Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2024 • EIN 33-0536576

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 23, 2024

29851 Highland AvenueLaguna Niguel, CA 92677

(949) 485-8267

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

11th percentile

-43%

Higher net margin than 11% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

16th percentile

-35%

Faster asset growth than 16% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

61st percentile

12%

Faster revenue growth than 61% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$136,218

Down $74,183 (-35%) from 2023

Net Assets

Down

$136,218

Down $74,183 (-35%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$172,518

Up $18,973 (+12%) from 2023

Expenses

Up

$247,069

Up $109,907 (+80%) from 2023

Net Income

Down

-$74,551

Down $90,934 (-555%) from 2023

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2015: $77,694Liabilities 2015: $39,624Net Assets 2015: $38,0702015Assets 2016: $91,427Liabilities 2016: $39,624Net Assets 2016: $51,8032016Assets 2017: $94,106Liabilities 2017: $39,624Net Assets 2017: $54,4822017Assets 2018: $93,791Liabilities 2018: $39,624Net Assets 2018: $54,1672018Assets 2019: $103,136Liabilities 2019: $39,624Net Assets 2019: $63,5122019Assets 2020: $139,975Liabilities 2020: $39,625Net Assets 2020: $100,3502020Assets 2021: $174,094Liabilities 2021: $39,624Net Assets 2021: $134,4702021Assets 2022: $193,777Liabilities 2022: $39,624Net Assets 2022: $154,1532022Assets 2023: $210,401Liabilities 2023: $0Net Assets 2023: $210,4012023Assets 2024: $136,218Liabilities 2024: $0Net Assets 2024: $136,2182024Assets 2025: $94,859Liabilities 2025: $0Net Assets 2025: $94,8592025

Highlighted filing

2024

Assets$136,218
Liabilities$0
Net Assets$136,218

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2015: $117,164Expenses 2015: $161,901Net Income 2015: -$44,7372015Revenue 2016: $101,521Expenses 2016: $87,788Net Income 2016: $13,7332016Revenue 2017: $110,558Expenses 2017: $107,879Net Income 2017: $2,6792017Revenue 2018: $120,612Expenses 2018: $120,927Net Income 2018: -$3152018Revenue 2019: $125,336Expenses 2019: $115,991Net Income 2019: $9,3452019Revenue 2020: $120,779Expenses 2020: $83,941Net Income 2020: $36,8382020Revenue 2021: $52,829Expenses 2021: $18,709Net Income 2021: $34,1202021Revenue 2022: $72,773Expenses 2022: $53,090Net Income 2022: $19,6832022Revenue 2023: $153,545Expenses 2023: $137,162Net Income 2023: $16,3832023Revenue 2024: $172,518Expenses 2024: $247,069Net Income 2024: -$74,5512024Revenue 2025: $142,810Expenses 2025: $184,169Net Income 2025: -$41,3592025

Highlighted filing

2024

Revenue$172,518
Expenses$247,069
Net Income-$74,551
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 23, 2024
Return Version
2023v5.1
Gross Receipts
$177,171
Mission and Program Overview

Mission

To Provide Support for the Students and Faculty

Provide support for students and faculty

Program Services

DescriptionGrantsExpenses
FACULTY SUPPORT/TEACHER SUPPORT/FIELD TRIPS-$88,554
GARDEN/IMPROVEMENTS/TECHNOLOGY-$62,392
SCHOOL PROGRAMS - STEAM, ART EDUCATION, ASSEMBLIES, YEARBOOK-$20,836
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SMITA REDDY NOWLINCurrent President - 2023 EvpPT$0--
TAYLOR TAYLOR2023 PresidentPT$0--
SALLY FOROUGHISecretary-$0--
EMILY HUNTTreasurerPT$0--
KRISITN RUBIOFinancial SecretaryPT$0--
HEATHER RASMUSSENParliamentarianPT$0--
STEPHANIE CRABHistorian-$0--
NEDA HAZENProgramsmembership-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boo Blast----
Boosterthon----
Filing and Contact Details

Filer

Filer Name
Moulton Elementary Pta
EIN
33-0536576
Address
29851 HIGHLAND AVENUE, LAGUNA NIGUEL, CA 92677

Signing Officer

Name
Smita Reddy Nowlin
Title
President
Signed
2024-09-23
Discuss with paid preparer
Yes

Preparer

Firm
Selleck Financial Group LLC
Address
2082 Michelson Drive Suite 200, Irvine, CA 92612
Preparer
Jodi A Selleck CFP EA
Phone
9492268026
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description amountspiritwear 1,604sponsorship 14,940yearbook 2,880

Description of other expenses Part I line 16

Description amountadministrative 22,278art education 1,979assemblies 10,531boo blast 20,112book fair 9,435boosterthon/jogathon 8,759faculty expense 15,709faculty support 11,185filed trips 61,661garden expense 8,000hawk shop/pbis store 2,494pta membership 3,161school/playground improvements 8,894misc 3,058steam 2,449technology 45,497yearbook 5,877bank and payment services 5,990

Other changes in net assets or fund balances Part I line 20

Description amountadj to boy net assets per books 368

Raw XML Appendix200 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/OfficerDirectorTrusteeEmplGrp/PersonNm0SMITA REDDY NOWLIN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7NEDA HAZEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CURRENT PRESIDENT - 2023 EVP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12023 PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FINANCIAL SECRETARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6HISTORIAN
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0368
IRS990EZ/OtherExpensesTotalAmt0247069
IRS990EZ/OtherRevenueTotalAmt019424
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SUPPORT FOR STUDENTS AND FACULTY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FACULTY SUPPORT/TEACHER SUPPORT/FIELD TRIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOOL PROGRAMS - STEAM, ART EDUCATION, ASSEMBLIES, YEARBOOK
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt016782
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02018
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03204
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt047663
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTSPIRITWEAR 1,604SPONSORSHIP 14,940YEARBOOK 2,880
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTADMINISTRATIVE 22,278ART EDUCATION 1,979ASSEMBLIES 10,531BOO BLAST 20,112BOOK FAIR 9,435BOOSTERTHON/JOGATHON 8,759FACULTY EXPENSE 15,709FACULTY SUPPORT 11,185FILED TRIPS 61,661GARDEN EXPENSE 8,000HAWK SHOP/PBIS STORE 2,494PTA MEMBERSHIP 3,161SCHOOL/PLAYGROUND IMPROVEMENTS 8,894MISC 3,058STEAM 2,449TECHNOLOGY 45,497YEARBOOK 5,877BANK AND PAYMENT SERVICES 5,990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTADJ TO BOY NET ASSETS PER BOOKS 368
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SMITA REDDY NOWLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MOULTON ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0MOUL
ReturnHeader/Filer/EIN0330536576
ReturnHeader/Filer/USAddress/AddressLine1Txt029851 HIGHLAND AVENUE
ReturnHeader/Filer/USAddress/CityNm0LAGUNA NIGUEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092677
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0883554782
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Selleck Financial Group LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02082 Michelson Drive Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Irvine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092612
ReturnHeader/PreparerPersonGrp/PhoneNum09492268026
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jodi A Selleck CFP EA
ReturnHeader/ReturnTs02024-09-24T16:00:48-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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