Civic Intelligence

Willard B Hage Elementary PTA PTA California Congress of Parents Teach

990EZ • Fiscal year 2022 • EIN 33-0434214

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 05, 2022

9750 Galvin AvSan Diego, CA 92126

(619) 977-6052

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

83rd percentile

37%

Higher net margin than 83% of similar nonprofits.

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

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% 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

22nd percentile

-20%

Faster asset growth than 22% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Revenue Growth

29th percentile

-13%

Faster revenue growth than 29% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Assets

Down

$20,374

Down $11,616 (-36%) from 2020

Net Assets

Up

$36,707

Up $4,717 (+15%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$45,993

Down $14,610 (-24%) from 2020

Expenses

Down

$29,115

Down $12,756 (-30%) from 2020

Net Income

Down

$16,878

Down $1,854 (-9.9%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40K$30K$20K$10K$0Assets 2011: $10,044Liabilities 2011: $0Net Assets 2011: $10,0442011Assets 2012: $18,726Liabilities 2012: $0Net Assets 2012: $18,7262012Assets 2014: $6,239Net Assets 2014: $6,2392014Assets 2015: $11,063Net Assets 2015: $11,0632015Assets 2016: $2,894Net Assets 2016: $2,8942016Assets 2017: $9,171Net Assets 2017: $9,1712017Assets 2018: $14,218Liabilities 2018: $0Net Assets 2018: $14,2182018Assets 2019: $13,258Liabilities 2019: $0Net Assets 2019: $13,2582019Assets 2020: $31,990Net Assets 2020: $31,9902020Assets 2022: $20,374Net Assets 2022: $36,7072022Assets 2023: $22,163Net Assets 2023: $22,1632023Assets 2024: $15,814Net Assets 2024: $15,8142024Assets 2025: $33,393Net Assets 2025: $33,3932025

Highlighted filing

2022

Assets$20,374
Liabilities-
Net Assets$36,707

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2011: $43,199Expenses 2011: $40,360Net Income 2011: $2,8392011Revenue 2012: $68,102Expenses 2012: $59,420Net Income 2012: $8,6822012Revenue 2014: $48,836Expenses 2014: $54,502Net Income 2014: -$5,6662014Revenue 2015: $42,208Expenses 2015: $37,384Net Income 2015: $4,8242015Revenue 2016: $49,082Expenses 2016: $55,227Net Income 2016: -$6,1452016Revenue 2017: $58,126Expenses 2017: $51,849Net Income 2017: $6,2772017Revenue 2018: $87,586Expenses 2018: $82,546Net Income 2018: $5,0402018Revenue 2019: $51,657Expenses 2019: $52,617Net Income 2019: -$9602019Revenue 2020: $60,603Expenses 2020: $41,871Net Income 2020: $18,7322020Revenue 2022: $45,993Expenses 2022: $29,115Net Income 2022: $16,8782022Revenue 2023: $52,293Expenses 2023: $50,504Net Income 2023: $1,7892023Revenue 2024: $38,452Expenses 2024: $44,801Net Income 2024: -$6,3492024Revenue 2025: $75,114Expenses 2025: $57,535Net Income 2025: $17,5792025

Highlighted filing

2022

Revenue$45,993
Expenses$29,115
Net Income$16,878
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 5, 2022
Return Version
2021v4.2
Gross Receipts
$78,195
Mission and Program Overview

Mission

Enrich the public school childrens' education and support teachers and staff.

Enrich the public school dhildren's education and support teachers and staff.

Program Services

DescriptionGrantsExpenses
ENRICH THE PUBLIC SCHOOL CHILDREN'S EDUCATION AND SUPPORT TEACHERS AND STAFF.-$40,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RIANNAH MILLIGANPresidentPT$0--
AMANDA ROTHTreasurerPT$0--
ALYSSA GONZALEZSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apex Fun Run$43,880$43,880$20,350$23,530
5th Grade Promotion$6,164$6,164$5,911$253
Total Events$55,997$55,997$32,202$23,795
Filing and Contact Details

Filer

Filer Name
Willard B Hage Elementary Pta
EIN
33-0434214
Phone
6199776052
Address
9750 GALVIN AV, SAN DIEGO, CA 92126

Signing Officer

Name
Kristyn Pittenger
Title
Treasurer
Phone
6199776052
Signed
2022-11-05
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
5222 BALBOA AVE, SAN DIEGO, CA 92117
Preparer
Rita Walz
Phone
8582791780
Supplemental Narrative

