Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2018 • EIN 33-0416005

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 05, 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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

77th percentile

21%

Higher net margin than 77% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$39,226

No earlier filing loaded for comparison.

Net Assets

$39,226

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin77th percentile

Revenue

$56,018

No earlier filing loaded for comparison.

Expenses

$44,509

No earlier filing loaded for comparison.

Net Income

$11,509

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2018

Assets$39,226
Liabilities-
Net Assets$39,226
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2018

Revenue$56,018
Expenses$44,509
Net Income$11,509
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 5, 2019
Return Version
2017v2.3
Gross Receipts
$80,761
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 PROMOTE THE WELFARE OF THE STUDENTS$15,000$17,525
TO SUPPORT THE STAFF AND INCREASE HOME/COMMUNITY INVOLVEMENT-$4,800
TO ENRICH THE LEARNING OF THE STUDENTS-$3,938
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHANTELLE SAN NICOLASPresidentPT$0--
SHANNON WARDVice PresidePT$0--
KELLY NELSONSecretaryPT$0--
HELENA LOPEZTreasurerPT$0--
NIKKI MORGANParliamentarPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$33,755$33,755-$33,755
Fall Festival$15,999$15,999$8,444$7,555
Total Events$63,430$63,430$19,219$44,211
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
2019-11-05
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: alpine union school district address: 2001 tavern rd alpine, ca 91901 cash contribution: 15,000”

Form 990-ez, Part I, Line 16

“Expenses insurance 228 bank charges 24 credit card fees 174 membership expenses 416 art program 1,378 awards and recognition 1,051 classroom supplies 939 family event expenses 3,906 small programs 395 hospitality 605 campus beautification 1,621 red ribbon week 1,079 staff appreciation 289 total 12,105”

Raw XML Appendix154 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.

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IRS990EZ/BooksInCareOfDetail/PhoneNum06194452977
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08770 HARBISON CANYON RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ALPINE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091901
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IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHANTELLE SAN NICOLAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHANNON WARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KELLY NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HELENA LOPEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NIKKI MORGAN
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/OtherExpensesTotalAmt012105
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OUR MISSION IS TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES.
IRS990EZ/ProgramServiceRevenueAmt04940
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/GrantsAndAllocationsAmt015000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03938
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt117525
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24800
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt024743
IRS990EZ/SpecialEventsNetIncomeLossAmt046931
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044509
IRS990EZ/TotalProgramServiceExpensesAmt026263
IRS990EZ/TotalRevenueAmt056018
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04147
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04147
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt076614
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt076614
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt080761
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt080761
IRS990ScheduleA/Total509Grp/TotalAmt080761
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt080761
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt080761
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019219
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt033755
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015999
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt013676
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt063430
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt033755
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt015999
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt013676
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt063430
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt044211
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt010775
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019219
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08444
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASS OF ACTIVITY: EDUCATIONAL NAME: ALPINE UNION SCHOOL DISTRICT ADDRESS: 2001 TAVERN RD ALPINE, CA 91901 CASH CONTRIBUTION: 15,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES INSURANCE 228 BANK CHARGES 24 CREDIT CARD FEES 174 MEMBERSHIP EXPENSES 416 ART PROGRAM 1,378 AWARDS AND RECOGNITION 1,051 CLASSROOM SUPPLIES 939 FAMILY EVENT EXPENSES 3,906 SMALL PROGRAMS 395 HOSPITALITY 605 CAMPUS BEAUTIFICATION 1,621 RED RIBBON WEEK 1,079 STAFF APPRECIATION 289 TOTAL 12,105
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HELENA LOPEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-05
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
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.176.184.198
ReturnHeader/FilingSecurityInformation/IPDt02019-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:40:43
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/PreparationDt02019-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOANNE GODDARD-HACKETT
ReturnHeader/ReturnTs02019-11-12T11:40:43-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,226
Liabilities
-
Net assets
$39,226
Revenue
$56,018
Expenses
$44,509
Net income
$11,509
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