Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2019 • EIN 33-0912777

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 22, 2019

12362 Springhurst DriveSan Diego, CA 92128

(858) 391-1514

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

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

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

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

Net Margin

42nd percentile

0.3%

Higher net margin than 42% 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

22nd percentile

-18%

Faster asset growth than 22% of similar nonprofits.

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

Revenue Growth

42nd percentile

-3.9%

Faster revenue growth than 42% of similar nonprofits.

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

Assets

Up

$32,282

Up $13,935 (+76%) from 2017

Net Assets

Up

$32,140

Up $14,411 (+81%) from 2017

Liabilities

Down

$142

Down $476 (-77%) from 2017

Revenue

Up

$62,671

Up $4,881 (+8.4%) from 2017

Expenses

Up

$62,476

Up $2,476 (+4.1%) from 2017

Net Income

Up

$195

Up $2,405 (+109%) from 2017

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2014: $33,271Liabilities 2014: $1,044Net Assets 2014: $32,2272014Assets 2015: $48,233Liabilities 2015: $16,929Net Assets 2015: $31,3042015Assets 2016: $28,539Liabilities 2016: $8,600Net Assets 2016: $19,9392016Assets 2017: $18,347Liabilities 2017: $618Net Assets 2017: $17,7292017Assets 2019: $32,282Liabilities 2019: $142Net Assets 2019: $32,1402019Assets 2021: $29,812Liabilities 2021: $35Net Assets 2021: $29,7772021Assets 2022: $31,051Liabilities 2022: $0Net Assets 2022: $31,0512022Assets 2023: $33,008Liabilities 2023: $0Net Assets 2023: $33,0082023

Highlighted filing

2019

Assets$32,282
Liabilities$142
Net Assets$32,140

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2014: $39,507Expenses 2014: $43,128Net Income 2014: -$3,6212014Revenue 2015: $38,714Expenses 2015: $39,637Net Income 2015: -$9232015Revenue 2016: $46,021Expenses 2016: $57,139Net Income 2016: -$11,1182016Revenue 2017: $57,790Expenses 2017: $60,000Net Income 2017: -$2,2102017Revenue 2019: $62,671Expenses 2019: $62,476Net Income 2019: $1952019Revenue 2021: $8,234Expenses 2021: $8,393Net Income 2021: -$1592021Revenue 2022: $38,288Expenses 2022: $37,014Net Income 2022: $1,2742022Revenue 2023: $42,470Expenses 2023: $40,513Net Income 2023: $1,9572023

Highlighted filing

2019

Revenue$62,671
Expenses$62,476
Net Income$195
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 22, 2019
Return Version
2018v3.0
Gross Receipts
$82,833
Mission and Program Overview

Mission

Primary purpose is well being of students.

Program Services

DescriptionGrantsExpenses
Line 31 Other Program Services$0$20,162
Academic Support$0$14,716
School Supplies and Gifts to School$0$12,048
Physical Education$0$7,247
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jenelle ArisPresidentPT$0--
Archana AmbikeRecording Secretary-$0--
Lorraine LoveringTreasurer-$0--
April CoteVP Of Membership-$0--
Mechelle ChadwickVP Of Volunteers-$0--
Lori PerryVP Of Programs-$0--
Krysie WeilVP Ways And Means-$0--
Kate PalumboAuditor-$0--
Michelle CurtisHistorian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair$12,901$12,901$12,890$11
Carnival$10,311$10,311$4,170$6,141
Total Events$42,287$42,287$20,162$22,125
Filing and Contact Details

Filer

Filer Name
Creekside Elementary School PTA
EIN
33-0912777
Phone
8583911514
Address
12362 Springhurst Drive, San Diego, CA 92128

