Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2021 • EIN 20-3379791

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 10, 2021

5050 El Mirlo DriveOceanside, CA 92057

(760) 721-8001

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

25th percentile

-9.0%

Higher net margin than 25% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

31st percentile

-5.5%

Faster asset growth than 31% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

14th percentile

-58%

Faster revenue growth than 14% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$33,824

Down $1,961 (-5.5%) from 2020

Net Assets

Down

$33,824

Down $1,961 (-5.5%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$21,903

Down $30,690 (-58%) from 2020

Expenses

Down

$23,864

Down $9,492 (-28%) from 2020

Net Income

Down

-$1,961

Down $21,198 (-110%) from 2020

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $16,162Liabilities 2011: $02011Assets 2012: $25,434Liabilities 2012: $02012Assets 2013: $28,610Net Assets 2013: $28,6102013Assets 2014: $25,244Net Assets 2014: $25,2442014Assets 2016: $26,718Liabilities 2016: $02016Assets 2017: $12,364Net Assets 2017: $12,3642017Assets 2019: $16,548Net Assets 2019: $16,5482019Assets 2020: $35,785Net Assets 2020: $35,7852020Assets 2021: $33,824Net Assets 2021: $33,8242021Assets 2022: $38,143Net Assets 2022: $38,1432022Assets 2023: $46,965Net Assets 2023: $46,9652023Assets 2025: $20,076Net Assets 2025: $20,0762025

Highlighted filing

2021

Assets$33,824
Liabilities-
Net Assets$33,824

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $49,542Expenses 2011: $49,202Net Income 2011: $3402011Revenue 2012: $41,606Expenses 2012: $32,450Net Income 2012: $9,1562012Revenue 2013: $56,380Expenses 2013: $53,204Net Income 2013: $3,1762013Revenue 2014: $49,848Expenses 2014: $53,214Net Income 2014: -$3,3662014Revenue 2016: $83,152Expenses 2016: $71,490Net Income 2016: $11,6622016Revenue 2017: $65,135Expenses 2017: $79,489Net Income 2017: -$14,3542017Revenue 2019: $75,276Expenses 2019: $76,735Net Income 2019: -$1,4592019Revenue 2020: $52,593Expenses 2020: $33,356Net Income 2020: $19,2372020Revenue 2021: $21,903Expenses 2021: $23,864Net Income 2021: -$1,9612021Revenue 2022: $34,192Expenses 2022: $29,873Net Income 2022: $4,3192022Revenue 2023: $41,026Expenses 2023: $32,204Net Income 2023: $8,8222023Revenue 2025: $51,507Expenses 2025: $32,615Net Income 2025: $18,8922025

Highlighted filing

2021

Revenue$21,903
Expenses$23,864
Net Income-$1,961
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 10, 2021
Return Version
2020v4.0
Gross Receipts
$24,164
Mission and Program Overview

Mission

To promote the welfare of children and youth in home, school, places of worship, and throughout the community.

Weprovidefundingtosupporttheacademicneedsoftheschool,whichincludespurchasingsuppliesforstudents,educationalresources,recessequipmentandclassroomtechnology.

Program Services

DescriptionGrantsExpenses
SeeScheduleO$0$21,461
Weprovidefundingforprogramstotheschoolsuchasassembliesandspiritwear$0$1,205
Weprovidefundingforteacherappreciation$0$478
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Raymond ReamPresident-$0--
Elizabeth DaleSecretaryPT$0--
Jennifer ElliottTreasurerPT$0--
Lisa RuebExecutive Vice PresidentPT$0--
Lauryn VelezVice PresidentPT$0--
Adela JimenezHistorian-$0--
Michelle UnderhillMembershipPT$0--
Stefanie CeaseAuditor-$0--
Jenny IbarraHospitality-$0--
nonoeNone-$0--
noneNone-$0--
noneNone-$0--
Filing and Contact Details

Filer

Filer Name
PTA California Congress of Parents Teachers & Students Inc
EIN
20-3379791
In Care Of
% Raymond Ream
Address
5050 EL MIRLO DRIVE, OCEANSIDE, CA 92057

Signing Officer

Name
Raymond Ream
Title
President
Signed
2021-11-10
Supplemental Narrative

Additional Explanations

Doing Business As Names

Bonsall West PTA

Part I, line 10

| Grants And Similar Amounts Paid:, Amount:| Educational Grant to School, $15950| Educational Grant to Teachers, $3744| Education Grant to School District, $1767|

Part I, line 16

| Other Expenses:, Amount:| Administrative Expense, $291| Insurance, $258| Subscriptions, $121| Taxes, $50| Programs, $1205| Hospitality, $478|

Raw XML Appendix190 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/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Executive Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Historian
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Hospitality
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IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt02403
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.BONSALLWESTPTA.ORG
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0| Year:, Amount:, Description:| 2016, , | 2017, | 2018, | 2019, | 2020, |
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IRS990ScheduleA/InvestmentIncomePYPct00.00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Bonsall West PTA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Grants And Similar Amounts Paid:, Amount:| Educational Grant to School, $15950| Educational Grant to Teachers, $3744| Education Grant to School District, $1767|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Other Expenses:, Amount:| Administrative Expense, $291| Insurance, $258| Subscriptions, $121| Taxes, $50| Programs, $1205| Hospitality, $478|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Doing Business As Names
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Raymond Ream
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA California Congress of Parents Teachers & Students Inc
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0203379791
ReturnHeader/Filer/ForeignPhoneNum07607218001
ReturnHeader/Filer/InCareOfNm0% Raymond Ream
ReturnHeader/Filer/USAddress/AddressLine1Txt05050 EL MIRLO DRIVE
ReturnHeader/Filer/USAddress/CityNm0OCEANSIDE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092057
ReturnHeader/ReturnTs02021-11-10T03:52:29-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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