Civic Intelligence

PTA California Congress of Parents

990EZ • Fiscal year 2021 • EIN 26-0189547

Jul 01, 2020 to Jun 30, 2021 • Filed on Dec 02, 2021

Organization ProfilePES-CUSD-CA.SCHOOLLOOP.COM/PTA
2445 Mica RdCarlsbad, CA 92009

(760) 331-6500

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

7th percentile

-111%

Higher net margin than 7% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

12th percentile

-33%

Faster asset growth than 12% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

5th percentile

-88%

Faster revenue growth than 5% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$28,827

Down $14,433 (-33%) from 2020

Net Assets

Down

$28,827

Down $12,085 (-30%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin7th percentile

Revenue

Down

$10,916

Down $82,261 (-88%) from 2020

Expenses

Down

$23,001

Down $68,453 (-75%) from 2020

Net Income

Down

-$12,085

Down $13,808 (-801%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$100K$50K$0Assets 2015: $35,197Net Assets 2015: $35,1972015Assets 2016: $31,877Net Assets 2016: $31,8772016Assets 2017: $34,715Net Assets 2017: $34,7152017Assets 2018: $29,249Net Assets 2018: $29,2492018Assets 2019: $39,189Net Assets 2019: $39,1892019Assets 2020: $43,260Liabilities 2020: $2,348Net Assets 2020: $40,9122020Assets 2021: $28,827Net Assets 2021: $28,8272021Assets 2022: $69,961Net Assets 2022: $69,9612022Assets 2023: $68,063Net Assets 2023: $68,0632023Assets 2024: $81,289Net Assets 2024: $81,2892024

Highlighted filing

2021

Assets$28,827
Liabilities-
Net Assets$28,827
Open 2021 Filing

Operations Trend

Revenue Growth5th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2015: $100,142Expenses 2015: $90,561Net Income 2015: $9,5812015Revenue 2016: $106,865Expenses 2016: $110,185Net Income 2016: -$3,3202016Revenue 2017: $102,024Expenses 2017: $99,186Net Income 2017: $2,8382017Revenue 2018: $92,141Expenses 2018: $97,607Net Income 2018: -$5,4662018Revenue 2019: $114,762Expenses 2019: $104,822Net Income 2019: $9,9402019Revenue 2020: $93,177Expenses 2020: $91,454Net Income 2020: $1,7232020Revenue 2021: $10,916Expenses 2021: $23,001Net Income 2021: -$12,0852021Revenue 2022: $163,317Expenses 2022: $122,183Net Income 2022: $41,1342022Revenue 2023: $162,864Expenses 2023: $164,752Net Income 2023: -$1,8882023Revenue 2024: $175,883Expenses 2024: $162,657Net Income 2024: $13,2262024

Highlighted filing

2021

Revenue$10,916
Expenses$23,001
Net Income-$12,085
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Dec 2, 2021
Return Version
2020v4.0
Gross Receipts
$14,871
Mission and Program Overview

Mission

Supporting children's education

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

Program Services

DescriptionGrantsExpenses
TO ENRICH THE LEARNING EXPERIENCE OF THE STUDENTS-$16,850
TO SUPPORT THE STAFF AND INCREASE HOME/COMMUNITY INVOLVEMENT AND CONNECTION-$2,313
TO PROMOTE THE WELFARE OF THE STUDENTS-$2,257
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY CUZENSPresidentPT$0--
AMY LASSVice PresidePT$0--
KATEY STULLICHTreasurerPT$0--
LISA PACHECOSecretaryPT$0--
JULIE YASBEKAuditorPT$0--
Filing and Contact Details

Filer

Filer Name
Poinsettia Elementary Pta
EIN
26-0189547
Phone
7603316500
Address
2445 MICA RD, CARLSBAD, CA 92009

Signing Officer

Name
Katey Stullich
Title
Treasurer
Phone
7603316500
Signed
2021-12-02
Discuss with paid preparer
Yes

Preparer

Firm
Carlsbad Certified Public Accountants
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

“Carlsbad unified council 40 6225 el camino real carlsbad ca 92009”

Form 990-ez, Part I, Line 16

“Expenses office 264 insurance 258 filing fees 65 fundraising expenses 282 merchant fees 187 assemblies 2,650 awards and recognition 1,685 battle of the books 142 curriculum support 7,669 family events 1,148 hospitality 35 health and safety prog 428 small programs 30 library support 1,000 pe program suppt 141 field trips 1,572 fifth grade activities 3,646 pers prot equipment 144 staff appreciation 1,130 total 22,476”

