Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2022 • EIN 33-0808825

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 10, 2022

Organization Profilewww2.powayusd.com/pusdsces/pta
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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

70th percentile

19%

Higher net margin than 70% 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

77th percentile

30%

Faster asset growth than 77% of similar nonprofits.

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

Revenue Growth

48th percentile

7.2%

Faster revenue growth than 48% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$63,841

Up $14,545 (+30%) from 2021

Net Assets

Up

$63,841

Up $14,545 (+30%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin70th percentile

Revenue

Up

$75,275

Up $5,077 (+7.2%) from 2021

Expenses

Up

$60,730

Up $4,193 (+7.4%) from 2021

Net Income

Up

$14,545

Up $884 (+6.5%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

2022

Assets$63,841
Liabilities-
Net Assets$63,841
Open 2022 Filing

Operations Trend

Revenue Growth48th percentile

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

2022

Revenue$75,275
Expenses$60,730
Net Income$14,545
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 10, 2022
Return Version
2021v4.2
Gross Receipts
$100,258
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
Top Officer Pay78th percentile

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
2022-11-10
Discuss with paid preparer
No

Preparer

Firm
Block Advisors
Address
987 A LOMAS SANTA FE DR, SOLANA BEACH, CA 92075
Preparer
Val McNevin
Phone
8587240772
Supplemental Narrative

Additional Explanations

Part I Line 10

“Grants to classroom supplies $4,518”

Part 1 Line 16

“Other expenses of $55,703 as per detailed statement”

Part IV

“List of officers - president ayda bisotouni, secretary michelle zeidler, treasurer walid baha”

Part V Line 42A

“Organization of books - books are kept by walid baha, treasurer”

Raw XML Appendix147 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/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/BOYAmt049296
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt063841
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt064760
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014545
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0200
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt049296
IRS990EZ/Form990TotalAssetsGrp/EOYAmt063841
IRS990EZ/FundraisingGrossIncomeAmt035198
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04518
IRS990EZ/GrossReceiptsAmt0100258
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0300
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt049296
IRS990EZ/NetAssetsOrFundBalancesEOYAmt063841
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt049296
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt063841
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
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/OtherExpensesTotalAmt056012
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/SpecialEventsDirectExpensesAmt024983
IRS990EZ/SpecialEventsNetIncomeLossAmt010215
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060730
IRS990EZ/TotalRevenueAmt075275
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0http://www2.powayusd.com/pusdsces/pta/
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0412
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01280
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02209
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01928
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06129
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt035198
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt034962
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt053678
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt053242
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt058902
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0235982
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0242111
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt035498
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt035374
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt054958
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt055451
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt060830
IRS990ScheduleA/Total509Grp/TotalAmt0242111
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt035498
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt035374
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt054958
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt055451
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt060830
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0242111
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 CLASSROOM SUPPLIES $4,518
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER EXPENSES OF $55,703 AS PER DETAILED STATEMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LIST OF OFFICERS - PRESIDENT AYDA BISOTOUNI, SECRETARY MICHELLE ZEIDLER, TREASURER WALID BAHA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ORGANIZATION OF BOOKS - BOOKS ARE KEPT BY WALID BAHA, TREASURER
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART 1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART IV
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART V LINE 42A
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0WALID BAHA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08586139080
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-10
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/AddressLine1Txt0987 A LOMAS SANTA FE DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOLANA BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092075
ReturnHeader/PreparerPersonGrp/PhoneNum08587240772
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Val McNevin
ReturnHeader/ReturnTs02022-11-10T19:39:56Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WALID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BAHA
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$63,841
Liabilities
-
Net assets
$63,841
Revenue
$75,275
Expenses
$60,730
Net income
$14,545
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$54.1$54.1$37.3$16.7$20.6
2024Detailed filing. Detailed filing data is available for this year.$33.5$33.5$17.5$22.5$4.98
2023Detailed filing. Detailed filing data is available for this year.$42.3$42.3$19.2$40.7$21.5
2022Detailed filing. Detailed filing data is available for this year.$63.8$63.8$75.3$60.7$14.5
2021Detailed filing. Detailed filing data is available for this year.$49.3$49.3$70.2$56.5$13.7
2020Detailed filing. Detailed filing data is available for this year.$35.6$35.4$33.6$27.8$5.73
2019Detailed filing. Detailed filing data is available for this year.$29.7$29.7$30.0$28.5$1.57
2018Detailed filing. Detailed filing data is available for this year.$28.1$28.1$28.5$43.6$15.0