Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2019 • EIN 33-0911736

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 14, 2019

5290 Harvest Run DriveSan Diego, CA 92130

(858) 481-7844

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

86th percentile

35%

Higher net margin than 86% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

93rd percentile

144%

Faster asset growth than 93% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

81st percentile

34%

Faster revenue growth than 81% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$54,045

Up $31,917 (+144%) from 2018

Net Assets

Up

$54,045

Up $31,917 (+144%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$91,878

Up $23,463 (+34%) from 2018

Expenses

Down

$59,961

Down $30,737 (-34%) from 2018

Net Income

Up

$31,917

Up $54,200 (+243%) from 2018

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2014: $87,061Net Assets 2014: $87,0612014Assets 2015: $95,664Net Assets 2015: $95,6642015Assets 2017: $46,156Net Assets 2017: $46,1562017Assets 2018: $22,128Net Assets 2018: $22,1282018Assets 2019: $54,045Net Assets 2019: $54,0452019Assets 2020: $93,412Net Assets 2020: $93,4122020Assets 2021: $88,050Liabilities 2021: $0Net Assets 2021: $88,0502021Assets 2022: $113,695Liabilities 2022: $0Net Assets 2022: $113,6952022Assets 2023: $94,765Liabilities 2023: $0Net Assets 2023: $94,7652023Assets 2025: $65,032Net Assets 2025: $65,0322025

Highlighted filing

2019

Assets$54,045
Liabilities-
Net Assets$54,045

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2014: $60,624Expenses 2014: $56,429Net Income 2014: $4,1952014Revenue 2015: $65,362Expenses 2015: $56,759Net Income 2015: $8,6032015Revenue 2017: $74,831Expenses 2017: $101,197Net Income 2017: -$26,3662017Revenue 2018: $68,415Expenses 2018: $90,698Net Income 2018: -$22,2832018Revenue 2019: $91,878Expenses 2019: $59,961Net Income 2019: $31,9172019Revenue 2020: $102,985Expenses 2020: $63,618Net Income 2020: $39,3672020Revenue 2021: $76,210Expenses 2021: $81,572Net Income 2021: -$5,3622021Revenue 2022: $120,010Expenses 2022: $94,365Net Income 2022: $25,6452022Revenue 2023: $67,603Expenses 2023: $86,533Net Income 2023: -$18,9302023Revenue 2025: $80,942Expenses 2025: $110,238Net Income 2025: -$29,2962025

Highlighted filing

2019

Revenue$91,878
Expenses$59,961
Net Income$31,917
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$164,890
Mission and Program Overview

Mission

The purpose of this association in common with the purposes of the National PTA and the California State PTA are: A. To promote the welfare of children and youth in home, school, places of worship, and throughout the community; B. To raise the standards of home life; C. To advocate for laws that further the education, physical and mental health, welfare, and safety of children and youth; D. To promote the collaboration and engagement of families and educators in the education of children and youth; E. To engage the public in united efforts to secure the physical, mental, emotional, spiritual, and social well-being of all children and youth; F. To advocate for fiscal responsibility regarding public tax dollars in public education funding.

The purpose of this association, in common with the purposes of the national pta and the california state pta are a) to promote the welfare of children and youth in home, school, community and place of worship b) to raise the standards of home life c) to advocate for laws that further the education, physical and mental health, welfare, and safety of children and youth d) to promote the collaboration and engagement of families and educators in the education of children and youth, e) to engage the public in united efforts to secure the physical, mental, emotional, social, and spiritual well-being of all children and youth; and f) to advocate for fiscal responsibility regarding public tax dollars in public education funding.

Program Services

DescriptionGrantsExpenses
ENRICH CHILDREN'S EDUCATIONDONATION TO SCHOOL, COYOTE BREAKFAST, CLUBS, ASSEMBLIES, STUDY BUDDIES, TALENT SHOW, 6TH GRADE ICE CREAM PARTY AND PROMOTION, JOG-A-THON, MINDFULNESS, RECESS ACTIVITIES, SAFETY PATROL, SCIENCE FAIR, STEAM+ SUPPORT$24,523$4,162
SUPPORT TEACHERS AND STAFFGRANTS FOR TEACHERS AND STEAM+ GIFTS, STAFF APPRECIATION, STAFF MEALS$22,879$16,182
FAMILY AND COMMUNITY INVOLVEMENT AND AWARENESSICE CREAM SOCIAL, INTERNATIONAL NIGHT, PARENT EDUCATION, PTA INDUCTION, NEWSLETTERS, FIRST DAY OF SCHOOL, DIRECTORIES, FAMILY NIGHTS, COYOTE BREAKFAST, TALENT SHOW$7,362-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNY HONGPresidentPT$0--
WENDY HAGERVP Membership-$0--
AIMEE COCHRANEHistorian-$0--
AMY BERTRANDRecording Sec.-$0--
CATHY PATRICKTreasurerPT$0--
LIZ CARTERFin. Secretary-$0--
ED HARAuditor-$0--
VIVA ELIAVP Hlth & WelfrPT$0--
COLLEEN HENCKELSVP Ways & Means-$0--
JODY NEWLANDERVP Volunteers-$0--
LEAH ANNE BORRELLVP Legislation-$0--
LISA CHANGCorr. Secretary-$0--
JILL IRVINParliamentarian-$0--
RACHEL GREENFIELDVP Programs-$0--
BRENDAN RUFFVP Comm.-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Read-a-thon$55,118$55,118$5,715$49,403
DAD'S CLUB$24,019$24,019$19,958$4,061
Total Events$114,988$114,988$47,385$67,603
Filing and Contact Details

