Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

EIN 95-6208430 • 501(c)3 • Atascadero, CA

990-N Coverage

Profile

Organizations exempt purpose is to act as support function to Monterey Road School.

3355 Monterey RoadAtascadero, CA 93422

www.mrspta.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

32nd percentile

-8.6%

Higher net margin than 32% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

77th percentile

23%

Faster asset growth than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

58th percentile

4.1%

Faster revenue growth than 58% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$14,385

Up $2,709 (+23%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin32nd percentile

Revenue

Up

$33,442

Up $1,330 (+4.1%) from 2015

Expenses

Down

$36,302

Down $10,508 (-22%) from 2015

Net Income

Up

-$2,860

Up $11,838 (+81%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2012: $41,475Liabilities 2012: $02012Assets 2013: $24,258Liabilities 2013: $02013Assets 2014: $26,374Liabilities 2014: $0Net Assets 2014: $26,3742014Assets 2015: $11,676Liabilities 2015: $0Net Assets 2015: $11,6762015Assets 2016: $14,385Liabilities 2016: $02016

Highlighted filing

2016

Assets$14,385
Liabilities$0
Net Assets-
Open 2016 Filing

Operations Trend

Revenue Growth58th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2012: $51,894Expenses 2012: $38,513Net Income 2012: $13,3812012Revenue 2013: $43,612Expenses 2013: $60,829Net Income 2013: -$17,2172013Revenue 2014: $33,442Expenses 2014: $31,326Net Income 2014: $2,1162014Revenue 2015: $32,112Expenses 2015: $46,810Net Income 2015: -$14,6982015Revenue 2016: $33,442Expenses 2016: $36,302Net Income 2016: -$2,8602016

Highlighted filing

2016

Revenue$33,442
Expenses$36,302
Net Income-$2,860
Open 2016 Filing

Filings

Most recent year

2016 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$14,385
Liabilities
$0
Net assets
-
Revenue
$33,442
Expenses
$36,302
Net income
-$2,860
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Summary only. Only limited summary data is available for this year.$14.4$0.00$33.4$36.3$2.86
2015Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$32.1$46.8$14.7
2014Detailed filing. Detailed filing data is available for this year.$26.4$0.00$26.4$33.4$31.3$2.12
2013Summary only. Only limited summary data is available for this year.$24.3$0.00$43.6$60.8$17.2
2012Summary only. Only limited summary data is available for this year.$41.5$0.00$51.9$38.5$13.4
Latest Detailed Filing

The latest 2016 filing currently has summary financial data only. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 12, 2015
Return Version
2014v5.0
Gross Receipts
$32,112
Mission and Program Overview

Mission

Organizations exempt purpose is to act as support function to Monterey Road School.

Program Services

DescriptionGrantsExpenses
Enrichment$14,343-
Equipment$10,369-
Book Fairs$5,606-
T-Shirts$3,469-
Volunteer/Teacher Recognition$3,413-
Education$3,385-
Library Support$2,500-
Long Jump-A-Thon$901-
Family Fun$684-
Computer Supplies$124-
Fund Raising Expenses--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Emily SmithPresidentPT$0--
Misty AronsenVice President-$0--
Dee SchraglTreasurer-$0--
Michelle ArcherSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Monterey Road School PTA
EIN
95-6208430
Phone
8054624270
Address
3355 Monterey Road, Atascadero, CA 93422

Signing Officer

Name
Dee Schragl
Title
Treasurer
Signed
2015-11-12
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1002

“Office Expenses $261”

Other Expenses.1012

“Insurance $209”

Other Expenses.1

“Program Service Expenses $44791”

Other Expenses.2

“Dues $527”

Other Expenses.3

“Website $407”

Other Expenses.4

“Health and Safety $224”

Other Expenses.5

“Contributions $217”

Other Expenses.6

“Computer Support $114”

Other Expenses.7

“LFY Expenses $60”

Other Assets.1

“Computer Equipment - Beginning $24 Computer Equipment - Ending $24”

Raw XML Appendix202 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/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05606
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $261
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $209
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Program Service Expenses $44791
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Dues $527
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Website $407
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Health and Safety $224
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8LFY Expenses $60
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dee Schragl
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Monterey Road School PTA
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0956208430
ReturnHeader/Filer/PhoneNum08054624270
ReturnHeader/Filer/USAddress/AddressLine1Txt03355 Monterey 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/PreparerPersonNm0Jonathan E Miller
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-12T14:55:18-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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