Form 990-ez, Part II, Line 26

“Cef science day funds to be returned 2,348 0”

Form 990-ez, Part III

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

Raw XML Appendix166 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0MARY CUZENS
CompensationExplanation/CompensationExplanationGrp/PersonNm1AMY LASS
CompensationExplanation/CompensationExplanationGrp/PersonNm2KATEY STULLICH
CompensationExplanation/CompensationExplanationGrp/PersonNm3LISA PACHECO
CompensationExplanation/CompensationExplanationGrp/PersonNm4JULIE YASBEK
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0PTA TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum07603316500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02445 MICA RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARLSBAD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092009
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043260
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028827
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010090
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-12085
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0485
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt043260
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028827
IRS990EZ/FundraisingGrossIncomeAmt02101
IRS990EZ/GrantsAndSimilarAmountsPaidAmt040
IRS990EZ/GrossReceiptsAmt014871
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040912
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028827
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040912
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028827
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARY CUZENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMY LASS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATEY STULLICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LISA PACHECO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JULIE YASBEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4AUDITOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt022476
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OUR MISSION IS TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES.
IRS990EZ/ProgramServiceRevenueAmt02680
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO ENRICH THE LEARNING EXPERIENCE OF THE STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROMOTE THE WELFARE OF THE STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO SUPPORT THE STAFF AND INCREASE HOME/COMMUNITY INVOLVEMENT AND CONNECTION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016850
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12257
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22313
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03955
IRS990EZ/SpecialEventsNetIncomeLossAmt0-1854
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02348
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023001
IRS990EZ/TotalProgramServiceExpensesAmt021420
IRS990EZ/TotalRevenueAmt010916
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://PES-CUSD-CA.SCHOOLLOOP.COM/PTA
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010090
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt037972
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt040303
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt033370
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt038221
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0159956
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03696
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt074864
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt097483
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt077536
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt082374
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0335953
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt01085
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt05733
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt06818
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0502727
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt014871
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0118569
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0137786
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0110906
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0120595
IRS990ScheduleA/Total509Grp/TotalAmt0502727
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt014871
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0118569
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0137786
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0110906
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0120595
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0502727
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CARLSBAD UNIFIED COUNCIL 40 6225 EL CAMINO REAL CARLSBAD CA 92009
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 264 INSURANCE 258 FILING FEES 65 FUNDRAISING EXPENSES 282 MERCHANT FEES 187 ASSEMBLIES 2,650 AWARDS AND RECOGNITION 1,685 BATTLE OF THE BOOKS 142 CURRICULUM SUPPORT 7,669 FAMILY EVENTS 1,148 HOSPITALITY 35 HEALTH AND SAFETY PROG 428 SMALL PROGRAMS 30 LIBRARY SUPPORT 1,000 PE PROGRAM SUPPT 141 FIELD TRIPS 1,572 FIFTH GRADE ACTIVITIES 3,646 PERS PROT EQUIPMENT 144 STAFF APPRECIATION 1,130 TOTAL 22,476
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CEF SCIENCE DAY FUNDS TO BE RETURNED 2,348 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OUR MISSION IS TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATEY STULLICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07603316500
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0POINSETTIA ELEMENTARY PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PTA CALIFORNIA CONGRESS OF PARENTS
ReturnHeader/Filer/BusinessNameControlTxt0POIN
ReturnHeader/Filer/EIN0260189547
ReturnHeader/Filer/PhoneNum07603316500
ReturnHeader/Filer/USAddress/AddressLine1Txt02445 MICA RD
ReturnHeader/Filer/USAddress/CityNm0CARLSBAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092009
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261081736
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARLSBAD CERTIFIED PUBLIC ACCOUNTANTS
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/PreparationDt02021-12-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOANNE GODDARD-HACKETT
ReturnHeader/ReturnTs02021-12-20T17:46:47-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STULLICH
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,827
Liabilities
-
Net assets
$28,827
Revenue
$10,916
Expenses
$23,001
Net income
-$12,085
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.81$0.81$1.76$1.63$0.13
2023Detailed filing. Detailed filing data is available for this year.$0.68$0.68$1.63$1.65$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.70$0.70$1.63$1.22$0.41
2021Detailed filing. Detailed filing data is available for this year.$0.29$0.29$0.11$0.23$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.43$0.02$0.41$0.93$0.91$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.39$0.39$1.15$1.05$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.29$0.29$0.92$0.98$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.35$0.35$1.02$0.99$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.32$0.32$1.07$1.10$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.35$0.35$1.00$0.91$0.10