Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2021 • EIN 33-0416005

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 08, 2021

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

79th percentile

36%

Higher net margin than 79% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

15th percentile

-26%

Faster asset growth than 15% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2021

Revenue Growth

14th percentile

-57%

Faster revenue growth than 14% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$17,566

Up $4,448 (+34%) from 2020

Net Assets

Up

$17,566

Up $4,448 (+34%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin79th percentile

Revenue

Down

$12,466

Down $29,253 (-70%) from 2020

Expenses

Down

$8,018

Down $52,266 (-87%) from 2020

Net Income

Up

$4,448

Up $23,013 (+124%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2021

Assets$17,566
Liabilities-
Net Assets$17,566
Open 2021 Filing

Operations Trend

Revenue Growth14th 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

2021

Revenue$12,466
Expenses$8,018
Net Income$4,448
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 8, 2021
Return Version
2020v4.0
Gross Receipts
$14,559
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, and 5th grade graduation$3,272-
To Support the staff of Shadow Hills Elementary through additional supplies and special in school opportunities.$3,094-
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
April ChisumSecretaryPT$0--
Amanda ZaussTreasurerPT$0--
Krystole PalmerVice PresidentPT$0--
Emily MinearPresidentPT$0--
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
April Chisum
Title
Secretary
Signed
2021-11-08
Discuss with paid preparer
Yes

Preparer

Firm
CWDL CPAs
Address
5151 Murphy Canyon Rd Ste 135, San Diego, CA 92123
Preparer
Eric R Gregg CPA
Phone
8585652700
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $258”

Other Expenses.1

“School Equipment $1800”

Other Expenses.2

“Staff Appreciation Week $1452”

Other Expenses.3

“In-School Events $1149”

Other Expenses.4

“Graduation $888”

Other Expenses.5

“Year Book $584”

Other Expenses.6

“Teacher/Student Supplies $493”

Other Expenses.7

“BANK CHARGES $10”

Raw XML Appendix167 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/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/BOYAmt013118
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017566
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01639
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04448
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01384
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt03206
IRS990EZ/GrossReceiptsAmt014559
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013118
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017566
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013118
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017566
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0April Chisum
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Amanda Zauss
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Krystole Palmer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Emily Minear
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06634
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/ProgramServiceRevenueAmt09714
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, and 5th grade graduation
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1To Support the staff of Shadow Hills Elementary through additional supplies and special in school opportunities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03272
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt13094
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02093
IRS990EZ/SpecialEventsNetIncomeLossAmt01113
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt08018
IRS990EZ/TotalProgramServiceExpensesAmt06366
IRS990EZ/TotalRevenueAmt012466
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt011353
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04984
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04652
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04147
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt025136
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03206
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt084246
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt084556
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt076614
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0248622
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0273758
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt014559
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt089230
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt089208
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt080761
IRS990ScheduleA/Total509Grp/TotalAmt0273758
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt014559
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt089230
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt089208
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt080761
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0273758
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1School Equipment $1800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Staff Appreciation Week $1452
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3In-School Events $1149
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Graduation $888
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Year Book $584
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Teacher/Student Supplies $493
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANK CHARGES $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0April Chisum
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-08
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/PreparerFirmGrp/PreparerFirmEIN0953606498
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CWDL CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05151 Murphy Canyon Rd Ste 135
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092123
ReturnHeader/PreparerPersonGrp/PhoneNum08585652700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eric R Gregg CPA
ReturnHeader/ReturnTs02021-11-08T11:21:18-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0April
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Chisum
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,566
Liabilities
-
Net assets
$17,566
Revenue
$12,466
Expenses
$8,018
Net income
$4,448
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