Signing Officer

Name
Lori Lovering
Title
Treasurer
Phone
8583129288
Signed
2019-10-22
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Description;Amount^Administration Expenses;307|Bank Charges;10|Charitable Trust Reqistration;25|Palomar Council Insurance;232|Paypal Fee Expense;437|PTA Conferences;45|PTAEZ Expense;209|Unallocated Funds;909|5th Grade Promotion;78|Academic Support;14716|Art Club;1083|Arts Attack;3378|Chess Club;208|Chinese Club;364|Coffee with Principal;73|Dances;1797|Family Night;92|Fun with Dads;550|Garden;7|Gecko Chorus;2624|Gecko Dance Crew;504|Health Fitness;1950|iMovie Club;730|Junior Gecko Dance Club;526|Kindergarten Mother's Day Tea;142|Kindergarten Photos;30|Kindness Challenge;14|March Madness;59|Math Club;126|Multi Cultural;299|PE;7247|Playground Games;101|Posting Party;496|Programs Grade Level;1258|Programs School Wide;1097|Read In Nights;952|Reading Olympics 3rd Grade;199|Red Ribbon Week;93|Room Parent Meeting;36|Rubik's Cube Club;42|Running Club;2687|Scholarship;400|Science Fair;109|Sign Language Club;53|Spelling Bee;527|Staff Appreciation Hospitality;936|Supplies and Gifts to School;12048|Voracious Readers Club;249|Palomar Membership Dues;2322|Palomar Council Assessment;100^Total;62476^

Form 990-EZ, Part II, Line 26

Description;EOY Amount^Uncashed Checks;142^Total;142^

Raw XML Appendix259 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/PhoneNum08583911514
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012362 Springhurst Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Diego
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Michelle Curtis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Recording Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP of Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP of Volunteers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP of Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP Ways and Means
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Historian
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/OtherRevenueTotalAmt00
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IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Line 31 Other Program Services
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014716
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17247
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt212048
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt320162
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
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IRS990EZ/SpecialEventsNetIncomeLossAmt022125
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TotalExpensesAmt062476
IRS990EZ/TotalProgramServiceExpensesAmt054173
IRS990EZ/TotalRevenueAmt062671
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt046952
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt049093
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt045604
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0141649
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus1YearAmt00
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IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt035881
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt037647
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt034059
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0107587
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct01
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt00
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IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt082833
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IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Carnival
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt012901
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010311
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt019075
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt042287
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012901
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010311
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt019075
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt042287
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022125
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03102
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020162
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012890
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04170
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt014
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Administration Expenses;307|Bank Charges;10|Charitable Trust Reqistration;25|Palomar Council Insurance;232|Paypal Fee Expense;437|PTA Conferences;45|PTAEZ Expense;209|Unallocated Funds;909|5th Grade Promotion;78|Academic Support;14716|Art Club;1083|Arts Attack;3378|Chess Club;208|Chinese Club;364|Coffee with Principal;73|Dances;1797|Family Night;92|Fun with Dads;550|Garden;7|Gecko Chorus;2624|Gecko Dance Crew;504|Health Fitness;1950|iMovie Club;730|Junior Gecko Dance Club;526|Kindergarten Mother's Day Tea;142|Kindergarten Photos;30|Kindness Challenge;14|March Madness;59|Math Club;126|Multi Cultural;299|PE;7247|Playground Games;101|Posting Party;496|Programs Grade Level;1258|Programs School Wide;1097|Read In Nights;952|Reading Olympics 3rd Grade;199|Red Ribbon Week;93|Room Parent Meeting;36|Rubik's Cube Club;42|Running Club;2687|Scholarship;400|Science Fair;109|Sign Language Club;53|Spelling Bee;527|Staff Appreciation Hospitality;936|Supplies and Gifts to School;12048|Voracious Readers Club;249|Palomar Membership Dues;2322|Palomar Council Assessment;100^Total;62476^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;EOY Amount^Uncashed Checks;142^Total;142^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 26
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Lori Lovering
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08583129288
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Creekside Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0CREE
ReturnHeader/Filer/EIN0330912777
ReturnHeader/Filer/PhoneNum08583911514
ReturnHeader/Filer/USAddress/AddressLine1Txt012362 Springhurst Drive
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092128
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.165.40.57
ReturnHeader/ReturnTs02019-10-22T16:10:45-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • <$500k nonprofits