Civic Intelligence

PTA Ca Congress of Parents Ltesms PTA

990EZ • Fiscal year 2024 • EIN 20-3348733

Jul 01, 2023 to Jun 30, 2024 • Filed on Dec 12, 2024

1095 E San BernadinoSouth Lake Tahoe, CA 96150

(530) 543-2371

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

32nd percentile

-5.1%

Higher net margin than 32% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

41st percentile

-3.6%

Faster asset growth than 41% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

28th percentile

-16%

Faster revenue growth than 28% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$72,851

Down $2,695 (-3.6%) from 2023

Net Assets

$72,851

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$52,471

Down $10,282 (-16%) from 2023

Expenses

Up

$55,166

Up $3,857 (+7.5%) from 2023

Net Income

Down

-$2,695

Down $14,139 (-124%) from 2023

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $31,834Liabilities 2011: $02011Assets 2012: $30,997Liabilities 2012: $02012Assets 2013: $28,774Liabilities 2013: $02013Assets 2014: $32,616Liabilities 2014: $02014Assets 2015: $26,484Liabilities 2015: $02015Assets 2016: $21,938Net Assets 2016: $21,9382016Assets 2017: $37,180Liabilities 2017: $0Net Assets 2017: $37,1802017Assets 2018: $63,122Liabilities 2018: $0Net Assets 2018: $63,1222018Assets 2019: $78,180Liabilities 2019: $0Net Assets 2019: $78,1802019Assets 2020: $56,609Net Assets 2020: $56,6092020Assets 2021: $53,669Net Assets 2021: $53,6692021Assets 2022: $64,102Liabilities 2022: $02022Assets 2023: $75,546Liabilities 2023: $02023Assets 2024: $72,851Net Assets 2024: $72,8512024

Highlighted filing

2024

Assets$72,851
Liabilities-
Net Assets$72,851

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $51,906Expenses 2011: $42,685Net Income 2011: $9,2212011Revenue 2012: $52,231Expenses 2012: $53,446Net Income 2012: -$1,2152012Revenue 2013: $56,831Expenses 2013: $59,054Net Income 2013: -$2,2232013Revenue 2014: $64,286Expenses 2014: $60,444Net Income 2014: $3,8422014Revenue 2015: $72,379Expenses 2015: $78,511Net Income 2015: -$6,1322015Revenue 2016: $73,267Expenses 2016: $77,813Net Income 2016: -$4,5462016Revenue 2017: $84,869Expenses 2017: $69,627Net Income 2017: $15,2422017Revenue 2018: $110,541Expenses 2018: $84,601Net Income 2018: $25,9402018Revenue 2019: $102,298Expenses 2019: $87,240Net Income 2019: $15,0582019Revenue 2020: $96,951Expenses 2020: $118,522Net Income 2020: -$21,5712020Revenue 2021: $31,966Expenses 2021: $34,906Net Income 2021: -$2,9402021Revenue 2022: $60,272Expenses 2022: $49,839Net Income 2022: $10,4332022Revenue 2023: $62,753Expenses 2023: $51,309Net Income 2023: $11,4442023Revenue 2024: $52,471Expenses 2024: $55,166Net Income 2024: -$2,6952024

Highlighted filing

2024

Revenue$52,471
Expenses$55,166
Net Income-$2,695
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Dec 12, 2024
Return Version
2023v5.1
Gross Receipts
$84,182
Mission and Program Overview

Mission

Please see Schedule O for information

PTA's mission is to make every childs potential a reality by engaging and empowering families and communities to advocate for all children.

Program Services

DescriptionGrantsExpenses
Our PTA serves several key purposes aimed at fostering a collaborative relationship between parents, teachers, and the school community.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BJ StocktonTreasurerPT$0--
Leah StocktonPresidentPT$0--
Melanie ShashaSecretaryPT$0--
Patrick MaherVP CommunicatePT$0--
Clare FranzVP FundraisingPT$0--
Alison ZilinekVP MembershipPT$0--
Jorie ScaliseParliamentarianPT$0--
Maggie FolweTeacher LiaisonPT$0--
Joel DameralPrincipalPT$0--
Sarah WoldtVP Events-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various$80,501$80,501-$80,501
Total Events$80,501$80,501$31,711$48,790
Filing and Contact Details

Filer

Filer Name
Meyers Elementary School PTA
EIN
20-3348733
Phone
5305432371
Address
1095 E San Bernadino, South Lake Tahoe, CA 96150

Signing Officer

Name
BJ Stockton
Title
Treasurer
Signed
2024-12-12
Discuss with paid preparer
Yes

Preparer

Firm
Olivo Zicko & Woods CPA LLP
Address
1158 Emerald Bay Road, South Lake Tahoe, CA 96150
Preparer
Matt Tillson EA
Phone
5305411910
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $4718

Other Expenses.1012

Insurance $282

Other Expenses.1

Teacher Funds $5438

Other Expenses.2

Transportation for Field Trips $5430

Other Expenses.3

Family Nights $4739

Other Expenses.4

Yearbook Expense $4623

Other Expenses.5

General School Grade Level Fd $3922

Other Expenses.6

School Apparrel $3164

Other Expenses.7

Scholastic and Time Magazine $2801

Other Expenses.8

Apparel Costs $2704

Other Expenses.9

School Programs $2505

Other Expenses.10

PTA Meetings Expenses $2340

Other Expenses.11

Growing Green Garden $1400

Other Expenses.12

Science Enrichment $1340

Other Expenses.13

$2 Book Sales $1337

Other Expenses.14

Kindness Activities $1266

Other Expenses.15

Tahoe Arts Project $1250

Other Expenses.16

Staff Appreciation $1200

Other Expenses.17

BATS Program $1000

Other Expenses.18

End of the Year BBQ $866

Other Expenses.19

Field Trip $583

Other Expenses.20

Community Events $583

Other Expenses.21

Kindness Actities $417

Other Expenses.22

PTA Field Trips $400

Other Expenses.23

22'-23' Late Payables $328

Other Expenses.24

Cash on Hand $120

Raw XML Appendix232 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/TitleTxt7Teacher Liaison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Principal
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt054756
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt029826
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt052471
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt060272
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0175496
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt028506
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt080501
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt048790
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $4718
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Teacher Funds $5438
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Transportation for Field Trips $5430
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Family Nights $4739
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Yearbook Expense $4623
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6General School Grade Level Fd $3922
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7School Apparrel $3164
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Scholastic and Time Magazine $2801
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Apparel Costs $2704
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10School Programs $2505
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PTA Meetings Expenses $2340
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Growing Green Garden $1400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Science Enrichment $1340
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14$2 Book Sales $1337
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Kindness Activities $1266
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Tahoe Arts Project $1250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Staff Appreciation $1200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18BATS Program $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19End of the Year BBQ $866
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Field Trip $583
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Community Events $583
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Kindness Actities $417
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23PTA Field Trips $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2422'-23' Late Payables $328
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Cash on Hand $120
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
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Expenses.21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Other Expenses.22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Other Expenses.23
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Other Expenses.24
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BJ Stockton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Meyers Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0MEYE
ReturnHeader/Filer/EIN0203348733
ReturnHeader/Filer/PhoneNum05305432371
ReturnHeader/Filer/USAddress/AddressLine1Txt01095 E San Bernadino
ReturnHeader/Filer/USAddress/CityNm0South Lake Tahoe
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd096150
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873726072
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Olivo Zicko & Woods CPA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01158 Emerald Bay Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0South Lake Tahoe
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096150
ReturnHeader/PreparerPersonGrp/PhoneNum05305411910
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Matt Tillson EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-12-12T11:07:46-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.73$0.73$0.52$0.55$0.03
2023Summary only. Only limited summary data is available for this year.$0.76$0.00$0.63$0.51$0.11
2022Summary only. Only limited summary data is available for this year.$0.64$0.00$0.60$0.50$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.54$0.54$0.32$0.35$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.57$0.57$0.97$1.19$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.00$0.78$1.02$0.87$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.00$0.63$1.11$0.85$0.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.00$0.37$0.85$0.70$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.22$0.22$0.73$0.78$0.05
2015Summary only. Only limited summary data is available for this year.$0.26$0.00$0.72$0.79$0.06
2014Summary only. Only limited summary data is available for this year.$0.33$0.00$0.64$0.60$0.04
2013Summary only. Only limited summary data is available for this year.$0.29$0.00$0.57$0.59$0.02
2012Summary only. Only limited summary data is available for this year.$0.31$0.00$0.52$0.53$0.01
2011Summary only. Only limited summary data is available for this year.$0.32$0.00$0.52$0.43$0.09
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • <$500k nonprofits