Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2021 • EIN 33-0808825

Jul 01, 2020 to Jun 30, 2021 • Filed on Dec 02, 2021

11775 Shoal Creek DriveSan Diego, CA 92128

(858) 613-9080

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

64th percentile

19%

Higher net margin than 64% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

76th percentile

38%

Faster asset growth than 76% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

86th percentile

109%

Faster revenue growth than 86% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$49,296

Up $13,661 (+38%) from 2020

Net Assets

Up

$49,296

Up $13,885 (+39%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$70,198

Up $36,628 (+109%) from 2020

Expenses

Up

$56,537

Up $28,700 (+103%) from 2020

Net Income

Up

$13,661

Up $7,928 (+138%) from 2020

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2018: $28,109Net Assets 2018: $28,1092018Assets 2019: $29,678Net Assets 2019: $29,6782019Assets 2020: $35,635Net Assets 2020: $35,4112020Assets 2021: $49,296Net Assets 2021: $49,2962021Assets 2022: $63,841Net Assets 2022: $63,8412022Assets 2023: $42,326Net Assets 2023: $42,3262023Assets 2024: $33,472Net Assets 2024: $33,4722024Assets 2025: $54,054Net Assets 2025: $54,0542025

Highlighted filing

2021

Assets$49,296
Liabilities-
Net Assets$49,296

Operations Trend

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

$100K$50K$0-$50KRevenue 2018: $28,537Expenses 2018: $43,565Net Income 2018: -$15,0282018Revenue 2019: $30,035Expenses 2019: $28,466Net Income 2019: $1,5692019Revenue 2020: $33,570Expenses 2020: $27,837Net Income 2020: $5,7332020Revenue 2021: $70,198Expenses 2021: $56,537Net Income 2021: $13,6612021Revenue 2022: $75,275Expenses 2022: $60,730Net Income 2022: $14,5452022Revenue 2023: $19,209Expenses 2023: $40,724Net Income 2023: -$21,5152023Revenue 2024: $17,508Expenses 2024: $22,488Net Income 2024: -$4,9802024Revenue 2025: $37,255Expenses 2025: $16,673Net Income 2025: $20,5822025

Highlighted filing

2021

Revenue$70,198
Expenses$56,537
Net Income$13,661
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Dec 2, 2021
Return Version
2020v4.1
Gross Receipts
$77,502
Mission and Program Overview

Mission

To support and enhance the educational excellence of shoal creek elementary school by involving parents in the academic growth of their children, acknowleging the excellence of teachers and students, and providing educational programs and classroom materials.

Program Services

DescriptionGrantsExpenses
PROVIDED FOR VARIOUS PROGRAMS AND SUPPLIES TO ENHANCE THE EDUCATIONAL EXPERIENCE OF SHOAL CREEK ELEMENTARY SCHOOL STUDENTS--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AYDA BISOTOUNIPresidentPT$0--
MICHELLE ZEIDLERRecording Secretary-$0--
WALID BAHATreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Shoal Creek Pta
EIN
33-0808825
Phone
8586139080
Address
11775 SHOAL CREEK DRIVE, SAN DIEGO, CA 92128

Signing Officer

Name
Walid Baha
Title
Treasurer
Phone
8586139080
Signed
2021-12-02
Discuss with paid preparer
No

Preparer

Firm
Block Advisors
Address
5252 BALBOA AVE STE 600, SAN DIEGO, CA 92117
Preparer
Frank Edmonds
Phone
8582794747
Supplemental Narrative

Additional Explanations

PART 1 LINE 10:

Grants to classrooms totalling $4,828

PART 1 LINE 16:

Total expenses of $51,104 including admin costs of $1,317, leadership development expense of $380, event costs of $3,906, fall festival cost of $456, total program costs of $11,211, and teacher costs of $11,261.

