Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2020 • EIN 03-0460340

Aug 01, 2019 to Jul 31, 2020 • Filed on Dec 02, 2020

10830 Calle Del Mar DE MariposaSan Diego, CA 92130

(858) 481-4266

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

79th percentile

30%

Higher net margin than 79% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

72nd percentile

28%

Faster asset growth than 72% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

67th percentile

2.4%

Faster revenue growth than 67% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$79,850

Up $17,427 (+28%) from 2019

Net Assets

Up

$79,850

Up $17,427 (+28%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$57,307

Up $1,337 (+2.4%) from 2019

Expenses

Down

$39,882

Down $23,300 (-37%) from 2019

Net Income

Up

$17,425

Up $24,637 (+342%) from 2019

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $30,756Net Assets 2011: $30,7562011Assets 2012: $38,471Net Assets 2012: $38,4712012Assets 2013: $40,118Liabilities 2013: $0Net Assets 2013: $40,1182013Assets 2014: $52,678Liabilities 2014: $0Net Assets 2014: $52,6782014Assets 2015: $69,943Liabilities 2015: $0Net Assets 2015: $69,9432015Assets 2016: $85,385Liabilities 2016: $0Net Assets 2016: $85,3852016Assets 2017: $86,301Liabilities 2017: $0Net Assets 2017: $86,3012017Assets 2018: $69,634Liabilities 2018: $0Net Assets 2018: $69,6342018Assets 2019: $62,423Liabilities 2019: $0Net Assets 2019: $62,4232019Assets 2020: $79,850Liabilities 2020: $0Net Assets 2020: $79,8502020Assets 2021: $69,721Liabilities 2021: $0Net Assets 2021: $69,7212021Assets 2022: $70,741Liabilities 2022: $0Net Assets 2022: $70,7412022Assets 2023: $71,433Liabilities 2023: $0Net Assets 2023: $71,4332023Assets 2024: $70,622Liabilities 2024: $9,102Net Assets 2024: $61,5202024Assets 2025: $56,043Net Assets 2025: $56,0432025

Highlighted filing

2020

Assets$79,850
Liabilities$0
Net Assets$79,850

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $68,057Expenses 2011: $58,891Net Income 2011: $9,1662011Revenue 2012: $66,906Expenses 2012: $59,545Net Income 2012: $7,3612012Revenue 2013: $67,088Expenses 2013: $65,441Net Income 2013: $1,6472013Revenue 2014: $84,077Expenses 2014: $71,517Net Income 2014: $12,5602014Revenue 2015: $90,214Expenses 2015: $72,949Net Income 2015: $17,2652015Revenue 2016: $91,743Expenses 2016: $76,301Net Income 2016: $15,4422016Revenue 2017: $70,890Expenses 2017: $69,974Net Income 2017: $9162017Revenue 2018: $73,802Expenses 2018: $90,469Net Income 2018: -$16,6672018Revenue 2019: $55,970Expenses 2019: $63,182Net Income 2019: -$7,2122019Revenue 2020: $57,307Expenses 2020: $39,882Net Income 2020: $17,4252020Revenue 2021: $45,874Expenses 2021: $56,008Net Income 2021: -$10,1342021Revenue 2022: $55,405Expenses 2022: $54,385Net Income 2022: $1,0202022Revenue 2023: $50,713Expenses 2023: $50,021Net Income 2023: $6922023Revenue 2024: $42,918Expenses 2024: $52,831Net Income 2024: -$9,9132024Revenue 2025: $31,063Expenses 2025: $36,210Net Income 2025: -$5,1472025

Highlighted filing

2020

Revenue$57,307
Expenses$39,882
Net Income$17,425
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Dec 2, 2020
Return Version
2019v5.0
Gross Receipts
$105,147
Mission and Program Overview

Mission

Parents working to improve education

Program Services

DescriptionGrantsExpenses
FAMILY AND COMMUNITY INVOLVEMENT & AWARENESS$21,791-
ENRICH CHILDREN'S EDUCATION$13,659-
SUPPORT TEACHERS AND STAFF$2,931-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heather CohenAuditor-$0--
Lisa KrishnamorthyLegislation-$0--
MINDY LEWISExecutive VPPT$0--
EMILY ADELIZZIWays & Means-$0--
Katie HazenTreasurer-$0--
Alexa LeMoineFinancial Sec-$0--
CHRISTINA SMITHHistorian-$0--
KATY WILSONHealth & Safety-$0--
KERI BOUGIEMembership-$0--
COLLEEN BENProgams-$0--
KIP DANEMBACHERParliamentarian-$0--
JENNIFER STAVRIANOSSecretary-$0--
AMBER GRAYVolunteer Coord-$0--
LAURA SALASCommunications-$0--
JESSICA TRUMBOREWebsite-$0--
Brigitte LaSalaPresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Read a Thon$49,763$49,763$5,717$44,046
Fall Carnival$17,199$17,199$12,040$5,159
Total Events$72,867$72,867$22,811$50,056
Filing and Contact Details

Filer

Filer Name
Torrey Hills Elementary Pta
EIN
03-0460340
Phone
8584814266
Address
10830 CALLE DEL MAR DE MARIPOSA, SAN DIEGO, CA 92130

Signing Officer

Name
Katie Hazen
Title
Treasurer
Signed
2020-12-02
Discuss with paid preparer
Yes

Preparer

Firm
Ab CPA Inc
Address
9747 BUSINESS PARK AVE STE 216, San Diego, CA 92131
Preparer
Akore Berliner CPA
Phone
8008298846
Supplemental Narrative

