Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2019 • EIN 23-7028381

Jul 01, 2018 to Jun 30, 2019 • Filed on Aug 17, 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

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

73rd percentile

22%

Faster asset growth than 73% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

9th percentile

-52%

Faster revenue growth than 9% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$63,315

Up $11,355 (+22%) from 2018

Net Assets

Up

$63,315

Up $11,355 (+22%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin79th percentile

Revenue

Down

$48,465

Down $51,789 (-52%) from 2018

Expenses

Down

$37,110

Down $29,168 (-44%) from 2018

Net Income

Down

$11,355

Down $22,621 (-67%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2019

Assets$63,315
Liabilities$0
Net Assets$63,315
Open 2019 Filing

Operations Trend

Revenue Growth9th 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

2019

Revenue$48,465
Expenses$37,110
Net Income$11,355
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Aug 17, 2020
Return Version
2018v3.1
Gross Receipts
$59,876
Mission and Program Overview

Mission

To support students staff and parents

Program Services

DescriptionGrantsExpenses
The PTA provides support for school supplies and curriculum materials-$24,634
The PTA funds school events such as Graduation activities and other community building events-$6,834
The PTA provides support for the Computer Science curriculum-$4,752
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah WolfsenPresidentPT$0--
Kristine PedersonTreasurerPT$0--
Steve Kingsley-JonesSecretaryPT$0--
Bonnie Holmer-OrangeFundraising ChairPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$22,029$18,029$1,529$16,500
Drive to Sch$10,782$10,782$508$10,274
Total Events$45,208$41,208$11,411$29,797
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
Secretary
Phone
8314293860
Signed
2020-08-17
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 890Computer Science Expense 4,752Site Support 24,634Other Programs 6,834”

Raw XML Appendix188 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/BOYAmt051960
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt063315
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt017912
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011355
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt051960
IRS990EZ/Form990TotalAssetsGrp/EOYAmt063315
IRS990EZ/FundraisingGrossIncomeAmt041208
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0732
IRS990EZ/GrossReceiptsAmt059876
IRS990EZ/GrossSalesOfInventoryAmt0732
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt024
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt051960
IRS990EZ/NetAssetsOrFundBalancesEOYAmt063315
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt051960
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt063315
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
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/PersonNm1Kristine Pederson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Steve Kingsley-Jones
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Bonnie Holmer-Orange
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Fundraising Chair
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt037110
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/ProgramServiceExpensesAmt04752
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt124634
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26834
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011411
IRS990EZ/SpecialEventsNetIncomeLossAmt029797
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037110
IRS990EZ/TotalProgramServiceExpensesAmt036220
IRS990EZ/TotalRevenueAmt048465
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt017912
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt066723
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013589
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt020272
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt021823
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0140319
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt024
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt028
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt041940
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt043024
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt031025
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt028358
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt018764
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0163111
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt028
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0303430
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt059852
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0109747
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt044614
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt048630
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt040587
IRS990ScheduleA/Total509Grp/TotalAmt0303430
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt059876
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0109751
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt044614
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt048630
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt040587
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0303458
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt04000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt04000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011411
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Drive to Sch
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022029
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010782
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt012397
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt045208
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018029
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010782
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt012397
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt041208
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt029797
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt04000
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt04000
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt05374
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07411
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01529
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0508
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountAdministrative Expenses 890Computer Science Expense 4,752Site Support 24,634Other Programs 6,834
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02020-11-06 18:47:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Steve Kingsley-Jones
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum08314293860
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-17
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/FederalOriginalSubmissionId077619220202291btbfjy
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-08-16
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.218.107.194
ReturnHeader/FilingSecurityInformation/IPDt02020-08-16
ReturnHeader/FilingSecurityInformation/IPTm012:57:55
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/PreparationDt02020-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susan P Pines
ReturnHeader/ReturnTs02020-08-15T22:59:23-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$63,315
Liabilities
$0
Net assets
$63,315
Revenue
$48,465
Expenses
$37,110
Net income
$11,355
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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.00$0.86$0.53$0.31$0.22
2019Detailed filing. Detailed filing data is available for this year.$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