Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

EIN 33-0081926 • 501(c)3 • San Juan Capistrano, CA

990-N Coverage

Profile

Information, Advocacy, Student Educational Support

31642 El Camino RealSan Juan Capistrano, CA 92675

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

95th percentile

78%

Higher net margin than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

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 2022

Asset Growth

61st percentile

4.3%

Faster asset growth than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Revenue Growth

29th percentile

-26%

Faster revenue growth than 29% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$37,256

Up $3,027 (+8.8%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$37,256

Up $3,027 (+8.8%) from 2020

Operations
Liabilities / RevenueScore unavailableNet Margin95th percentile

Revenue

Down

$20,318

Down $17,109 (-46%) from 2020

Expenses

Down

$4,523

Down $17,467 (-79%) from 2020

Net Income

Up

$15,795

Up $358 (+2.3%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

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

$40K$30K$20K$10K$0Assets 2020: $34,229Net Assets 2020: $34,2292020Assets 2022: $37,256Net Assets 2022: $37,2562022

Highlighted filing

2022

Assets$37,256
Liabilities-
Net Assets$37,256
Open 2022 Filing

Operations Trend

Revenue Growth29th percentile

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

$40K$30K$20K$10K$0Revenue 2020: $37,427Expenses 2020: $21,990Net Income 2020: $15,4372020Revenue 2022: $20,318Expenses 2022: $4,523Net Income 2022: $15,7952022

Highlighted filing

2022

Revenue$20,318
Expenses$4,523
Net Income$15,795
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,256
Liabilities
-
Net assets
$37,256
Revenue
$20,318
Expenses
$4,523
Net income
$15,795
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$37.3$37.3$20.3$4.52$15.8
2020Detailed filing. Detailed filing data is available for this year.$34.2$34.2$37.4$22.0$15.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Dec 8, 2022
Return Version
2021v4.2
Gross Receipts
$51,016
Mission and Program Overview

Mission

Information, Advocacy, Student Educational Support

Information, advocacy, educational enrichment

Program Services

DescriptionGrantsExpenses
Teacher/Staff Programs Funding-$2,037
Student Programs Funding-$1,331
Family Programs Funding-$357
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Melissa DowningPresidentPT$0--
Jannette AtafuaVice PresidentPT$0--
Diana QuirozTreasurerPT$0--
Alexandra KocherSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jogathon$30,656$30,656$7,773$22,883
Book Fairs$16,173$16,173$16,165$8
Total Events$46,829$46,829$23,938$22,891
Filing and Contact Details

Filer

Filer Name
San Juan Elementary School PTA California Congress
EIN
33-0081926
In Care Of
% Diana Quiroz
Phone
9494934533
Address
31642 El Camino Real, San Juan Capistrano, CA 92675

Signing Officer

Name
Diana Quiroz
Title
Treasurer
Phone
9494934533
Signed
2022-12-08
Discuss with paid preparer
Yes

Preparer

Preparer
Elizabeth A Weber CPA
Phone
9492909333
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Supplies 346”

Form 990-EZ, Part I, Line 16, Other Expenses

“Student Educational Enrichmnet Programs Funding 1,331”

Form 990-EZ, Part I, Line 16, Other Expenses

“Teacher/Staff Programs Funding 2,037”

Form 990-EZ, Part I, Line 16, Other Expenses

“Family Programs Funding 357”

Form 990-EZ, Part I, Line 16, Other Expenses

“PTA Administrative Expenses 283”

Raw XML Appendix180 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/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04354
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01331
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12037
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2357
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt023938
IRS990EZ/SpecialEventsNetIncomeLossAmt022891
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt04523
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IRS990EZ/TotalRevenueAmt020318
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01231
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0986
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05294
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt046271
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt042277
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt096059
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt012
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt049779
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0240
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt015025
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt017032
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0128722
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt06
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt012
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.99990
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IRS990ScheduleA/PublicSupportTotal509Amt0224781
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt051010
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0224793
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book Fairs
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt030656
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07773
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Supplies 346
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Student Educational Enrichmnet Programs Funding 1,331
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Teacher/Staff Programs Funding 2,037
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Family Programs Funding 357
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PTA Administrative Expenses 283
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09494934533
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-12-08
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ReturnHeader/Filer/BusinessNameControlTxt0SANJ
ReturnHeader/Filer/EIN0330081926
ReturnHeader/Filer/InCareOfNm0% Diana Quiroz
ReturnHeader/Filer/PhoneNum09494934533
ReturnHeader/Filer/USAddress/AddressLine1Txt031642 El Camino Real
ReturnHeader/Filer/USAddress/CityNm0San Juan Capistrano
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092675
ReturnHeader/PreparerPersonGrp/PhoneNum09492909333
ReturnHeader/PreparerPersonGrp/PreparationDt02022-12-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth A Weber CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-12-15T12:45:06-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Diana
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Quiroz
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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