FORM 990EZ:

Full name of organization under group heading---california congress of parents, teachers, and students, inc. 5350 shoal creek pta

PART IV: LIST OF OFFICERS

President--ayda bisotouni, treasurer--walid baha, secretary--michelle zeidler

PART V LINE 42A: ORGANIZATION BOOKS

Organization books are kept by the treasure, walid baha

Raw XML Appendix150 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0WALID BAHA
IRS990EZ/BooksInCareOfDetail/PhoneNum08586139080
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011775 SHOAL CREEK DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Diego
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092128
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035635
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0412
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013661
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0605
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035635
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IRS990EZ/FundraisingGrossIncomeAmt034962
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04828
IRS990EZ/GrossProfitLossSlsOfInvntryAmt041223
IRS990EZ/GrossReceiptsAmt077502
IRS990EZ/GrossSalesOfInventoryAmt041223
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0905
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035635
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt29.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AYDA BISOTOUNI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHELLE ZEIDLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WALID BAHA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt051104
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT AND ENHANCE THE EDUCATIONAL EXCELLENCE OF SHOAL CREEK ELEMENTARY SCHOOL BY INVOLVING PARENTS IN THE ACADEMIC GROWTH OF THEIR CHILDREN, ACKNOWLEGING THE EXCELLENCE OF TEACHERS AND STUDENTS, AND PROVIDING EDUCATIONAL PROGRAMS AND CLASSROOM MATERIALS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED FOR VARIOUS PROGRAMS AND SUPPLIES TO ENHANCE THE EDUCATIONAL EXPERIENCE OF SHOAL CREEK ELEMENTARY SCHOOL STUDENTS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07304
IRS990EZ/SpecialEventsNetIncomeLossAmt027658
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt056537
IRS990EZ/TotalRevenueAmt070198
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0http://www2.powayusd.com/pusdsces/pta/
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0412
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01280
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02209
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01928
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07285
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt013114
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt034962
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt053678
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt053242
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt058902
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt067080
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0267864
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0280978
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt035374
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt054958
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt055451
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt060830
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt074365
IRS990ScheduleA/Total509Grp/TotalAmt0280978
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt035374
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt054958
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt055451
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt060830
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt074365
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0280978
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0false
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GRANTS TO CLASSROOMS TOTALLING $4,828
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TOTAL EXPENSES OF $51,104 INCLUDING ADMIN COSTS OF $1,317, LEADERSHIP DEVELOPMENT EXPENSE OF $380, EVENT COSTS OF $3,906, FALL FESTIVAL COST OF $456, TOTAL PROGRAM COSTS OF $11,211, AND TEACHER COSTS OF $11,261.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FULL NAME OF ORGANIZATION UNDER GROUP HEADING---CALIFORNIA CONGRESS OF PARENTS, TEACHERS, AND STUDENTS, INC. 5350 SHOAL CREEK PTA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRESIDENT--AYDA BISOTOUNI, TREASURER--WALID BAHA, SECRETARY--MICHELLE ZEIDLER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ORGANIZATION BOOKS ARE KEPT BY THE TREASURE, WALID BAHA
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 LINE 10:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART 1 LINE 16:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART IV: LIST OF OFFICERS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART V LINE 42A: ORGANIZATION BOOKS
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0WALID BAHA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08586139080
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHOAL CREEK PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CALIFORNIA CONGRESS OF PARENTS STUDENTS AND TEACHERS INC 5350 SHOAL CREEK
ReturnHeader/Filer/BusinessNameControlTxt0SHOA
ReturnHeader/Filer/EIN0330808825
ReturnHeader/Filer/PhoneNum08586139080
ReturnHeader/Filer/USAddress/AddressLine1Txt011775 SHOAL CREEK DRIVE
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092128
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Block Advisors
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05252 BALBOA AVE STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092117
ReturnHeader/PreparerPersonGrp/PhoneNum08582794747
ReturnHeader/PreparerPersonGrp/PreparationDt02022-01-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Frank Edmonds
ReturnHeader/ReturnTs02022-01-21T17:03:37Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WALID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BAHA
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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Filings