Civic Intelligence

California Congress of Parents Teachers and Students - Bernardo

990EZ • Fiscal year 2021 • EIN 20-3396551

Jul 01, 2020 to Jun 30, 2021 • Filed on Dec 15, 2021

1122 Mountain Heights DrEscondido, CA 92029

(760) 432-2700

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

2nd percentile

-1157%

Higher net margin than 2% 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

9th percentile

-44%

Faster asset growth than 9% of similar nonprofits.

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

Revenue Growth

3rd percentile

-97%

Faster revenue growth than 3% of similar nonprofits.

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

Assets

Down

$59,663

Down $47,492 (-44%) from 2020

Net Assets

Down

$59,663

Down $47,492 (-44%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$3,453

Down $120,208 (-97%) from 2020

Expenses

Down

$43,420

Down $34,893 (-45%) from 2020

Net Income

Down

-$39,967

Down $85,315 (-188%) from 2020

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $28,128Net Assets 2011: $28,1282011Assets 2013: $23,097Net Assets 2013: $23,0972013Assets 2014: $37,390Net Assets 2014: $37,3902014Assets 2015: $36,409Net Assets 2015: $36,4092015Assets 2016: $37,165Net Assets 2016: $37,1652016Assets 2017: $42,016Net Assets 2017: $42,0162017Assets 2018: $53,098Net Assets 2018: $53,0982018Assets 2019: $81,806Net Assets 2019: $81,8062019Assets 2020: $107,155Net Assets 2020: $107,1552020Assets 2021: $59,663Net Assets 2021: $59,6632021Assets 2022: $70,116Net Assets 2022: $70,1162022Assets 2023: $46,834Net Assets 2023: $46,8342023Assets 2024: $46,871Net Assets 2024: $46,8712024

Highlighted filing

2021

Assets$59,663
Liabilities-
Net Assets$59,663

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $120,158Expenses 2011: $116,138Net Income 2011: $4,0202011Revenue 2013: $103,833Expenses 2013: $113,875Net Income 2013: -$10,0422013Revenue 2014: $95,580Expenses 2014: $81,287Net Income 2014: $14,2932014Revenue 2015: $85,777Expenses 2015: $86,758Net Income 2015: -$9812015Revenue 2016: $50,290Expenses 2016: $50,555Net Income 2016: -$2652016Revenue 2017: $60,492Expenses 2017: $55,641Net Income 2017: $4,8512017Revenue 2018: $89,556Expenses 2018: $78,473Net Income 2018: $11,0832018Revenue 2019: $98,000Expenses 2019: $69,292Net Income 2019: $28,7082019Revenue 2020: $123,661Expenses 2020: $78,313Net Income 2020: $45,3482020Revenue 2021: $3,453Expenses 2021: $43,420Net Income 2021: -$39,9672021Revenue 2022: $100,410Expenses 2022: $89,957Net Income 2022: $10,4532022Revenue 2023: $129,050Expenses 2023: $152,333Net Income 2023: -$23,2832023Revenue 2024: $103,027Expenses 2024: $102,990Net Income 2024: $372024

Highlighted filing

2021

Revenue$3,453
Expenses$43,420
Net Income-$39,967
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Dec 15, 2021
Return Version
2020v4.0
Gross Receipts
$6,814
Mission and Program Overview

Mission

Our mission is to positively impact the lives of all children and families.

Program Services

DescriptionGrantsExpenses
TO PROMOTE THE WELFARE OF THE STUDENTS$25,000$29,647
TO ENRICH THE LEARNING OF STUDENTS-$11,945
TO SUPPORT THE STAFF AND INCREASE HOME/COMMUNITY INVOLVEMENT-$747
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIM HOTSENPILLERPresidentPT$0--
ESTELA THOMPSONTreasurerPT$0--
SHERI SMITHERSSecretaryPT$0--
MARCINA MEDRANOParliamentarPT$0--
MICHAEL WILLIAMSAuditorPT$0--
Filing and Contact Details

Filer

Filer Name
Bernardo Elementary Pta
EIN
20-3396551
Address
1122 MOUNTAIN HEIGHTS DR, ESCONDIDO, CA 92029

Signing Officer

Name
Estela Thompson
Title
Treasurer
Signed
2021-12-15
Discuss with paid preparer
Yes

Preparer

Firm
Carlsbad Certified Public Accountants
Address
5741 PALMER WAY SUITE A, CARLSBAD, CA 92010-7248
Preparer
Joanne Goddard-hackett
Phone
7604389500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Escondido council of ptas admin support 72 2310 aldergrove ave escondido ca 92029

Form 990-ez, Part I, Line 10

Name: escondido union school district address: 2310 aldergrove ave escondido, ca 92029 cash contribution: 25,000

