Civic Intelligence

PTA Ca Congress of Parents Teachers & Students

EIN 33-0799955 • 501(c)3 • San Clemente, CA

Profile

To support educational needs for bernice ayer middle school

1271 SarmentosoSan Clemente, CA 92673

bamsptsa.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

26th percentile

-15%

Higher net margin than 26% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

34th percentile

-17%

Faster asset growth than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$40,270

Down $8,238 (-17%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$40,270

Down $8,238 (-17%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin26th percentile

Revenue

Up

$53,264

Up $5,069 (+11%) from 2024

Expenses

Down

$61,500

Down $5,000 (-7.5%) from 2024

Net Income

Up

-$8,236

Up $10,069 (+55%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2017: $28,481Net Assets 2017: $28,4812017Assets 2018: $18,918Net Assets 2018: $18,9182018Assets 2019: $42,360Net Assets 2019: $42,3602019Assets 2020: $50,527Net Assets 2020: $50,5272020Assets 2021: $64,642Net Assets 2021: $64,6422021Assets 2022: $73,954Net Assets 2022: $73,9542022Assets 2023: $66,813Net Assets 2023: $66,8132023Assets 2024: $48,508Net Assets 2024: $48,5082024Assets 2025: $40,270Net Assets 2025: $40,2702025

Highlighted filing

2025

Assets$40,270
Liabilities-
Net Assets$40,270
Open 2025 Filing

Operations Trend

Revenue Growth64th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2017: $42,904Expenses 2017: $38,131Net Income 2017: $4,7732017Revenue 2018: $79,369Expenses 2018: $88,932Net Income 2018: -$9,5632018Revenue 2019: $75,277Expenses 2019: $51,835Net Income 2019: $23,4422019Revenue 2020: $68,859Expenses 2020: $60,692Net Income 2020: $8,1672020Revenue 2021: $38,308Expenses 2021: $24,193Net Income 2021: $14,1152021Revenue 2022: $50,992Expenses 2022: $41,680Net Income 2022: $9,3122022Revenue 2023: $51,148Expenses 2023: $58,289Net Income 2023: -$7,1412023Revenue 2024: $48,195Expenses 2024: $66,500Net Income 2024: -$18,3052024Revenue 2025: $53,264Expenses 2025: $61,500Net Income 2025: -$8,2362025

Highlighted filing

2025

Revenue$53,264
Expenses$61,500
Net Income-$8,236
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,270
Liabilities
-
Net assets
$40,270
Revenue
$53,264
Expenses
$61,500
Net income
-$8,236
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$40.3$40.3$53.3$61.5$8.24
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.5$48.5$48.2$66.5$18.3
2023Detailed filing. Detailed filing data is available for this year.$66.8$66.8$51.1$58.3$7.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$74.0$74.0$51.0$41.7$9.31
2021Detailed filing. Detailed filing data is available for this year.$64.6$64.6$38.3$24.2$14.1
2020Detailed filing. Detailed filing data is available for this year.$50.5$50.5$68.9$60.7$8.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.4$42.4$75.3$51.8$23.4
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.9$18.9$79.4$88.9$9.56
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.5$28.5$42.9$38.1$4.77
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 10, 2025
Return Version
2024v5.0
Gross Receipts
$64,413
Mission and Program Overview

Mission

To support educational needs for bernice ayer middle school

Program Services

DescriptionGrantsExpenses
THE PTSA PROVIDED FUNDS FOR EXTRA CLASSROOM BOOKS AND SUPPLIES THAT AUGMENTED THE CURRICULUM; 850 STUDENTS AND STAFF BENEFITED-$37,197
THE PTSA PROVIDED FUNDS FOR STUDENT ACTIVITIES SUCH AS DANCES, ANTI- BULLYING PROGRAMS AND ANTI-DRUG PROGRAMS; 850 STUDENTS AND STAFF BENEFITED-$13,341
THE PTSA PROVIDED ADDITIONAL TEACHER AND STAFF SUPPORT/APPRECIATION 850 STUDENTS AND STAFF BENEFITED-$5,740
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TINA KERVICHPresidentPT$0--
KATHY ARCAROVP Ways And-$0--
KRISTEN FRESKA2nd VP Membe-$0--
TERESA KODAMA3rd VP Volun-$0--
KATE MUDGETreasurer-$0--
TOBIAS HALBMAIERFinancial Se-$0--
CYNTHIA SCOTTFinancial Re-$0--
Filing and Contact Details

Filer

Filer Name
Pta CA Congress of Parents Teachers
EIN
33-0799955
Phone
9493669607
Address
1271 SARMENTOSO, SAN CLEMENTE, CA 92673

Signing Officer

Name
Kate Mudge
Title
Treasurer
Phone
9493669607
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Ranson Tax & Bookkeeping
Address
4142 ADAMS AVE 103-145, SAN DIEGO, CA 92116
Preparer
Julie Ranson
Phone
9492446256
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses insurance 288 bank fees 923 pta training 70 supplies 341 website 730 blue/red ribbon week 600 pbis rewards 688 dept/classroom supplies 37,197 staff appreciation 5,740 student incentives 448 web anti-bullying program 2,546 8th grade package 9,059 total 58,630”

Raw XML Appendix161 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/PersonNm0KATE MUDGE
IRS990EZ/BooksInCareOfDetail/PhoneNum09493669607
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01271 SARMENTOSO
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN CLEMENTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092673
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt048506
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt040270
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt048700
IRS990EZ/CostOfGoodsSoldAmt011149
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8236
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0434
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt048506
IRS990EZ/Form990TotalAssetsGrp/EOYAmt040270
IRS990EZ/GrossProfitLossSlsOfInvntryAmt04559
IRS990EZ/GrossReceiptsAmt064413
IRS990EZ/GrossSalesOfInventoryAmt015708
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt048506
IRS990EZ/NetAssetsOrFundBalancesEOYAmt040270
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt048506
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt040270
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TINA KERVICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATHY ARCARO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRISTEN FRESKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TERESA KODAMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATE MUDGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TOBIAS HALBMAIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CYNTHIA SCOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP WAYS AND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VP MEMBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt33RD VP VOLUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FINANCIAL SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6FINANCIAL RE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt058630
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT EDUCATIONAL NEEDS FOR BERNICE AYER MIDDLE SCHOOL
IRS990EZ/PrintingPublicationsPostageAmt02436
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PTSA PROVIDED FUNDS FOR EXTRA CLASSROOM BOOKS AND SUPPLIES THAT AUGMENTED THE CURRICULUM; 850 STUDENTS AND STAFF BENEFITED
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE PTSA PROVIDED FUNDS FOR STUDENT ACTIVITIES SUCH AS DANCES, ANTI- BULLYING PROGRAMS AND ANTI-DRUG PROGRAMS; 850 STUDENTS AND STAFF BENEFITED
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE PTSA PROVIDED ADDITIONAL TEACHER AND STAFF SUPPORT/APPRECIATION 850 STUDENTS AND STAFF BENEFITED
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt037197
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt113341
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25740
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt061500
IRS990EZ/TotalProgramServiceExpensesAmt056278
IRS990EZ/TotalRevenueAmt053264
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://BAMSPTSA.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt048700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt045100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt047560
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt033398
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt033904
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0208662
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt05
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt015708
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt06212
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt016201
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt036795
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt026562
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0101478
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0310140
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt064408
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt051312
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt063761
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt070193
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt060466
IRS990ScheduleA/Total509Grp/TotalAmt0310140
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt064413
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt051312
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt063761
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt070193
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt060466
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0310145
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 288 BANK FEES 923 PTA TRAINING 70 SUPPLIES 341 WEBSITE 730 BLUE/RED RIBBON WEEK 600 PBIS REWARDS 688 DEPT/CLASSROOM SUPPLIES 37,197 STAFF APPRECIATION 5,740 STUDENT INCENTIVES 448 WEB ANTI-BULLYING PROGRAM 2,546 8TH GRADE PACKAGE 9,059 TOTAL 58,630
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATE MUDGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09493669607
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CA CONGRESS OF PARENTS TEACHERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0& STUDENTS
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0330799955
ReturnHeader/Filer/PhoneNum09493669607
ReturnHeader/Filer/USAddress/AddressLine1Txt01271 SARMENTOSO
ReturnHeader/Filer/USAddress/CityNm0SAN CLEMENTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092673
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270656340
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RANSON TAX & BOOKKEEPING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04142 ADAMS AVE 103-145
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092116
ReturnHeader/PreparerPersonGrp/PhoneNum09492446256
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE RANSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-11T12:42:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.