Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2020 • EIN 23-7028381

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 18, 2020

Organization Profilemhmsptsa.weebly.com
425 King StSanta Cruz, CA 95060

(831) 429-3860

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

85th percentile

42%

Higher net margin than 85% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

75th percentile

35%

Faster asset growth than 75% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

73rd percentile

10%

Faster revenue growth than 73% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$85,599

Up $22,284 (+35%) from 2019

Net Assets

Up

$85,599

Up $22,284 (+35%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin85th percentile

Revenue

Up

$53,476

Up $5,011 (+10%) from 2019

Expenses

Down

$31,192

Down $5,918 (-16%) from 2019

Net Income

Up

$22,284

Up $10,929 (+96%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$100K$50K$0Assets 2011: $20,189Net Assets 2011: $20,1892011Assets 2012: $27,352Net Assets 2012: $27,3522012Assets 2018: $51,960Liabilities 2018: $0Net Assets 2018: $51,9602018Assets 2019: $63,315Liabilities 2019: $0Net Assets 2019: $63,3152019Assets 2020: $85,599Liabilities 2020: $0Net Assets 2020: $85,5992020Assets 2021: $83,553Liabilities 2021: $0Net Assets 2021: $83,5532021Assets 2022: $67,341Liabilities 2022: $0Net Assets 2022: $67,3412022Assets 2025: $35,401Liabilities 2025: $0Net Assets 2025: $35,4012025

Highlighted filing

2020

Assets$85,599
Liabilities$0
Net Assets$85,599
Open 2020 Filing

Operations Trend

Revenue Growth73rd percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $49,793Expenses 2011: $37,687Net Income 2011: $12,1062011Revenue 2012: $41,905Expenses 2012: $34,742Net Income 2012: $7,1632012Revenue 2018: $100,254Expenses 2018: $66,278Net Income 2018: $33,9762018Revenue 2019: $48,465Expenses 2019: $37,110Net Income 2019: $11,3552019Revenue 2020: $53,476Expenses 2020: $31,192Net Income 2020: $22,2842020Revenue 2021: $21,246Expenses 2021: $13,273Net Income 2021: $7,9732021Revenue 2022: $30,799Expenses 2022: $47,011Net Income 2022: -$16,2122022Revenue 2025: $30,450Expenses 2025: $30,250Net Income 2025: $2002025

Highlighted filing

2020

Revenue$53,476
Expenses$31,192
Net Income$22,284
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 18, 2020
Return Version
2019v5.1
Gross Receipts
$58,963
Mission and Program Overview

Mission

To support students staff and parents

Program Services

DescriptionGrantsExpenses
The PTA provides support for school supplies and curriculum materials-$20,303
The PTA funds school events such as Graduation activities and other community building events-$6,200
The PTA provides support for the Computer Science curriculum-$960
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah WolfsenPresidentPT$0--
Klorissa WoffordSecretaryPT$0--
Steve Kingsley-JonesTreasurerPT$0--
Steve SikesVice PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$22,364$18,164$142$18,022
Drive to Sch$7,830$7,830$693$7,137
Total Events$34,754$30,554$5,487$25,067
Filing and Contact Details

Filer

Filer Name
Mission Hill Middle School PTA
EIN
23-7028381
Address
425 King St, Santa Cruz, CA 95060

Signing Officer

Name
Steve Kingsley-Jones
Title
Treasurer
Phone
8314293860
Signed
2020-08-18
Discuss with paid preparer
No

Preparer

Firm
Susan P Pines
Address
4109 Donald Dr, Palo Alto, CA 94306
Preparer
Susan P Pines
Phone
6504932314
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountAdministrative Expenses 3,729Computer Science Expense 960Site Support 20,303Other Programs 6,200”

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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Steve Kingsley-Jones
IRS990EZ/BooksInCareOfDetail/PhoneNum08314293860
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0425 King St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Santa Cruz
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095060
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt063315
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt085599
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt026849
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt022284
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt063315
IRS990EZ/Form990TotalAssetsGrp/EOYAmt085599
IRS990EZ/FundraisingGrossIncomeAmt030554
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01534
IRS990EZ/GrossReceiptsAmt058963
IRS990EZ/GrossSalesOfInventoryAmt01534
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt026
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt063315
IRS990EZ/NetAssetsOrFundBalancesEOYAmt085599
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt063315
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt085599
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sarah Wolfsen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Klorissa Wofford
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Steve Kingsley-Jones
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Steve Sikes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt031192
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To support students staff and parents
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The PTA provides support for the Computer Science curriculum
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The PTA provides support for school supplies and curriculum materials
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2The PTA funds school events such as Graduation activities and other community building events
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0960
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt120303
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26200
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05487
IRS990EZ/SpecialEventsNetIncomeLossAmt025067
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031192
IRS990EZ/TotalProgramServiceExpensesAmt027463
IRS990EZ/TotalRevenueAmt053476
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt026849
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt017912
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt066723
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt013589
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt020272
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0145345
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt026
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt024
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt054
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt032088
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt041940
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt043024
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt031025
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt028358
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0176435
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt026
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt054
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0321780
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt058937
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt059852
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0109747
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt044614
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt048630
IRS990ScheduleA/Total509Grp/TotalAmt0321780
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt058963
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt059876
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0109751
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt044614
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt048630
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0321834
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt04200
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt04200
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05487
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Drive to Sch
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022364
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07830
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt04560
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt034754
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018164
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07830
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt04560
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt030554
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025067
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt04200
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt04200
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0452
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01287
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0142
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0693
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountAdministrative Expenses 3,729Computer Science Expense 960Site Support 20,303Other Programs 6,200
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Steve Kingsley-Jones
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08314293860
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Mission Hill Middle School PTA
ReturnHeader/Filer/BusinessNameControlTxt0MISS
ReturnHeader/Filer/EIN0237028381
ReturnHeader/Filer/USAddress/AddressLine1Txt0425 King St
ReturnHeader/Filer/USAddress/CityNm0Santa Cruz
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095060
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05C124D5D62166EF04C0335E45C84561B9DB6509F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05C124D5D62166EF04C0335E45C84561B9DB6509F
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId07761922020232qcjh2ji
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-08-19
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.218.107.194
ReturnHeader/FilingSecurityInformation/IPDt02020-08-19
ReturnHeader/FilingSecurityInformation/IPTm014:51:35
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770337811
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Susan P Pines
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04109 Donald Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Palo Alto
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094306
ReturnHeader/PreparerPersonGrp/PhoneNum06504932314
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susan P Pines
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-08-17T00:38:07-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$85,599
Liabilities
$0
Net assets
$85,599
Revenue
$53,476
Expenses
$31,192
Net income
$22,284
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.30$0.30$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.00$0.67$0.31$0.47$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.00$0.84$0.21$0.13$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.53$0.31$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.00$0.63$0.48$0.37$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.00$0.52$1.00$0.66$0.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.27$0.42$0.35$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.20$0.50$0.38$0.12