Form 990-ez, Part I, Line 16

Expenses office 179 insurance 258 bank charges 37 filing fees 50 association meetings 60 library supplies 1,357 music instruction and sup 1,033 awards and recognition 3,608 staff appreciation 687 curriculum support 8,396 misc small programs 17 art program 538 read-a-thon 604 covid supplies 1,039 total 17,863

Form 990-ez, Part I, Line 20

Prior period corrections -7,525

Raw XML Appendix170 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0KIM HOTSENPILLER
CompensationExplanation/CompensationExplanationGrp/PersonNm1ESTELA THOMPSON
CompensationExplanation/CompensationExplanationGrp/PersonNm2SHERI SMITHERS
CompensationExplanation/CompensationExplanationGrp/PersonNm3MARCINA MEDRANO
CompensationExplanation/CompensationExplanationGrp/PersonNm4MICHAEL WILLIAMS
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BERNARDO ELEM PTA
IRS990EZ/BooksInCareOfDetail/PhoneNum07604322700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01122 MOUNTAIN HEIGHTS DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ESCONDIDO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092029
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0107155
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt059663
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02273
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-39967
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0485
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0107155
IRS990EZ/Form990TotalAssetsGrp/EOYAmt059663
IRS990EZ/FundraisingGrossIncomeAmt03900
IRS990EZ/GrantsAndSimilarAmountsPaidAmt025072
IRS990EZ/GrossReceiptsAmt06814
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt06
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0107155
IRS990EZ/NetAssetsOrFundBalancesEOYAmt059663
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0107155
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt059663
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KIM HOTSENPILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ESTELA THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHERI SMITHERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARCINA MEDRANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHAEL WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PARLIAMENTAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4AUDITOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-7525
IRS990EZ/OtherExpensesTotalAmt017863
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OUR MISSION IS TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES.
IRS990EZ/ProgramServiceRevenueAmt0635
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO ENRICH THE LEARNING OF STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROMOTE THE WELFARE OF THE STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO SUPPORT THE STAFF AND INCREASE HOME/COMMUNITY INVOLVEMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt025000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011945
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt129647
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2747
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03361
IRS990EZ/SpecialEventsNetIncomeLossAmt0539
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt043420
IRS990EZ/TotalProgramServiceExpensesAmt042339
IRS990EZ/TotalRevenueAmt03453
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02273
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt037196
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt031938
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt027770
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt026352
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0125529
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02047
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt047435
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt021506
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt022085
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt093073
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt02494
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt065652
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt060501
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt046170
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt045550
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0220367
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0438969
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt06814
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0150283
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0113945
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt096025
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt071902
IRS990ScheduleA/Total509Grp/TotalAmt0438969
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt06814
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0150283
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0113945
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt096025
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt071904
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0438971
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ESCONDIDO COUNCIL OF PTAS ADMIN SUPPORT 72 2310 ALDERGROVE AVE ESCONDIDO CA 92029
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: ESCONDIDO UNION SCHOOL DISTRICT ADDRESS: 2310 ALDERGROVE AVE ESCONDIDO, CA 92029 CASH CONTRIBUTION: 25,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES OFFICE 179 INSURANCE 258 BANK CHARGES 37 FILING FEES 50 ASSOCIATION MEETINGS 60 LIBRARY SUPPLIES 1,357 MUSIC INSTRUCTION AND SUP 1,033 AWARDS AND RECOGNITION 3,608 STAFF APPRECIATION 687 CURRICULUM SUPPORT 8,396 MISC SMALL PROGRAMS 17 ART PROGRAM 538 READ-A-THON 604 COVID SUPPLIES 1,039 TOTAL 17,863
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIOR PERIOD CORRECTIONS -7,525
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ESTELA THOMPSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERNARDO ELEMENTARY PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CA CONGRESS OF PARENTS AND TEACHERS
ReturnHeader/Filer/BusinessNameControlTxt0BERN
ReturnHeader/Filer/EIN0203396551
ReturnHeader/Filer/USAddress/AddressLine1Txt01122 MOUNTAIN HEIGHTS DR
ReturnHeader/Filer/USAddress/CityNm0ESCONDIDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092029
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261081736
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARLSBAD CERTIFIED PUBLIC ACCOUNTANTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05741 PALMER WAY SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARLSBAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920107248
ReturnHeader/PreparerPersonGrp/PhoneNum07604389500
ReturnHeader/PreparerPersonGrp/PreparationDt02021-12-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOANNE GODDARD-HACKETT
ReturnHeader/ReturnTs02021-12-23T12:30:31-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ESTELA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0THOMPSON
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings