Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2018 • EIN 33-0277530

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 08, 2019

2150 Village Park WayEncinitas, CA 92024

(760) 944-1892

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

33rd percentile

-3.3%

Higher net margin than 33% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

33rd percentile

-7.0%

Faster asset growth than 33% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

52nd percentile

2.2%

Faster revenue growth than 52% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$28,276

Down $2,129 (-7.0%) from 2017

Net Assets

Down

$28,276

Down $2,129 (-7.0%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$64,855

Up $1,366 (+2.2%) from 2017

Expenses

Down

$66,984

Down $8,061 (-11%) from 2017

Net Income

Up

-$2,129

Up $9,427 (+82%) from 2017

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2016: $41,961Net Assets 2016: $41,9612016Assets 2017: $30,405Net Assets 2017: $30,4052017Assets 2018: $28,276Net Assets 2018: $28,2762018Assets 2019: $38,708Net Assets 2019: $38,7082019Assets 2020: $32,680Net Assets 2020: $32,6802020Assets 2024: $30,762Net Assets 2024: $30,7622024Assets 2025: $41,067Net Assets 2025: $41,0672025

Highlighted filing

2018

Assets$28,276
Liabilities-
Net Assets$28,276

Operations Trend

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

$100K$50K$0-$50KRevenue 2016: $58,054Expenses 2016: $40,180Net Income 2016: $17,8742016Revenue 2017: $63,489Expenses 2017: $75,045Net Income 2017: -$11,5562017Revenue 2018: $64,855Expenses 2018: $66,984Net Income 2018: -$2,1292018Revenue 2019: $46,066Expenses 2019: $35,634Net Income 2019: $10,4322019Revenue 2020: $26,542Expenses 2020: $32,569Net Income 2020: -$6,0272020Revenue 2024: $94,813Expenses 2024: $73,290Net Income 2024: $21,5232024Revenue 2025: $79,610Expenses 2025: $69,305Net Income 2025: $10,3052025

Highlighted filing

2018

Revenue$64,855
Expenses$66,984
Net Income-$2,129
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 8, 2019
Return Version
2017v2.3
Gross Receipts
$68,889
Mission and Program Overview

Mission

Our mission is to positively impact the lives of all children and families.

Program Services

DescriptionGrantsExpenses
TO ENRICH THE LEARNING OF STUDENTS WHICH INCLUDES SUPPORTING THE BAND PROGRAM$14,189$45,784
TO PROMOTE THE HEALTH AND WELFARE OF STUDENTS-$14,085
TO SUPPORT THE STAFF AND INCREASE THE HOME/COMMUNITY INVOLVEMENT-$4,185
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHY RAYMONDPresidentPT$0--
LIZ KENNYVice PresidePT$0--
HOLLY BUTTETreasurerPT$0--
JENNI DONOVANSecretaryPT$0--
JEN SUTTONAuditorPT$0--
Filing and Contact Details

Filer

Filer Name
Diegueno Middle School Ptsa
EIN
33-0277530
Phone
7609441892
Address
2150 VILLAGE PARK WAY, ENCINITAS, CA 92024

Signing Officer

Name
Holly Butte
Title
Treasurer
Phone
7609441892
Signed
2019-11-08

Preparer

Firm
Hackett Metsker & Oswald Cpas
Address
5741 PALMER WAY SUITE A, CARLSBAD, CA 92010-7248
Preparer
Joanne Goddard-hackett
Phone
7604389500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

North coastal council pta admin support 20

Form 990-ez, Part I, Line 10

Class of activity: technology items name: diegueno middle school address: 2150 village park way encinitas, ca 92024 cash contribution: 14,189

Form 990-ez, Part I, Line 16

Band program band program expense 16,010 expenses office 67 insurance 228 bank and paypal fees 867 filing fees 25 membership drive exp 1,055 staff appreciation 3,774 curriculum support 11,162 geography bee 210 school supplies 3,195 surf team expenses 9,116 hospitality 161 shade structures for scho 4,969 health and safety 250 robotics team expense 707 field trips 311 total 52,107

