Civic Intelligence

PTA Congress Partents Teachers Student Rancho San Joaquin Middle School PTA

990EZ • Fiscal year 2020 • EIN 33-0821667

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 27, 2020

Organization Profilewww.ranchomspta.org
4861 Michelson DriveIrvine, CA 92612

(949) 936-6500

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

81st percentile

34%

Higher net margin than 81% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

91st percentile

143%

Faster asset growth than 91% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

80th percentile

22%

Faster revenue growth than 80% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$42,580

Up $25,033 (+143%) from 2019

Net Assets

Up

$42,580

Up $25,033 (+143%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin81st percentile

Revenue

Up

$73,144

Up $13,116 (+22%) from 2019

Expenses

Down

$48,111

Down $9,772 (-17%) from 2019

Net Income

Up

$25,033

Up $22,888 (+1067%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$60K$40K$20K$0Assets 2011: $17,144Net Assets 2011: $17,1442011Assets 2012: $14,986Net Assets 2012: $14,9862012Assets 2013: $11,619Net Assets 2013: $11,6192013Assets 2019: $17,547Liabilities 2019: $0Net Assets 2019: $17,5472019Assets 2020: $42,580Liabilities 2020: $0Net Assets 2020: $42,5802020Assets 2021: $13,661Net Assets 2021: $13,6612021Assets 2023: $18,288Net Assets 2023: $18,2882023Assets 2024: $13,742Net Assets 2024: $13,7422024Assets 2025: $8,103Net Assets 2025: $8,1032025

Highlighted filing

2020

Assets$42,580
Liabilities$0
Net Assets$42,580
Open 2020 Filing

Operations Trend

Revenue Growth80th percentile

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

$100K$50K$0-$50KRevenue 2011: $24,598Expenses 2011: $15,146Net Income 2011: $9,4522011Revenue 2012: $16,338Expenses 2012: $18,310Net Income 2012: -$1,9722012Revenue 2013: $26,188Expenses 2013: $29,555Net Income 2013: -$3,3672013Revenue 2019: $60,028Expenses 2019: $57,883Net Income 2019: $2,1452019Revenue 2020: $73,144Expenses 2020: $48,111Net Income 2020: $25,0332020Revenue 2021: $12,740Expenses 2021: $41,659Net Income 2021: -$28,9192021Revenue 2023: $51,606Expenses 2023: $59,646Net Income 2023: -$8,0402023Revenue 2024: $36,198Expenses 2024: $40,744Net Income 2024: -$4,5462024Revenue 2025: $58,567Expenses 2025: $64,206Net Income 2025: -$5,6392025

Highlighted filing

2020

Revenue$73,144
Expenses$48,111
Net Income$25,033
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 27, 2020
Return Version
2019v5.1
Gross Receipts
$73,925
Mission and Program Overview

Mission

To enhance children's educational experience.

Program Services

DescriptionGrantsExpenses
To provide educational supplies and equipment to enhance children's learning experience.$0$0
To provide family activites to enhance children's learning experience$0$0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Yvonne MansouriPresidentPT$0--
Cari MalekExcutive Vice PresidentPT$0--
Elizabeth RhoVice PresidentPT$0--
Jori MedivilRecording SecretaryPT$0--
Emilie AlbertTreasurerPT$0--
Kristina LeeAuditorPT$0--
Nicole BremenHistorianPT$0--
Filing and Contact Details

Filer

Filer Name
PTA CA Congress Parents Teachers Student
EIN
33-0821667
Phone
9499366500
Address
4861 Michelson Drive, Irvine, CA 92612

Signing Officer

Name
Emilie Albert
Title
Treasurer
Phone
9499366500
Signed
2020-08-27
Discuss with paid preparer
Yes

Preparer

Firm
Poole Foster & Dul an Accountancy Corp
Address
12241 Newport Ave Ste 100, North Tustin, CA 92705
Preparer
Cynthia M Foster
Phone
7145581921
Supplemental Narrative

