Civic Intelligence

PTA California Congress of Parents

990EZ • Fiscal year 2023 • EIN 26-0189547

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 30, 2024

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

39th percentile

-1.2%

Higher net margin than 39% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

42nd percentile

-2.7%

Faster asset growth than 42% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

44th percentile

-0.3%

Faster revenue growth than 44% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$68,063

Down $1,898 (-2.7%) from 2022

Net Assets

Down

$68,063

Down $1,898 (-2.7%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin39th percentile

Revenue

Down

$162,864

Down $453 (-0.3%) from 2022

Expenses

Up

$164,752

Up $42,569 (+35%) from 2022

Net Income

Down

-$1,888

Down $43,022 (-105%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2023

Assets$68,063
Liabilities-
Net Assets$68,063
Open 2023 Filing

Operations Trend

Revenue Growth44th 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

2023

Revenue$162,864
Expenses$164,752
Net Income-$1,888
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 30, 2024
Return Version
2022v5.0
Gross Receipts
$199,877
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$22,379$105,357
TO PROMOTE THE WELFARE OF THE STUDENTS$6,295$13,713
TO SUPPORT THE STAFF AND INCREASE HOME/COMMUNITY INVOLVEMENT AND CONNECTION-$10,386
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CRISTEN MUGFORDPresidentPT$0--
HEIDI LOGANVice PresidePT$0--
MARCELLA SEGALVice PresidePT$0--
RENEE SCHARDTTreasurerPT$0--
KATIE HALDEMANSecretaryPT$0--
MEGHAN WALLACEAuditorPT$0--
GUYOLA TELEMAQUEParliamentarPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$71,588$71,588-$71,588
PARENT'S NIGHT$31,274$21,919$17,602$4,317
Total Events$125,392$116,037$34,916$81,121
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
Renee Schardt
Title
Treasurer
Phone
7603316500
Signed
2024-01-30
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 10

“Name: poinsettia elementary school address: 2445 mica rd carlsbad, ca 92009 cash contribution: 18,943 name: poinsettia elementary school address: 2445 mica rd carlsbad, ca 92009 cash contribution: 6,295”

Form 990-ez, Part I, Line 16

“Expenses office 861 information technology 1,398 conferences/meetings 174 insurance 272 bank fees 6 donation drive expensens 369 filing fees 75 merchant fees 1,031 art program 16,528 assemblies/presentation 2,470 awards and recognition 704 science day 3,029 campus beautification 5,500 community event 890 curriculum support 12,047 family events 6,308 science garden supplies 633 health and safety prog 449 small programs 1,119 library support 1,048 science program suppt 14,549 pe program suppt 12,411 field trips 3,716 fifth grade activities 15,428 staff appreciation 3,188 red ribbon week 765 total 104,968”

Form 990-ez, Part III

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

Raw XML Appendix190 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CRISTEN MUGFORD
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RENEE SCHARDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATIE HALDEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MEGHAN WALLACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GUYOLA TELEMAQUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PARLIAMENTAR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0104968
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OUR MISSION IS TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES.
IRS990EZ/ProgramServiceRevenueAmt022429
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/GrantsAndAllocationsAmt022379
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt16295
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0105357
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt113713
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt210386
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt083430
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0164752
IRS990EZ/TotalProgramServiceExpensesAmt0129456
IRS990EZ/TotalRevenueAmt0162864
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://PES-CUSD-CA.SCHOOLLOOP.COM/PTA
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt057005
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt053549
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010090
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt037972
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt040303
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt05733
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt071722
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/PublicSupportTotal509Amt0663036
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0199877
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0137786
IRS990ScheduleA/Total509Grp/TotalAmt0663036
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0118569
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0137786
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0663036
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt09355
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt034916
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PARENT'S NIGHT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt071588
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt031274
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt022530
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt071588
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt021919
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt022530
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt081121
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt017314
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt034916
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt017602
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CARLSBAD UNIFIED COUNCIL 40 6225 EL CAMINO REAL CARLSBAD CA 92009
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: POINSETTIA ELEMENTARY SCHOOL ADDRESS: 2445 MICA RD CARLSBAD, CA 92009 CASH CONTRIBUTION: 18,943 NAME: POINSETTIA ELEMENTARY SCHOOL ADDRESS: 2445 MICA RD CARLSBAD, CA 92009 CASH CONTRIBUTION: 6,295
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES OFFICE 861 INFORMATION TECHNOLOGY 1,398 CONFERENCES/MEETINGS 174 INSURANCE 272 BANK FEES 6 DONATION DRIVE EXPENSENS 369 FILING FEES 75 MERCHANT FEES 1,031 ART PROGRAM 16,528 ASSEMBLIES/PRESENTATION 2,470 AWARDS AND RECOGNITION 704 SCIENCE DAY 3,029 CAMPUS BEAUTIFICATION 5,500 COMMUNITY EVENT 890 CURRICULUM SUPPORT 12,047 FAMILY EVENTS 6,308 SCIENCE GARDEN SUPPLIES 633 HEALTH AND SAFETY PROG 449 SMALL PROGRAMS 1,119 LIBRARY SUPPORT 1,048 SCIENCE PROGRAM SUPPT 14,549 PE PROGRAM SUPPT 12,411 FIELD TRIPS 3,716 FIFTH GRADE ACTIVITIES 15,428 STAFF APPRECIATION 3,188 RED RIBBON WEEK 765 TOTAL 104,968
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 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum07603316500
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0POINSETTIA ELEMENTARY PTA
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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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02024-01-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOANNE GODDARD-HACKETT
ReturnHeader/ReturnTs02024-02-09T13:48:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RENEE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHARDT
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$68,063
Liabilities
-
Net assets
$68,063
Revenue
$162,864
Expenses
$164,752
Net income
-$1,888
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