Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2019 • EIN 95-6208352

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 25, 2019

Organization Profile
400 S Lomita AveOjai, CA 93023

(805) 640-4378

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

34th percentile

-2.8%

Higher net margin than 34% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$11,654

No earlier filing loaded for comparison.

Net Assets

$11,654

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin34th percentile

Revenue

$30,164

No earlier filing loaded for comparison.

Expenses

$31,014

No earlier filing loaded for comparison.

Net Income

-$850

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30K$20K$10K$0Assets 2019: $11,654Net Assets 2019: $11,6542019Assets 2020: $26,118Net Assets 2020: $26,1182020Assets 2021: $17,068Net Assets 2021: $17,0682021

Highlighted filing

2019

Assets$11,654
Liabilities-
Net Assets$11,654
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20KRevenue 2019: $30,164Expenses 2019: $31,014Net Income 2019: -$8502019Revenue 2020: $22,119Expenses 2020: $9,328Net Income 2020: $12,7912020Revenue 2021: $6,457Expenses 2021: $15,507Net Income 2021: -$9,0502021

Highlighted filing

2019

Revenue$30,164
Expenses$31,014
Net Income-$850
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 25, 2019
Return Version
2018v3.1
Gross Receipts
$119,870
Mission and Program Overview

Mission

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
FIELD TRIPS-$10,648
STUDENT ACTIVITIES, ART TREK-$8,278
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUZI TAYLORTreasurer-$0--
ASHLEY KOCIJANSecretary-$0--
GINA BRAGETPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cub Club$71,309$71,309$66,443$4,866
Fundraising$32,741$32,741$23,263$9,478
Total Events$104,050$104,050$89,706$14,344
Filing and Contact Details

Filer

Filer Name
Meiners Oaks Elementary Pta
EIN
95-6208352
Phone
8056404378
Address
400 S LOMITA AVE, Ojai, CA 93023

Signing Officer

Name
Suzi Taylor
Title
Treasurer
Phone
8056404378
Signed
2019-07-25
Discuss with paid preparer
No

Preparer

Firm
Stanton Tax Service
Address
1302 W 525S, Lehi, UT 84043
Preparer
James F STANTON III
Phone
8058442425
Supplemental Narrative

Additional Explanations

990EZ Line 16

“Teacher Support 1033”

990EZ Line 16

“Teacher Appreciation 880”

990EZ Line 16

“STUDENT ACTIVITIES 3900”

990EZ Line 16

“SCHOOL GIFT 8159”

990EZ Line 16

“POSTAGE 86”

990EZ Line 16

“OFFICE EX 207”

990EZ Line 16

“MISC EX 348”

990 EZ Line 16

“LEADERSHIP EX 603”

990EZ Line 16

“INSURANCE 232”

990EZ Line 16

“FIELD TRIPS 10648”

990EZ Line 16

“BANK FEES 256”

990EZ Line 16

“ART TREK PROGRAM 4606”

990 EZ Line 16

“Taxes & Lic 55”

Raw XML Appendix193 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/PersonNm0SUZI TAYLOR
IRS990EZ/BooksInCareOfDetail/PhoneNum08056404378
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0400 S LOMITA AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Ojai
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093023
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012504
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011654
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt015602
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-850
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012504
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011654
IRS990EZ/FundraisingGrossIncomeAmt0104050
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0119870
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0218
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012504
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011654
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012504
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011654
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUZI TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ASHLEY KOCIJAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GINA BRAGET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt031014
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FIELD TRIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STUDENT ACTIVITIES, ART TREK
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010648
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18278
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt089706
IRS990EZ/SpecialEventsNetIncomeLossAmt014344
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031014
IRS990EZ/TotalProgramServiceExpensesAmt018926
IRS990EZ/TotalRevenueAmt030164
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05593
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt020258
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt025851
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0112877
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt034375
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0147252
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0173103
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0118470
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt054633
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt0173103
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0118470
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt054633
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0173103
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt089706
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CUB CLUB
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FUNDRAISING
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt071309
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt032741
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0104050
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt071309
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt032741
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0104050
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014344
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt089706
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt066443
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt023263
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleG/TotalGrossReceiptsAmt00
IRS990ScheduleG/TotalNetToOrganizationAmt00
IRS990ScheduleG/TotalRetainedByContractorsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Teacher Support 1033
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Teacher Appreciation 880
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STUDENT ACTIVITIES 3900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOOL GIFT 8159
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4POSTAGE 86
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OFFICE EX 207
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MISC EX 348
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7LEADERSHIP EX 603
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8INSURANCE 232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9FIELD TRIPS 10648
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10BANK FEES 256
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ART TREK PROGRAM 4606
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Taxes & Lic 55
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990EZ Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1990EZ Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2990EZ LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3990EZ LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4990EZ LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5990EZ LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6990EZ LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7990 EZ LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8990EZ LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9990EZ LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10990EZ LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11990EZ LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12990 EZ LINE 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0SUZI TAYLOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08056404378
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MEINERS OAKS ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0MEIN
ReturnHeader/Filer/EIN0956208352
ReturnHeader/Filer/PhoneNum08056404378
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 S LOMITA AVE
ReturnHeader/Filer/USAddress/CityNm0Ojai
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093023
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0820119F0B411B08A389644725A6C02CA109E9920
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0820119F0B411B08A389644725A6C02CA109E9920
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.52.187.70
ReturnHeader/FilingSecurityInformation/IPDt02019-07-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm016:33:49
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STANTON TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01302 W 525S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lehi
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084043
ReturnHeader/PreparerPersonGrp/PhoneNum08058442425
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James F STANTON III
ReturnHeader/ReturnTs02019-07-25T17:33:48-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,654
Liabilities
-
Net assets
$11,654
Revenue
$30,164
Expenses
$31,014
Net income
-$850
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$17.1$17.1$6.46$15.5$9.05
2020Detailed filing. Detailed filing data is available for this year.$26.1$26.1$22.1$9.33$12.8
2019Detailed filing. Detailed filing data is available for this year.$11.7$11.7$30.2$31.0$0.85