Civic Intelligence

Shadow Hills Elementary PTA

EIN 33-0416005 • 501(c)3 • Alpine, CA

Profile

The Shadow Hills Elementary PTA mission is to positively impact the lives of all children, families, and teachers within our school.

8770 Harbison Canyon RdAlpine, CA 91901

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

58th percentile

6.0%

Higher net margin than 58% of similar nonprofits.

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

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 2024

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

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

Revenue Growth

26th percentile

-32%

Faster revenue growth than 26% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$22,149

Up $2,148 (+11%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$22,149

Up $2,148 (+11%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin58th percentile

Revenue

Down

$35,854

Down $16,637 (-32%) from 2023

Expenses

Down

$33,706

Down $38,095 (-53%) from 2023

Net Income

Up

$2,148

Up $21,458 (+111%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

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

$40K$30K$20K$10K$0Assets 2018: $39,226Net Assets 2018: $39,2262018Assets 2019: $31,683Net Assets 2019: $31,6832019Assets 2020: $13,118Net Assets 2020: $13,1182020Assets 2021: $17,566Net Assets 2021: $17,5662021Assets 2022: $39,311Net Assets 2022: $39,3112022Assets 2023: $20,001Net Assets 2023: $20,0012023Assets 2024: $22,149Net Assets 2024: $22,1492024

Highlighted filing

2024

Assets$22,149
Liabilities-
Net Assets$22,149
Open 2024 Filing

Operations Trend

Revenue Growth26th percentile

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

$100K$50K$0-$50KRevenue 2018: $56,018Expenses 2018: $44,509Net Income 2018: $11,5092018Revenue 2019: $68,078Expenses 2019: $75,621Net Income 2019: -$7,5432019Revenue 2020: $41,719Expenses 2020: $60,284Net Income 2020: -$18,5652020Revenue 2021: $12,466Expenses 2021: $8,018Net Income 2021: $4,4482021Revenue 2022: $49,882Expenses 2022: $28,137Net Income 2022: $21,7452022Revenue 2023: $52,491Expenses 2023: $71,801Net Income 2023: -$19,3102023Revenue 2024: $35,854Expenses 2024: $33,706Net Income 2024: $2,1482024

Highlighted filing

2024

Revenue$35,854
Expenses$33,706
Net Income$2,148
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$22,149
Liabilities
-
Net assets
$22,149
Revenue
$35,854
Expenses
$33,706
Net income
$2,148
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.1$22.1$35.9$33.7$2.15
2023Detailed filing. Detailed filing data is available for this year.$20.0$20.0$52.5$71.8$19.3
2022Detailed filing. Detailed filing data is available for this year.$39.3$39.3$49.9$28.1$21.7
2021Detailed filing. Detailed filing data is available for this year.$17.6$17.6$12.5$8.02$4.45
2020Detailed filing. Detailed filing data is available for this year.$13.1$13.1$41.7$60.3$18.6
2019Detailed filing. Detailed filing data is available for this year.$31.7$31.7$68.1$75.6$7.54
2018Detailed filing. Detailed filing data is available for this year.$39.2$39.2$56.0$44.5$11.5
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$102,145
Mission and Program Overview

Mission

The Shadow Hills Elementary PTA mission is to positively impact the lives of all children, families, and teachers within our school.

Program Services

DescriptionGrantsExpenses
To enrich the learning and overall experience of the students at Shadow Hills Elementary through improvements to the school, an annual year book, an art docent, and 5th grade graduation-$29,484
To Support the staff of Shadow Hills Elementary through additional supplies and special in school opportunities.-$1,613
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Melinda DunnPresidentPT$0--
Christina JogoleffTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Parent events, Book fair, etc.$41,946$41,946$24,579$17,367
Fun Run$41,661$41,661$13,247$28,414
Total Events$102,145$102,145$66,291$35,854
Filing and Contact Details

Filer

Filer Name
Shadow Hills Elementary PTA
EIN
33-0416005
Phone
6194452977
Address
8770 Harbison Canyon Rd, Alpine, CA 91901

Signing Officer

Name
Christina Jogoleff
Title
Treasurer
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Team Gregg CPAs
Address
2011 Palomar Airport Rd Ste 101, Carlsbad, CA 92011
Preparer
Eric R Gregg CPA
Phone
6199871863
Supplemental Narrative

Additional Explanations

Other Expenses.1

“In-School Events $11649”

Other Expenses.2

“Graduation $8322”

Other Expenses.3

“Art Docent $5868”

Other Expenses.4

“Staff Appreciation Week $3200”

Other Expenses.5

“Teacher/Student Supplies $1613”

Other Expenses.6

“supplies $1258”

Other Expenses.7

“School Equipment $445”

Raw XML Appendix171 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/PersonNm0Shadow Hills Elementray PTA
IRS990EZ/BooksInCareOfDetail/PhoneNum06194452977
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08770 Harbison Canyon Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Alpine
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091901
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020001
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022149
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02148
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01351
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020001
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022149
IRS990EZ/FundraisingGrossIncomeAmt0102145
IRS990EZ/GrossReceiptsAmt0102145
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020001
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022149
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020001
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022149
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Melinda Dunn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Christina Jogoleff
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt032355
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The Shadow Hills Elementary PTA mission is to positively impact the lives of all children, families, and teachers within our school.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To enrich the learning and overall experience of the students at Shadow Hills Elementary through improvements to the school, an annual year book, an art docent, and 5th grade graduation
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1To Support the staff of Shadow Hills Elementary through additional supplies and special in school opportunities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029484
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11613
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt066291
IRS990EZ/SpecialEventsNetIncomeLossAmt035854
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt033706
IRS990EZ/TotalProgramServiceExpensesAmt031097
IRS990EZ/TotalRevenueAmt035854
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05291
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03629
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt011353
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04984
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt025257
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0102145
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0133188
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0117714
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03206
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt084246
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0440499
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0465756
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0102145
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0138479
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0121343
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt014559
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt089230
IRS990ScheduleA/Total509Grp/TotalAmt0465756
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0102145
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0138479
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0121343
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt014559
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt089230
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0465756
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt066291
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Parent events, Book fair, etc.
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fun Run
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt041946
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt041661
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt018538
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0102145
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt041946
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt041661
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt018538
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0102145
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt035854
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt028465
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt066291
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt024579
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt013247
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0In-School Events $11649
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Graduation $8322
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Art Docent $5868
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Staff Appreciation Week $3200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Teacher/Student Supplies $1613
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5supplies $1258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6School Equipment $445
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Christina Jogoleff
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Shadow Hills Elementary PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PTA CA Congress of Parents Teacher Assoc
ReturnHeader/Filer/BusinessNameControlTxt0SHAD
ReturnHeader/Filer/EIN0330416005
ReturnHeader/Filer/PhoneNum06194452977
ReturnHeader/Filer/USAddress/AddressLine1Txt08770 Harbison Canyon Rd
ReturnHeader/Filer/USAddress/CityNm0Alpine
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091901
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823980599
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Team Gregg CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02011 Palomar Airport Rd Ste 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Carlsbad
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092011
ReturnHeader/PreparerPersonGrp/PhoneNum06199871863
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eric R Gregg CPA
ReturnHeader/ReturnTs02025-05-15T12:39:55-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.