Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2018 • EIN 23-7305536

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 22, 2018

9665 Jeremy StSantee, CA 92071

(619) 956-5000

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

81st percentile

38%

Faster asset growth than 81% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

59th percentile

7.2%

Faster revenue growth than 59% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$35,667

Up $9,847 (+38%) from 2017

Net Assets

Up

$35,667

Up $9,847 (+38%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$41,013

Up $2,739 (+7.2%) from 2017

Expenses

Up

$31,165

Up $174 (+0.6%) from 2017

Net Income

Up

$9,848

Up $2,565 (+35%) from 2017

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2015: $14,344Net Assets 2015: $14,3442015Assets 2016: $18,537Net Assets 2016: $18,5372016Assets 2017: $25,820Net Assets 2017: $25,8202017Assets 2018: $35,667Net Assets 2018: $35,6672018Assets 2019: $41,061Net Assets 2019: $41,0612019Assets 2020: $47,968Net Assets 2020: $47,9682020Assets 2021: $39,475Net Assets 2021: $39,4752021Assets 2025: $34,483Liabilities 2025: $0Net Assets 2025: $34,4832025

Highlighted filing

2018

Assets$35,667
Liabilities-
Net Assets$35,667

Operations Trend

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

$100K$50K$0-$50KRevenue 2015: $30,117Expenses 2015: $33,229Net Income 2015: -$3,1122015Revenue 2016: $32,437Expenses 2016: $28,244Net Income 2016: $4,1932016Revenue 2017: $38,274Expenses 2017: $30,991Net Income 2017: $7,2832017Revenue 2018: $41,013Expenses 2018: $31,165Net Income 2018: $9,8482018Revenue 2019: $62,361Expenses 2019: $56,968Net Income 2019: $5,3932019Revenue 2020: $29,319Expenses 2020: $22,412Net Income 2020: $6,9072020Revenue 2021: $26,210Expenses 2021: $34,702Net Income 2021: -$8,4922021Revenue 2025: $95,753Expenses 2025: $86,448Net Income 2025: $9,3052025

Highlighted filing

2018

Revenue$41,013
Expenses$31,165
Net Income$9,848
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 22, 2018
Return Version
2017v2.3
Gross Receipts
$83,688
Mission and Program Overview

Mission

Our mission is to positively impact the lives of all children and families.

Program Services

DescriptionGrantsExpenses
TO ENRICH THE LEARNING OF STUDENTS$9,504$17,545
TO SUPPORT THE STAFF AND INCREASE HOME/COMMUNITY INVOLVEMENT$2,400$9,816
TO PROMOTE THE WELFARE OF THE STUDENTS-$618
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TASHA JACOBSONPresidentPT$0--
DANELLE CHEARYTreasurerPT$0--
STEFANI HODGESVice PresidePT$0--
CINDY LAFRENIEREAuditorPT$0--
JULIE LAFRENIERESecretaryPT$0--
DAVID MILLERCurrent Trea-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Color/jog-a-tho$22,784$22,784$1,132$21,652
Catalog Sales$18,748$18,748$9,430$9,318
Total Events$73,053$73,053$37,726$35,327
Filing and Contact Details

Filer

Filer Name
Hill Creek School Ptsa of
EIN
23-7305536
Address
9665 JEREMY ST, SANTEE, CA 92071

Signing Officer

Name
David Miller
Title
Current Treasurer
Signed
2018-10-22

Preparer

Firm
Hackett Metsker & Oswald Cpas
Address
5741 PALMER WAY SUITE A, CARLSBAD, CA 92010-7248
Preparer
Joanne Goddard-hackett
Phone
7604389500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Tierra del sol council 79

Form 990-ez, Part I, Line 10

Name: santee school district address: 9625 cuyamaca st santee, ca 92071 cash contribution: 9,504

Form 990-ez, Part I, Line 16

Expenses office 961 information technology 179 conferences/meetings 480 insurance 228 filing fees 45 bank charges 24 membership supplies 72 point of sale fees 33 school equipment 7,217 family night event 6,039 pastries with parents 65 promotion recognition 276 red ribbon week 342 staff appreciation 180 hospitality at pta events 1,132 school spirit folders 824 miscellaneous 400 district golf tournament 200 total 18,697

Raw XML Appendix178 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
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0HILL CREEK ELEMENTARY PTA
IRS990EZ/BooksInCareOfDetail/PhoneNum06199565000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09665 JEREMY ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTEE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092071
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025819
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0616
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IRS990EZ/ExcessOrDeficitForYearAmt09848
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025819
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TASHA JACOBSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DANELLE CHEARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEFANI HODGES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CINDY LAFRENIERE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JULIE LAFRENIERE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DAVID MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CURRENT TREA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt018697
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OUR MISSION IS TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES.
IRS990EZ/ProgramServiceRevenueAmt04099
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO ENRICH THE LEARNING OF STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROMOTE THE WELFARE OF THE STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO SUPPORT THE STAFF AND INCREASE HOME/COMMUNITY INVOLVEMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09504
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt12400
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017545
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1618
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt29816
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt042675
IRS990EZ/SpecialEventsNetIncomeLossAmt036298
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031165
IRS990EZ/TotalProgramServiceExpensesAmt027979
IRS990EZ/TotalRevenueAmt041013
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0616
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0232
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0634
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0309
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01791
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt059102
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt08758
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt09493
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt077353
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt023970
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt063851
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt064043
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt054375
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0206239
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0285383
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt083688
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt072841
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt074170
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt054684
IRS990ScheduleA/Total509Grp/TotalAmt0285383
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt083688
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt072841
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt074170
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt054684
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0285383
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt037726
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COLOR/JOG-A-THO
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CATALOG SALES
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022784
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018748
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt031521
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt073053
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022784
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018748
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt031521
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt073053
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt035327
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt027164
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt037726
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01132
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09430
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TIERRA DEL SOL COUNCIL 79
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: SANTEE SCHOOL DISTRICT ADDRESS: 9625 CUYAMACA ST SANTEE, CA 92071 CASH CONTRIBUTION: 9,504
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES OFFICE 961 INFORMATION TECHNOLOGY 179 CONFERENCES/MEETINGS 480 INSURANCE 228 FILING FEES 45 BANK CHARGES 24 MEMBERSHIP SUPPLIES 72 POINT OF SALE FEES 33 SCHOOL EQUIPMENT 7,217 FAMILY NIGHT EVENT 6,039 PASTRIES WITH PARENTS 65 PROMOTION RECOGNITION 276 RED RIBBON WEEK 342 STAFF APPRECIATION 180 HOSPITALITY AT PTA EVENTS 1,132 SCHOOL SPIRIT FOLDERS 824 MISCELLANEOUS 400 DISTRICT GOLF TOURNAMENT 200 TOTAL 18,697
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CURRENT TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HILL CREEK SCHOOL PTSA OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PTA CALIFORNIA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0HILL
ReturnHeader/Filer/EIN0237305536
ReturnHeader/Filer/USAddress/AddressLine1Txt09665 JEREMY ST
ReturnHeader/Filer/USAddress/CityNm0SANTEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092071
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C11E1F87EAC3B9B596389884A6F20F3355E456BA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C11E1F87EAC3B9B596389884A6F20F3355E456BA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.52.149.154
ReturnHeader/FilingSecurityInformation/IPDt02018-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm012:59:48
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261081736
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HACKETT METSKER & OSWALD CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05741 PALMER WAY SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARLSBAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920107248
ReturnHeader/PreparerPersonGrp/PhoneNum07604389500
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOANNE GODDARD-HACKETT
ReturnHeader/ReturnTs02018-11-12T10:59:48-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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