Civic Intelligence

PTA California Congress of Parents Teachers and Students Inc

990 • Fiscal year 2023 • EIN 20-5947705

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 17, 2024

2445 Fogg StSan Diego, CA 92109

(858) 800-5700

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

48th percentile

2.3%

Higher net margin than 48% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

52nd percentile

2.1%

Faster asset growth than 52% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

60th percentile

14%

Faster revenue growth than 60% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Flat

$236,377

Flat from 2023

Net Assets

Flat

$236,377

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Flat

$208,678

Flat from 2023

Expenses

Flat

$203,837

Flat from 2023

Net Income

Flat

$4,841

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2014: $27,184Liabilities 2014: $02014Assets 2015: $33,066Liabilities 2015: $02015Assets 2016: $84,792Net Assets 2016: $84,7922016Assets 2017: $118,815Net Assets 2017: $118,8152017Assets 2018: $127,973Net Assets 2018: $127,9732018Assets 2019: $70,283Liabilities 2019: $02019Assets 2020: $113,747Liabilities 2020: $0Net Assets 2020: $113,7472020Assets 2021: $144,019Net Assets 2021: $144,0192021Assets 2022: $231,536Net Assets 2022: $231,5362022Assets 2023: $236,377Liabilities 2023: $0Net Assets 2023: $236,3772023Assets 2023: $236,377Liabilities 2023: $0Net Assets 2023: $236,3772023Assets 2025: $269,424Liabilities 2025: $0Net Assets 2025: $269,4242025

Highlighted filing

2023

Assets$236,377
Liabilities$0
Net Assets$236,377

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2014: $44,403Expenses 2014: $35,751Net Income 2014: $8,6522014Revenue 2015: $71,156Expenses 2015: $65,274Net Income 2015: $5,8822015Revenue 2016: $149,885Expenses 2016: $99,603Net Income 2016: $50,2822016Revenue 2017: $180,615Expenses 2017: $146,572Net Income 2017: $34,0432017Revenue 2018: $180,908Expenses 2018: $171,750Net Income 2018: $9,1582018Revenue 2019: $170,067Expenses 2019: $227,757Net Income 2019: -$57,6902019Revenue 2020: $204,389Expenses 2020: $160,925Net Income 2020: $43,4642020Revenue 2021: $115,029Expenses 2021: $84,757Net Income 2021: $30,2722021Revenue 2022: $182,807Expenses 2022: $95,290Net Income 2022: $87,5172022Revenue 2023: $208,678Expenses 2023: $203,837Net Income 2023: $4,8412023Revenue 2023: $208,678Expenses 2023: $203,837Net Income 2023: $4,8412023Revenue 2025: $237,009Expenses 2025: $180,609Net Income 2025: $56,4002025

Highlighted filing

2023

Revenue$208,678
Expenses$203,837
Net Income$4,841
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 17, 2024
Return Version
2022v5.0
Gross Receipts
$223,370
Mission and Program Overview

Mission

To positively impact the lives of the children and families of Barnard Elementary.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$231,536$236,377▲ $4,841
Savings and Temporary Cash Investments$201,025$203,748▲ $2,723
Cash and Non-Interest-Bearing Accounts$30,511$32,629▲ $2,118
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$231,536$236,377▲ $4,841
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$231,536$236,377▲ $4,841
Total Liabilities and Net Assets / Fund Balance$231,536$236,377▲ $4,841
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jennette ShayPresident
Jeanette WoodwardVice President
Scott MooreAuditor
Grace YuHistorian
Zach BurtonParliamentarian
Gisa DangSecretary
Elsa LeonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$133,184
Program Service Revenue
$0
Investment Income
$2,744
Other Revenue
$72,750
All Other Contributions
$21,550
Change in Net Assets
$4,841
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$203,837
Total Fundraising Expense$908
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$25,088$2,296-$27,384
Other Expenses$20,308--$20,308
Fees for Services Accounting-$1,340-$1,340
Advertising--$908$908
Insurance-$272-$272
Fees for Services Other-$75-$75
Total Functional Expenses$198,946$3,983$908$203,837
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$87,442
Fundraising Direct Expenses$14,692
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$49,294$49,294$2,513$46,781
Auction$34,126$34,126$11,826$22,300
Total Events$83,420$83,420$14,339$69,081
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Form 990 provided to board members for review prior to e-filing.

