Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2023 • EIN 33-0416005

Jul 01, 2022 to Jun 30, 2023 • Filed on May 14, 2024

8770 Harbison Canyon RdAlpine, CA 91901

(619) 445-2977

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$20,001

Down $19,310 (-49%) from 2022

Net Assets

Down

$20,001

Down $19,310 (-49%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Up

$52,491

Up $2,609 (+5.2%) from 2022

Expenses

Up

$71,801

Up $43,664 (+155%) from 2022

Net Income

Down

-$19,310

Down $41,055 (-189%) from 2022

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

2023

Assets$20,001
Liabilities-
Net Assets$20,001

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

2023

Revenue$52,491
Expenses$71,801
Net Income-$19,310
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 14, 2024
Return Version
2022v5.0
Gross Receipts
$138,489
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-$51,507
To Support the staff of Shadow Hills Elementary through additional supplies and special in school opportunities.-$18,471
Compensation and Service Providers

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$59,473$59,473$27,802$31,671
Parent events, Book fair, etc.$45,097$45,097$38,356$6,741
Total Events$133,198$133,198$85,998$47,200
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
2024-05-14
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.1002

Office Expenses $497

Other Expenses.1012

Insurance $272

Other Expenses.1

School Equipment $46975

Other Expenses.2

In-School Events $14002

Other Expenses.3

Graduation $3960

Other Expenses.4

Staff Appreciation Week $2440

Other Expenses.5

Teacher/Student Supplies $2029

Other Expenses.6

Year Book $572

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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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ReturnHeader/ReturnTs02024-05-14T10:43:15-07:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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Filings