Civic Intelligence

PTA California Congress Marco Forster Middle School Ptsa

EIN 23-7042608 • 501(c)3 • San Juan Capistrano, CA

Profile

Support of education at Marco Forster Middle School

25061 Camino Del AvionSan Juan Capistrano, CA 92675

marcoptsa.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

56th percentile

5.0%

Higher net margin than 56% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$32,602

Up $1,998 (+6.5%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$32,602

Up $1,998 (+6.5%) from 2015

Operations
Liabilities / RevenueScore unavailableNet Margin56th percentile

Revenue

Up

$45,277

Up $31,965 (+240%) from 2015

Expenses

Up

$42,993

Up $30,552 (+246%) from 2015

Net Income

Up

$2,284

Up $1,413 (+162%) from 2015

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2011: $10,396Net Assets 2011: $10,3962011Assets 2012: $19,431Net Assets 2012: $19,4312012Assets 2013: $26,811Net Assets 2013: $26,8112013Assets 2014: $29,733Net Assets 2014: $29,7332014Assets 2015: $30,604Net Assets 2015: $30,6042015Assets 2025: $32,602Net Assets 2025: $32,6022025

Highlighted filing

2025

Assets$32,602
Liabilities-
Net Assets$32,602
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2011: $33,838Expenses 2011: $38,750Net Income 2011: -$4,9122011Revenue 2012: $33,136Expenses 2012: $24,101Net Income 2012: $9,0352012Revenue 2013: $37,971Expenses 2013: $30,591Net Income 2013: $7,3802013Revenue 2014: $23,640Expenses 2014: $20,718Net Income 2014: $2,9222014Revenue 2015: $13,312Expenses 2015: $12,441Net Income 2015: $8712015Revenue 2025: $45,277Expenses 2025: $42,993Net Income 2025: $2,2842025

Highlighted filing

2025

Revenue$45,277
Expenses$42,993
Net Income$2,284
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,602
Liabilities
-
Net assets
$32,602
Revenue
$45,277
Expenses
$42,993
Net income
$2,284
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$32.6$32.6$45.3$43.0$2.28
2015Detailed filing. Detailed filing data is available for this year.$30.6$30.6$13.3$12.4$0.87
2014Detailed filing. Detailed filing data is available for this year.$29.7$29.7$23.6$20.7$2.92
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.8$26.8$38.0$30.6$7.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.4$19.4$33.1$24.1$9.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.4$10.4$33.8$38.8$4.91
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$53,249
Mission and Program Overview

Mission

Support of education at Marco Forster Middle School

information, advocacy, educational enrichment support

Program Services

DescriptionGrantsExpenses
Student Educational Programs Funding-$17,603
Teacher/Staff Programs Funding-$7,540
School Programs Funding-$6,079
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Candice WoodsPresident-$0--
Megan LeeExec. Vice President-$0--
Miguel GaxiolaTreasurer-$0--
Nubia TellisSecretary-$0--
Angie LitkeHistorian-$0--
Heather SantosParliamentarian-$0--
Jeanne WalkerFinancial Reviewer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Family Fun Night$7,922$7,922$7,622$300
Total Events$7,922$7,922$7,972$-50
Filing and Contact Details

Filer

Filer Name
Marco Forster Middle School PTSA California Congress
EIN
23-7042608
In Care Of
% Jessica Smith
Phone
9492345907
Address
25061 Camino Del Avion, San Juan Capistrano, CA 92675

Signing Officer

Name
Jessica Smith
Title
Treasurer 202526
Phone
9492345907
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Preparer
Elizabeth A Weber CPA
Phone
9492909333
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Fundraising 7,107”

Form 990-EZ, Part I, Line 16, Other Expenses

“Conferences, conventions, and meetings 460”

Form 990-EZ, Part I, Line 16, Other Expenses

“Supplies 363”

Form 990-EZ, Part I, Line 16, Other Expenses

“Student Educational Programs Funding 17,603”

Form 990-EZ, Part I, Line 16, Other Expenses

“Teacher/Staff Programs Funding 7,540”

Form 990-EZ, Part I, Line 16, Other Expenses

“School Programs Funding 6,079”

Form 990-EZ, Part I, Line 16, Other Expenses

“Registration Expenses 2,146”

Form 990-EZ, Part I, Line 16, Other Expenses

“PTA Administrative Expenses 1,505”

Form 990-EZ, Part I, Line 20, Net Assets

“Rounding -2”

Raw XML Appendix194 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/PersonNm0Jessica Smith
IRS990EZ/BooksInCareOfDetail/PhoneNum09492345907
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt025061 Camino Del Avion
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Juan Capistrano
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092675
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030320
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032602
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04056
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02284
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0190
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030320
IRS990EZ/Form990TotalAssetsGrp/EOYAmt032602
IRS990EZ/FundraisingGrossIncomeAmt07922
IRS990EZ/GrossReceiptsAmt053249
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt06
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt040965
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030320
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032602
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030320
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032602
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Candice Woods
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Megan Lee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Miguel Gaxiola
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Nubia Tellis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Angie Litke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Heather Santos
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Jeanne Walker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Exec. Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Parliamentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Financial Reviewer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-2
IRS990EZ/OtherExpensesTotalAmt042803
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0information, advocacy, educational enrichment support
IRS990EZ/ProgramServiceRevenueAmt0300
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Student Educational Programs Funding
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Teacher/Staff Programs Funding
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2School Programs Funding
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017603
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17540
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26079
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07972
IRS990EZ/SpecialEventsNetIncomeLossAmt0-50
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt042993
IRS990EZ/TotalProgramServiceExpensesAmt031222
IRS990EZ/TotalRevenueAmt045277
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt045021
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt026227
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03054
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02252
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02843
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt079397
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt010
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt08222
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt017574
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt041047
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt012215
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0181
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt079239
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt01736
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt01736
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt010
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0160372
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt053243
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt045537
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt044101
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt014467
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03024
IRS990ScheduleA/Total509Grp/TotalAmt0160372
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt053243
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt045541
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt044105
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt014469
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03024
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0160382
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07972
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0350
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0350
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Family Fun Night
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt07922
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt07922
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07922
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt07922
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-50
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07622
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07622
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Fundraising 7,107
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, conventions, and meetings 460
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Supplies 363
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Student Educational Programs Funding 17,603
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Teacher/Staff Programs Funding 7,540
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5School Programs Funding 6,079
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Registration Expenses 2,146
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PTA Administrative Expenses 1,505
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Rounding -2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 20, Net Assets
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jessica Smith
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer 202526
ReturnHeader/BusinessOfficerGrp/PhoneNum09492345907
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Marco Forster Middle School PTSA California Congress
ReturnHeader/Filer/BusinessNameControlTxt0MARC
ReturnHeader/Filer/EIN0237042608
ReturnHeader/Filer/InCareOfNm0% Jessica Smith
ReturnHeader/Filer/PhoneNum09492345907
ReturnHeader/Filer/USAddress/AddressLine1Txt025061 Camino Del Avion
ReturnHeader/Filer/USAddress/CityNm0San Juan Capistrano
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092675
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerPersonGrp/PhoneNum09492909333
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth A Weber CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-13T01:24:01-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.