Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2017 • EIN 33-0239770

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 17, 2017

Organization ProfileN/A
12151 Calle AlbaraEl Cajon, CA 92019

(619) 588-3211

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

29th percentile

-5.5%

Higher net margin than 29% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

22nd percentile

-18%

Faster asset growth than 22% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

25th percentile

-18%

Faster revenue growth than 25% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$20,147

Down $4,359 (-18%) from 2016

Net Assets

Down

$20,147

Down $4,359 (-18%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin29th percentile

Revenue

Down

$79,722

Down $17,731 (-18%) from 2016

Expenses

Down

$84,081

Down $11,808 (-12%) from 2016

Net Income

Down

-$4,359

Down $5,923 (-379%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$100K$50K$0Assets 2013: $17,399Net Assets 2013: $17,3992013Assets 2014: $21,963Net Assets 2014: $21,9632014Assets 2015: $23,343Liabilities 2015: $0Net Assets 2015: $23,3432015Assets 2016: $24,506Liabilities 2016: $0Net Assets 2016: $24,5062016Assets 2017: $20,147Net Assets 2017: $20,1472017Assets 2018: $11,517Net Assets 2018: $11,5172018Assets 2019: $23,850Net Assets 2019: $23,8502019Assets 2020: $54,160Liabilities 2020: $0Net Assets 2020: $54,1602020Assets 2021: $55,032Liabilities 2021: $0Net Assets 2021: $55,0322021Assets 2022: $39,105Liabilities 2022: $0Net Assets 2022: $39,1052022Assets 2023: $82,684Liabilities 2023: $0Net Assets 2023: $82,6842023Assets 2024: $74,664Liabilities 2024: $0Net Assets 2024: $74,6642024Assets 2025: $51,914Liabilities 2025: $0Net Assets 2025: $51,9142025

Highlighted filing

2017

Assets$20,147
Liabilities-
Net Assets$20,147
Open 2017 Filing

Operations Trend

Revenue Growth25th percentile

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

$150K$100K$50K$0-$50KRevenue 2013: -$3,658Expenses 2013: $1,516Net Income 2013: -$5,1742013Revenue 2014: $5,822Expenses 2014: $1,258Net Income 2014: $4,5642014Revenue 2015: $101,483Expenses 2015: $99,345Net Income 2015: $2,1382015Revenue 2016: $97,453Expenses 2016: $95,889Net Income 2016: $1,5642016Revenue 2017: $79,722Expenses 2017: $84,081Net Income 2017: -$4,3592017Revenue 2018: $86,146Expenses 2018: $94,776Net Income 2018: -$8,6302018Revenue 2019: $65,190Expenses 2019: $53,830Net Income 2019: $11,3602019Revenue 2020: $66,953Expenses 2020: $36,643Net Income 2020: $30,3102020Revenue 2021: $8,027Expenses 2021: $7,156Net Income 2021: $8712021Revenue 2022: $37,085Expenses 2022: $53,012Net Income 2022: -$15,9272022Revenue 2023: $81,448Expenses 2023: $37,869Net Income 2023: $43,5792023Revenue 2024: $41,814Expenses 2024: $44,952Net Income 2024: -$3,1382024Revenue 2025: $66,200Expenses 2025: $88,950Net Income 2025: -$22,7502025

Highlighted filing

2017

Revenue$79,722
Expenses$84,081
Net Income-$4,359
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 17, 2017
Return Version
2016v3.0
Gross Receipts
$79,722
Mission and Program Overview

Mission

To Promote the welfare of children and youth in home, school, and community. To raise the standards of home life. To secure adequate laws for the care and protection of children and youth. To bring into closer relation the home and the school, that parents and teachers may cooperate intelligently in the education of children and youth. To develop between educators and the general public such united efforts as will secure for all children and youth the highest advantages in physical, mental, and social education.

Program Services

DescriptionGrantsExpenses
Provide activities, leadership, communication, and learning opportunities for the students of Rancho San Diego Elementary. Programs for the 2016 year included Halloween Carnival, Running Club, Science Lab, Hospitality and Yearbook.$82,185-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Claire HigginsTreasurer-$0--
Cristina CavallaroPresident-$0--
Zayda ManriquesVice President-$0--
Sandy CoronillaSecretary-$0--
Shaunna WebsterDirector-$0--
Emma TorresDirector-$0--
Heather ZerkleDirector-$0--
Jennifer Billoti AzevedoController-$0--
Filing and Contact Details

Filer

Filer Name
Rancho San Diego Elementary PTA
EIN
33-0239770
Phone
6195883211
Address
12151 Calle Albara, El Cajon, CA 92019

Signing Officer

Name
Claire Higgins
Title
Treasurer
Signed
2017-10-17
Discuss with paid preparer
Yes

Preparer

Firm
Telesis Tax & Financial
Address
1011 Camino Del Rio So Ste 530, San Diego, CA 92108
Preparer
Thomas E Boles MBA EA
Phone
6192606040
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Operating Expenses $84081”

Raw XML Appendix162 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Claire Higgins
IRS990EZ/BooksInCareOfDetail/PhoneNum06195883211
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012151 Calle Albara
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0El Cajon
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092019
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024506
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020147
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt079722
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4359
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024506
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020147
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt079722
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum03644
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024506
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020147
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024506
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020147
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Claire Higgins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Cristina Cavallaro
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Zayda Manriques
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sandy Coronilla
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Shaunna Webster
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Emma Torres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Heather Zerkle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Jennifer Billoti Azevedo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Controller
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt084081
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To promote the welfare of children and youth in home, school, and community. To raise the standards of home life. To secure adequate laws for the care and protection of children and youth. To bring into closer relation the home and the school, that parents and teachers may cooperate intelligently in the education of children and youth. To develop between educators and the general public such united efforts as will secure for all children and youth the highest advantages in physical, mental, and social education.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide activities, leadership, communication, and learning opportunities for the students of Rancho San Diego Elementary. Programs for the 2016 year included Halloween Carnival, Running Club, Science Lab, Hospitality and Yearbook.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt082185
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt084081
IRS990EZ/TotalProgramServiceExpensesAmt082185
IRS990EZ/TotalRevenueAmt079722
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04640
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02180
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01694
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02268
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03795
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt014577
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt075082
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt095273
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt099789
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0101926
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt064237
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0436307
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0450884
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt079722
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt097453
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0101483
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0104194
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt068032
IRS990ScheduleA/Total509Grp/TotalAmt0450884
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt079722
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt097453
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0101483
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0104194
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt068032
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0450884
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Operating Expenses $84081
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Claire Higgins
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rancho San Diego Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0RANC
ReturnHeader/Filer/EIN0330239770
ReturnHeader/Filer/PhoneNum06195883211
ReturnHeader/Filer/USAddress/AddressLine1Txt012151 Calle Albara
ReturnHeader/Filer/USAddress/CityNm0El Cajon
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092019
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Telesis Tax & Financial
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01011 Camino Del Rio So Ste 530
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092108
ReturnHeader/PreparerPersonGrp/PhoneNum06192606040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas E Boles MBA EA
ReturnHeader/ReturnTs02017-10-17T13:17:12-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,147
Liabilities
-
Net assets
$20,147
Revenue
$79,722
Expenses
$84,081
Net income
-$4,359
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.66$0.89$0.23
2024Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.42$0.45$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.81$0.38$0.44
2022Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.37$0.53$0.16
2021Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.08$0.07$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.67$0.37$0.30
2019Detailed filing. Detailed filing data is available for this year.$0.24$0.24$0.65$0.54$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.12$0.12$0.86$0.95$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.20$0.20$0.80$0.84$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.97$0.96$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$1.01$0.99$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.22$0.22$0.06$0.01$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.17$0.04$0.02$0.05