Civic Intelligence

PTA Ca Congress of Parents Teachers & St La Costa Heights PTA

990 • Fiscal year 2024 • EIN 33-0169656

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 15, 2024

Organization ProfileWWW.EUSD.NET
3035 Levante StreetCarlsbad, CA 92009

(760) 944-4375

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

35th percentile

-3.6%

Higher net margin than 35% 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

40th percentile

-4.2%

Faster asset growth than 40% of similar nonprofits.

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

Revenue Growth

42nd percentile

-2.8%

Faster revenue growth than 42% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$157,702

Down $6,904 (-4.2%) from 2023

Net Assets

Down

$157,702

Down $6,904 (-4.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin35th percentile

Revenue

Down

$190,221

Down $5,512 (-2.8%) from 2023

Expenses

Up

$197,125

Up $6,962 (+3.7%) from 2023

Net Income

Down

-$6,904

Down $12,474 (-224%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$200K$150K$100K$50K$0Assets 2015: $35,571Net Assets 2015: $35,5712015Assets 2016: $71,855Net Assets 2016: $71,8552016Assets 2017: $96,575Net Assets 2017: $96,5752017Assets 2018: $98,675Liabilities 2018: $0Net Assets 2018: $98,6752018Assets 2019: $116,530Liabilities 2019: $0Net Assets 2019: $116,5302019Assets 2020: $126,589Liabilities 2020: $0Net Assets 2020: $126,5892020Assets 2021: $138,517Net Assets 2021: $138,5172021Assets 2022: $159,036Liabilities 2022: $0Net Assets 2022: $159,0362022Assets 2023: $164,606Liabilities 2023: $0Net Assets 2023: $164,6062023Assets 2024: $157,702Liabilities 2024: $0Net Assets 2024: $157,7022024Assets 2025: $159,771Net Assets 2025: $159,7712025

Highlighted filing

2024

Assets$157,702
Liabilities$0
Net Assets$157,702
Open 2024 Filing

Operations Trend

Revenue Growth42nd percentile

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

$200K$100K$0-$100KRevenue 2015: $152,063Expenses 2015: $132,519Net Income 2015: $19,5442015Revenue 2016: $174,378Expenses 2016: $138,094Net Income 2016: $36,2842016Revenue 2017: $168,523Expenses 2017: $143,803Net Income 2017: $24,7202017Revenue 2018: $182,347Expenses 2018: $180,247Net Income 2018: $2,1002018Revenue 2019: $188,552Expenses 2019: $170,697Net Income 2019: $17,8552019Revenue 2020: $189,312Expenses 2020: $179,253Net Income 2020: $10,0592020Revenue 2021: $157,073Expenses 2021: $145,145Net Income 2021: $11,9282021Revenue 2022: $183,750Expenses 2022: $163,231Net Income 2022: $20,5192022Revenue 2023: $195,733Expenses 2023: $190,163Net Income 2023: $5,5702023Revenue 2024: $190,221Expenses 2024: $197,125Net Income 2024: -$6,9042024Revenue 2025: $171,507Expenses 2025: $169,436Net Income 2025: $2,0712025

Highlighted filing

2024

Revenue$190,221
Expenses$197,125
Net Income-$6,904
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 15, 2024
Return Version
2023v5.0
Gross Receipts
$190,221
Mission and Program Overview

Mission

To provide funding for various programs available to the students of la costa heights as well as provide funding for grants & other monetary requests which support the school's curriculum and activities.

To provide funding for various programs available to the students of la costa heights elementary school as well as provide funding for grants & other monetary requests which support the school's curriculum and activities

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$164,606$157,702▼ $6,904
Rtn Earn Endowment Incm Other Fnds$164,606$157,702▼ $6,904
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$164,606$157,702▼ $6,904
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$164,606$157,702▼ $6,904
Total Liabilities and Net Assets / Fund Balance$164,606$157,702▼ $6,904
Compensation and Service Providers
Top Officer Pay79th percentile

Board Members and Trustees

NameTitle
Jenny AdamsPresident
Nancy DugeryAuditor
Jessica FernandesCorresponding Secretary
Ilana LembergerExecutive VP
Stacey KartagenerFinancial Secretary
Heather CalvinHistorian
Erica EngellPaliamentarian
Lucy BatistaRecording Secretary
Melissa ForrestTreasurer
Lauren NewmarkVP Communications
Rebecca DornVP Legislation
Courtnay KenneyVP Programs
Sarah BryantVP Ways & Means
Revenue and Support

Revenue Composition

Contributions and Grants
$188,842
Program Service Revenue
$0
Investment Income
$46
Other Revenue
$1,333
All Other Contributions
$0
Change in Net Assets
$-6,904
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$165,563
Other Expenses$31,562
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$165,563--$165,563
Other Expenses$0$3,113$0$3,113
Fees for Services Accounting-$775-$775
Office Expenses-$335-$335
Insurance-$282-$282
Total Functional Expenses$190,014$7,111$0$197,125
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Encinitas Union School DistrictEncinitas, CA501c4Amounts Paid for Enrichment and Intervention Teachers to Support the Students at Lch$140,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pledge Drive and Corporate Match$94,142$94,142$2,111$92,031
JOG A THON_FUN RUN$69,372$69,372$4,036$65,336
Total Events$184,051$184,051$22,499$161,552
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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

“No review was or will be conducted. The form 990 will be available online to any and all who wish to review it”

Form 990, Part VI, Section C, Line 19

“No other documents available to the public”

Filing and Contact Details

Filer

Filer Name
Pta California Congress of Parents Teachers & Students Inc
EIN
33-0169656
Phone
7609444375
Address
3035 LEVANTE STREET, CARLSBAD, CA 92009
Doing Business As
La Costa Heights Pta

Signing Officer

Name
Melissa Forrest
Title
LCH PTA Treasurer
Phone
7607152164
Signed
2024-10-15

Organization Details

Principal Officer
Melissa Forrest
Formed
1986
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
300
Raw XML AppendixShowing 400 of 477 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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXECUTIVE VP
IRS990/Form990PartVIISectionAGrp/TitleTxt2RECORDING SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4FINANCIAL SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP PROGRAMS
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP WAYS & MEANS
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP COMMUNICATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP LEGISLATION
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IRS990/Form990PartVIISectionAGrp/TitleTxt10HISTORIAN
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IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0117234
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0181531
IRS990/PYInvestmentIncomeAmt045
IRS990/PYOtherExpensesAmt08632
IRS990/PYOtherRevenueAmt070154
IRS990/PYProgramServiceRevenueAmt08300
IRS990/PYRevenuesLessExpensesAmt05570
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0190163
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0195733
IRS990/ReconcilationRevenueExpnssAmt0-6904
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0164606
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0157702
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0185028
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0125534
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0114779
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt096982
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0113976
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0636299
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt05193
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt085721
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt094763
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt078297
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt094833
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0358807
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt0995106
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0190221
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0211255
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0209542
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0175279
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0208809
IRS990ScheduleA/Total509Grp/TotalAmt0995106
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0190221
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0211255
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0209542
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0175279
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0208809
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0995106
IRS990/ScheduleBRequiredInd00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022499
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PLEDGE DRIVE AND CORPORATE MATCH
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0JOG A THON_FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt094142
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt069372
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt020537
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0184051
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt094142
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt069372
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt020537
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0184051
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0161552
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt016352
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt022499
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02111
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04036
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0140000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C4
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0AMOUNTS PAID FOR ENRICHMENT AND INTERVENTION TEACHERS TO SUPPORT THE STUDENTS AT LCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ENCINITAS UNION SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientEIN0956001089
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0101 S RANCHO SANTA FE ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ENCINITAS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092024
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FAIR MARKET VALUE
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0RECEIPTS ARE VERIFIED OR OBTAINED WHEN FUNDS ARE REQUESTED
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1TO SUPPORT THE STUDENTS OF LCH WITH ENRICHMENT AND INTERVENTION TEACHERS
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I, Part I, Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule I, Part II, Line 1
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED. THE FORM 990 WILL BE AVAILABLE ONLINE TO ANY AND ALL WHO WISH TO REVIEW IT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$157,702
Liabilities
$0
Net assets
$157,702
Revenue
$190,221
Expenses
$197,125
Net income
-$6,904
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.60$1.60$1.72$1.69$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$1.90$1.97$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$1.96$1.90$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.00$1.59$1.84$1.63$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$1.39$1.57$1.45$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$1.89$1.79$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.00$1.17$1.89$1.71$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$1.82$1.80$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.97$0.97$1.69$1.44$0.25
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.72$1.74$1.38$0.36
2015Detailed filing. Detailed filing data is available for this year.$0.36$0.36$1.52$1.33$0.20