Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2025 • EIN 33-0239770

Jul 01, 2024 to Jun 30, 2025 • Filed on Dec 15, 2025

Organization ProfileN/A
12151 Calle AlbaraEl Cajon, CA 92019

(619) 337-5546

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

63rd percentile

0.00x

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

12th percentile

-34%

Higher net margin than 12% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

16th percentile

-30%

Faster asset growth than 16% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

88th percentile

58%

Faster revenue growth than 88% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$51,914

Down $22,750 (-30%) from 2024

Net Assets

Down

$51,914

Down $22,750 (-30%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin12th percentile

Revenue

Up

$66,200

Up $24,386 (+58%) from 2024

Expenses

Up

$88,950

Up $43,998 (+98%) from 2024

Net Income

Down

-$22,750

Down $19,612 (-625%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2025

Assets$51,914
Liabilities$0
Net Assets$51,914
Open 2025 Filing

Operations Trend

Revenue Growth88th 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

2025

Revenue$66,200
Expenses$88,950
Net Income-$22,750
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 15, 2025
Return Version
2024v5.2
Gross Receipts
$66,200
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.-$0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alicia PomarePresident-$0--
Renee GonzalezExecutive VP-$0--
Nicole ShellenbergerTreasurer-$0--
Katie AlvarezAuditor-$0--
Melissa BacciSecretary-$0--
Tsu DixonHistorian-$0--
Andrea DrakeVP Of Membership-$0--
Alison VaughnParliamentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$50,000$50,000-$50,000
Total Events$50,000$50,000-$50,000
Filing and Contact Details

Filer

Filer Name
Rancho San Diego Elementary PTA
EIN
33-0239770
In Care Of
% Nicole Shellenberger
Phone
6193375546
Address
12151 Calle Albara, El Cajon, CA 92019

Signing Officer

Name
Nicole Shellenberger
Title
Treasurer
Phone
6196541178
Signed
2025-12-15
Discuss with paid preparer
Yes

Preparer

Firm
Telesis Tax and Financial
Address
1011 Camino Del Rio South 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 AmountPrograms Family Events 3,000Halloween 500RSD Yearbook 200Spirit Wear 1,000Fifth grade 2,000”

Description of other expenses Part I line 16

“Description AmountAdministration 2,300Fundraisers 31,600Programs 55,050”

Raw XML Appendix186 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/PhoneNum06196541178
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012151 Calle Albara
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0El Cajon
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092019
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt074664
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt051914
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-22750
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01300
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt074664
IRS990EZ/NetAssetsOrFundBalancesEOYAmt051914
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt051914
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Alicia Pomare
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Renee Gonzalez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Nicole Shellenberger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Katie Alvarez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Melissa Bacci
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Tsu Dixon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Andrea Drake
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Alison Vaughn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Executive VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP of Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Parliamentarian
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt088950
IRS990EZ/OtherRevenueTotalAmt06700
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/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt058200
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt088950
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt066200
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01758
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt012759
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt014197
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0998
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt031012
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt067750
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt040058
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt068689
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt022888
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt07354
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0206739
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0237751
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt069050
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt041816
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt081448
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt037085
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt08352
IRS990ScheduleA/Total509Grp/TotalAmt0237751
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt069050
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt041816
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt081448
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt037085
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt08352
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0237751
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fun Run
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt050000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt050000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt050000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt050000
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt050000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountPrograms Family Events 3,000Halloween 500RSD Yearbook 200Spirit Wear 1,000Fifth grade 2,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountAdministration 2,300Fundraisers 31,600Programs 55,050
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NICOLE SHELLENBERGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06196541178
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rancho San Diego Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0RANC
ReturnHeader/Filer/EIN0330239770
ReturnHeader/Filer/InCareOfNm0% Nicole Shellenberger
ReturnHeader/Filer/PhoneNum06193375546
ReturnHeader/Filer/USAddress/AddressLine1Txt012151 Calle Albara
ReturnHeader/Filer/USAddress/CityNm0El Cajon
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092019
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330411374
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Telesis Tax and Financial
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01011 Camino Del Rio South Ste 530
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092108
ReturnHeader/PreparerPersonGrp/PhoneNum06192606040
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS E BOLES MBA EA
ReturnHeader/ReturnTs02025-12-15T14:10:50-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,914
Liabilities
$0
Net assets
$51,914
Revenue
$66,200
Expenses
$88,950
Net income
-$22,750
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