Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2020 • EIN 33-0911736

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 16, 2020

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

83rd percentile

38%

Higher net margin than 83% 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

84th percentile

73%

Faster asset growth than 84% of similar nonprofits.

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

Revenue Growth

74th percentile

12%

Faster revenue growth than 74% of similar nonprofits.

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

Assets

Up

$93,412

Up $39,367 (+73%) from 2019

Net Assets

Up

$93,412

Up $39,367 (+73%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$102,985

Up $11,107 (+12%) from 2019

Expenses

Up

$63,618

Up $3,657 (+6.1%) from 2019

Net Income

Up

$39,367

Up $7,450 (+23%) from 2019

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

2020

Assets$93,412
Liabilities-
Net Assets$93,412

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

2020

Revenue$102,985
Expenses$63,618
Net Income$39,367
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 16, 2020
Return Version
2019v5.0
Gross Receipts
$163,231
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, MAGIC SHOW,6TH GRADE PROMOTION, JOG-A-THON, MINDFULNESS, RECESS ACTIVITIES, SAFETY PATROL, SCIENCE FAIR, STEAM+ SUPPORT, ANTI-BULLYING PROGRAM$40,459$17,190
SUPPORT TEACHERS AND STAFFGRANTS FOR TEACHERS, STAFF APPRECIATION, STAFF MEALS$14,652$11,672
FAMILY AND COMMUNITY INVOLVEMENT AND AWARENESSICE CREAM SOCIAL, INTERNATIONAL NIGHT, NEWSLETTERS, FIRST DAY OF SCHOOL, DIRECTORIES, FAMILY NIGHTS, TALENT SHOW, FAMILY CAMP OUT, TRUNK OR TREAT/HAUNTED HOUSE$10,373-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JING GUANTreasurerPT$0--
AMY BERKLEYVP Membership-$0--
SARAH NORMANHistorian-$0--
AMY BERTRANDRecording Sec.-$0--
CATHY PATRICKPresidentPT$0--
LIZ CARTERFin. Secretary-$0--
ED HARAuditor-$0--
DIANE RUSSOVP Ways & Means-$0--
COLLEEN HENCKELSVice President-$0--
JODY NEWLANDERVP Volunteers-$0--
LEAH ANNE BURRELLVP Hlth & WelfrPT$0--
LISA CHANGCorr. Secretary-$0--
JILL IRVINParliamentarian-$0--
MARNI NAGLEVP Programs-$0--
BRENDAN RUFFVP Comm.-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Read-a-thon$56,171$56,171$6,862$49,309
Giving Campaign$27,681$27,681$4,744$22,937
Total Events$116,888$116,888$32,713$84,175
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
2020-11-16
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

RALPH'S $463

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

| Donee's Name: SAGE CANYON ELEMENTARY SCHOOL | Donee's Address: 5290 HARVEST RUN DRIVE SAN DIEGO CA 92130 | Cash Amount Given: $13673

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: $15189

Other Expenses.1002

Office Expenses $235

Other Expenses.1003

Information Technology $793

Other Expenses.1012

Insurance $232

Other Expenses.1

Educational program $4000

Other Expenses.2

RECESS ACTIVITIES $3885

Other Expenses.3

PAYPAL FEES $3342

Other Expenses.4

Trunk or treat/haunted house $3000

Other Expenses.5

Anti-bullying program $2475

Other Expenses.6

MINDFULNESS $2000

Other Expenses.7

STAFF APPRECIATION $1969

Other Expenses.8

Imagination machine $1880

Other Expenses.9

Membership to national pta $1809

Other Expenses.10

GARDEN CLUB $1445

Other Expenses.11

STAFF MEALS $1012

Other Expenses.12

ROADRUNNERS $772

Other Expenses.13

STUDENT ASSEMBLIES $700

Other Expenses.14

6TH GRADE PROMOTION $618

Other Expenses.15

COYOTE BREAKFAST $555

Other Expenses.16

SCIENCE FAIR $525

Other Expenses.17

ICE CREAM SOCIAL $465

Other Expenses.18

MY SCHOOL ANYWHERE $398

Other Expenses.19

INTERNATIONAL NIGHT $394

Other Expenses.20

TALENT SHOW $338

Other Expenses.21

RED RIBBON DAY $276

Other Expenses.22

STUDY BUDDY $238

Other Expenses.24

MOM'S CLUB PROGRAM $200

Other Expenses.25

FAMILY NIGHTS $200

Other Expenses.26

FIRST DAY OF SCHOOL $110

Other Expenses.27

SQUARE FEES $39

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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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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06862
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04744
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RALPH'S $463
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: SAGE CANYON ELEMENTARY SCHOOL | Donee's Address: 5290 HARVEST RUN DRIVE SAN DIEGO CA 92130 | Cash Amount Given: $13673
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Donee's Name: TEACHER MINI-GRANTS & STEAM+ | Donee's Address: 5290 HARVEST RUN DRIVE SAN DIEGO CA 92130 | Cash Amount Given: $15189
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office Expenses $235
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Information Technology $793
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance $232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6EDUCATIONAL PROGRAM $4000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7RECESS ACTIVITIES $3885
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PAYPAL FEES $3342
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TRUNK OR TREAT/HAUNTED HOUSE $3000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ANTI-BULLYING PROGRAM $2475
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MINDFULNESS $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12STAFF APPRECIATION $1969
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13IMAGINATION MACHINE $1880
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14MEMBERSHIP TO NATIONAL PTA $1809
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15GARDEN CLUB $1445
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16STAFF MEALS $1012
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17ROADRUNNERS $772
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18STUDENT ASSEMBLIES $700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt196TH GRADE PROMOTION $618
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20COYOTE BREAKFAST $555
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21SCIENCE FAIR $525
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22ICE CREAM SOCIAL $465
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23MY SCHOOL ANYWHERE $398
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24INTERNATIONAL NIGHT $394
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25TALENT SHOW $338
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26RED RIBBON DAY $276
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27STUDY BUDDY $238
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28MOM'S CLUB PROGRAM $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29FAMILY NIGHTS $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30FIRST DAY OF SCHOOL $110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31SQUARE FEES $39
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Other Expenses.20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Other Expenses.21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27Other Expenses.22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc28Other Expenses.24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc29Other Expenses.25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc30Other Expenses.26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc31Other Expenses.27
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JING GUAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAGE CANYON PTA
ReturnHeader/Filer/BusinessNameControlTxt0SAGE
ReturnHeader/Filer/EIN0330911736
ReturnHeader/Filer/PhoneNum08584817844
ReturnHeader/Filer/USAddress/AddressLine1Txt05290 HARVEST RUN DRIVE
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092130
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263603276
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TIERNAN FINANCIAL SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010946 CORTE MEJILLONES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0921304817
ReturnHeader/PreparerPersonGrp/PhoneNum08586633049
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kiimberlei Tiernan CPA
ReturnHeader/ReturnTs02020-11-16T10:44:03-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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