Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2015 • EIN 95-6208430

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 12, 2015

Organization ProfileWWW.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.

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

8th percentile

-46%

Higher net margin than 8% 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

7th percentile

-56%

Faster asset growth than 7% of similar nonprofits.

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

Revenue Growth

42nd percentile

-4.0%

Faster revenue growth than 42% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$11,676

Down $14,698 (-56%) from 2014

Net Assets

Down

$11,676

Down $14,698 (-56%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin8th percentile

Revenue

Down

$32,112

Down $1,330 (-4.0%) from 2014

Expenses

Up

$46,810

Up $15,484 (+49%) from 2014

Net Income

Down

-$14,698

Down $16,814 (-795%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$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

2015

Assets$11,676
Liabilities$0
Net Assets$11,676
Open 2015 Filing

Operations Trend

Revenue Growth42nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$32,112
Expenses$46,810
Net Income-$14,698
Open 2015 Filing
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 Pay75th 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Dee Schragl
IRS990EZ/BooksInCareOfDetail/PhoneNum08054624270
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03355 Monterey Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Atascadero
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093422
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026350
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011652
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0844
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14698
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026374
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011676
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt032112
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt011
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0640
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026374
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011676
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026374
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011676
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Emily Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Misty Aronsen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Dee Schragl
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Michelle Archer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt024
IRS990EZ/OtherAssetsTotalDetail/EOYAmt024
IRS990EZ/OtherExpensesTotalAmt046810
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Organizations exempt purpose is to act as support function to Monterey Road School.
IRS990EZ/ProgramServiceRevenueAmt030617
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Book Fairs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Long Jump-A-Thon
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2T-Shirts
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Education
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4Enrichment
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt5Equipment
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt6Family Fun
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt7Library Support
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt8Volunteer/Teacher Recognition
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt9Computer Supplies
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt10Fund Raising Expenses
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05606
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1901
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt23469
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt33385
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt414343
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt510369
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt6684
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt72500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt83413
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt9124
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt046810
IRS990EZ/TotalProgramServiceExpensesAmt044794
IRS990EZ/TotalRevenueAmt032112
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MRSPTA.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0844
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0971
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0825
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0740
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03980
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt035
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0104
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt031257
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt032457
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt042977
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt029582
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt028536
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0164809
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt035
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0104
IRS990ScheduleA/InvestmentIncomeCYPct00.00060
IRS990ScheduleA/InvestmentIncomePYPct00.00070
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99940
IRS990ScheduleA/PublicSupportPY509Pct00.99930
IRS990ScheduleA/PublicSupportTotal509Amt0168789
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt032101
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt033428
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt043577
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt030407
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt029276
IRS990ScheduleA/Total509Grp/TotalAmt0168789
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt032112
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt033442
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt043612
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt030429
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt029298
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0168893
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Contributions $217
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Computer Support $114
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8LFY Expenses $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Computer Equipment - Beginning $24 Computer Equipment - Ending $24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
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

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
$11,676
Liabilities
$0
Net assets
$11,676
Revenue
$32,112
Expenses
$46,810
Net income
-$14,698
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