Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2021 • EIN 33-0239770

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 16, 2021

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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

53rd percentile

11%

Higher net margin than 53% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

44th percentile

1.6%

Faster asset growth than 44% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

5th percentile

-88%

Faster revenue growth than 5% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$55,032

Up $872 (+1.6%) from 2020

Net Assets

Up

$55,032

Up $872 (+1.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$8,027

Down $58,926 (-88%) from 2020

Expenses

Down

$7,156

Down $29,487 (-80%) from 2020

Net Income

Down

$871

Down $29,439 (-97%) from 2020

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

2021

Assets$55,032
Liabilities$0
Net Assets$55,032

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

2021

Revenue$8,027
Expenses$7,156
Net Income$871
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 16, 2021
Return Version
2020v4.1
Gross Receipts
$8,352
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.

To promote the welfare of children

Program Services

DescriptionGrantsExpenses
Provide activities, leadership, communication and learning opportunities for the students of Rancho San Diego Elementary.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chrisitna CavalleroPresident-$0--
Megan JustExecutive VP-$0--
Christina WillisTreasurer-$0--
Eric HimaAuditor-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Christina Wills
Title
Treasurer
Phone
6193375546
Signed
2021-09-16
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Description of other revenue Part I line 8

Description Amount5th Grade 3,529Spirit Wear RSD 831Yearbook RSD 150

Description of other expenses Part I line 16

Description AmountAdministration 516Fundraisers 2,130Programs 4,510

Raw XML Appendix153 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/PersonNm0Christina Willis
IRS990EZ/BooksInCareOfDetail/PhoneNum06195883211
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012151 Calle Albara
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0El Cajon
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092019
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt054161
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt055032
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0871
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0998
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt054161
IRS990EZ/NetAssetsOrFundBalancesEOYAmt055032
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Chrisitna Cavallero
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Megan Just
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Christina Willis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Eric Hima
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Executive VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Auditor
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt07156
IRS990EZ/OtherRevenueTotalAmt04510
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To promote the welfare of children
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0325
IRS990EZ/SpecialEventsNetIncomeLossAmt02519
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07156
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt08027
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0998
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01956
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02244
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03716
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04640
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt013554
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt075082
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/PublicSupportTotal509Amt0299016
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt08352
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt066953
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt065191
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt078798
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt079722
IRS990ScheduleA/Total509Grp/TotalAmt0299016
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt08352
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt066953
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt078798
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt079722
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0299016
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description Amount5th Grade 3,529Spirit Wear RSD 831Yearbook RSD 150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountAdministration 516Fundraisers 2,130Programs 4,510
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Christina Wills
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06193375546
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rancho San Diego Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0RANC
ReturnHeader/Filer/EIN0330239770
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 S Ste 530
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092108
ReturnHeader/PreparerPersonGrp/PhoneNum06192606040
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas E Boles MBA EA
ReturnHeader/ReturnTs02021-09-23T15:55:38-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Christina
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Wills
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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Filings