Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2020 • EIN 33-0416005

Jul 01, 2019 to Jun 30, 2020 • Filed on May 05, 2021

Organization ProfileN/A
8770 Harbison Canyon RdAlpine, CA 91901

(619) 445-2977

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$13,118

Down $18,565 (-59%) from 2019

Net Assets

Down

$13,118

Down $18,565 (-59%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Down

$41,719

Down $26,359 (-39%) from 2019

Expenses

Down

$60,284

Down $15,337 (-20%) from 2019

Net Income

Down

-$18,565

Down $11,022 (-146%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$13,118
Liabilities-
Net Assets$13,118
Open 2020 Filing

Operations Trend

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

2020

Revenue$41,719
Expenses$60,284
Net Income-$18,565
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 5, 2021
Return Version
2019v5.0
Gross Receipts
$89,230
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$46,896-
To Support the staff of Shadow Hills Elementary through additional supplies and special in school opportunities.$7,423-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
April ChisumSecretaryPT$0--
Amanda WilliamsTreasurerPT$0--
Karen SabinVice PresidentPT$0--
Amanda RuddPresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-Thon$45,309$45,309$17,643$27,666
Fall Festival$22,390$22,390$15,177$7,213
Total Events$82,461$82,461$47,511$34,950
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
2021-05-05
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 $232”

Other Expenses.1

“School Equipment $41133”

Other Expenses.2

“Year Book $3839”

Other Expenses.3

“In-School Events $2669”

Other Expenses.4

“Graduation $1924”

Other Expenses.5

“Teacher/Student Supplies $1653”

Other Expenses.6

“Red Ribbon Week $1623”

Other Expenses.7

“Staff Appreciation Week $1478”

Other Expenses.8

“BANK CHARGES $225”

Raw XML Appendix178 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/BOYAmt031683
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013118
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0265
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-18565
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05508
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031683
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013118
IRS990EZ/FundraisingGrossIncomeAmt082461
IRS990EZ/GrossReceiptsAmt089230
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04719
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031683
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013118
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031683
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013118
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0April Chisum
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Amanda Williams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Karen Sabin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Amanda Rudd
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt054776
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/ProgramServiceRevenueAmt01785
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/GrantsAndAllocationsAmt046896
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt17423
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt047511
IRS990EZ/SpecialEventsNetIncomeLossAmt034950
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt060284
IRS990EZ/TotalProgramServiceExpensesAmt054319
IRS990EZ/TotalRevenueAmt041719
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04984
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04652
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04147
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt013783
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt084246
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt084556
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt076614
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0245416
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0259199
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt089230
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt089208
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt080761
IRS990ScheduleA/Total509Grp/TotalAmt0259199
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt089230
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt089208
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt080761
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0259199
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt047511
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Jog-a-Thon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fall Festival
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt045309
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt022390
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt014762
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt082461
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt045309
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt022390
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt014762
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt082461
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt034950
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt014691
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt047511
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017643
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt015177
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1School Equipment $41133
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Year Book $3839
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3In-School Events $2669
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Graduation $1924
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Teacher/Student Supplies $1653
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Red Ribbon Week $1623
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Staff Appreciation Week $1478
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK CHARGES $225
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0April Chisum
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-05
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/ReturnTs02021-05-05T11:34:23-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,118
Liabilities
-
Net assets
$13,118
Revenue
$41,719
Expenses
$60,284
Net income
-$18,565
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