Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2021 • EIN 33-0375080

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 14, 2021

Organization ProfileN/A
39475 Whitewood RoadMurreita, CA 92562

(951) 696-1403

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

18th percentile

-22%

Higher net margin than 18% 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

33rd percentile

-3.7%

Faster asset growth than 33% of similar nonprofits.

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

Revenue Growth

3rd percentile

-95%

Faster revenue growth than 3% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$11,350

Down $441 (-3.7%) from 2020

Net Assets

Down

$11,350

Down $441 (-3.7%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin18th percentile

Revenue

Down

$2,040

Down $43,276 (-95%) from 2020

Expenses

Down

$2,481

Down $31,187 (-93%) from 2020

Net Income

Down

-$441

Down $12,089 (-104%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$30K$20K$10K$0Assets 2020: $11,791Net Assets 2020: $11,7912020Assets 2021: $11,350Net Assets 2021: $11,3502021Assets 2022: $22,065Net Assets 2022: $22,0652022Assets 2023: $18,441Net Assets 2023: $18,4412023Assets 2024: $23,625Net Assets 2024: $23,6252024Assets 2025: $25,722Net Assets 2025: $25,7222025

Highlighted filing

2021

Assets$11,350
Liabilities-
Net Assets$11,350
Open 2021 Filing

Operations Trend

Revenue Growth3rd percentile

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

$60K$40K$20K$0-$20KRevenue 2020: $45,316Expenses 2020: $33,668Net Income 2020: $11,6482020Revenue 2021: $2,040Expenses 2021: $2,481Net Income 2021: -$4412021Revenue 2022: $12,293Expenses 2022: $1,578Net Income 2022: $10,7152022Revenue 2023: $37,145Expenses 2023: $40,769Net Income 2023: -$3,6242023Revenue 2024: $53,091Expenses 2024: $47,907Net Income 2024: $5,1842024Revenue 2025: $27,097Expenses 2025: $25,000Net Income 2025: $2,0972025

Highlighted filing

2021

Revenue$2,040
Expenses$2,481
Net Income-$441
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 14, 2021
Return Version
2020v4.0
Gross Receipts
$2,040
Mission and Program Overview

Mission

Pta activities relating to the fundraising for the purpose of providing funds to further the students experience and support school activities

Program Services

DescriptionGrantsExpenses
TO ORGANIZE PROGRAMS AND FUNDRATING WITH THE SOLE PURPOSE OF GENERATING FUNDS TO SUPPORT STUDENT ACTIVITIES AND ELEMENTARY SCHOOL NEEDS--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANEEN LASAGEPresident-$0--
Gardea VivianaTreasurer-$0--
Falco StephanieVice President-$0--
Filing and Contact Details

Filer

Filer Name
Alta Murrieta Elementary Pta
EIN
33-0375080
Phone
9516961403
Address
39475 WHITEWOOD ROAD, MURREITA, CA 92562

Signing Officer

Name
Viviana Gardea
Title
Treasurer
Signed
2021-09-14
Discuss with paid preparer
Yes

Preparer

Firm
RC & Co Financial Services
Address
40960 California Oaks Road 255, Murrieta, CA 92562
Preparer
Alexis Torres
Phone
9513199136
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $2481”

Raw XML Appendix128 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/PersonNm0VIVIANA GARDEA
IRS990EZ/BooksInCareOfDetail/PhoneNum05628578916
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt039475 WHITEWOOD ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MURRIETA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092563
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011791
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011350
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-441
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011791
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011350
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt02040
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011791
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011350
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011791
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011350
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JANEEN LASAGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Gardea Viviana
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Falco Stephanie
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02481
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PTA ACTIVITIES RELATING TO THE FUNDRAISING FOR THE PURPOSE OF PROVIDING FUNDS TO FURTHER THE STUDENTS EXPERIENCE AND SUPPORT SCHOOL ACTIVITIES
IRS990EZ/ProgramServiceRevenueAmt02040
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO ORGANIZE PROGRAMS AND FUNDRATING WITH THE SOLE PURPOSE OF GENERATING FUNDS TO SUPPORT STUDENT ACTIVITIES AND ELEMENTARY SCHOOL NEEDS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt02481
IRS990EZ/TotalRevenueAmt02040
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01966
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01966
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt08826
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt08826
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt010792
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt010792
IRS990ScheduleA/Total509Grp/TotalAmt010792
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt010792
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt010792
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $2481
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VIVIANA GARDEA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALTA MURRIETA ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0ALTA
ReturnHeader/Filer/EIN0330375080
ReturnHeader/Filer/PhoneNum09516961403
ReturnHeader/Filer/USAddress/AddressLine1Txt039475 WHITEWOOD ROAD
ReturnHeader/Filer/USAddress/CityNm0MURREITA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092562
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RC & Co Financial Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040960 California Oaks Road 255
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Murrieta
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092562
ReturnHeader/PreparerPersonGrp/PhoneNum09513199136
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alexis Torres
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-09-14T12:05:39-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0VIVIANA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GARDEA
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,350
Liabilities
-
Net assets
$11,350
Revenue
$2,040
Expenses
$2,481
Net income
-$441
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$25.7$25.7$27.1$25.0$2.10
2024Detailed filing. Detailed filing data is available for this year.$23.6$23.6$53.1$47.9$5.18
2023Detailed filing. Detailed filing data is available for this year.$18.4$18.4$37.1$40.8$3.62
2022Detailed filing. Detailed filing data is available for this year.$22.1$22.1$12.3$1.58$10.7
2021Detailed filing. Detailed filing data is available for this year.$11.4$11.4$2.04$2.48$0.44
2020Detailed filing. Detailed filing data is available for this year.$11.8$11.8$45.3$33.7$11.6