Civic Intelligence

PTA California Congress of Parents- Res Rancho Elementary School

990EZ • Fiscal year 2018 • EIN 33-0501451

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 05, 2018

Organization ProfileN/A
31530 LA SerenaTemecula, CA 92591

(951) 378-1140

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

9th percentile

-45%

Higher net margin than 9% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

12th percentile

-38%

Faster asset growth than 12% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

12th percentile

-43%

Faster revenue growth than 12% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$10,062

Down $6,248 (-38%) from 2017

Net Assets

Down

$10,062

Down $6,248 (-38%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin9th percentile

Revenue

Down

$13,890

Down $10,480 (-43%) from 2017

Expenses

Down

$20,138

Down $3,190 (-14%) from 2017

Net Income

Down

-$6,248

Down $7,290 (-700%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$30K$20K$10K$0Assets 2014: $12,800Net Assets 2014: $12,8002014Assets 2015: $13,978Net Assets 2015: $13,9782015Assets 2016: $15,011Liabilities 2016: $0Net Assets 2016: $15,0112016Assets 2017: $16,310Liabilities 2017: $0Net Assets 2017: $16,3102017Assets 2018: $10,062Liabilities 2018: $0Net Assets 2018: $10,0622018Assets 2019: $10,597Liabilities 2019: $0Net Assets 2019: $10,5972019Assets 2023: $23,154Net Assets 2023: $23,1542023Assets 2024: $19,746Net Assets 2024: $19,7462024Assets 2025: $27,061Net Assets 2025: $27,0612025

Highlighted filing

2018

Assets$10,062
Liabilities$0
Net Assets$10,062
Open 2018 Filing

Operations Trend

Revenue Growth12th percentile

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

$60K$40K$20K$0-$20KRevenue 2014: $20,973Expenses 2014: $22,105Net Income 2014: -$1,1322014Revenue 2015: $23,919Expenses 2015: $22,741Net Income 2015: $1,1782015Revenue 2016: $24,732Expenses 2016: $23,713Net Income 2016: $1,0192016Revenue 2017: $24,370Expenses 2017: $23,328Net Income 2017: $1,0422017Revenue 2018: $13,890Expenses 2018: $20,138Net Income 2018: -$6,2482018Revenue 2019: $43,829Expenses 2019: $43,294Net Income 2019: $5352019Revenue 2023: $34,312Expenses 2023: $28,753Net Income 2023: $5,5592023Revenue 2024: $29,498Expenses 2024: $32,906Net Income 2024: -$3,4082024Revenue 2025: $41,748Expenses 2025: $34,433Net Income 2025: $7,3152025

Highlighted filing

2018

Revenue$13,890
Expenses$20,138
Net Income-$6,248
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 5, 2018
Return Version
2017v2.2
Gross Receipts
$41,999
Mission and Program Overview

Mission

To assist student body with assemblies, field trips, and other activities and supplies not provided from the school district budget.

Assiting the schools student body

Program Services

DescriptionGrantsExpenses
ASSISTING STUDENT BODY BY PROVIDING ASSEMBLIES FIELD TRIPS AND OTHER ACTIVITIES AND SUPPLIES NOT PROVIDED FOR FROM THE SCHOOL DISTRICT BUDGET-$28,108
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMBER GARCIAPresidentPT$0--
LISA WALLERVice PresidentPT$0--
ERIN CURTISTreasurerPT$0--
MARIA DEANSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair$8,594$8,594$8,505$89
Fundraiser$5,034$5,034$2,483$2,551
Total Events$13,628$13,628$10,988$2,640
Filing and Contact Details

Filer

Filer Name
Pta California Congress of Parents
EIN
33-0501451
Address
31530 LA SERENA, TEMECULA, CA 92591

Signing Officer

Name
Erin Curtis
Title
Treasurer
Phone
9513781140
Signed
2018-11-05
Discuss with paid preparer
No

Preparer

Firm
Jch Tax Group
Address
28910 RANCHO CALIF RD STE 201, TEMECULA, CA 92590
Preparer
Chris Hadjis
Phone
9516950900
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountadministrative 1,488assemblies 650field trips 6,819scholarships 500marketing 1,006coordination 747parent student programs 3,817library phys education 4,543student recognition awards 568”

Raw XML Appendix172 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/PhoneNum09513781140
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt031530 LA SERENA
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TEMECULA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092591
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016310
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010062
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6248
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt016310
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IRS990EZ/FundraisingGrossIncomeAmt031307
IRS990EZ/GrossReceiptsAmt041999
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016310
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010062
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010062
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMBER GARCIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LISA WALLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERIN CURTIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARIA DEAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt020138
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ASSITING THE SCHOOLS STUDENT BODY
IRS990EZ/ProgramServiceRevenueAmt050
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ASSISTING STUDENT BODY BY PROVIDING ASSEMBLIES FIELD TRIPS AND OTHER ACTIVITIES AND SUPPLIES NOT PROVIDED FOR FROM THE SCHOOL DISTRICT BUDGET
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt028108
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt028109
IRS990EZ/SpecialEventsNetIncomeLossAmt03198
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020138
IRS990EZ/TotalProgramServiceExpensesAmt028108
IRS990EZ/TotalRevenueAmt013890
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02023
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06951
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05798
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06307
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05940
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt027019
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt039977
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt051496
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt051847
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt053342
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt053998
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0250660
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt042000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt058447
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt057645
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt059649
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt059938
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt0277679
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.50000
IRS990ScheduleA/PublicSupportPY509Pct00.50000
IRS990ScheduleA/PublicSupportTotal509Amt0277679
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt042000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt058447
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt059649
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt059938
IRS990ScheduleA/Total509Grp/TotalAmt0277679
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt084000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0116894
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0115290
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0119298
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0119876
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0555358
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010988
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt05034
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08594
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt013628
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05034
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08594
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt013628
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt02640
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010988
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02483
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08505
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTADMINISTRATIVE 1,488ASSEMBLIES 650FIELD TRIPS 6,819SCHOLARSHIPS 500MARKETING 1,006COORDINATION 747PARENT STUDENT PROGRAMS 3,817LIBRARY PHYS EDUCATION 4,543STUDENT RECOGNITION AWARDS 568
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIN CURTIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09513781140
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CALIFORNIA CONGRESS OF PARENTS
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0330501451
ReturnHeader/Filer/USAddress/AddressLine1Txt031530 LA SERENA
ReturnHeader/Filer/USAddress/CityNm0TEMECULA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092591
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03382172018318okgjj4w
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.138.162.247
ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTm018:26:34
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330685182
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JCH TAX GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt028910 RANCHO CALIF RD STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TEMECULA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092590
ReturnHeader/PreparerPersonGrp/PhoneNum09516950900
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Chris Hadjis
ReturnHeader/ReturnTs02018-11-14T18:24:42-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,062
Liabilities
$0
Net assets
$10,062
Revenue
$13,890
Expenses
$20,138
Net income
-$6,248
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$27.1$27.1$41.7$34.4$7.32
2024Detailed filing. Detailed filing data is available for this year.$19.7$19.7$29.5$32.9$3.41
2023Detailed filing. Detailed filing data is available for this year.$23.2$23.2$34.3$28.8$5.56
2019Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$43.8$43.3$0.54
2018Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$13.9$20.1$6.25
2017Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$24.4$23.3$1.04
2016Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$24.7$23.7$1.02
2015Detailed filing. Detailed filing data is available for this year.$14.0$14.0$23.9$22.7$1.18
2014Detailed filing. Detailed filing data is available for this year.$12.8$12.8$21.0$22.1$1.13