Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2024 • EIN 90-0339944

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 18, 2024

6401 Linda Vista Rd Annex ASan Diego, CA 92111

(858) 268-8077

Siviq Scores

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

Liabilities / Assets

87th percentile

0.37x

Higher debt load relative to assets than 87% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

91st percentile

0.44x

Higher debt load relative to revenue than 91% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

60th percentile

8.7%

Higher net margin than 60% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

45th percentile

-0.8%

Faster asset growth than 45% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

63rd percentile

14%

Faster revenue growth than 63% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Flat

$114,254

Flat from 2024

Net Assets

$72,293

No earlier filing loaded for comparison.

Liabilities

Flat

$41,961

Flat from 2024

Revenue

Flat

$95,686

Flat from 2024

Expenses

Flat

$87,369

Flat from 2024

Net Income

Flat

$8,317

Flat from 2024

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $91,895Liabilities 2012: $562012Assets 2013: $110,183Liabilities 2013: $1,4342013Assets 2014: $136,930Liabilities 2014: $6,0092014Assets 2015: $136,274Liabilities 2015: $10,1082015Assets 2016: $140,448Liabilities 2016: $23,957Net Assets 2016: $116,4912016Assets 2017: $125,257Liabilities 2017: $13,536Net Assets 2017: $111,7212017Assets 2018: $108,161Liabilities 2018: $3,819Net Assets 2018: $104,3422018Assets 2019: $100,170Liabilities 2019: $5,597Net Assets 2019: $94,5732019Assets 2020: $105,151Liabilities 2020: $2,833Net Assets 2020: $102,3182020Assets 2021: $95,043Liabilities 2021: $2,2512021Assets 2023: $115,159Liabilities 2023: $0Net Assets 2023: $115,1592023Assets 2024: $114,254Liabilities 2024: $41,961Net Assets 2024: $72,2932024Assets 2024: $114,254Liabilities 2024: $41,9612024Assets 2025: $122,465Liabilities 2025: $27,258Net Assets 2025: $95,2072025

Highlighted filing

2024

Assets$114,254
Liabilities$41,961
Net Assets$72,293

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $128,059Expenses 2012: $121,446Net Income 2012: $6,6132012Revenue 2013: $133,132Expenses 2013: $116,222Net Income 2013: $16,9102013Revenue 2014: $145,230Expenses 2014: $123,058Net Income 2014: $22,1722014Revenue 2015: $131,334Expenses 2015: $136,089Net Income 2015: -$4,7552015Revenue 2016: $116,271Expenses 2016: $125,946Net Income 2016: -$9,6752016Revenue 2017: $127,961Expenses 2017: $132,731Net Income 2017: -$4,7702017Revenue 2018: $111,961Expenses 2018: $119,340Net Income 2018: -$7,3792018Revenue 2019: $115,800Expenses 2019: $125,569Net Income 2019: -$9,7692019Revenue 2020: $82,742Expenses 2020: $76,776Net Income 2020: $5,9662020Revenue 2021: $45,710Expenses 2021: $55,236Net Income 2021: -$9,5262021Revenue 2023: $84,258Expenses 2023: $95,809Net Income 2023: -$11,5512023Revenue 2024: $95,686Expenses 2024: $87,369Net Income 2024: $8,3172024Revenue 2024: $95,686Expenses 2024: $87,369Net Income 2024: $8,3172024Revenue 2025: $118,738Expenses 2025: $95,824Net Income 2025: $22,9142025

Highlighted filing

2024

Revenue$95,686
Expenses$87,369
Net Income$8,317
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 18, 2024
Return Version
2023v5.0
Gross Receipts
$96,016
Mission and Program Overview

Mission

Our mission is to positively impact the lives of all children and families.

Program Services

DescriptionGrantsExpenses
PROVIDE A SUPPORT NETWORK FOR LOCAL PTA UNITS AND PROVIDE POSITION SPECIFIC TRAINING TO THE UNIT AND COUNCIL PTA EXECUTIVE BOARD OFFICERS-$52,482
FACILITATE COMMUNICATION BETWEEN NATIONAL PTA, CALIFORNIA STATE PTA AND LOCAL PTA UNITS-$32,987
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHAWNA STRAWPresidentPT$0--
DENAE SENISEExec Vice PrPT$0--
ANNE EMFINGERVP, LeadershPT$0--
LORI FENTRESSVP, Member SPT$0--
JEMIMA DUTRAVP, CommunicPT$0--
MARY PATTERSONVP, CommunitPT$0--
BETSY MUELLERVP, EducatioPT$0--
JULIE PALLIAVP, Director Of HPT$0--
HELEN CRENSHAWVP, LegislatPT$0--
SUE KINGSecretaryPT$0--
DEBORAH CHILDERSTreasurerPT$0--
LAURA SCHUMACHERFinancial SePT$0--
DAVID ROGERSFinancial RePT$0--
BRUCE BERGMANParliamentarPT$0--
SONYA VARGASHistorianPT$0--
Filing and Contact Details

Filer

Filer Name
Ninth District Pta
EIN
90-0339944
Phone
8582688077
Address
6401 LINDA VISTA RD ANNEX A, SAN DIEGO, CA 92111

Signing Officer

Name
Shawna Straw
Title
President
Phone
8582688077
Signed
2024-10-18

Preparer

Firm
Carlsbad Certified Public Accountants
Address
5741 PALMER WAY SUITE A, CARLSBAD, CA 92010-7248
Preparer
Joanne Goddard-hackett
Phone
7604389500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office expense 2,959 office expense 2,958 workers compensation 597 workers compenation 598 state pta insurance 195 filing fees 50 merchant fees 693 bank charges 27 teleconference exp 326 annual meeting founders d 4,766 summer leadership confere 26,869 leadership services 962 communications 954 education/parent involvem 443 member services 34 ca state pta convention 7,521 national pta convention 675 state legislation confere 1,407 program grants 8,000 total 60,034

Form 990-ez, Part II, Line 26

Holding account 51,183 41,023 credit card 0 938

Raw XML Appendix185 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/PersonNm0TREASURER
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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06401 LINDA VISTA RD ANNEX A
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092111
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt145.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHAWNA STRAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DENAE SENISE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANNE EMFINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LORI FENTRESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JEMIMA DUTRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARY PATTERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BETSY MUELLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JULIE PALLIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8HELEN CRENSHAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9SUE KING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10DEBORAH CHILDERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11LAURA SCHUMACHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12DAVID ROGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13BRUCE BERGMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14SONYA VARGAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXEC VICE PR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP, LEADERSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP, MEMBER S
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP, COMMUNIC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP, COMMUNIT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP, EDUCATIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP, DIR OF H
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP, LEGISLAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11FINANCIAL SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12FINANCIAL RE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13PARLIAMENTAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14HISTORIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt060034
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OUR MISSION IS TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES.
IRS990EZ/ProgramServiceRevenueAmt034348
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FACILITATE COMMUNICATION BETWEEN NATIONAL PTA, CALIFORNIA STATE PTA AND LOCAL PTA UNITS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE A SUPPORT NETWORK FOR LOCAL PTA UNITS AND PROVIDE POSITION SPECIFIC TRAINING TO THE UNIT AND COUNCIL PTA EXECUTIVE BOARD OFFICERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt032987
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt152482
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt026205
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0330
IRS990EZ/SpecialEventsNetIncomeLossAmt0725
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt051183
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt041961
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt087369
IRS990EZ/TotalProgramServiceExpensesAmt085469
IRS990EZ/TotalRevenueAmt095686
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NINTHDISTRICTPTA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt060555
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt052556
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0113111
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt058
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt063
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0121
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt034348
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt031639
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt065987
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt01055
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt01055
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt058
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt063
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0121
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99930
IRS990ScheduleA/PublicSupportTotal509Amt0180153
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt095958
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt084195
IRS990ScheduleA/Total509Grp/TotalAmt0180153
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt096016
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt084258
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0180274
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSE 2,959 OFFICE EXPENSE 2,958 WORKERS COMPENSATION 597 WORKERS COMPENATION 598 STATE PTA INSURANCE 195 FILING FEES 50 MERCHANT FEES 693 BANK CHARGES 27 TELECONFERENCE EXP 326 ANNUAL MEETING FOUNDERS D 4,766 SUMMER LEADERSHIP CONFERE 26,869 LEADERSHIP SERVICES 962 COMMUNICATIONS 954 EDUCATION/PARENT INVOLVEM 443 MEMBER SERVICES 34 CA STATE PTA CONVENTION 7,521 NATIONAL PTA CONVENTION 675 STATE LEGISLATION CONFERE 1,407 PROGRAM GRANTS 8,000 TOTAL 60,034
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HOLDING ACCOUNT 51,183 41,023 CREDIT CARD 0 938
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SHAWNA STRAW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08582688077
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NINTH DISTRICT PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PTA CA CONGRESS OF PARENTS TEACHER
ReturnHeader/Filer/BusinessNameControlTxt0NINT
ReturnHeader/Filer/EIN0900339944
ReturnHeader/Filer/PhoneNum08582688077
ReturnHeader/Filer/USAddress/AddressLine1Txt06401 LINDA VISTA RD ANNEX A
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092111
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261081736
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARLSBAD CERTIFIED PUBLIC ACCOUNTANTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05741 PALMER WAY SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARLSBAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920107248
ReturnHeader/PreparerPersonGrp/PhoneNum07604389500
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOANNE GODDARD-HACKETT
ReturnHeader/ReturnTs02024-10-21T16:10:25-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.22$0.27$0.95$1.19$0.96$0.23
2024Detailed filing. Detailed filing data is available for this year.$1.14$0.42$0.72$0.96$0.87$0.08
2024Summary only. Only limited summary data is available for this year.$1.14$0.42$0.96$0.87$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.84$0.96$0.12
2021Summary only. Only limited summary data is available for this year.$0.95$0.02$0.46$0.55$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.05$0.03$1.02$0.83$0.77$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.06$0.95$1.16$1.26$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.08$0.04$1.04$1.12$1.19$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.14$1.12$1.28$1.33$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.40$0.24$1.16$1.16$1.26$0.10
2015Summary only. Only limited summary data is available for this year.$1.36$0.10$1.31$1.36$0.05
2014Summary only. Only limited summary data is available for this year.$1.37$0.06$1.45$1.23$0.22
2013Summary only. Only limited summary data is available for this year.$1.10$0.01$1.33$1.16$0.17
2012Summary only. Only limited summary data is available for this year.$0.92$0.00$1.28$1.21$0.07