Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2023 • EIN 33-0808825

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 14, 2023

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

6th percentile

-112%

Higher net margin than 6% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

16th percentile

-34%

Faster asset growth than 16% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-74%

Faster revenue growth than 6% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$42,326

Down $21,515 (-34%) from 2022

Net Assets

Down

$42,326

Down $21,515 (-34%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin6th percentile

Revenue

Down

$19,209

Down $56,066 (-74%) from 2022

Expenses

Down

$40,724

Down $20,006 (-33%) from 2022

Net Income

Down

-$21,515

Down $36,060 (-248%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2023

Assets$42,326
Liabilities-
Net Assets$42,326
Open 2023 Filing

Operations Trend

Revenue Growth6th 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

2023

Revenue$19,209
Expenses$40,724
Net Income-$21,515
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$87,793
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.

To support and enhance the educational excellence of shoal creek elementary school by involving parents in the acedemic growth of their children, acknowledging 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 BISTOUNIPresidentPT$0--
ANDREA ROBERTSSecretary-$0--
CATRINA TARANTINOTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$86,969$86,969$68,584$18,385
Total Events$86,969$86,969$68,584$18,385
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
Catrina Tarantino
Title
Treasurer
Signed
2023-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Beach Cities Financial Group
Address
256 Witherspoon Way, El Cajon, CA 92020
Preparer
Andre Helms
Phone
6194601040
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: SHOAL CREEK ES | Donee's Address: 11775 SHOAL CREEK DR SAN DIEGO CA 92128 | Description of Property: SUPPLIES, AIDE, AND DEVEL | Date of Gift: 20230601 | Book Value: $38854 | Method Used to Determine BV: PURCHASE PRICE | Fair Market Value: $38854 | Method Used to Determine FMV: PURCHASE PRICE”

Other Expenses.1

“Admin costs & supplies $1494”

Other Expenses.2

“OTHER MISC EXPENSE $376”

Raw XML Appendix157 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/PersonNm0CATRINA TARANTINO
IRS990EZ/BooksInCareOfDetail/PhoneNum08586139080
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011775 SHOAL CREEK DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092129
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt063841
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt042326
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0824
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-21515
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt063841
IRS990EZ/Form990TotalAssetsGrp/EOYAmt042326
IRS990EZ/FundraisingGrossIncomeAmt086969
IRS990EZ/GrantsAndSimilarAmountsPaidAmt038854
IRS990EZ/GrossReceiptsAmt087793
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt063841
IRS990EZ/NetAssetsOrFundBalancesEOYAmt042326
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt063841
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt042326
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt29.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AYDA BISTOUNI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANDREA ROBERTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CATRINA TARANTINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01870
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT AND ENHANCE THE EDUCATIONAL EXCELLENCE OF SHOAL CREEK ELEMENTARY SCHOOL BY INVOLVING PARENTS IN THE ACEDEMIC GROWTH OF THEIR CHILDREN, ACKNOWLEDGING 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/SpecialEventsDirectExpensesAmt068584
IRS990EZ/SpecialEventsNetIncomeLossAmt018385
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt040724
IRS990EZ/TotalRevenueAmt019209
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW2.POWAYUSD.COM/PUSDSCES/PTA/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0824
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0412
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01280
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02816
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt086969
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt035198
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt034962
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt053678
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0210807
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0213623
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt087793
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt035498
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt035374
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt054958
IRS990ScheduleA/Total509Grp/TotalAmt0213623
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt087793
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt035498
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt035374
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt054958
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0213623
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt068584
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt086969
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt086969
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt086969
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt086969
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018385
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt068584
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt068584
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: SHOAL CREEK ES | Donee's Address: 11775 SHOAL CREEK DR SAN DIEGO CA 92128 | Description of Property: SUPPLIES, AIDE, AND DEVEL | Date of Gift: 20230601 | Book Value: $38854 | Method Used to Determine BV: PURCHASE PRICE | Fair Market Value: $38854 | Method Used to Determine FMV: PURCHASE PRICE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADMIN COSTS & SUPPLIES $1494
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER MISC EXPENSE $376
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CATRINA TARANTINO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHOAL CREEK PTA
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463886635
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Beach Cities Financial Group
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0256 Witherspoon Way
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0El Cajon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092020
ReturnHeader/PreparerPersonGrp/PhoneNum06194601040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDRE HELMS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-14T13:20:05-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CATRINA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TARANTINO
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,326
Liabilities
-
Net assets
$42,326
Revenue
$19,209
Expenses
$40,724
Net income
-$21,515
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