Civic Intelligence

PTA California Congress of Parents

990EZ • Fiscal year 2024 • EIN 26-0189547

Jul 01, 2023 to Jun 30, 2024 • Filed on May 09, 2025

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

58th percentile

7.5%

Higher net margin than 58% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

72nd percentile

19%

Faster asset growth than 72% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

57th percentile

8.0%

Faster revenue growth than 57% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$81,289

Up $13,226 (+19%) from 2023

Net Assets

Up

$81,289

Up $13,226 (+19%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin58th percentile

Revenue

Up

$175,883

Up $13,019 (+8.0%) from 2023

Expenses

Down

$162,657

Down $2,095 (-1.3%) from 2023

Net Income

Up

$13,226

Up $15,114 (+801%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2024

Assets$81,289
Liabilities-
Net Assets$81,289
Open 2024 Filing

Operations Trend

Revenue Growth57th 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

2024

Revenue$175,883
Expenses$162,657
Net Income$13,226
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 9, 2025
Return Version
2023v6.0
Gross Receipts
$199,092
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$39,720$81,281
TO PROMOTE THE WELFARE OF THE STUDENTS$23,833$33,644
TO SUPPORT THE STAFF AND INCREASE HOME/COMMUNITY INVOLVEMENT AND CONNECTION-$12,717
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$74,078$74,078$189$73,889
PARENT'S NIGHT$24,094$24,094$8,390$15,704
Total Events$113,113$113,113$23,209$89,904
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
Cristen Mugford
Title
President
Phone
7603316500
Signed
2025-05-09
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: 35,939 name: poinsettia elementary school address: 2445 mica rd carlsbad, ca 92009 cash contribution: 23,833”

Form 990-ez, Part I, Line 16

“Expenses office 1,747 information technology 750 conferences/meetings 115 insurance 282 bank fees 13 donation drive expensens 1,826 fundraising expenses 53 filing fees 75 merchant fees 520 art program 654 assemblies/presentation 3,381 awards and recognition 830 science day 3,224 campus beautification 8,477 community event 1,220 curriculum support 12,165 family events 8,053 science garden supplies 605 health and safety prog 504 small programs 1,136 library support 1,411 science program suppt 225 pe program suppt 197 field trips 4,786 fifth grade activities 13,777 staff appreciation 3,444 total 69,470”

Form 990-ez, Part III

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

Raw XML Appendix188 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/TitleTxt5FINANCIAL RE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PARLIAMENTAR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt069470
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OUR MISSION IS TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES.
IRS990EZ/ProgramServiceRevenueAmt025043
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/GrantsAndAllocationsAmt039720
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt123833
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt081281
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt0162657
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IRS990EZ/TotalRevenueAmt0175883
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://PES-CUSD-CA.SCHOOLLOOP.COM/PTA
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt060936
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt057005
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt053549
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010090
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0184835
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0724342
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023209
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PARENT'S NIGHT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt074078
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt024094
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt014941
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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: 35,939 NAME: POINSETTIA ELEMENTARY SCHOOL ADDRESS: 2445 MICA RD CARLSBAD, CA 92009 CASH CONTRIBUTION: 23,833
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES OFFICE 1,747 INFORMATION TECHNOLOGY 750 CONFERENCES/MEETINGS 115 INSURANCE 282 BANK FEES 13 DONATION DRIVE EXPENSENS 1,826 FUNDRAISING EXPENSES 53 FILING FEES 75 MERCHANT FEES 520 ART PROGRAM 654 ASSEMBLIES/PRESENTATION 3,381 AWARDS AND RECOGNITION 830 SCIENCE DAY 3,224 CAMPUS BEAUTIFICATION 8,477 COMMUNITY EVENT 1,220 CURRICULUM SUPPORT 12,165 FAMILY EVENTS 8,053 SCIENCE GARDEN SUPPLIES 605 HEALTH AND SAFETY PROG 504 SMALL PROGRAMS 1,136 LIBRARY SUPPORT 1,411 SCIENCE PROGRAM SUPPT 225 PE PROGRAM SUPPT 197 FIELD TRIPS 4,786 FIFTH GRADE ACTIVITIES 13,777 STAFF APPRECIATION 3,444 TOTAL 69,470
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CRISTEN MUGFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07603316500
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
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/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/PreparationDt02025-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOANNE GODDARD-HACKETT
ReturnHeader/ReturnTs02025-05-12T11:48:48-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$81,289
Liabilities
-
Net assets
$81,289
Revenue
$175,883
Expenses
$162,657
Net income
$13,226
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