Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2022 • EIN 33-0911736

Jul 01, 2021 to Jun 30, 2022 • Filed on Jan 31, 2023

5290 Harvest Run DrSan Diego, CA 92130

(858) 481-7844

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

72nd percentile

21%

Higher net margin than 72% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

77th percentile

29%

Faster asset growth than 77% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

75th percentile

57%

Faster revenue growth than 75% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$113,695

Up $25,645 (+29%) from 2021

Net Assets

Up

$113,695

Up $25,645 (+29%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$120,010

Up $43,800 (+57%) from 2021

Expenses

Up

$94,365

Up $12,793 (+16%) from 2021

Net Income

Up

$25,645

Up $31,007 (+578%) from 2021

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

2022

Assets$113,695
Liabilities$0
Net Assets$113,695

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

2022

Revenue$120,010
Expenses$94,365
Net Income$25,645
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 31, 2023
Return Version
2021v4.0
Gross Receipts
$154,792
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.

Program Services

DescriptionGrantsExpenses
School and Community Enrichment: Gift to school and community events.$28,901$0
Child and Education Enrichment programs, yearbook, fun fund, book club, garden club, math club, laughing tree,$26,504$159
Classroom Grants, Staff Enrichment, Staff Appreciation, Staff Grab and Go$15,402$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marni NaglePresidentPT$0--
Amy BerkleyVice PresidentPT$0--
Justin CoxTreasurerPT$0--
Financial SecretaryArwin ChengPT$0--
Jing GuanTreasurer-$0--
Co-Recording SecretaryAmy Bertrand-$0--
Co-Recording SecretaryLisa Chang-$0--
HistorianSara Norman-$0--
ParliamentarianEd Har-$0--
Filing and Contact Details

Filer

Filer Name
Sage Canyon PTA
EIN
33-0911736
Phone
8584817844
Address
5290 Harvest Run Dr, San Diego, CA 92130

Signing Officer

Name
Justin Cox
Title
Treasurer
Phone
8587573084
Signed
2023-01-31
Raw XML Appendix214 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
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IRS990EZ/PrintingPublicationsPostageAmt0246
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ReasonableCauseExplanation/ExplanationTxt0Our organization lost a significant amount of financial transaction data, and had to take steps to recover the information.
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ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Justin Cox
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08587573084
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sage Canyon PTA
ReturnHeader/Filer/BusinessNameControlTxt0SAGE
ReturnHeader/Filer/EIN0330911736
ReturnHeader/Filer/PhoneNum08584817844
ReturnHeader/Filer/USAddress/AddressLine1Txt05290 Harvest Run Dr
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092130
ReturnHeader/ReturnTs02023-01-31T12:43:52-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits