Civic Intelligence

PTA California Congress of Parents DBA Castille Elementary School PTA

990EZ • Fiscal year 2022 • EIN 33-0806174

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 13, 2022

24042 Via La CorunaMission Viejo, CA 92691-3529

(949) 231-5976

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

87th percentile

45%

Higher net margin than 87% 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

81st percentile

41%

Faster asset growth than 81% of similar nonprofits.

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

Revenue Growth

67th percentile

36%

Faster revenue growth than 67% of similar nonprofits.

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

Assets

Up

$102,758

Up $29,827 (+41%) from 2021

Net Assets

Up

$102,629

Up $29,748 (+41%) from 2021

Liabilities

Up

$129

Up $79 (+158%) from 2021

Revenue

Up

$66,161

Up $17,414 (+36%) from 2021

Expenses

Up

$36,434

Up $16,507 (+83%) from 2021

Net Income

Up

$29,727

Up $907 (+3.1%) from 2021

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2014: $34,061Net Assets 2014: $34,0612014Assets 2015: $60,455Net Assets 2015: $60,4552015Assets 2016: $66,994Net Assets 2016: $66,9942016Assets 2017: $51,033Net Assets 2017: $51,0332017Assets 2018: $58,080Net Assets 2018: $58,0802018Assets 2019: $77,221Liabilities 2019: $0Net Assets 2019: $77,2212019Assets 2020: $65,746Net Assets 2020: $65,7462020Assets 2021: $72,931Liabilities 2021: $50Net Assets 2021: $72,8812021Assets 2022: $102,758Liabilities 2022: $129Net Assets 2022: $102,6292022Assets 2023: $105,324Liabilities 2023: $148Net Assets 2023: $105,1762023Assets 2024: $88,946Net Assets 2024: $88,9462024Assets 2025: $182,035Liabilities 2025: $0Net Assets 2025: $182,0352025

Highlighted filing

2022

Assets$102,758
Liabilities$129
Net Assets$102,629

Operations Trend

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

$200K$100K$0-$100KRevenue 2014: $66,536Expenses 2014: $110,950Net Income 2014: -$44,4142014Revenue 2015: $97,285Expenses 2015: $70,891Net Income 2015: $26,3942015Revenue 2016: $86,024Expenses 2016: $86,797Net Income 2016: -$7732016Revenue 2017: $86,472Expenses 2017: $102,433Net Income 2017: -$15,9612017Revenue 2018: $111,369Expenses 2018: $93,565Net Income 2018: $17,8042018Revenue 2019: $174,405Expenses 2019: $145,174Net Income 2019: $29,2312019Revenue 2020: $90,257Expenses 2020: $101,731Net Income 2020: -$11,4742020Revenue 2021: $48,747Expenses 2021: $19,927Net Income 2021: $28,8202021Revenue 2022: $66,161Expenses 2022: $36,434Net Income 2022: $29,7272022Revenue 2023: $89,417Expenses 2023: $86,871Net Income 2023: $2,5462023Revenue 2024: $102,609Expenses 2024: $118,839Net Income 2024: -$16,2302024Revenue 2025: $179,794Expenses 2025: $86,705Net Income 2025: $93,0892025

Highlighted filing

2022

Revenue$66,161
Expenses$36,434
Net Income$29,727
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 13, 2022
Return Version
2021v4.2
Gross Receipts
$143,903
Mission and Program Overview

Mission

To support education at castille elementary school

Information, advocacy, educational enrichment programs

Program Services

DescriptionGrantsExpenses
Teacher and Staff Support Programs-$12,861
Student Educational Enrichment Programs-$11,888
School Improvement Programs-$7,621
Family Programs-$1,054
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anjanette PaulPresidentPT$0--
Dawn IbaraTreasurerPT$0--
Lia WilcoxSecretary-$0--
Cindy RappFin. Secretary-$0--
Vanessa PerrigoueAuditor-$0--
Alison BlodgettCommunications-$0--
Sylvia IreifejVP Student Enrichment-$0--
Lequi ColwellHospitality-$0--
Tiffany JohnsonHistorian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jogathon$81,033$81,033$31,220$49,813
Book Fairs$11,008$11,008$9,665$1,343
Total Events$100,915$100,915$52,288$48,627
Filing and Contact Details

Filer

Filer Name
PTA California Congress Castille Elementary School PTA
EIN
33-0806174
In Care Of
% Dawn Ibara
Phone
9492315976
Address
24042 Via La Coruna, Mission Viejo, CA 92691-3529

Signing Officer

Name
Dawn Ibara
Title
Treasurer
Phone
9492315976
Signed
2022-10-13
Discuss with paid preparer
Yes

Preparer

Preparer
Elizabeth A Weber CPA
Phone
9492909333
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part III, Line 31

Family Programs Grants and allocations 0, Program service expenses 1,054

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

Fundraising 54

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

Student Programs 11,888

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

School Improvement Programs 7,621

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

Teacher and Staff Programs 12,861

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

Family and Parent Programs 1,054

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

Communication Expenses 834

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

PTA Adminstrative Expenses 1,697

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

Roounding -4

Form 990-EZ, Part II, Line 26, Liabilities

Sales Tax Payable Beginning of year 25, End of year 129

Raw XML Appendix255 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/PersonNm8Tiffany Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Fin. Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP Student Enrichment
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Hospitality
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Historian
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-4
IRS990EZ/OtherExpensesTotalAmt036009
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011888
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt052308
IRS990EZ/SpecialEventsNetIncomeLossAmt049155
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt025
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0129
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt036434
IRS990EZ/TotalProgramServiceExpensesAmt033424
IRS990EZ/TotalRevenueAmt066161
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0castillepta.membershiptoolkit.com
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt017054
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014770
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt030465
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt031861
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0126591
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt029
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0126844
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt079826
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0129634
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0181812
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0166837
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0684953
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt029
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleG/CharitableDistributionRqrInd0true
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/ExplanationIfNoTxt0The Organization receives permission from the California Attorney General Registry of Charitable Trusts to hold fundraising raffles during the year ended 6/30/2022.
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IRS990ScheduleG/GamingOwnFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/IndividualWithBooksNm0Dawn Ibara
IRS990ScheduleG/LicensedInd0false
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Family Programs Grants and allocations 0, Program service expenses 1,054
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Fundraising 54
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Student Programs 11,888
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3School Improvement Programs 7,621
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Teacher and Staff Programs 12,861
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Family and Parent Programs 1,054
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Communication Expenses 834
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PTA Adminstrative Expenses 1,697
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Roounding -4
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Sales Tax Payable Beginning of year 25, End of year 129
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 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part II, Line 26, Liabilities
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ReturnHeader/BusinessOfficerGrp/PersonNm0Dawn Ibara
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09492315976
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA California Congress Castille Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0330806174
ReturnHeader/Filer/InCareOfNm0% Dawn Ibara
ReturnHeader/Filer/PhoneNum09492315976
ReturnHeader/Filer/USAddress/AddressLine1Txt024042 Via La Coruna
ReturnHeader/Filer/USAddress/CityNm0Mission Viejo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0926913529
ReturnHeader/PreparerPersonGrp/PhoneNum09492909333
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth A Weber CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-10-14T08:42:56-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Dawn
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Ibara
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits