Civic Intelligence

PTA Calif Cong of Parents

EIN 23-7320481 • 501(c)3 • Goleta, CA

Profile

Provide students & parents supplemental programs & assemblies along with staff appreciation

195 Brandon DrGoleta, CA 93117

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

80th percentile

28%

Higher net margin than 80% 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

78th percentile

25%

Faster asset growth than 78% of similar nonprofits.

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

Revenue Growth

71st percentile

19%

Faster revenue growth than 71% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$79,552

Down $5,741 (-6.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$79,552

Down $5,741 (-6.7%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin80th percentile

Revenue

Up

$56,949

Up $2,441 (+4.5%) from 2023

Expenses

Down

$41,007

Down $16,758 (-29%) from 2023

Net Income

Up

$15,942

Up $19,199 (+589%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

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

$150K$100K$50K$0Assets 2012: $75,224Net Assets 2012: $75,2242012Assets 2013: $53,195Net Assets 2013: $53,1952013Assets 2015: $71,152Net Assets 2015: $71,1522015Assets 2016: $101,174Net Assets 2016: $101,1742016Assets 2017: $100,147Net Assets 2017: $100,1472017Assets 2018: $69,707Net Assets 2018: $69,7072018Assets 2021: $78,475Net Assets 2021: $78,4752021Assets 2022: $88,550Liabilities 2022: $0Net Assets 2022: $88,5502022Assets 2023: $85,293Liabilities 2023: $0Net Assets 2023: $85,2932023Assets 2025: $79,552Liabilities 2025: $0Net Assets 2025: $79,5522025

Highlighted filing

2025

Assets$79,552
Liabilities$0
Net Assets$79,552
Open 2025 Filing

Operations Trend

Revenue Growth71st percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $55,284Expenses 2012: $31,424Net Income 2012: $23,8602012Revenue 2013: $68,439Expenses 2013: $90,468Net Income 2013: -$22,0292013Revenue 2015: $78,599Expenses 2015: $44,927Net Income 2015: $33,6722015Revenue 2016: $68,254Expenses 2016: $38,232Net Income 2016: $30,0222016Revenue 2017: $60,726Expenses 2017: $61,753Net Income 2017: -$1,0272017Revenue 2018: $69,908Expenses 2018: $100,348Net Income 2018: -$30,4402018Revenue 2021: $21,306Expenses 2021: $19,568Net Income 2021: $1,7382021Revenue 2022: $44,611Expenses 2022: $34,536Net Income 2022: $10,0752022Revenue 2023: $54,508Expenses 2023: $57,765Net Income 2023: -$3,2572023Revenue 2025: $56,949Expenses 2025: $41,007Net Income 2025: $15,9422025

Highlighted filing

2025

Revenue$56,949
Expenses$41,007
Net Income$15,942
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$79,552
Liabilities
$0
Net assets
$79,552
Revenue
$56,949
Expenses
$41,007
Net income
$15,942
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.00$0.80$0.57$0.41$0.16
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.00$0.85$0.55$0.58$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$0.45$0.35$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.78$0.78$0.21$0.20$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.70$0.70$0.70$1.00$0.30
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$1.00$0.61$0.62$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.01$1.01$0.68$0.38$0.30
2015Detailed filing. Detailed filing data is available for this year.$0.71$0.71$0.79$0.45$0.34
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.53$0.68$0.90$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.75$0.55$0.31$0.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 29, 2025
Return Version
2024v5.2
Gross Receipts
$87,543
Mission and Program Overview

Mission

Provide to students and parents supplemental programs and assemblies including cultural arts assemblies, poets in the school program, creative writing workshops, a folk tale program, reflections program, parental education and staff appreciation

