Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2019 • EIN 33-0416005

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 07, 2019

Organization ProfileN/A
8770 Harbison Canyon RdAlpine, CA 91901

(619) 445-2977

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

23rd percentile

-11%

Higher net margin than 23% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

21st percentile

-19%

Faster asset growth than 21% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

74th percentile

22%

Faster revenue growth than 74% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$31,683

Down $7,543 (-19%) from 2018

Net Assets

Down

$31,683

Down $7,543 (-19%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin23rd percentile

Revenue

Up

$68,078

Up $12,060 (+22%) from 2018

Expenses

Up

$75,621

Up $31,112 (+70%) from 2018

Net Income

Down

-$7,543

Down $19,052 (-166%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$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

2019

Assets$31,683
Liabilities-
Net Assets$31,683
Open 2019 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$68,078
Expenses$75,621
Net Income-$7,543
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 7, 2019
Return Version
2018v3.1
Gross Receipts
$89,208
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.

Our mission is to positively impact the lives of all children and families.

Program Services

DescriptionGrantsExpenses
TO ENRICH THE LEARNING OF THE STUDENTS$37,508$50,894
TO SUPPORT THE STAFF AND INCREASE HOME/COMMUNITY INVOLVEMENT-$5,099
TO PROMOTE THE WELFARE OF THE STUDENTS-$2,872
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHANTELLE SAN NICOLASPresidentPT$0--
KAREN SABINVice PresidePT$0--
KATHRYN MCAHRENSecretaryPT$0--
HELENA LOPEZTreasurerPT$0--
SARA BLOOM CASTORENAParliamentarPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$41,136$41,136-$41,136
Fall Festival$18,772$18,772$7,309$11,463
Total Events$67,207$67,207$12,737$54,470
Filing and Contact Details

Filer

Filer Name
Shadow Hills Elementary Pta
EIN
33-0416005
Address
8770 HARBISON CANYON RD, ALPINE, CA 91901

Signing Officer

Name
Helena Lopez
Title
Treasurer
Signed
2019-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Hackett Metsker & Oswald Cpas
Address
5741 PALMER WAY SUITE A, CARLSBAD, CA 92010-7248
Preparer
Joanne Goddard-hackett
Phone
7604389500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Class of activity: educational name: shadow hills elementary school address: 8770 harbison canyon rd alpine, ca 91901 cash contribution: 37,508”

Form 990-ez, Part I, Line 16

“Expenses office 856 insurance 232 bank charges 24 credit card fees 168 art program 1,565 awards and recognition 1,028 classroom supplies 1,125 family event expenses 3,591 field trips 2,174 small programs 864 hospitality 768 red ribbon week 980 staff appreciation 740 school equipment 8,522 total 22,637”

Raw XML Appendix160 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/BusinessName/BusinessNameLine1Txt0SHADOW HILLS ELEMENTARY 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/BOYAmt039226
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031683
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04652
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7543
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt015440
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039226
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031683
IRS990EZ/FundraisingGrossIncomeAmt078799
IRS990EZ/GrantsAndSimilarAmountsPaidAmt037508
IRS990EZ/GrossReceiptsAmt089208
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039226
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031683
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039226
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031683
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHANTELLE SAN NICOLAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KAREN SABIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATHRYN MCAHREN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HELENA LOPEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SARA BLOOM CASTORENA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PARLIAMENTAR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt022637
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OUR MISSION IS TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES.
IRS990EZ/PrintingPublicationsPostageAmt036
IRS990EZ/ProgramServiceRevenueAmt05757
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO ENRICH THE LEARNING OF THE STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROMOTE THE WELFARE OF THE STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO SUPPORT THE STAFF AND INCREASE HOME/COMMUNITY INVOLVEMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt037508
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt050894
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12872
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25099
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt021130
IRS990EZ/SpecialEventsNetIncomeLossAmt057669
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt075621
IRS990EZ/TotalProgramServiceExpensesAmt058865
IRS990EZ/TotalRevenueAmt068078
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04652
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04147
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt08799
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt084556
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt076614
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0161170
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0169969
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt089208
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt080761
IRS990ScheduleA/Total509Grp/TotalAmt0169969
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt089208
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt080761
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0169969
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012737
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt041136
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018772
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07299
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt067207
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt041136
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018772
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07299
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt067207
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt054470
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt05428
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012737
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07309
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASS OF ACTIVITY: EDUCATIONAL NAME: SHADOW HILLS ELEMENTARY SCHOOL ADDRESS: 8770 HARBISON CANYON RD ALPINE, CA 91901 CASH CONTRIBUTION: 37,508
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 856 INSURANCE 232 BANK CHARGES 24 CREDIT CARD FEES 168 ART PROGRAM 1,565 AWARDS AND RECOGNITION 1,028 CLASSROOM SUPPLIES 1,125 FAMILY EVENT EXPENSES 3,591 FIELD TRIPS 2,174 SMALL PROGRAMS 864 HOSPITALITY 768 RED RIBBON WEEK 980 STAFF APPRECIATION 740 SCHOOL EQUIPMENT 8,522 TOTAL 22,637
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HELENA LOPEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHADOW HILLS ELEMENTARY PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PTA CA CONGRESS OF PARENTS TEACHER
ReturnHeader/Filer/BusinessNameControlTxt0SHAD
ReturnHeader/Filer/EIN0330416005
ReturnHeader/Filer/USAddress/AddressLine1Txt08770 HARBISON CANYON RD
ReturnHeader/Filer/USAddress/CityNm0ALPINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091901
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CDABEC02FF21F1679A7C25B777C6944DD9720C93
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CDABEC02FF21F1679A7C25B777C6944DD9720C93
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.176.184.198
ReturnHeader/FilingSecurityInformation/IPDt02019-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:35:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261081736
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HACKETT METSKER & OSWALD CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05741 PALMER WAY SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARLSBAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920107248
ReturnHeader/PreparerPersonGrp/PhoneNum07604389500
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOANNE GODDARD-HACKETT
ReturnHeader/ReturnTs02019-11-12T11:35:06-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,683
Liabilities
-
Net assets
$31,683
Revenue
$68,078
Expenses
$75,621
Net income
-$7,543
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