Civic Intelligence

PTA California Congress of Parents Teach

EIN 33-0822293 • 501(c)3 • San Diego, CA

Profile

To fund supplemental educational and program needs as well as provide social support at Ashley Falls Elementary School.

13030 Ashley Falls DriveSan Diego, CA 92130

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

55th percentile

4.4%

Higher net margin than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

63rd percentile

5.3%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$58,746

Up $2,982 (+5.3%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$58,746

Up $2,982 (+5.3%) from 2024

Revenue

Up

$67,301

Up $7,496 (+13%) from 2024

Expenses

Up

$64,319

Up $9,330 (+17%) from 2024

Net Income

Down

$2,982

Down $1,834 (-38%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2011: $34,907Net Assets 2011: $34,9072011Assets 2012: $35,099Net Assets 2012: $35,0992012Assets 2013: $24,513Net Assets 2013: $24,5132013Assets 2014: $29,949Net Assets 2014: $29,9492014Assets 2015: $36,382Net Assets 2015: $36,3822015Assets 2016: $31,122Net Assets 2016: $31,1222016Assets 2017: $24,545Net Assets 2017: $24,5452017Assets 2018: $31,424Net Assets 2018: $31,4242018Assets 2019: $37,993Net Assets 2019: $37,9932019Assets 2020: $65,708Net Assets 2020: $65,7082020Assets 2021: $78,890Net Assets 2021: $78,8902021Assets 2022: $59,389Net Assets 2022: $59,3892022Assets 2023: $50,948Net Assets 2023: $50,9482023Assets 2024: $55,764Net Assets 2024: $55,7642024Assets 2025: $58,746Net Assets 2025: $58,7462025

Highlighted filing

2025

Assets$58,746
Liabilities-
Net Assets$58,746

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $75,171Expenses 2011: $95,755Net Income 2011: -$20,5842011Revenue 2012: $78,523Expenses 2012: $78,331Net Income 2012: $1922012Revenue 2013: $71,610Expenses 2013: $82,196Net Income 2013: -$10,5862013Revenue 2014: $84,797Expenses 2014: $79,361Net Income 2014: $5,4362014Revenue 2015: $61,534Expenses 2015: $55,101Net Income 2015: $6,4332015Revenue 2016: $44,972Expenses 2016: $50,232Net Income 2016: -$5,2602016Revenue 2017: $47,896Expenses 2017: $54,473Net Income 2017: -$6,5772017Revenue 2018: $62,615Expenses 2018: $55,736Net Income 2018: $6,8792018Revenue 2019: $71,433Expenses 2019: $64,864Net Income 2019: $6,5692019Revenue 2020: $58,340Expenses 2020: $30,625Net Income 2020: $27,7152020Revenue 2021: $55,080Expenses 2021: $41,898Net Income 2021: $13,1822021Revenue 2022: $59,960Expenses 2022: $79,461Net Income 2022: -$19,5012022Revenue 2023: $53,466Expenses 2023: $61,907Net Income 2023: -$8,4412023Revenue 2024: $59,805Expenses 2024: $54,989Net Income 2024: $4,8162024Revenue 2025: $67,301Expenses 2025: $64,319Net Income 2025: $2,9822025

Highlighted filing

2025

Revenue$67,301
Expenses$64,319
Net Income$2,982

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$58.7$58.7$67.3$64.3$2.98
2024Detailed filing. Detailed filing data is available for this year.$55.8$55.8$59.8$55.0$4.82
2023Detailed filing. Detailed filing data is available for this year.$50.9$50.9$53.5$61.9$8.44
2022Detailed filing. Detailed filing data is available for this year.$59.4$59.4$60.0$79.5$19.5
2021Detailed filing. Detailed filing data is available for this year.$78.9$78.9$55.1$41.9$13.2
2020Detailed filing. Detailed filing data is available for this year.$65.7$65.7$58.3$30.6$27.7
2019Detailed filing. Detailed filing data is available for this year.$38.0$38.0$71.4$64.9$6.57
2018Detailed filing. Detailed filing data is available for this year.$31.4$31.4$62.6$55.7$6.88
2017Detailed filing. Detailed filing data is available for this year.$24.5$24.5$47.9$54.5$6.58
2016Detailed filing. Detailed filing data is available for this year.$31.1$31.1$45.0$50.2$5.26
2015Detailed filing. Detailed filing data is available for this year.$36.4$36.4$61.5$55.1$6.43
2014Detailed filing. Detailed filing data is available for this year.$29.9$29.9$84.8$79.4$5.44
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.5$24.5$71.6$82.2$10.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.1$35.1$78.5$78.3$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.9$34.9$75.2$95.8$20.6
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jul 23, 2025
Return Version
2024v5.2
Gross Receipts
$101,858
Mission and Program Overview