Additional Explanations

Part 1, Line 16- Other Expenses

ADMIN-ACOUNTING FEES 395

Part 1, Line 16

OFFICE SUPPLIES 521

Part 1, Line 16

PTA COUNCIL FEES 50

Part 1, Line 16

Pta insurance expense 258

Part 1, Line 16

Program expense-classroom subscriptions 2,283

Part 1, Line 16

Program expense, copier contract 3,000

Part 1, Line 16

Program expense-fall fest 1,975

Part 1, Line 16

Program expense-family night 2,969

Part 1, Line 16

Program expense-pe programs 3,249

Part 1, Line 16

Program expense- teacher appreciation 1,371

Part 1, Line 16

Program expense-teacher reimbursements 4,311

Part 1, Line 16

Program expense-vapa 4,365

Part 1, Line 16

Other program expenses 4,368

Part III, Line 31 Statement of Program Service Accomplishments

Academic enrichment programs reached out to all 600 students. Costs were approximately $40,000.

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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Escondido
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
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IRS990EZ/MembershipDuesAmt01247
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt16.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RIANNAH MILLIGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMANDA ROTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALYSSA GONZALEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt029115
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENRICH THE PUBLIC SCHOOL DHILDREN'S EDUCATION AND SUPPORT TEACHERS AND STAFF.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ENRICH THE PUBLIC SCHOOL CHILDREN'S EDUCATION AND SUPPORT TEACHERS AND STAFF.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt040000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt032202
IRS990EZ/SpecialEventsNetIncomeLossAmt023795
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029115
IRS990EZ/TotalProgramServiceExpensesAmt040000
IRS990EZ/TotalRevenueAmt045993
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0UNDER CA PTA COUNCIL
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt022198
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt031312
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02649
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt018425
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt012878
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt087462
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt068772
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt074708
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0143480
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt055997
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt055997
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0286939
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt078195
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt031312
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02649
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt087197
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt087586
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt031312
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt087197
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt087586
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0286939
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt032202
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm05TH GRADE PROMOTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0APEX FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt06164
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt043880
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05953
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt06164
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt043880
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05953
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt055997
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023795
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt05941
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt032202
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05911
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt020350
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0false
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADMIN-ACOUNTING FEES 395
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICE SUPPLIES 521
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PTA COUNCIL FEES 50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PTA INSURANCE EXPENSE 258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROGRAM EXPENSE-CLASSROOM SUBSCRIPTIONS 2,283
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROGRAM EXPENSE, COPIER CONTRACT 3,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROGRAM EXPENSE-FALL FEST 1,975
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PROGRAM EXPENSE-FAMILY NIGHT 2,969
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PROGRAM EXPENSE-PE PROGRAMS 3,249
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PROGRAM EXPENSE- TEACHER APPRECIATION 1,371
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PROGRAM EXPENSE-TEACHER REIMBURSEMENTS 4,311
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PROGRAM EXPENSE-VAPA 4,365
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12OTHER PROGRAM EXPENSES 4,368
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13ACADEMIC ENRICHMENT PROGRAMS REACHED OUT TO ALL 600 STUDENTS. COSTS WERE APPROXIMATELY $40,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1, LINE 16- OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART 1, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART 1, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART 1, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART 1, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART 1, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6PART 1, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7PART 1, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8PART 1, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9PART 1, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10PART 1, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11PART 1, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12PART 1, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13PART III, LINE 31 STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTYN PITTENGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06199776052
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLARD B HAGE ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0HAGE
ReturnHeader/Filer/EIN0330434214
ReturnHeader/Filer/PhoneNum06199776052
ReturnHeader/Filer/USAddress/AddressLine1Txt09750 GALVIN AV
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092126
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05222 BALBOA AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092117
ReturnHeader/PreparerPersonGrp/PhoneNum08582791780
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rita Walz
ReturnHeader/ReturnTs02022-11-05T18:32:44Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KRISTYN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PITTENGER
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$33.4$33.4$75.1$57.5$17.6
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.8$15.8$38.5$44.8$6.35
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.2$22.2$52.3$50.5$1.79
2022Detailed filing. Detailed filing data is available for this year.$20.4$36.7$46.0$29.1$16.9
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.0$32.0$60.6$41.9$18.7
2019Detailed filing. Detailed filing data is available for this year.$13.3$0.00$13.3$51.7$52.6$0.96
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.2$0.00$14.2$87.6$82.5$5.04
2017Detailed filing. Detailed filing data is available for this year.$9.17$9.17$58.1$51.8$6.28
2016Detailed filing. Detailed filing data is available for this year.$2.89$2.89$49.1$55.2$6.15
2015Detailed filing. Detailed filing data is available for this year.$11.1$11.1$42.2$37.4$4.82
2014Detailed filing. Detailed filing data is available for this year.$6.24$6.24$48.8$54.5$5.67
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.7$0.00$18.7$68.1$59.4$8.68
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.0$0.00$10.0$43.2$40.4$2.84