Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2020 • EIN 33-0375938

Jul 01, 2019 to Jun 30, 2020 • Filed on May 04, 2021

Organization ProfileN/A
4850 Avenida EmpresaOceanside, CA 92056

(760) 940-8454

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

72nd percentile

22%

Higher net margin than 72% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Revenue Growth

80th percentile

22%

Faster revenue growth than 80% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$34,226

Up $34,226 from 2019

Net Assets

Up

$34,226

Up $21,670 (+173%) from 2019

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin72nd percentile

Revenue

Up

$97,091

Up $17,485 (+22%) from 2019

Expenses

Down

$75,421

Down $191 (-0.3%) from 2019

Net Income

Up

$21,670

Up $17,676 (+443%) from 2019

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$300K$200K$100K$0-$100KAssets 2013: $36,845Net Assets 2013: $36,8452013Assets 2014: $56,986Net Assets 2014: $56,9862014Assets 2015: $66,754Net Assets 2015: $66,7542015Assets 2016: $149,328Net Assets 2016: $149,3282016Assets 2017: $0Net Assets 2017: $219,1802017Assets 2018: $8,562Net Assets 2018: $8,5622018Assets 2019: $0Net Assets 2019: $12,5562019Assets 2020: $34,226Liabilities 2020: $0Net Assets 2020: $34,2262020Assets 2021: $0Net Assets 2021: -$4,8832021Assets 2022: $0Net Assets 2022: $14,9442022Assets 2023: $0Net Assets 2023: $19,1782023Assets 2024: $70,411Liabilities 2024: $0Net Assets 2024: $70,4112024

Highlighted filing

2020

Assets$34,226
Liabilities$0
Net Assets$34,226
Open 2020 Filing

Operations Trend

Revenue Growth80th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2013: $38,231Expenses 2013: $27,837Net Income 2013: $10,3942013Revenue 2014: $35,743Expenses 2014: $15,602Net Income 2014: $20,1412014Revenue 2015: $12,884Expenses 2015: $3,116Net Income 2015: $9,7682015Revenue 2016: $112,895Expenses 2016: $30,321Net Income 2016: $82,5742016Revenue 2017: $92,758Expenses 2017: $22,906Net Income 2017: $69,8522017Revenue 2018: $109,079Expenses 2018: $100,517Net Income 2018: $8,5622018Revenue 2019: $79,606Expenses 2019: $75,612Net Income 2019: $3,9942019Revenue 2020: $97,091Expenses 2020: $75,421Net Income 2020: $21,6702020Revenue 2021: $73,297Expenses 2021: $78,180Net Income 2021: -$4,8832021Revenue 2022: $109,408Expenses 2022: $94,464Net Income 2022: $14,9442022Revenue 2023: $166,931Expenses 2023: $147,753Net Income 2023: $19,1782023Revenue 2024: $165,508Expenses 2024: $136,924Net Income 2024: $28,5842024

Highlighted filing

2020

Revenue$97,091
Expenses$75,421
Net Income$21,670
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 4, 2021
Return Version
2019v5.1
Gross Receipts
$125,245
Mission and Program Overview

Mission

Enchancing the education of students

Education Services

Program Services

DescriptionGrantsExpenses
Programs and AssembliesVarious Educational opprotunities provided by other community resources-$13,016
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Merissa MennealyTreasurerPT$0--
Meredith DoerrSecretaryPT$0--
Melissa CarlstromFinancial SecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog a Thon----
Filing and Contact Details

Filer

Filer Name
Empresa Elementary PTA
EIN
33-0375938
Address
4850 Avenida Empresa, Oceanside, CA 92056

Signing Officer

Name
Yolanda Valle
Title
President
Phone
7609408454
Signed
2021-05-04
Discuss with paid preparer
No

Preparer

Firm
Lee Ann Richards Bookkeeping & Tax
Address
86 Oakwood Lane, Oceanside, CA 92054
Preparer
Lee Ann Richards
Phone
7604392446
Raw XML Appendix126 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/PersonNm0Merissa Mennealy
IRS990EZ/BooksInCareOfDetail/PhoneNum07609408454
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01696 Avenida Guillermo
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Oceanside
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092056
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012556
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034226
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt011926
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt021670
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0557
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012556
IRS990EZ/Form990TotalAssetsGrp/EOYAmt034226
IRS990EZ/FundraisingGrossIncomeAmt0111440
IRS990EZ/GrossReceiptsAmt0125245
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01879
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012556
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034226
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012556
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034226
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Merissa Mennealy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Meredith Doerr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Melissa Carlstrom
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Financial Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Education Services
IRS990EZ/PrintingPublicationsPostageAmt074864
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Programs and AssembliesVarious Educational opprotunities provided by other community resources
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013016
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt028154
IRS990EZ/SpecialEventsNetIncomeLossAmt083286
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt075421
IRS990EZ/TotalProgramServiceExpensesAmt013016
IRS990EZ/TotalRevenueAmt097091
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0true
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Jog a Thon
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Yolanda Valle
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07609408454
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Empresa Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0EMPR
ReturnHeader/Filer/EIN0330375938
ReturnHeader/Filer/USAddress/AddressLine1Txt04850 Avenida Empresa
ReturnHeader/Filer/USAddress/CityNm0Oceanside
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092056
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lee Ann Richards Bookkeeping & Tax
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt086 Oakwood Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oceanside
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092054
ReturnHeader/PreparerPersonGrp/PhoneNum07604392446
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lee Ann Richards
ReturnHeader/ReturnTs02021-05-12T12:42:23-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,226
Liabilities
$0
Net assets
$34,226
Revenue
$97,091
Expenses
$75,421
Net income
$21,670
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$1.66$1.37$0.29
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.19$1.67$1.48$0.19
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.15$1.09$0.94$0.15
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.05$0.73$0.78$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.97$0.75$0.22
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.13$0.80$0.76$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.09$0.09$1.09$1.01$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.00$2.19$0.93$0.23$0.70
2016Detailed filing. Detailed filing data is available for this year.$1.49$1.49$1.13$0.30$0.83
2015Detailed filing. Detailed filing data is available for this year.$0.67$0.67$0.13$0.03$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.57$0.57$0.36$0.16$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.37$0.38$0.28$0.10