Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2020 • EIN 33-0717562

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 13, 2020

23801 San RaphaelMurrieta, CA 92562

(951) 696-1411

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 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

87th percentile

45%

Higher net margin than 87% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

90th percentile

113%

Faster asset growth than 90% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

37th percentile

-28%

Faster revenue growth than 37% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$37,151

Up $19,704 (+113%) from 2019

Net Assets

Up

$37,151

Up $19,704 (+113%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$44,047

Down $17,290 (-28%) from 2019

Expenses

Down

$24,343

Down $29,984 (-55%) from 2019

Net Income

Up

$19,704

Up $12,694 (+181%) from 2019

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2014: $19,617Net Assets 2014: $19,6172014Assets 2015: $18,871Net Assets 2015: $18,8712015Assets 2018: $10,437Net Assets 2018: $10,4372018Assets 2019: $17,447Net Assets 2019: $17,4472019Assets 2020: $37,151Net Assets 2020: $37,1512020Assets 2021: $26,008Net Assets 2021: $26,0082021Assets 2022: $43,988Net Assets 2022: $43,9882022Assets 2023: $39,457Net Assets 2023: $39,4572023Assets 2024: $32,981Net Assets 2024: $32,9812024Assets 2025: $27,282Net Assets 2025: $27,2822025

Highlighted filing

2020

Assets$37,151
Liabilities-
Net Assets$37,151

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2014: $32,995Expenses 2014: $30,979Net Income 2014: $2,0162014Revenue 2015: $53,700Expenses 2015: $54,446Net Income 2015: -$7462015Revenue 2018: $41,883Expenses 2018: $40,647Net Income 2018: $1,2362018Revenue 2019: $61,337Expenses 2019: $54,327Net Income 2019: $7,0102019Revenue 2020: $44,047Expenses 2020: $24,343Net Income 2020: $19,7042020Revenue 2021: $2,750Expenses 2021: $13,893Net Income 2021: -$11,1432021Revenue 2022: $68,371Expenses 2022: $50,391Net Income 2022: $17,9802022Revenue 2023: $51,067Expenses 2023: $55,598Net Income 2023: -$4,5312023Revenue 2024: $53,666Expenses 2024: $60,142Net Income 2024: -$6,4762024Revenue 2025: $45,120Expenses 2025: $50,819Net Income 2025: -$5,6992025

Highlighted filing

2020

Revenue$44,047
Expenses$24,343
Net Income$19,704
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 13, 2020
Return Version
2019v5.1
Gross Receipts
$46,816
Mission and Program Overview

Mission

Parent Teacher Association

Program Services

DescriptionGrantsExpenses
Support National, State, District and Council PTA goals. Including providing programs for the students that follow these goals.-$22,076
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLISON MONTGOMERYPresidentPT$0--
KATIE ADAMSExec VPPT$0--
ARACELI VALDEZMembershipsPT$0--
MICHELLE ARSENAULTSecretaryPT$0--
JASON BOLESWays And MeansPT$0--
ASHLEY TOWNSENDTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Tovashal Elementary School PTA
EIN
33-0717562
Phone
9516961411
Address
23801 San Raphael, Murrieta, CA 92562

Signing Officer

Name
Ashley Townsend
Title
Treasurer
Phone
9515059311
Signed
2020-11-13
Discuss with paid preparer
Yes

Preparer

Preparer
Cindy Griganavicius
Phone
9512175561
Supplemental Narrative

Additional Explanations

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

Charitable trust renewal 25

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

HOSPITALITY 368

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

SUPPLIES 301

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

Council / district pta 200

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

PROGRAMS 22,076

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

MEMBERSHIP DUES 578

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

BANK CHARGES 101

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

MEMBERSHIP SUPPLIES 133

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

PTAEZ 179

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

INSURANCE 232

Raw XML Appendix169 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0TOVASHAL PTA
IRS990EZ/BooksInCareOfDetail/PhoneNum09516961411
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt023801 SAN RAPHAEL
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MURRIETA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092562
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017447
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt037151
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0117
IRS990EZ/CostOfGoodsSoldAmt02769
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt019704
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0150
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017447
IRS990EZ/Form990TotalAssetsGrp/EOYAmt037151
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0288
IRS990EZ/GrossReceiptsAmt046816
IRS990EZ/GrossSalesOfInventoryAmt03057
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01342
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017447
IRS990EZ/NetAssetsOrFundBalancesEOYAmt037151
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017447
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt037151
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALLISON MONTGOMERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATIE ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ARACELI VALDEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHELLE ARSENAULT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JASON BOLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ASHLEY TOWNSEND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Exec VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Memberships
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Ways and Means
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt024193
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Parent Teacher Association
IRS990EZ/ProgramServiceRevenueAmt042300
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Support National, State, District and Council PTA goals. Including providing programs for the students that follow these goals.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022076
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt024343
IRS990EZ/TotalProgramServiceExpensesAmt022076
IRS990EZ/TotalRevenueAmt044047
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0117
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01185
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05996
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt043790
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt051088
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt042300
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt058941
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt035516
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0136757
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0187845
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt042417
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt060126
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt041512
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt043790
IRS990ScheduleA/Total509Grp/TotalAmt0187845
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt042417
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt060126
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt041512
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt043790
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0187845
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHARITABLE TRUST RENEWAL 25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HOSPITALITY 368
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUPPLIES 301
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COUNCIL / DISTRICT PTA 200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROGRAMS 22,076
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEMBERSHIP DUES 578
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK CHARGES 101
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MEMBERSHIP SUPPLIES 133
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PTAEZ 179
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9INSURANCE 232
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
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
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ASHLEY TOWNSEND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09515059311
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Tovashal Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0TOVA
ReturnHeader/Filer/EIN0330717562
ReturnHeader/Filer/PhoneNum09516961411
ReturnHeader/Filer/USAddress/AddressLine1Txt023801 San Raphael
ReturnHeader/Filer/USAddress/CityNm0Murrieta
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092562
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01C060533EB617EA1B9DDD02CCA90A043D24CB601
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01C060533EB617EA1B9DDD02CCA90A043D24CB601
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.148.25.253
ReturnHeader/FilingSecurityInformation/IPDt02020-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm016:18:40
ReturnHeader/PreparerPersonGrp/PhoneNum09512175561
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cindy Griganavicius
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-13T08:18:59-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings