Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2019 • EIN 33-0239770

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 10, 2019

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

92nd percentile

107%

Faster asset growth than 92% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

21st percentile

-24%

Faster revenue growth than 21% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$23,850

Up $12,333 (+107%) from 2018

Net Assets

Up

$23,850

Up $12,333 (+107%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$65,190

Down $20,956 (-24%) from 2018

Expenses

Down

$53,830

Down $40,946 (-43%) from 2018

Net Income

Up

$11,360

Up $19,990 (+232%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$23,850
Liabilities-
Net Assets$23,850

Operations Trend

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

2019

Revenue$65,190
Expenses$53,830
Net Income$11,360
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 10, 2019
Return Version
2018v3.1
Gross Receipts
$65,190
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 2017 year included Halloween Carnival, Running Club, Science Lab, Hospitality and Yearbook.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Claire HigginsTreasurer-$0--
Cristina CavallaroPresident-$0--
Evelyn CarterVice President-$0--
Krissten BischoffSecretary-$0--
Shaunna WebsterDirector-$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
2019-09-10
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.1001

Advertising and Promotion $19254

Other Expenses.1002

Office Expenses $1550

Other Expenses.1

Operating Expenses - Programs $33026

Raw XML Appendix160 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
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/BOYAmt012490
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023850
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt065190
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011360
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012490
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023850
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt065190
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum03644
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012490
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023850
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012490
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023850
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Claire Higgins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Cristina Cavallaro
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Evelyn Carter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Krissten Bischoff
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Shaunna Webster
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Heather Zerkle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Jennifer Billoti Azevedo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Controller
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt053830
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 2017 year included Halloween Carnival, Running Club, Science Lab, Hospitality and Yearbook.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt053830
IRS990EZ/TotalRevenueAmt065190
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02244
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03716
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04640
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02180
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01694
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt014474
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt062947
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt082430
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt075082
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt095273
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt099789
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0415521
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0429995
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt065191
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt086146
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt079722
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt097453
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0101483
IRS990ScheduleA/Total509Grp/TotalAmt0429995
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt065191
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt086146
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt079722
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt097453
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0101483
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0429995
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $19254
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Operating Expenses - Programs $33026
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Claire Higgins
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-10
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/PreparerFirmEIN0330411374
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/ReturnTs02019-09-10T11:15:15-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings