Total509Grp/TotalAmt0147069
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt016114
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt032430
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt044298
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt027240
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt026987
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0147069
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: Education | Donee's Name: Santa Rosa Academic Academy | Donee's Address: 8655 Santa Rosa Road Atascadero, CA 93422 | Relationship of Donee: Parent Organization | Cash Amount Given: $9719
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $15
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $209
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Program Service Expenses $8143
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Membership Dues $618
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Hospitality $509
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Miscellaneous Expenses $343
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Roni De Coster
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Santa Rosa Academic Academy PTA
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0956207352
ReturnHeader/Filer/PhoneNum09713225835
ReturnHeader/Filer/USAddress/AddressLine1Txt08655 Santa Rosa Road
ReturnHeader/Filer/USAddress/CityNm0Atascadero
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093422
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hayner Hayner Miller & Crist LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06955 San Luis Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Atascadero
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093422
ReturnHeader/PreparerPersonGrp/PhoneNum08054668800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Scott R Hayner
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-02-03T13:32:44-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,285
Liabilities
$0
Net assets
$2,285
Revenue
$16,114
Expenses
$19,637
Net income
-$3,523
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