Raw XML Appendix158 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/BusinessName/BusinessNameLine1Txt0DIEGUENO MIDDLE SCHOOL PTSA
IRS990EZ/BooksInCareOfDetail/PhoneNum07609441892
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02150 VILLAGE PARK WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ENCINITAS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092024
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030405
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028276
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt050442
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2129
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0485
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030405
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028276
IRS990EZ/FundraisingGrossIncomeAmt08056
IRS990EZ/GrantsAndSimilarAmountsPaidAmt014209
IRS990EZ/GrossReceiptsAmt068889
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030405
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028276
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030405
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028276
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHY RAYMOND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LIZ KENNY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HOLLY BUTTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNI DONOVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JEN SUTTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4AUDITOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt052107
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OUR MISSION IS TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES.
IRS990EZ/PrintingPublicationsPostageAmt0183
IRS990EZ/ProgramServiceRevenueAmt010391
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO ENRICH THE LEARNING OF STUDENTS WHICH INCLUDES SUPPORTING THE BAND PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROMOTE THE HEALTH AND WELFARE OF STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO SUPPORT THE STAFF AND INCREASE THE HOME/COMMUNITY INVOLVEMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt014189
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt045784
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt114085
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24185
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04034
IRS990EZ/SpecialEventsNetIncomeLossAmt04022
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt066984
IRS990EZ/TotalProgramServiceExpensesAmt064054
IRS990EZ/TotalRevenueAmt064855
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.DIEGUENOPTSA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt050442
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt056654
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt044969
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt082220
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt045524
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0279809
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt018447
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt011932
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt015549
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01784
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt047712
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0327521
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt068889
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt068586
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt060518
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt082220
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt047308
IRS990ScheduleA/Total509Grp/TotalAmt0327521
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt068889
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt068586
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt060518
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt082220
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt047308
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0327521
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NORTH COASTAL COUNCIL PTA ADMIN SUPPORT 20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLASS OF ACTIVITY: TECHNOLOGY ITEMS NAME: DIEGUENO MIDDLE SCHOOL ADDRESS: 2150 VILLAGE PARK WAY ENCINITAS, CA 92024 CASH CONTRIBUTION: 14,189
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BAND PROGRAM BAND PROGRAM EXPENSE 16,010 EXPENSES OFFICE 67 INSURANCE 228 BANK AND PAYPAL FEES 867 FILING FEES 25 MEMBERSHIP DRIVE EXP 1,055 STAFF APPRECIATION 3,774 CURRICULUM SUPPORT 11,162 GEOGRAPHY BEE 210 SCHOOL SUPPLIES 3,195 SURF TEAM EXPENSES 9,116 HOSPITALITY 161 SHADE STRUCTURES FOR SCHO 4,969 HEALTH AND SAFETY 250 ROBOTICS TEAM EXPENSE 707 FIELD TRIPS 311 TOTAL 52,107
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HOLLY BUTTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07609441892
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DIEGUENO MIDDLE SCHOOL PTSA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PTA CA CONGRESS OF PARENTSTEACHERS
ReturnHeader/Filer/BusinessNameControlTxt0DIEG
ReturnHeader/Filer/EIN0330277530
ReturnHeader/Filer/PhoneNum07609441892
ReturnHeader/Filer/USAddress/AddressLine1Txt02150 VILLAGE PARK WAY
ReturnHeader/Filer/USAddress/CityNm0ENCINITAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092024
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C11E1F87EAC3B9B596389884A6F20F3355E456BA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D6798D4A0B9DAF6ABBA596BCFC4F4B3F93D5BE36
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.176.184.198
ReturnHeader/FilingSecurityInformation/IPDt02019-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:56:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261081736
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HACKETT METSKER & OSWALD CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05741 PALMER WAY SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARLSBAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920107248
ReturnHeader/PreparerPersonGrp/PhoneNum07604389500
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOANNE GODDARD-HACKETT
ReturnHeader/ReturnTs02019-11-15T14:56:33-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings