Civic Intelligence

PTA California Congress of Parents Teachers and Students Inc

990 • Fiscal year 2025 • EIN 20-5947705

Jul 01, 2024 to Jun 30, 2025 • Filed on Dec 01, 2025

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

62nd percentile

0.00x

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

63rd percentile

0.00x

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

79th percentile

24%

Higher net margin than 79% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

78th percentile

26%

Faster asset growth than 78% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

59th percentile

8.3%

Faster revenue growth than 59% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$269,424

Up $33,047 (+14%) from 2023

Net Assets

Up

$269,424

Up $33,047 (+14%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$237,009

Up $28,331 (+14%) from 2023

Expenses

Down

$180,609

Down $23,228 (-11%) from 2023

Net Income

Up

$56,400

Up $51,559 (+1065%) 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 2025: $269,424Liabilities 2025: $0Net Assets 2025: $269,4242025

Highlighted filing

2025

Assets$269,424
Liabilities$0
Net Assets$269,424

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 2025: $237,009Expenses 2025: $180,609Net Income 2025: $56,4002025

Highlighted filing

2025

Revenue$237,009
Expenses$180,609
Net Income$56,400
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 1, 2025
Return Version
2024v5.2
Gross Receipts
$257,318
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$213,024$269,424▲ $56,400
Savings and Temporary Cash Investments$209,052$245,264▲ $36,212
Cash and Non-Interest-Bearing Accounts$3,972$24,160▲ $20,188
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$213,024$269,424▲ $56,400
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$213,024$269,424▲ $56,400
Total Liabilities and Net Assets / Fund Balance$213,024$269,424▲ $56,400
Compensation and Service Providers

Board Members and Trustees

NameTitle
Zachary BurtonPresident
Sergio RodriguezVice President
Elsa LeonDirector
Amy BardHistorian
Yvonne KennistonParlimentarian
Karen ChernSecretary
Kent LeeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$138,019
Program Service Revenue
$15,506
Investment Income
$6,201
Other Revenue
$77,283
All Other Contributions
$27,079
Change in Net Assets
$56,400
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$180,609
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$23,527$1,980-$25,507
Other Expenses$14,520--$14,520
Fees for Services Accounting-$1,652-$1,652
Insurance-$288-$288
Advertising-$129-$129
Fees for Services Other-$105-$105
Total Functional Expenses$176,455$4,154$0$180,609
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$97,592
Fundraising Direct Expenses$20,309
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$51,965$51,965$16,676$35,289
Jog-a-thon$45,627$45,627$2,170$43,457
Total Events$97,592$97,592$18,846$78,746
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
Kent Lee
Title
Treasurer
Signed
2025-12-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kent Lee
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 = $33; Column (B) - Program Services = $0; Column (C) - Management & General = $33; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Book Fair: Column (A) - Total = $4320; Column (B) - Program Services = $4320; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Community Outreach Exp: Column (A) - Total = $6697; Column (B) - Program Services = $6697; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Lunar New Year: Column (A) - Total = $7429; Column (B) - Program Services = $7429; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Office Expenses: Column (A) - Total = $32; Column (B) - Program Services = $0; Column (C) - Management & General = $32; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

PTA Member Fees: Column (A) - Total = $694; Column (B) - Program Services = $0; Column (C) - Management & General = $694; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Spirit Gear: Column (A) - Total = $5081; Column (B) - Program Services = $5081; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Subscriptions: Column (A) - Total = $1221; Column (B) - Program Services = $0; Column (C) - Management & General = $1221; Column (D) - Fundraising = $0

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IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0213024
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0269424
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0209052
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0245264
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0137053
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0134601
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0133184
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0182504
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0115758
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0703100
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt06201
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05315
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02744
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0303
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0266
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt014829
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt06201
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05315
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02744
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0303
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0266
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt014829
IRS990ScheduleA/InvestmentIncomeCYPct00.02070
IRS990ScheduleA/InvestmentIncomePYPct00.01140
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97930
IRS990ScheduleA/PublicSupportPY509Pct00.98860
IRS990ScheduleA/PublicSupportTotal509Amt0703100
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0137053
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0134601
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0133184
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0182504
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0115758
IRS990ScheduleA/Total509Grp/TotalAmt0703100
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0143254
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0139916
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0135928
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0182807
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0116024
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0717929
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018846
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Jog-a-thon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt051965
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt045627
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt097592
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt051965
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt045627
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt097592
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt078746
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018846
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016676
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02170
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 = $33; Column (B) - Program Services = $0; Column (C) - Management & General = $33; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Book Fair: Column (A) - Total = $4320; Column (B) - Program Services = $4320; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Community Outreach Exp: Column (A) - Total = $6697; Column (B) - Program Services = $6697; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Lunar New Year: Column (A) - Total = $7429; Column (B) - Program Services = $7429; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Office Expenses: Column (A) - Total = $32; Column (B) - Program Services = $0; Column (C) - Management & General = $32; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PTA Member Fees: Column (A) - Total = $694; Column (B) - Program Services = $0; Column (C) - Management & General = $694; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Spirit Gear: Column (A) - Total = $5081; Column (B) - Program Services = $5081; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Subscriptions: Column (A) - Total = $1221; Column (B) - Program Services = $0; Column (C) - Management & General = $1221; 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/TotalAssetsBOYAmt0213024
IRS990/TotalAssetsEOYAmt0269424
IRS990/TotalAssetsGrp/BOYAmt0213024
IRS990/TotalAssetsGrp/EOYAmt0269424
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0138019
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04154
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0176455
IRS990/TotalFunctionalExpensesGrp/TotalAmt0180609
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0213024
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0269424
IRS990/TotalProgramServiceExpensesAmt0176455
IRS990/TotalProgramServiceRevenueAmt015506

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