Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2024 • EIN 33-0375080

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 10, 2024

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

61st percentile

9.8%

Higher net margin than 61% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

78th percentile

28%

Faster asset growth than 78% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

43%

Faster revenue growth than 81% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$23,625

Up $5,184 (+28%) from 2023

Net Assets

Up

$23,625

Up $5,184 (+28%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin61st percentile

Revenue

Up

$53,091

Up $15,946 (+43%) from 2023

Expenses

Up

$47,907

Up $7,138 (+18%) from 2023

Net Income

Up

$5,184

Up $8,808 (+243%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2024

Assets$23,625
Liabilities-
Net Assets$23,625
Open 2024 Filing

Operations Trend

Revenue Growth81st 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

2024

Revenue$53,091
Expenses$47,907
Net Income$5,184
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 10, 2024
Return Version
2023v5.1
Gross Receipts
$80,290
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-$19,877
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH LOPEZTreasurer-$0--
COURTNEY MERLEPresident-$0--
VERONICA KAWANOSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$43,164$43,164$374$42,790
Holiday Gift Shop$16,194$16,194$15,420$774
Total Events$76,779$76,779$27,199$49,580
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
President
Signed
2024-09-10
Discuss with paid preparer
Yes

Preparer

Firm
RC & Co Financial Services
Address
40960 California Oaks Road 255, Murrieta, CA 92562
Preparer
Alexis Torres
Phone
9515297188
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: ALTA MURRIETA ELEMENTARY SCHOOL | Donee's Address: 39475 WHITEWOOD MURRIETA CA 92563 | Cash Amount Given: $25000”

Other Expenses.1002

“Office Expenses $421”

Other Expenses.1007

“Conferences, Conventions, and Meetings $162”

Other Expenses.1012

“Insurance $282”

Other Expenses.1

“PROGRAMS $19877”

Other Expenses.2

“ASSESMENT FEES $200”

Raw XML Appendix161 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/PersonNm0CLAUDIA PELAYO
IRS990EZ/BooksInCareOfDetail/PhoneNum05628578916
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt039475 WHITEWOOD ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MURRIETA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092563
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018441
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023625
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05184
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01965
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018441
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023625
IRS990EZ/FundraisingGrossIncomeAmt076779
IRS990EZ/GrantsAndSimilarAmountsPaidAmt025000
IRS990EZ/GrossReceiptsAmt080290
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt025
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01077
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018441
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023625
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018441
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023625
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SARAH LOPEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1COURTNEY MERLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VERONICA KAWANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt020942
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/ProgramServiceRevenueAmt02409
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO ORGANIZE PROGRAMS AND FUNDRATING WITH THE SOLE PURPOSE OF GENERATING FUNDS TO SUPPORT STUDENT ACTIVITIES AND ELEMENTARY SCHOOL NEEDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019877
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt027199
IRS990EZ/SpecialEventsNetIncomeLossAmt049580
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt047907
IRS990EZ/TotalProgramServiceExpensesAmt019877
IRS990EZ/TotalRevenueAmt053091
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0247
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01966
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02213
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt08826
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt08826
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt011039
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0247
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt010792
IRS990ScheduleA/Total509Grp/TotalAmt011039
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0247
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt010792
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt011039
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt027199
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HOLIDAY GIFT SHOP
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt043164
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016194
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt017421
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt076779
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt043164
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016194
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt017421
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt076779
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt049580
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt011405
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt027199
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0374
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt015420
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: ALTA MURRIETA ELEMENTARY SCHOOL | Donee's Address: 39475 WHITEWOOD MURRIETA CA 92563 | Cash Amount Given: $25000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $421
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $162
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROGRAMS $19877
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ASSESMENT FEES $200
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VIVIANA GARDEA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-10
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861802519
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/PhoneNum09515297188
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alexis Torres
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-09-10T08:13:41-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,625
Liabilities
-
Net assets
$23,625
Revenue
$53,091
Expenses
$47,907
Net income
$5,184
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