Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2022 • EIN 33-0416005

Jul 01, 2021 to Jun 30, 2022 • Filed on May 15, 2023

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

87th percentile

44%

Higher net margin than 87% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

93rd percentile

124%

Faster asset growth than 93% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

94th percentile

300%

Faster revenue growth than 94% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$39,311

Up $21,745 (+124%) from 2021

Net Assets

Up

$39,311

Up $21,745 (+124%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin87th percentile

Revenue

Up

$49,882

Up $37,416 (+300%) from 2021

Expenses

Up

$28,137

Up $20,119 (+251%) from 2021

Net Income

Up

$21,745

Up $17,297 (+389%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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

2022

Assets$39,311
Liabilities-
Net Assets$39,311
Open 2022 Filing

Operations Trend

Revenue Growth94th 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

2022

Revenue$49,882
Expenses$28,137
Net Income$21,745
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 15, 2023
Return Version
2021v4.1
Gross Receipts
$121,343
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-$21,329
To Support the staff of Shadow Hills Elementary through additional supplies and special in school opportunities.-$5,165
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
April ChisumTreasurerPT$0--
Rachel RingelspaughSecretaryPT$0--
Claudia SanchezPresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$55,899$55,899$26,101$29,798
Fall Festival$33,625$33,625$16,710$16,915
Total Events$117,714$117,714$71,461$46,253
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
2023-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Team Gregg CPAs
Address
5151 Murphy Canyon Rd - Ste 135, San Diego, CA 92123
Preparer
Eric R Gregg CPA
Phone
6199871863
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $268”

Other Expenses.1

“In-School Events $12342”

Other Expenses.2

“Graduation $4520”

Other Expenses.3

“Year Book $4467”

Other Expenses.4

“Staff Appreciation Week $2160”

Other Expenses.5

“Teacher/Student Supplies $1589”

Other Expenses.6

“School Equipment $1416”

Other Expenses.7

“BANK CHARGES $71”

Raw XML Appendix183 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/BOYAmt017566
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt039311
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03629
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt021745
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01304
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017566
IRS990EZ/Form990TotalAssetsGrp/EOYAmt039311
IRS990EZ/FundraisingGrossIncomeAmt0117714
IRS990EZ/GrossReceiptsAmt0121343
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017566
IRS990EZ/NetAssetsOrFundBalancesEOYAmt039311
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017566
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt039311
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0April Chisum
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Rachel Ringelspaugh
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Claudia Sanchez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt026833
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, and 5th grade graduation
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1To Support the staff of Shadow Hills Elementary through additional supplies and special in school opportunities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021329
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15165
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt071461
IRS990EZ/SpecialEventsNetIncomeLossAmt046253
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt028137
IRS990EZ/TotalProgramServiceExpensesAmt026494
IRS990EZ/TotalRevenueAmt049882
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03629
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011353
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04984
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04652
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04147
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt028765
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0117714
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03206
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt084246
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt084556
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt076614
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0366336
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0395101
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0121343
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt014559
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt089230
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt089208
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt080761
IRS990ScheduleA/Total509Grp/TotalAmt0395101
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0121343
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt014559
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt089230
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt089208
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt080761
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0395101
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt071461
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fun Run
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fall Festival
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt055899
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt033625
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt028190
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0117714
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt055899
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt033625
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt028190
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0117714
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt046253
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt028650
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt071461
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt026101
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt016710
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $268
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1In-School Events $12342
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Graduation $4520
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Year Book $4467
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Staff Appreciation Week $2160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Teacher/Student Supplies $1589
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6School Equipment $1416
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANK CHARGES $71
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/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0April Chisum
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
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/PreparerFirmGrp/PreparerFirmEIN0823980599
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Team Gregg 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/PhoneNum06199871863
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eric R Gregg CPA
ReturnHeader/ReturnTs02023-05-15T11:39:31-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0April
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Chisum
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,311
Liabilities
-
Net assets
$39,311
Revenue
$49,882
Expenses
$28,137
Net income
$21,745
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