Additional Explanations

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

“Description: Insurance. Amount: 232. Description: Hospitality. Amount: 60. Description: Educational supplies. Amount: 39,475. Description: School events. Amount: 700. Description: Teacher appreciation. Amount: 283. Description: Supplies. Amount: 21. Description: Fees. Amount: 5. Description: Website. Amount: 74. Description: Credit card fees. Amount: 1,396. Description: Sacramento safari. Amount: 686. Description: Miscellaneous. Amount: 376. Description: Promotion. Amount: 780. Total to Form 990-EZ, line 16: 44,088.”

Raw XML Appendix186 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/USAddress/CityNm0Irvine
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Yvonne Mansouri
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Cari Malek
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Elizabeth Rho
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jori Medivil
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Emilie Albert
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Kristina Lee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Nicole Bremen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Excutive Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Recording Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Historian
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt044088
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To enhance children's educational experience.
IRS990EZ/PrintingPublicationsPostageAmt0892
IRS990EZ/ProgramServiceRevenueAmt01150
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To provide educational supplies and equipment to enhance children's learning experience.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1To provide family activites to enhance children's learning experience
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt0781
IRS990EZ/SpecialEventsNetIncomeLossAmt012574
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt048111
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt073144
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://www.ranchomspta.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt056990
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt060028
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt058296
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt052237
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt042573
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0270124
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt014505
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt014505
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0284629
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt071495
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt060028
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt058296
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt052237
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt042573
IRS990ScheduleA/Total509Grp/TotalAmt0284629
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt071495
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt060028
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt058296
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt052237
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt042573
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0284629
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Insurance. Amount: 232. Description: Hospitality. Amount: 60. Description: Educational supplies. Amount: 39,475. Description: School events. Amount: 700. Description: Teacher appreciation. Amount: 283. Description: Supplies. Amount: 21. Description: Fees. Amount: 5. Description: Website. Amount: 74. Description: Credit card fees. Amount: 1,396. Description: Sacramento safari. Amount: 686. Description: Miscellaneous. Amount: 376. Description: Promotion. Amount: 780. Total to Form 990-EZ, line 16: 44,088.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Emilie Albert
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09499366500
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CA Congress Parents Teachers Student
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Rancho San Joaquin Middle School PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0330821667
ReturnHeader/Filer/PhoneNum09499366500
ReturnHeader/Filer/USAddress/AddressLine1Txt04861 Michelson Drive
ReturnHeader/Filer/USAddress/CityNm0Irvine
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092612
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F6C4824E3030A5D2AA4FAD9774C74E3212C0E4B5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId066217496AA9B650561EA039F60B7CB81156B56B7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.112.83.153
ReturnHeader/FilingSecurityInformation/IPDt02020-08-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:52:19
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952793752
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Poole Foster & Dul an Accountancy Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012241 Newport Ave Ste 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0North Tustin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092705
ReturnHeader/PreparerPersonGrp/PhoneNum07145581921
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cynthia M Foster
ReturnHeader/ReturnTs02020-09-03T10:08:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,580
Liabilities
$0
Net assets
$42,580
Revenue
$73,144
Expenses
$48,111
Net income
$25,033
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.10$8.10$58.6$64.2$5.64
2024Detailed filing. Detailed filing data is available for this year.$13.7$13.7$36.2$40.7$4.55
2023Detailed filing. Detailed filing data is available for this year.$18.3$18.3$51.6$59.6$8.04
2021Detailed filing. Detailed filing data is available for this year.$13.7$13.7$12.7$41.7$28.9
2020Detailed filing. Detailed filing data is available for this year.$42.6$0.00$42.6$73.1$48.1$25.0
2019Detailed filing. Detailed filing data is available for this year.$17.5$0.00$17.5$60.0$57.9$2.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.6$11.6$26.2$29.6$3.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.0$15.0$16.3$18.3$1.97
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.1$17.1$24.6$15.1$9.45