Civic Intelligence

California Congress of Parents Teachers and Students - Bernardo

990EZ • Fiscal year 2024 • EIN 20-3396551

Jul 01, 2023 to Jun 30, 2024 • Filed on Feb 17, 2024

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

43rd percentile

0.0%

Higher net margin than 43% 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

48th percentile

0.1%

Faster asset growth than 48% of similar nonprofits.

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

Revenue Growth

25th percentile

-20%

Faster revenue growth than 25% of similar nonprofits.

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

Assets

Up

$46,871

Up $37 (+0.1%) from 2023

Net Assets

Up

$46,871

Up $37 (+0.1%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$103,027

Down $26,023 (-20%) from 2023

Expenses

Down

$102,990

Down $49,343 (-32%) from 2023

Net Income

Up

$37

Up $23,320 (+100%) from 2023

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

2024

Assets$46,871
Liabilities-
Net Assets$46,871

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

2024

Revenue$103,027
Expenses$102,990
Net Income$37
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 17, 2024
Return Version
2023v6.0
Gross Receipts
$175,014
Mission and Program Overview

Mission

Bring a closer relationship between home and school through support of extra-curricular programs, educators, and school improvements.

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

Program Services

DescriptionGrantsExpenses
TO ENRICH THE LEARNING OF STUDENTS-$58,155
TO PROMOTE THE WELFARE OF THE STUDENTS-$32,108
TO SUPPORT THE STAFF AND INCREASE HOME/COMMUNITY INVOLVEMENT-$5,425
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREA INGOLDPresidentPT$0--
KIM PRICETreasurerPT$0--
JODY COESecretaryPT$0--
KAREN STEPHENSONVice Pres WaPT$0--
KRISTEN CHANDLERVice Pres MePT$0--
KEITH BLACKVice Pres PrPT$0--
KRISTIN ANDERSONHistorianPT$0--
JESS TRACYParliamentarPT$0--
JENNIFER PHILLIPSFinancial RePT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$65,711$59,461$16,094$43,367
Golf Tournament$33,286$30,898$21,637$9,261
Total Events$139,247$130,609$61,500$69,109
Filing and Contact Details

Filer

Filer Name
Bernardo Elementary Pta
EIN
20-3396551
Phone
7604322700
Address
1122 MOUNTAIN HEIGHTS DR, ESCONDIDO, CA 92029

Signing Officer

Name
Kim Price
Title
Treasurer
Phone
7604322700
Signed
2024-02-17
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 80 2310 aldergrove ave escondido ca 92029

Form 990-ez, Part I, Line 16

Expenses office supplies 396 information technology 179 conferences/meetings 3,477 insurance 282 bank charges 150 filing fees 105 membership support 30 fundraising exp 1,314 library supplies 10,769 awards and recognition 1,318 staff appreciation 1,532 curriculum support 5,843 family events 3,826 reading program 5,044 grade level programs 30,451 school support 802 student enrichment 1,706 5th grade events 3,539 assemblies 3,342 new student shirts 1,190 book for every student 1,000 school improvements 25,199 hospitality 67 pe supplies 60 total 101,621

Raw XML Appendix192 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ESCONDIDO COUNCIL OF PTAS ADMIN SUPPORT 80 2310 ALDERGROVE AVE ESCONDIDO CA 92029
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE SUPPLIES 396 INFORMATION TECHNOLOGY 179 CONFERENCES/MEETINGS 3,477 INSURANCE 282 BANK CHARGES 150 FILING FEES 105 MEMBERSHIP SUPPORT 30 FUNDRAISING EXP 1,314 LIBRARY SUPPLIES 10,769 AWARDS AND RECOGNITION 1,318 STAFF APPRECIATION 1,532 CURRICULUM SUPPORT 5,843 FAMILY EVENTS 3,826 READING PROGRAM 5,044 GRADE LEVEL PROGRAMS 30,451 SCHOOL SUPPORT 802 STUDENT ENRICHMENT 1,706 5TH GRADE EVENTS 3,539 ASSEMBLIES 3,342 NEW STUDENT SHIRTS 1,190 BOOK FOR EVERY STUDENT 1,000 SCHOOL IMPROVEMENTS 25,199 HOSPITALITY 67 PE SUPPLIES 60 TOTAL 101,621
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CA CONGRESS OF PARENTS AND TEACHERS
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-15
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ReturnHeader/ReturnTs02025-03-06T18:10:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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