Mission

To fund supplemental educational and program needs as well as provide social support at Ashley Falls Elementary School.

Program Services

DescriptionGrantsExpenses
To fund supplemental educational and program needs as well as provide social support at Ashley Falls Elementary School.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Darlene Lee CoveyPresident-$0--
Rachel CarnickVP Fundraising-$0--
John WallaceFinancial Sec-$0--
Sherri SimkinSecretary-$0--
Jonathan FentonFinancial Rev-$0--
Jane DesaiVP Intrnl Event-$0--
Renee SellsExecutive VP-$0--
Amanda FrizzellVP Programming-$0--
Sahar KhatamiVP Comm&Marketi-$0--
Isabelle DeclercqTreasurer-$0--
Laurie AltschulParliamentarian-$0--
Kristen HowellHistorian-$0--
Jaya MaewalVP Extrnl Event-$0--
Filing and Contact Details

Filer

Filer Name
PTA California Congress of Parents Teach
EIN
33-0822293
Address
13030 Ashley Falls Drive, San Diego, CA 92130

Signing Officer

Name
Darlene Lee Covey
Title
President
Signed
2025-07-23
Discuss with paid preparer
Yes

Preparer

Firm
Accuvisors Inc
Address
12520 HIGH BLUFF DR STE 240, SAN DIEGO, CA 92130
Preparer
Joanne Barsa
Phone
8583455720
Supplemental Narrative

Additional Explanations

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

| Donee's Name: Ashley Falls School | Donee's Address: 13030 Ashley Falls Drive San Diego CA 92130 | Cash Amount Given: $10191

Other Expenses.1012

Insurance $288

Other Expenses.1

PE Equipment $9094

Other Expenses.2

Gifts of Surplus Funds to AF $7069

Other Expenses.3

Teacher/Employee Appreciation $6871

Other Expenses.4

Assemblies (art/music/other) $5672

Other Expenses.5

Night of The Arts $4008

Other Expenses.6

Garden $3451

Other Expenses.7

Membership Fees to Council $3054

Other Expenses.8

Merchant Fees $2491

Other Expenses.9

Goodwill Games $2232

Other Expenses.10

Hospitality/Welcome Back $1787

Other Expenses.11

Running Club $1319

Other Expenses.12

Sixth Grade Promotion $1225

Other Expenses.13

International Night $999

Other Expenses.14

Everyone A Reader Program $998

Other Expenses.15

Operating Exp $884

Other Expenses.16

Safety Patrol $817

Other Expenses.17

Volunteer Appreciation $455

Other Expenses.18

El Arbol de Nino $400

Other Expenses.19

Scholarship Exp $221

Other Expenses.20

Meetings Exp $190

Other Expenses.21

Red Ribbon Week $155

Other Expenses.22

PTA Convention $150

Other Expenses.23

Study Buddy $141

Other Expenses.24

Marketing Exp $108

Other Expenses.25

Ice Cream Social $49

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Ashley Falls School | Donee's Address: 13030 Ashley Falls Drive San Diego CA 92130 | Cash Amount Given: $10191
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $288
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Operating Exp $884
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Darlene Lee Covey
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA California Congress of Parents Teach
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Ashley Falls PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0330822293
ReturnHeader/Filer/USAddress/AddressLine1Txt013030 Ashley Falls Drive
ReturnHeader/Filer/USAddress/CityNm0San Diego
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ACCUVISORS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012520 HIGH BLUFF DR STE 240
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092130
ReturnHeader/PreparerPersonGrp/PhoneNum08583455720
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joanne Barsa
ReturnHeader/ReturnTs02025-07-28T15:50:15-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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