Civic Intelligence

Southshore Elementary PTA

EIN 90-0403835 • 501(c)3 • Menifee, CA

Profile

To empower all students to achieve their maximum potential by fostering an engaging, inspiring, challenging, and compassionate learning environment.

30975 Southshore DriveMenifee, CA 92584

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

56th percentile

4.9%

Higher net margin than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

65th percentile

6.9%

Faster asset growth than 65% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

36th percentile

-17%

Faster revenue growth than 36% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$26,689

Up $1,719 (+6.9%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$26,689

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin56th percentile

Revenue

Down

$35,416

Down $7,264 (-17%) from 2024

Expenses

Down

$33,697

Down $14,607 (-30%) from 2024

Net Income

Up

$1,719

Up $7,343 (+131%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2011: $6,730Liabilities 2011: $02011Assets 2012: $15,243Liabilities 2012: $02012Assets 2013: $12,830Liabilities 2013: $02013Assets 2014: $14,212Liabilities 2014: $02014Assets 2015: $24,455Liabilities 2015: $02015Assets 2019: $17,739Net Assets 2019: $17,7392019Assets 2020: $28,209Net Assets 2020: $28,2092020Assets 2022: $48,571Net Assets 2022: $48,5712022Assets 2023: $28,947Net Assets 2023: $28,9472023Assets 2024: $24,970Liabilities 2024: $02024Assets 2025: $26,689Net Assets 2025: $26,6892025

Highlighted filing

2025

Assets$26,689
Liabilities-
Net Assets$26,689
Open 2025 Filing

Operations Trend

Revenue Growth36th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $5,829Expenses 2011: $1,679Net Income 2011: $4,1502011Revenue 2012: $7,826Expenses 2012: $691Net Income 2012: $7,1352012Revenue 2013: -$2,128Expenses 2013: $287Net Income 2013: -$2,4152013Revenue 2014: $20,783Expenses 2014: $19,982Net Income 2014: $8012014Revenue 2015: $20,888Expenses 2015: $10,645Net Income 2015: $10,2432015Revenue 2019: $59,456Expenses 2019: $70,581Net Income 2019: -$11,1252019Revenue 2020: $46,491Expenses 2020: $36,021Net Income 2020: $10,4702020Revenue 2022: $56,695Expenses 2022: $21,579Net Income 2022: $35,1162022Revenue 2023: $36,427Expenses 2023: $56,051Net Income 2023: -$19,6242023Revenue 2024: $42,680Expenses 2024: $48,304Net Income 2024: -$5,6242024Revenue 2025: $35,416Expenses 2025: $33,697Net Income 2025: $1,7192025

Highlighted filing

2025

Revenue$35,416
Expenses$33,697
Net Income$1,719
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,689
Liabilities
-
Net assets
$26,689
Revenue
$35,416
Expenses
$33,697
Net income
$1,719
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$26.7$26.7$35.4$33.7$1.72
2024Summary only. Only limited summary data is available for this year.$25.0$0.00$42.7$48.3$5.62
2023Detailed filing. Detailed filing data is available for this year.$28.9$28.9$36.4$56.1$19.6
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.6$48.6$56.7$21.6$35.1
2020Detailed filing. Detailed filing data is available for this year.$28.2$28.2$46.5$36.0$10.5
2019Detailed filing. Detailed filing data is available for this year.$17.7$17.7$59.5$70.6$11.1
2015Summary only. Only limited summary data is available for this year.$24.5$0.00$20.9$10.6$10.2
2014Summary only. Only limited summary data is available for this year.$14.2$0.00$20.8$20.0$0.80
2013Summary only. Only limited summary data is available for this year.$12.8$0.00$2.13$0.29$2.42
2012Summary only. Only limited summary data is available for this year.$15.2$0.00$7.83$0.69$7.14
2011Summary only. Only limited summary data is available for this year.$6.73$0.00$5.83$1.68$4.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 18, 2025
Return Version
2024v5.2
Gross Receipts
$47,780
Mission and Program Overview

Mission

To empower all students to achieve their maximum potential by fostering an engaging, inspiring, challenging, and compassionate learning environment.

Program Services

DescriptionGrantsExpenses
Book Fair-$14,498
Family Nights-$5,015
School Improvement - Southshore Elementry PTA-$2,394
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katie WiemannPresidentPT$0--
Vanessa MontanaSecretaryPT$0--
Kayla RichardsonTreasurerPT$0--
Lisa VigilVP ProgramsPT$0--
Filing and Contact Details

Filer

Filer Name
Southshore Elementary PTA
EIN
90-0403835
Phone
9518301664
Address
30975 Southshore Drive, Menifee, CA 92584

Signing Officer

Name
Kayla Richardson
Title
Treasurer
Phone
9518301664
Signed
2025-11-18
Discuss with paid preparer
No

Preparer

Firm
Platinum Capital Financial Services
Address
43180 Business Park Drive Ste 103, Temecula, CA 92590
Preparer
Isabelle M Neugart
Phone
9515054385
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Insurance 288”

Form 990-EZ, Part I, Line 16, Other Expenses

“Bank Fees 134”

Form 990-EZ, Part I, Line 16, Other Expenses

“PTA Software 143”

Form 990-EZ, Part I, Line 16, Other Expenses

“Program Expenses 32,727”

Form 990-EZ, Part I, Line 16, Other Expenses

“PTA Supplies 105”

Raw XML Appendix147 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/PersonNm0Kayla Richardson
IRS990EZ/BooksInCareOfDetail/PhoneNum09519617545
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt028813 Evening Passage
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Menifee
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092584
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024970
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026689
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0284
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01719
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024970
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026689
IRS990EZ/FundraisingGrossIncomeAmt032943
IRS990EZ/GrossReceiptsAmt047780
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0240
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024970
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026689
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024970
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026689
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0025.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1018.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2007.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Katie Wiemann
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Vanessa Montana
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kayla Richardson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lisa Vigil
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP Programs
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt033397
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To empower all students to achieve their maximum potential by fostering an engaging, inspiring, challenging, and compassionate learning environment.
IRS990EZ/ProgramServiceRevenueAmt014313
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0School Improvement - Southshore Elementry PTA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Book Fair
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Family Nights
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02394
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt114498
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25015
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012364
IRS990EZ/SpecialEventsNetIncomeLossAmt020579
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt033697
IRS990EZ/TotalProgramServiceExpensesAmt021907
IRS990EZ/TotalRevenueAmt035416
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0284
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt055
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0989
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0989
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0284
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt055
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0100
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt050
IRS990ScheduleA/Total509Grp/TotalAmt0989
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0284
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt055
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0100
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt050
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0989
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance 288
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank Fees 134
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PTA Software 143
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Program Expenses 32,727
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PTA Supplies 105
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Kayla Richardson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09518301664
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Southshore Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0900403835
ReturnHeader/Filer/PhoneNum09518301664
ReturnHeader/Filer/USAddress/AddressLine1Txt030975 Southshore Drive
ReturnHeader/Filer/USAddress/CityNm0Menifee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092584
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200119435
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Platinum Capital Financial Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt043180 Business Park Drive Ste 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Temecula
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092590
ReturnHeader/PreparerPersonGrp/PhoneNum09515054385
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Isabelle M Neugart
ReturnHeader/ReturnTs02025-11-18T08:04:31-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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