PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2014 • EIN 95-6208430

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 31, 2014

Organization Profile WWW.MRSPTA.ORG

3355 Monterey RoadAtascadero, CA 93422

(805) 462-4270

Siviq Scores

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

0.00x

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

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

0.00x

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

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

6.3%

Higher net margin than 57% of similar nonprofits.

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

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

8.7%

Faster asset growth than 61% of similar nonprofits.

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

-23%

Faster revenue growth than 20% of similar nonprofits.

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

Balance Sheet

Liabilities / Assets55th percentile

Assets

$26,374

Up $2,116 (+8.7%) from 2013

Net Assets

$26,374

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin57th percentile

Revenue

Down

$33,442

Down $10,170 (-23%) from 2013

Expenses

Down

$31,326

Down $29,503 (-49%) from 2013

Net Income

$2,116

Up $19,333 (+112%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

Highlighted filing

2014

Assets$26,374

Liabilities$0

Net Assets$26,374

Open 2014 Filing

Operations Trend

Revenue Growth20th percentile

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

Highlighted filing

2014

Revenue$33,442

Expenses$31,326

Net Income$2,116

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2013 to Jun 30, 2014
Signed: Oct 31, 2014
Return Version: 2013v3.1
Gross Receipts: $33,442

Mission and Program Overview

Mission

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

Program Services

Description	Grants	Expenses
Enrichment	$12,381	-
Book Fairs	$6,904	-
Volunteer/Teacher Recognition	$2,749	-
Library Support	$2,500	-
T-Shirts	$1,734	-
Long Jump-A-Thon	$1,220	-
Education	$995	-
Equipment	$939	-
Family Fun	$190	-
Computer Supplies	$10	-
Fund Raising Expenses	-	-

Compensation and Service Providers

Top Officer Pay74th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Sherry Gong	President	PT	$0	-	-
Dawn Daner	Vice President	-	$0	-	-
Deena Miller	Treasurer	-	$0	-	-
Liz Allen	Secretary	-	$0	-	-

Filing and Contact Details

Filer

EIN: 95-6208430
Phone: 8054624270

Signing Officer

Name: Deena Miller
Title: Treasurer
Signed: 2014-10-31
Discuss with paid preparer: Yes

Preparer

Preparer: Jonathan E Miller
Phone: 8054668800

Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $490”

Other Expenses.1012

“Insurance $202”

Other Expenses.1

“Program Service Expenses $29621”

Other Expenses.2

“Dues $365”

Other Expenses.3

“Computer Support $240”

Other Expenses.4

“Health and Safety $198”

Other Expenses.5

“Taxes $110”

Other Expenses.6

“Emergency Lunch Fund $100”

Other Assets.1

“Computer Equipment - Beginning $0 Computer Equipment - Ending $24”

Raw XML Appendix199 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/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/PersonNm	0	Deena Miller
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	8055919850
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	9090 Santa Lucia
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	Atascadero
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	93422
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	24258
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	26350
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	971
IRS990EZ/CostOfGoodsSoldAmt	0	0
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	2116
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form720FiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	24258
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	26374
IRS990EZ/FundraisingGrossIncomeAmt	0	0
IRS990EZ/GrossReceiptsAmt	0	33442
IRS990EZ/GrossReceiptsForPublicUseAmt	0	0
IRS990EZ/GroupExemptionNum	0	0646
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/InitiationFeesAndCapContriAmt	0	0
IRS990EZ/InvestmentIncomeAmt	0	14
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MembershipDuesAmt	0	470
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	24258
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	26374
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	24258
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	26374
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	4.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	4.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	4.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	Sherry Gong
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	Dawn Daner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	Deena Miller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	Liz Allen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	Secretary
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationFiled990TInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	24
IRS990EZ/OtherExpensesTotalAmt	0	31326
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	Organizations exempt purpose is to act as support function to Monterey Road School.
IRS990EZ/ProgramServiceRevenueAmt	0	31987
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	Book Fairs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	1	Long Jump-A-Thon
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	2	T-Shirts
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	3	Education
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	4	Enrichment
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	5	Equipment
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	6	Family Fun
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	7	Library Support
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	8	Volunteer/Teacher Recognition
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	9	Computer Supplies
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	10	Fund Raising Expenses
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	6904
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	1	1220
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	2	1734
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	3	995
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	4	12381
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	5	939
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	6	190
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	7	2500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	8	2749
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	9	10
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/RelatedOrgSect527OrgInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	0
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	31326
IRS990EZ/TotalProgramServiceExpensesAmt	0	29622
IRS990EZ/TotalRevenueAmt	0	33442
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	WWW.MRSPTA.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt	0	0
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	971
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	825
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	740
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	560
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	3696
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt	0	0
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt	0	14
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt	0	35
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt	0	22
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt	0	22
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt	0	31
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt	0	124
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	32457
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	42977
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	29582
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	28536
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	28735
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	162287
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt	0	0
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt	0	14
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt	0	35
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt	0	22
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt	0	22
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt	0	31
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt	0	124
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00070
IRS990ScheduleA/InvestmentIncomePYPct	0	0.00080
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt	0	0
IRS990ScheduleA/OtherIncome509Grp/TotalAmt	0	0
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt	0	0
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	0.99930
IRS990ScheduleA/PublicSupportPY509Pct	0	0.99920
IRS990ScheduleA/PublicSupportTotal509Amt	0	165983
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt	0	0
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt	0	0
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	33428
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	43577
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	30407
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	29276
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	29295
IRS990ScheduleA/Total509Grp/TotalAmt	0	165983
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	33442
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	43612
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	30429
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	29298
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	29326
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	166107
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Office Expenses $490
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Insurance $202
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	Program Service Expenses $29621
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	Dues $365
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	Computer Support $240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	5	Health and Safety $198
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	6	Taxes $110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	7	Emergency Lunch Fund $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	8	Computer Equipment - Beginning $0 Computer Equipment - Ending $24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	5	Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	6	Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	7	Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	8	Other Assets.1
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Deena Miller
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	Monterey Road School PTA
ReturnHeader/Filer/BusinessNameControlTxt	0	MONT
ReturnHeader/Filer/EIN	0	956208430
ReturnHeader/Filer/PhoneNum	0	8054624270
ReturnHeader/Filer/USAddress/AddressLine1	0	3355 Monterey Road
ReturnHeader/Filer/USAddress/City	0	Atascadero
ReturnHeader/Filer/USAddress/State	0	CA
ReturnHeader/Filer/USAddress/ZIPCode	0	93422
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	Hayner Hayner Miller & Crist LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	6955 San Luis Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	ATASCADERO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	934224253
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8054668800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Jonathan E Miller
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2014-10-31T15:01:58-07:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-07-01
ReturnHeader/TaxPeriodEndDt	0	2014-06-30
ReturnHeader/TaxYr	0	2013

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: $26,374
Liabilities: $0
Net assets: $26,374
Revenue: $33,442
Expenses: $31,326
Net income: $2,116

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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