Civic Intelligence

PTA California Congress Bathgate Elementary School PTA

990EZ • Fiscal year 2022 • EIN 33-0632873

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 12, 2022

27642 Napoli WayMission Viejo, CA 92692

(949) 348-0451

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

20th percentile

-19%

Higher net margin than 20% 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

18th percentile

-27%

Faster asset growth than 18% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

19th percentile

-29%

Faster revenue growth than 19% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$41,733

Down $15,588 (-27%) from 2021

Net Assets

Down

$41,733

Down $15,588 (-27%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$72,502

Down $29,374 (-29%) from 2021

Expenses

Up

$86,155

Up $12,989 (+18%) from 2021

Net Income

Down

-$13,653

Down $42,363 (-148%) from 2021

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $21,608Net Assets 2011: $21,6082011Assets 2012: $44,165Net Assets 2012: $44,1652012Assets 2013: $46,980Net Assets 2013: $46,9802013Assets 2014: $30,562Net Assets 2014: $30,5622014Assets 2015: $58,325Net Assets 2015: $58,3252015Assets 2016: $65,438Net Assets 2016: $65,4382016Assets 2017: $61,516Net Assets 2017: $61,5162017Assets 2018: $63,659Net Assets 2018: $63,6592018Assets 2019: $53,268Net Assets 2019: $53,2682019Assets 2020: $28,612Net Assets 2020: $28,6122020Assets 2021: $57,321Net Assets 2021: $57,3212021Assets 2022: $41,733Net Assets 2022: $41,7332022Assets 2023: $43,682Net Assets 2023: $43,6822023Assets 2024: $59,300Net Assets 2024: $59,3002024

Highlighted filing

2022

Assets$41,733
Liabilities-
Net Assets$41,733

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $62,646Expenses 2011: $63,087Net Income 2011: -$4412011Revenue 2012: $77,095Expenses 2012: $54,538Net Income 2012: $22,5572012Revenue 2013: $77,985Expenses 2013: $75,170Net Income 2013: $2,8152013Revenue 2014: $46,740Expenses 2014: $63,158Net Income 2014: -$16,4182014Revenue 2015: $77,064Expenses 2015: $49,915Net Income 2015: $27,1492015Revenue 2016: $67,838Expenses 2016: $60,545Net Income 2016: $7,2932016Revenue 2017: $52,513Expenses 2017: $56,380Net Income 2017: -$3,8672017Revenue 2018: $55,842Expenses 2018: $53,702Net Income 2018: $2,1402018Revenue 2019: $64,115Expenses 2019: $74,507Net Income 2019: -$10,3922019Revenue 2020: $69,905Expenses 2020: $94,545Net Income 2020: -$24,6402020Revenue 2021: $101,876Expenses 2021: $73,166Net Income 2021: $28,7102021Revenue 2022: $72,502Expenses 2022: $86,155Net Income 2022: -$13,6532022Revenue 2023: $75,834Expenses 2023: $73,885Net Income 2023: $1,9492023Revenue 2024: $82,186Expenses 2024: $66,633Net Income 2024: $15,5532024

Highlighted filing

2022

Revenue$72,502
Expenses$86,155
Net Income-$13,653
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 12, 2022
Return Version
2021v4.2
Gross Receipts
$112,313
Mission and Program Overview

Mission

information sharing, support and educational enrichment

Program Services

DescriptionGrantsExpenses
School Improvment and Support-$35,615
Student Educational and Enrichment Programs, Field Trips-$31,300
Teacher and Staff Support-$8,392
Parent/Family Enrichment Support-$1,196
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah MenchacaPres.PT$0--
Kelly MudraExec. VPPT$0--
Jon HebertTreasurerPT$0--
Sunny BourgeoisSecretary-$0--
Kara FeltenVP EventsPT$0--
Taryn DoAuditor-$0--
Ashley BurtHistorian-$0--
Tanya BerardVP Ways And MeansPT$0--
Joel PagetParliamentarian-$0--
Kelsey HillVP Volunteers-$0--
Tooba AhmadVP Enrichment-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterathon$75,749$75,749$28,213$47,536
Carnival$9,238$9,238$4,223$5,015
Total Events$91,220$91,220$39,312$51,908
Filing and Contact Details

Filer

Filer Name
Pta California Congress Bathgate Elementary School Pta
EIN
33-0632873
In Care Of
% Taryn Doe
Phone
9493480451
Address
27642 NAPOLI WAY, MISSION VIEJO, CA 92692

Signing Officer

Name
Taryn Doe
Title
Vice President 202223
Phone
9493480451
Signed
2022-10-12
Discuss with paid preparer
Yes

Preparer

Preparer
Elizabeth A Weber CPA
Phone
9492909333
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part III, Line 31

