Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2023 • EIN 33-0239770

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 02, 2023

12151 Calle AlbaraEl Cajon, CA 92019

(619) 654-1178

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

91st percentile

54%

Higher net margin than 91% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

92nd percentile

111%

Faster asset growth than 92% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

91st percentile

120%

Faster revenue growth than 91% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$82,684

Up $43,579 (+111%) from 2022

Net Assets

Up

$82,684

Up $43,579 (+111%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$81,448

Up $44,363 (+120%) from 2022

Expenses

Down

$37,869

Down $15,143 (-29%) from 2022

Net Income

Up

$43,579

Up $59,506 (+374%) from 2022

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

2023

Assets$82,684
Liabilities$0
Net Assets$82,684

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

2023

Revenue$81,448
Expenses$37,869
Net Income$43,579
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 2, 2023
Return Version
2022v5.0
Gross Receipts
$81,448
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.-$37,869
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chrisitna CavalleroPresident-$0--
Andrea DakeExecutive VP-$0--
Rafel RazooqTreasurer-$0--
Eric HimaAuditor-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$68,685$68,685-$68,685
Total Events$68,685$68,685-$68,685
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
Melissa Hubbard
Title
Treasurer
Phone
6193375546
Signed
2023-10-02
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 expenses Part I line 16

Description AmountAdministration 700Fundraisers 16,044Programs 21,125

Raw XML Appendix157 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/PersonNm0Melissa Hubbard
IRS990EZ/BooksInCareOfDetail/PhoneNum06196541178
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012151 Calle Albara
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0El Cajon
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092019
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039105
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt082684
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt012759
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt043579
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039105
IRS990EZ/Form990TotalAssetsGrp/EOYAmt082684
IRS990EZ/FundraisingGrossIncomeAmt068689
IRS990EZ/GrossReceiptsAmt081448
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039105
IRS990EZ/NetAssetsOrFundBalancesEOYAmt082684
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039105
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt082684
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Chrisitna Cavallero
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Andrea Dake
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Rafel Razooq
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/OtherExpensesTotalAmt037869
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To promote the welfare of children
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide activities, leadership, communication and learning opportunities for the students of Rancho San Diego Elementary.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt037869
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt068689
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037869
IRS990EZ/TotalProgramServiceExpensesAmt037869
IRS990EZ/TotalRevenueAmt081448
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt012759
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014197
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0998
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01956
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02244
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt032154
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt068689
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt022888
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt07354
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt064997
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt062947
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0226875
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0259029
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt081448
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt037085
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt08352
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt066953
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt065191
IRS990ScheduleA/Total509Grp/TotalAmt0259029
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt081448
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt037085
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt08352
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt066953
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt065191
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0259029
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fun Run
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt068685
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt068685
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt068685
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt068685
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt068685
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountAdministration 700Fundraisers 16,044Programs 21,125
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Melissa Hubbard
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06193375546
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-02
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/PreparationDt02023-12-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas E Boles MBA EA
ReturnHeader/ReturnTs02023-12-17T13:19:04-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Melissa
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Hubbard
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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