The pta works collaboratively and in equal partnership with parents, teachers, students, and school leaders in its commitment to build a school community that embraces all children. When all childen are successful, our individual children will be successful.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$63,610$79,552▲ $15,942
Savings and Temporary Cash Investments-$0-
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$63,610$79,552▲ $15,942
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$63,610$79,552▲ $15,942
Total Net Assets Fund Balance$63,610$79,552▲ $15,942
Total Liabilities and Net Assets / Fund Balance$63,610$79,552▲ $15,942
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Sara SanchezEnrich. Chair
Brandi BurnhamProgram Chairs
Marissa KerrPrograms Chairs
Cristina BentleyPresident
Cassandra MitchellVice President
Irene MurphyAuditor
Meaghan TiernanCHR Fundraising
Shelley SuCHR Fundraising
Joanne NormanCHR Hospitality
Karen GibsonCHR Hospitality
Cecily ChavezHistorian
Angela JevonsParliamentarian
Katie BonfilioSecretary
Meredith PerrinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$15,894
Program Service Revenue
$0
Investment Income
$47
Other Revenue
$41,008
All Other Contributions
$15,176
Change in Net Assets
$15,942
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$41,007
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
Other Expenses$4,635--$4,635
All Other Expenses$1,902$845-$2,747
Fees for Services Accounting-$979-$979
Insurance-$313-$313
Office Expenses-$242-$242
Advertising$149--$149
Total Functional Expenses$38,628$2,379$0$41,007
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$59,494
Fundraising Direct Expenses$18,742
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$36,695$36,695$6,893$29,802
Annual Parent Fundraiser$13,878$13,878$5,043$8,835
Total Events$55,747$55,747$17,497$38,250
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

“Board members review and approve form 990 before it is filed.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Pta California Congress of Parents
EIN
23-7320481
Phone
8055713770
Address
195 BRANDON DR, GOLETA, CA 93117

Signing Officer

Name
Meredith Perrin
Title
Treasurer
Signed
2025-10-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Meredith Perrin
Formed
1943
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
0

Preparer

Firm
Mark R Jackson CPA Inc
Address
130 S Patterson Ave Unit 1362, Goleta, CA 93116
Preparer
Mark R Jackson
Phone
8055008030
Raw XML AppendixShowing 400 of 466 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Vice President
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0718
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE PTA WORKS COLLABORATIVELY AND IN EQUAL PARTNERSHIP WITH PARENTS, TEACHERS, STUDENTS, AND SCHOOL LEADERS IN ITS COMMITMENT TO BUILD A SCHOOL COMMUNITY THAT EMBRACES ALL CHILDREN. WHEN ALL CHILDEN ARE SUCCESSFUL, OUR INDIVIDUAL CHILDREN WILL BE SUCCESSFUL.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt063610
IRS990/NetAssetsOrFundBalancesEOYAmt079552
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt040752
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0256
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0256
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt063610
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt079552
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0242
IRS990/OfficeExpensesGrp/TotalAmt0242
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0PTA SPONSORED EVENTS
IRS990/OtherExpensesGrp/Desc1CURRICULUM ENHANCEMENT
IRS990/OtherExpensesGrp/Desc2OTHER PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc3HOSPITALITY
IRS990/OtherExpensesGrp/ProgramServicesAmt013993
IRS990/OtherExpensesGrp/ProgramServicesAmt111387
IRS990/OtherExpensesGrp/ProgramServicesAmt26562
IRS990/OtherExpensesGrp/ProgramServicesAmt34635
IRS990/OtherExpensesGrp/TotalAmt013993
IRS990/OtherExpensesGrp/TotalAmt111387
IRS990/OtherExpensesGrp/TotalAmt26562
IRS990/OtherExpensesGrp/TotalAmt34635
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0MEREDITH PERRIN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0CURRICULUM ENHANCEMENTS AND CLASSROOM SUPPLIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt011387
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt011373
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt05
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt069383
IRS990/PYOtherRevenueAmt036322
IRS990/PYRevenuesLessExpensesAmt0-21683
IRS990/PYTotalExpensesAmt069383
IRS990/PYTotalRevenueAmt047700
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt015942
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt015894
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt012012
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt028494
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt062822
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt024871
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0144093
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt047
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt052
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt071650
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt068582
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt064325
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0204557
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt047
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt052
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0348650
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt087544
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt080594
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt092819
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt062822
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt024871
IRS990ScheduleA/Total509Grp/TotalAmt0348650
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt087591
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt080599
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt092819
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt062822
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt024871
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0348702
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017497
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0ANNUAL PARENT FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt036695
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013878
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05174
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt055747
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt036695
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013878
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05174
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt055747
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt038250
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt05561
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017497
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06893
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05043
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS REVIEW AND APPROVE FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false

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