Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2019 • EIN 33-0501451

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 24, 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

45th percentile

1.2%

Higher net margin than 45% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

55th percentile

5.3%

Faster asset growth than 55% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

97th percentile

216%

Faster revenue growth than 97% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$10,597

Up $535 (+5.3%) from 2018

Net Assets

Up

$10,597

Up $535 (+5.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin45th percentile

Revenue

Up

$43,829

Up $29,939 (+216%) from 2018

Expenses

Up

$43,294

Up $23,156 (+115%) from 2018

Net Income

Up

$535

Up $6,783 (+109%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2019

Assets$10,597
Liabilities$0
Net Assets$10,597
Open 2019 Filing

Operations Trend

Revenue Growth97th 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

2019

Revenue$43,829
Expenses$43,294
Net Income$535
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 24, 2019
Return Version
2018v3.1
Gross Receipts
$82,347
Mission and Program Overview

Mission

Assisting the schools student body

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--
Compensation and Service Providers
Top Officer Pay77th 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$8,463$8,463-$8,463
Fundraiser$5,239$5,239-$5,239
Total Events$13,702$13,702-$13,702
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
2019-10-24
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 3,197assemblies 2,549field trips 8,786awards and scholarships 1,200marketing 3,822coordination 2,031parent student programs 12,980phys education 3,229teacher and classroom allocation 5,500”

Raw XML Appendix167 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/PersonNm0ERIN CURTIS
IRS990EZ/BooksInCareOfDetail/PhoneNum09513781140
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt031530 LA SERENA
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TEMECULA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092591
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010062
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010597
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03209
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0535
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010062
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010597
IRS990EZ/FundraisingGrossIncomeAmt078655
IRS990EZ/GrossReceiptsAmt082347
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010062
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010597
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010062
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010597
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
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
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/OtherExpensesTotalAmt043294
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ASSITING THE SCHOOLS STUDENT BODY
IRS990EZ/ProgramServiceRevenueAmt0483
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ASSISTING STUDENT BODY BY PROVIDING ASSEMBLIES FIELD TRIPS AND OTHER ACTIVITIES AND SUPPLIES NOT PROVIDED FOR FROM THE SCHOOL DISTRICT BUDGET
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt038518
IRS990EZ/SpecialEventsNetIncomeLossAmt040137
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt043294
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt043829
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02568
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02023
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06951
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05798
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06307
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt023647
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt047083
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt039977
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt051496
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt051847
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt053342
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0243745
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt082346
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt042000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt058447
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt057645
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt059649
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt0300087
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.47120
IRS990ScheduleA/PublicSupportPY509Pct00.50000
IRS990ScheduleA/PublicSupportTotal509Amt0267392
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt049651
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt042000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt058447
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt057645
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt059649
IRS990ScheduleA/Total509Grp/TotalAmt0267392
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0131997
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt084000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0116894
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0115290
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0119298
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0567479
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt05239
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08463
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt013702
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05239
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08463
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt013702
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013702
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt066632
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTADMINISTRATIVE 3,197ASSEMBLIES 2,549FIELD TRIPS 8,786AWARDS AND SCHOLARSHIPS 1,200MARKETING 3,822COORDINATION 2,031PARENT STUDENT PROGRAMS 12,980PHYS EDUCATION 3,229TEACHER AND CLASSROOM ALLOCATION 5,500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIN CURTIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09513781140
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-24
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
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00DDFA283BB6FA1ED4DC27F73DC81120CFF6F1135
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00DDFA283BB6FA1ED4DC27F73DC81120CFF6F1135
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03382172019303zbgmvvl
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-10-30
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.138.166.40
ReturnHeader/FilingSecurityInformation/IPDt02019-10-30
ReturnHeader/FilingSecurityInformation/IPTm014:44:39
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/PreparationDt02019-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Chris Hadjis
ReturnHeader/ReturnTs02019-10-30T14:39:24-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,597
Liabilities
$0
Net assets
$10,597
Revenue
$43,829
Expenses
$43,294
Net income
$535
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