Parent/Family Enrichment Support Grants and allocations 0, Program service expenses 1,196

Form 990-EZ, Part I, Line 16, Other Expenses

Fundraising 2,769

Form 990-EZ, Part I, Line 16, Other Expenses

Conferences, conventions, and meetings 905

Form 990-EZ, Part I, Line 16, Other Expenses

Supplies 26

Form 990-EZ, Part I, Line 16, Other Expenses

Student Programs Expense 31,300

Form 990-EZ, Part I, Line 16, Other Expenses

Teacher and Staff Support 8,392

Form 990-EZ, Part I, Line 16, Other Expenses

School Improvement and Support 35,615

Form 990-EZ, Part I, Line 16, Other Expenses

Parent and Family Programs 1,196

Form 990-EZ, Part I, Line 16, Other Expenses

Other PTA Administrative Expenses 2,126

Form 990-EZ, Part I, Line 16, Other Expenses

PTA Admin Insurance Expense 258

Form 990-EZ, Part I, Line 16, Other Expenses

PTA Website Expense 1,006

Form 990-EZ, Part I, Line 20, Net Assets

Prior Period Adjustment -685

Form 990-EZ, Part I, Line 20, Net Assets

Reversal of Non-cash contributions, needed to balance net assets -1,250

Form 990-EZ, Part V, Line 34

The following Articles and Standing Rules were amended in the Organization bylaws during the year Article VII Section 8-Members may participate and act and attend meetings via teleconferencing. Quorum may also be established via teleconferencing. Article VIII Section 8-Executive Board may participate in and act and attend any executive board meeting via teleconferencing. Quorum may also be established via teleconferencing. Standing Rule 15-Committee members may participate, act and attend any committee meetings via teleconferencing. Quorum may also be established via teleconferencing. Standing Rule 16-The President shall appoint each chair of a committee and may appoint an assistant to any of the chairs, subject to the ratification of the Executive Board. Term of office for a Chair shall be one year unless additional term appointed by president and approved by Board. Standing Rule 17-The Standing Committees of the Association shall include Membership, Teacher Appreciation, Standing Rule 18-Checks may not be signed by the same person to whom the checks are made payable.

Raw XML Appendix249 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Parent/Family Enrichment Support Grants and allocations 0, Program service expenses 1,196
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Fundraising 2,769
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, conventions, and meetings 905
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Supplies 26
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Student Programs Expense 31,300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Teacher and Staff Support 8,392
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6School Improvement and Support 35,615
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Parent and Family Programs 1,196
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Other PTA Administrative Expenses 2,126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PTA Admin Insurance Expense 258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PTA Website Expense 1,006
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Prior Period Adjustment -685
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Reversal of Non-cash contributions, needed to balance net assets -1,250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13The following Articles and Standing Rules were amended in the Organization bylaws during the year Article VII Section 8-Members may participate and act and attend meetings via teleconferencing. Quorum may also be established via teleconferencing. Article VIII Section 8-Executive Board may participate in and act and attend any executive board meeting via teleconferencing. Quorum may also be established via teleconferencing. Standing Rule 15-Committee members may participate, act and attend any committee meetings via teleconferencing. Quorum may also be established via teleconferencing. Standing Rule 16-The President shall appoint each chair of a committee and may appoint an assistant to any of the chairs, subject to the ratification of the Executive Board. Term of office for a Chair shall be one year unless additional term appointed by president and approved by Board. Standing Rule 17-The Standing Committees of the Association shall include Membership, Teacher Appreciation, Standing Rule 18-Checks may not be signed by the same person to whom the checks are made payable.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part V, Line 34
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ReturnHeader/Filer/USAddress/CityNm0MISSION VIEJO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092692
ReturnHeader/PreparerPersonGrp/PhoneNum09492909333
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth A Weber CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-10-12T01:03:28-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Taryn
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Doe
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.59$0.59$0.82$0.67$0.16
2023Detailed filing. Detailed filing data is available for this year.$0.44$0.44$0.76$0.74$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.42$0.42$0.73$0.86$0.14
2021Detailed filing. Detailed filing data is available for this year.$0.57$0.57$1.02$0.73$0.29
2020Detailed filing. Detailed filing data is available for this year.$0.29$0.29$0.70$0.95$0.25
2019Detailed filing. Detailed filing data is available for this year.$0.53$0.53$0.64$0.75$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.64$0.64$0.56$0.54$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.62$0.62$0.53$0.56$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.65$0.65$0.68$0.61$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.58$0.58$0.77$0.50$0.27
2014Detailed filing. Detailed filing data is available for this year.$0.31$0.31$0.47$0.63$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.47$0.78$0.75$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.44$0.77$0.55$0.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.22$0.63$0.63$0.00