Filer

Filer Name
Sage Canyon Pta
EIN
33-0911736
Phone
8584817844
Address
5290 HARVEST RUN DRIVE, SAN DIEGO, CA 92130

Signing Officer

Name
Jing Guan
Title
Treasurer
Signed
2019-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Tiernan Financial Services Inc
Address
10946 CORTE MEJILLONES, SAN DIEGO, CA 92130-4817
Preparer
Kiimberlei Tiernan CPA
Phone
8586633049
Supplemental Narrative

Additional Explanations

Other Revenue.1

GIVING CAMPAIGN $3032

Other Revenue.2

AMAZON SMILE $545

Other Revenue.3

LAUGHING TREE $458

Other Revenue.4

RALPH'S $299

Other Revenue.5

ESCRIP $3

Grants and Similar Amounts Paid In Excess of $5,000.2

| Donee's Name: TEACHER MINI-GRANTS & STEAM+ | Donee's Address: 5290 HARVEST RUN DRIVE SAN DIEGO CA 92130 | Cash Amount Given: $20118

Other Expenses.1002

Office Expenses $288

Other Expenses.1003

Information Technology $563

Other Expenses.1012

Insurance $252

Other Expenses.1

STAFF APPRECIATION $5404

Other Expenses.2

MINDFULNESS $5250

Other Expenses.3

RECESS ACTIVITIES $2980

Other Expenses.4

Anti-bullying program $2937

Other Expenses.5

International night $2014

Other Expenses.6

PTA INDUCTION $1889

Other Expenses.7

Imagination machine $1660

Other Expenses.8

PAYPAL FEES $1570

Other Expenses.9

STUDENT ASSEMBLIES $1500

Other Expenses.10

Membership to national pta $1478

Other Expenses.11

First day of school $1330

Other Expenses.12

STAFF MEALS $1294

Other Expenses.13

GARDEN CLUB $1046

Other Expenses.14

ROADRUNNERS $989

Other Expenses.15

MATH CLUB $874

Other Expenses.16

JOG-A-THON $746

Other Expenses.17

SAFETY PATROL $680

Other Expenses.18

6TH GRADE PROMOTION $471

Other Expenses.19

ICE CREAM SOCIAL $425

Other Expenses.20

MY SCHOOL ANYWHERE $398

Other Expenses.21

COYOTE BREAKFAST $395

Other Expenses.22

STUDY BUDDY $392

Other Expenses.23

RED RIBBON WEEK $371

Other Expenses.25

TALENT SHOW $296

Other Expenses.26

FAMILY NIGHTS $264

Other Expenses.27

6th grade ice cream party $259

Other Expenses.28

SCIENCE FAIR $207

Other Expenses.29

Bank service charges $180

Other Expenses.30

SQUARE FEES $162

Other Expenses.31

CONFERENCE $50

Other Expenses.32

MASCOT $40

Raw XML Appendix314 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.

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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt067603
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt021712
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt047385
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05715
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt019958
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GIVING CAMPAIGN $3032
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AMAZON SMILE $545
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LAUGHING TREE $458
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RALPH'S $299
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ESCRIP $3
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5| Donee's Name: TEACHER MINI-GRANTS & STEAM+ | Donee's Address: 5290 HARVEST RUN DRIVE SAN DIEGO CA 92130 | Cash Amount Given: $20118
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Office Expenses $288
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Information Technology $563
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Insurance $252
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9STAFF APPRECIATION $5404
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MINDFULNESS $5250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11RECESS ACTIVITIES $2980
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12ANTI-BULLYING PROGRAM $2937
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13INTERNATIONAL NIGHT $2014
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14PTA INDUCTION $1889
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15IMAGINATION MACHINE $1660
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16PAYPAL FEES $1570
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17STUDENT ASSEMBLIES $1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18MEMBERSHIP TO NATIONAL PTA $1478
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19FIRST DAY OF SCHOOL $1330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20STAFF MEALS $1294
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21GARDEN CLUB $1046
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22ROADRUNNERS $989
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23MATH CLUB $874
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24JOG-A-THON $746
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25SAFETY PATROL $680
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt266TH GRADE PROMOTION $471
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27ICE CREAM SOCIAL $425
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28MY SCHOOL ANYWHERE $398
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29COYOTE BREAKFAST $395
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30STUDY BUDDY $392
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31RED RIBBON WEEK $371
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt32TALENT SHOW $296
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt33FAMILY NIGHTS $264
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt346TH GRADE ICE CREAM PARTY $259
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt35SCIENCE FAIR $207
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt36BANK SERVICE CHARGES $180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt37SQUARE FEES $162
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt38CONFERENCE $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt39MASCOT $40
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Revenue.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Revenue.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Revenue.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc28Other Expenses.20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc29Other Expenses.21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc30Other Expenses.22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc31Other Expenses.23
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc32Other Expenses.25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc33Other Expenses.26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc34Other Expenses.27
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc35Other Expenses.28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc36Other Expenses.29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc37Other Expenses.30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc38Other Expenses.31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc39Other Expenses.32
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ReturnHeader/BusinessOfficerGrp/PersonNm0JING GUAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010946 CORTE MEJILLONES
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0921304817
ReturnHeader/PreparerPersonGrp/PhoneNum08586633049
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kiimberlei Tiernan CPA
ReturnHeader/ReturnTs02019-11-14T09:09:35-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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