Form 990, Part VI, Section C, Line 18

Filed with CA Attorney General.

Form 990, Part VI, Section C, Line 19

PTA Bylaws posted to website.

Filing and Contact Details

Filer

Filer Name
Barnard PTA
EIN
20-5947705
Phone
8588005700
Address
2445 Fogg St, San Diego, CA 92109

Signing Officer

Name
Elsa Leon
Title
Treasurer
Signed
2024-01-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elsa Leon
Formed
2006
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
100

Preparer

Firm
PREMIER WEALTH ADVISORS Inc
Address
12531 High Bluff Drive 110, SAN DIEGO, CA 92130
Preparer
Joseph LeBlanc EA CFP
Phone
8586680776
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Bank Service Charges: Column (A) - Total = $351; Column (B) - Program Services = $0; Column (C) - Management & General = $351; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Book Fair: Column (A) - Total = $4443; Column (B) - Program Services = $4443; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Chinese New Year: Column (A) - Total = $7923; Column (B) - Program Services = $7923; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Community Outreach Exp: Column (A) - Total = $8104; Column (B) - Program Services = $8104; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Office Expenses: Column (A) - Total = $449; Column (B) - Program Services = $0; Column (C) - Management & General = $449; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

PTA Member Fees: Column (A) - Total = $1242; Column (B) - Program Services = $0; Column (C) - Management & General = $1242; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Spirit Gear: Column (A) - Total = $4618; Column (B) - Program Services = $4618; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Subscriptions: Column (A) - Total = $254; Column (B) - Program Services = $0; Column (C) - Management & General = $254; Column (D) - Fundraising = $0

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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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IRS990/SavingsAndTempCashInvstGrp/BOYAmt0201025
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0203748
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0133184
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0182504
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0115758
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0215707
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0186793
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0833946
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02744
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0303
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0266
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0362
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt018
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03693
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02744
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0303
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0266
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0362
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03693
IRS990ScheduleA/InvestmentIncomeCYPct00.00440
IRS990ScheduleA/InvestmentIncomePYPct00.00110
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99560
IRS990ScheduleA/PublicSupportPY509Pct00.99890
IRS990ScheduleA/PublicSupportTotal509Amt0833946
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0133184
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0182504
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0115758
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0215707
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0186793
IRS990ScheduleA/Total509Grp/TotalAmt0833946
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0135928
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0182807
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0116024
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0216069
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0186811
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0837639
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014339
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Jog-a-thon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt049294
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt034126
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt083420
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt049294
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt034126
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt083420
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt069081
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014339
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02513
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt011826
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0CA
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 provided to board members for review prior to e-filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Filed with CA Attorney General.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PTA Bylaws posted to website.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bank Service Charges: Column (A) - Total = $351; Column (B) - Program Services = $0; Column (C) - Management & General = $351; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Book Fair: Column (A) - Total = $4443; Column (B) - Program Services = $4443; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Chinese New Year: Column (A) - Total = $7923; Column (B) - Program Services = $7923; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Community Outreach Exp: Column (A) - Total = $8104; Column (B) - Program Services = $8104; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Office Expenses: Column (A) - Total = $449; Column (B) - Program Services = $0; Column (C) - Management & General = $449; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PTA Member Fees: Column (A) - Total = $1242; Column (B) - Program Services = $0; Column (C) - Management & General = $1242; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Spirit Gear: Column (A) - Total = $4618; Column (B) - Program Services = $4618; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Subscriptions: Column (A) - Total = $254; Column (B) - Program Services = $0; Column (C) - Management & General = $254; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0231536
IRS990/TotalAssetsEOYAmt0236377
IRS990/TotalAssetsGrp/BOYAmt0231536
IRS990/TotalAssetsGrp/EOYAmt0236377
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0133184
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0908
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03983
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0198946
IRS990/TotalFunctionalExpensesGrp/TotalAmt0203837
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0231536
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0236377
IRS990/TotalProgramServiceExpensesAmt0198946
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02744
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0208678
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0231536
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0236377
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X

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