Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2020 • EIN 95-6208352

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 14, 2020

400 S Lomita AveOjai, CA 93023

(805) 640-4378

Siviq Scores

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Balance Sheet

Assets

Up

$26,118

Up $14,464 (+124%) from 2019

Net Assets

Up

$26,118

Up $14,464 (+124%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Down

$22,119

Down $8,045 (-27%) from 2019

Expenses

Down

$9,328

Down $21,686 (-70%) from 2019

Net Income

Up

$12,791

Up $13,641 (+1605%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$26,118
Liabilities-
Net Assets$26,118

Operations Trend

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

2020

Revenue$22,119
Expenses$9,328
Net Income$12,791
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 14, 2020
Return Version
2019v5.1
Gross Receipts
$110,705
Mission and Program Overview

Mission

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
CAMPUS IMPROVEMENTS FOR STUDENT BENEFIT-$1,768
TEACHER SUPPORT FOR HELPING TEACHERS BETTER INSTRUCT STUDENTS-$915
FIELD TRIPS FOR STUDENTS-$360
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHANNON HULLPresidentPT$0--
KATE WILSONVP-$0--
AMY HUEPPETreasurer-$0--
ASHLEY KOCIJANSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cub Club$77,067$77,067$77,909$-842
Axxess$4,098$4,098$2,562$1,536
Total Events$87,925$87,925$88,586$0
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
Amy Hueppe
Title
Treasurer
Signed
2020-11-14

Preparer

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

Additional Explanations

990EZ Line 16

OPEARTING EXPENSE $1087

990EZ Line 16

MEMBERSHIP DUES $247

990EZ Line 16

Campus improvements $1769

990EZ Line 16

FIELD TRIPS $360

9903EZ Line 16

STAFF APPRECIAITON $2500

990EZ Lnie 16

TEACHER SUPPORT $915

990EZ Line 20

Correction for difference in tax and book prior year ending balance $1,673

990EZ Line 8

Difference between audit and book income for year 4,251

990EZ Line 16

Audited expenses not in books $2,450

Raw XML Appendix241 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Ojai
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/OtherChangesInNetAssetsAmt01673
IRS990EZ/OtherExpensesTotalAmt09328
IRS990EZ/OtherRevenueTotalAmt04251
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FIELD TRIPS FOR STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TEACHER SUPPORT FOR HELPING TEACHERS BETTER INSTRUCT STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01768
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1360
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2915
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt088586
IRS990EZ/SpecialEventsNetIncomeLossAmt0-661
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09328
IRS990EZ/TotalProgramServiceExpensesAmt03043
IRS990EZ/TotalRevenueAmt022119
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt00
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt018529
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05593
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt020258
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt044380
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt087925
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0112877
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt034375
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0235177
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
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IRS990ScheduleA/OtherIncome509Grp/TotalAmt04251
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99000
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IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0106454
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt054633
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt0279557
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0283808
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt088586
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CUB CLUB
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IRS990ScheduleG/TotalGrossReceiptsAmt00
IRS990ScheduleG/TotalNetToOrganizationAmt00
IRS990ScheduleG/TotalRetainedByContractorsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OPEARTING EXPENSE $1087
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERSHIP DUES $247
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CAMPUS IMPROVEMENTS $1769
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FIELD TRIPS $360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4STAFF APPRECIAITON $2500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TEACHER SUPPORT $915
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Correction for difference in tax and book prior year ending balance $1,673
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Difference between audit and book income for year 4,251
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Audited expenses not in books $2,450
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990EZ LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1990EZ LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2990EZ LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3990EZ LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc49903EZ LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5990EZ LNIE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6990EZ LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7990EZ LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8990EZ Line 16
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY HUEPPE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-14
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/AtSubmissionCreationDeviceId0C14F569D817CF66CDB26D4F803227BBE73BB49F0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C14F569D817CF66CDB26D4F803227BBE73BB49F0
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0174.52.146.130
ReturnHeader/FilingSecurityInformation/IPDt02020-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm007:43:25
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273110075
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STANTON TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01302 W 525 S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEHI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084043
ReturnHeader/PreparerPersonGrp/PhoneNum08058442425
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James F STANTON III
ReturnHeader/ReturnTs02020-11-14T08:43:21-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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