Additional Explanations

Other Revenue.1

AFTER SCHOOL TREATS $938

Other Revenue.2

escrip $477

Other Revenue.3

BOX TOPS $288

Grants and Similar Amounts Paid In Excess of $5,000.1

| Donee's Name: CLASSROOM GRANTS | Donee's Address: 10830 CALLE MAR DE MARIPOSA SAN DIEGO CA 92130 | Cash Amount Given: $14308

Grants and Similar Amounts Paid In Excess of $5,000.2

| Donee's Name: TORREY HILLS ELEMENTARY SCHOOL | Donee's Address: 10830 CALLE MAR DE MARIPOSA SAN DIEGO CA 92130 | Cash Amount Given: $10000

Other Expenses.1012

Insurance $252

Other Expenses.1

ASSEMBLIES $3466

Other Expenses.2

PAYPAL FEES $2255

Other Expenses.3

MEMBERSHIP DUE EXP $2203

Other Expenses.4

STAFF APPRECIATION $2000

Other Expenses.5

OPENING DAY LUNCH $840

Other Expenses.6

PTA SUPPLIES $652

Other Expenses.7

WEBSITE $652

Other Expenses.8

CONSTANT CONTACT $588

Other Expenses.9

ACCOUNTING SOFTWARE $416

Other Expenses.10

MEMERSHIP EXPENSES $398

Other Expenses.11

TEACHERS LOUNGE $279

Other Expenses.12

Volunteer activities $212

Other Expenses.13

Road runners/walkers $210

Other Expenses.14

KINDNESS WEEK $187

Other Expenses.15

RED RIBBON WEEK $168

Other Expenses.16

ASSOCIATION MEETINGS $40

Other Expenses.17

HOSPITALITY $26

Other Expenses.18

TAXES $25

Raw XML Appendix277 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/OfficerDirectorTrusteeEmplGrp/TitleTxt0Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1LEGISLATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EXECUTIVE VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3WAYS & MEANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FINANCIAL SEC
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9PROGAMS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13COMMUNICATIONS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AFTER SCHOOL TREATS $938
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1escrip $477
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOX TOPS $288
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Donee's Name: CLASSROOM GRANTS | Donee's Address: 10830 CALLE MAR DE MARIPOSA SAN DIEGO CA 92130 | Cash Amount Given: $14308
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4| Donee's Name: TORREY HILLS ELEMENTARY SCHOOL | Donee's Address: 10830 CALLE MAR DE MARIPOSA SAN DIEGO CA 92130 | Cash Amount Given: $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance $252
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ASSEMBLIES $3466
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PAYPAL FEES $2255
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MEMBERSHIP DUE EXP $2203
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9STAFF APPRECIATION $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10OPENING DAY LUNCH $840
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PTA SUPPLIES $652
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12WEBSITE $652
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13CONSTANT CONTACT $588
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14ACCOUNTING SOFTWARE $416
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15MEMERSHIP EXPENSES $398
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16TEACHERS LOUNGE $279
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17VOLUNTEER ACTIVITIES $212
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18ROAD RUNNERS/WALKERS $210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19KINDNESS WEEK $187
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20RED RIBBON WEEK $168
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21ASSOCIATION MEETINGS $40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22HOSPITALITY $26
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23TAXES $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Revenue.3
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Other Expenses.18
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Katie Hazen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TORREY HILLS ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0TORR
ReturnHeader/Filer/EIN0030460340
ReturnHeader/Filer/PhoneNum08584814266
ReturnHeader/Filer/USAddress/AddressLine1Txt010830 CALLE DEL MAR DE MARIPOSA
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092130
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0815058720
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AB CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09747 BUSINESS PARK AVE STE 216
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092131
ReturnHeader/PreparerPersonGrp/PhoneNum08008298846
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AKORE BERLINER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-12-02T14:39:50-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-08-01
ReturnHeader/TaxPeriodEndDt02020-07-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$56.0$56.0$31.1$36.2$5.15
2024Detailed filing. Detailed filing data is available for this year.$70.6$9.10$61.5$42.9$52.8$9.91
2023Detailed filing. Detailed filing data is available for this year.$71.4$0.00$71.4$50.7$50.0$0.69
2022Detailed filing. Detailed filing data is available for this year.$70.7$0.00$70.7$55.4$54.4$1.02
2021Detailed filing. Detailed filing data is available for this year.$69.7$0.00$69.7$45.9$56.0$10.1
2020Detailed filing. Detailed filing data is available for this year.$79.9$0.00$79.9$57.3$39.9$17.4
2019Detailed filing. Detailed filing data is available for this year.$62.4$0.00$62.4$56.0$63.2$7.21
2018Detailed filing. Detailed filing data is available for this year.$69.6$0.00$69.6$73.8$90.5$16.7
2017Detailed filing. Detailed filing data is available for this year.$86.3$0.00$86.3$70.9$70.0$0.92
2016Detailed filing. Detailed filing data is available for this year.$85.4$0.00$85.4$91.7$76.3$15.4
2015Detailed filing. Detailed filing data is available for this year.$69.9$0.00$69.9$90.2$72.9$17.3
2014Detailed filing. Detailed filing data is available for this year.$52.7$0.00$52.7$84.1$71.5$12.6
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.1$0.00$40.1$67.1$65.4$1.65
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.5$38.5$66.9$59.5$7.36
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.8$30.8$68.1$58.9$9.17