Civic Intelligence

PTA California Congress of Parents

EIN 33-0407599 • 501(c)3 • Carlsbad, CA

Profile

Provide school wide events for students

1905 Magnolia AnenueCarlsbad, CA 92008-2632

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

51st percentile

2.1%

Higher net margin than 51% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

64th percentile

6.6%

Faster asset growth than 64% of similar nonprofits.

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

Revenue Growth

63rd percentile

8.5%

Faster revenue growth than 63% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$94,463

Up $12,938 (+16%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Up

$94,463

Up $12,938 (+16%) from 2021

Operations
Liabilities / Revenue62nd percentileNet Margin51st percentile

Revenue

Up

$226,578

Up $117,428 (+108%) from 2021

Expenses

Up

$221,739

Up $158,951 (+253%) from 2021

Net Income

Down

$4,839

Down $41,523 (-90%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2014: $51,002Liabilities 2014: $0Net Assets 2014: $51,0022014Assets 2016: $63,318Liabilities 2016: $0Net Assets 2016: $63,3182016Assets 2017: $69,898Liabilities 2017: $0Net Assets 2017: $69,8982017Assets 2019: $37,456Liabilities 2019: $0Net Assets 2019: $37,4562019Assets 2020: $35,163Liabilities 2020: $0Net Assets 2020: $35,1632020Assets 2021: $81,525Liabilities 2021: $0Net Assets 2021: $81,5252021Assets 2025: $94,463Liabilities 2025: $0Net Assets 2025: $94,4632025

Highlighted filing

2025

Assets$94,463
Liabilities$0
Net Assets$94,463
Open 2025 Filing

Operations Trend

Revenue Growth63rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2014: $83,248Expenses 2014: $78,769Net Income 2014: $4,4792014Revenue 2016: $117,109Expenses 2016: $113,315Net Income 2016: $3,7942016Revenue 2017: $131,734Expenses 2017: $125,154Net Income 2017: $6,5802017Revenue 2019: $168,571Expenses 2019: $190,904Net Income 2019: -$22,3332019Revenue 2020: $158,052Expenses 2020: $160,417Net Income 2020: -$2,3652020Revenue 2021: $109,150Expenses 2021: $62,788Net Income 2021: $46,3622021Revenue 2025: $226,578Expenses 2025: $221,739Net Income 2025: $4,8392025

Highlighted filing

2025

Revenue$226,578
Expenses$221,739
Net Income$4,839
Open 2025 Filing

Filings

Most recent year

2025 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$94,463
Liabilities
$0
Net assets
$94,463
Revenue
$226,578
Expenses
$221,739
Net income
$4,839
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$2.27$2.22$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.00$0.82$1.09$0.63$0.46
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.00$0.35$1.58$1.60$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$1.69$1.91$0.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.00$0.70$1.32$1.25$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$1.17$1.13$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.83$0.79$0.04
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$186,375
Mission and Program Overview

Mission

Provide school wide events for students

Program Services

DescriptionGrantsExpenses
Provide school wide events for students and their families learning materials and supplies for students teaching supplies and materials for staff and help fund the arts & garden-$184,381
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lauren BaskinsPresidentPT$0--
Kateri Roybal-LothamerExecutive VP-$0--
Carrie GommelRecording Secretary-$0--
Melissa GenewichFinancial Secretary-$0--
Kyla RutledgeTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
All----
Filing and Contact Details

Filer

Filer Name
PTA California Congress of Parents Magnolia
EIN
33-0407599
Address
1905 Magnolia Anenue, Carlsbad, CA 92008-2632

Signing Officer

Name
Ashley McCaw
Title
Treasurer
Phone
7603315600
Signed
2019-11-12
Discuss with paid preparer
No

Preparer

Firm
Tax Preparation Service
Address
2755 Jefferson Street Suite 102, Carlsbad, CA 92008
Preparer
Lisa Bruhn
Phone
7607297444
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountClassroom Equipment 1,782Fundraising Direct Expenses 14Paypal/Square/CC Processing Costs 3,048PTA Expenses 1,094Program Service Expenses 184,381Membership Dues Pass Through 40”

Raw XML Appendix165 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/PersonNm0Kyla Rutledge
IRS990EZ/BooksInCareOfDetail/PhoneNum07603315600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01905 Magnolia Anenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Carlsbad
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0920082632
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt059789
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt037456
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010602
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-22333
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0545
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt059789
IRS990EZ/Form990TotalAssetsGrp/EOYAmt037456
IRS990EZ/FundraisingGrossIncomeAmt076958
IRS990EZ/GrossReceiptsAmt0186375
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt059789
IRS990EZ/NetAssetsOrFundBalancesEOYAmt037456
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt059789
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt037456
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lauren Baskins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kateri Roybal-Lothamer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Carrie Gommel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Melissa Genewich
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kyla Rutledge
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Executive VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Recording Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Financial Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0190359
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide school wide events for students
IRS990EZ/ProgramServiceRevenueAmt098815
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide school wide events for students and their families learning materials and supplies for students teaching supplies and materials for staff and help fund the arts & garden
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0184381
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt017804
IRS990EZ/SpecialEventsNetIncomeLossAmt059154
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0190904
IRS990EZ/TotalProgramServiceExpensesAmt0184381
IRS990EZ/TotalRevenueAmt0168571
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010602
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt015443
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt076752
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt054071
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt044998
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0201866
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0175772
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0150132
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt064988
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt071407
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt054532
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0516831
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0718697
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0186374
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0165575
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0141740
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0125478
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt099530
IRS990ScheduleA/Total509Grp/TotalAmt0718697
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0186374
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0165575
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0141740
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0125478
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt099530
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0718697
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0All
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountClassroom Equipment 1,782Fundraising Direct Expenses 14Paypal/Square/CC Processing Costs 3,048PTA Expenses 1,094Program Service Expenses 184,381Membership Dues Pass Through 40
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Ashley McCaw
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07603315600
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA California Congress of Parents Magnolia
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0330407599
ReturnHeader/Filer/USAddress/AddressLine1Txt01905 Magnolia Anenue
ReturnHeader/Filer/USAddress/CityNm0Carlsbad
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0920082632
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BFC169E3F6425741AA36ABE36513D285824300C9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BFC169E3F6425741AA36ABE36513D285824300C9
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03070222019318tgzzsih
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.190.2.177
ReturnHeader/FilingSecurityInformation/IPDt02019-11-14
ReturnHeader/FilingSecurityInformation/IPTm017:55:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832928123
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tax Preparation Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02755 Jefferson Street Suite 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Carlsbad
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092008
ReturnHeader/PreparerPersonGrp/PhoneNum07607297444
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lisa Bruhn
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-14T17:53:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits