Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2023 • EIN 90-0403835

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 05, 2023

30975 Southshore DriveMenifee, CA 92584

(951) 830-1664

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

10th percentile

-54%

Higher net margin than 10% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

13th percentile

-40%

Faster asset growth than 13% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

16th percentile

-36%

Faster revenue growth than 16% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$28,947

Down $19,624 (-40%) from 2022

Net Assets

Down

$28,947

Down $19,624 (-40%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$36,427

Down $20,268 (-36%) from 2022

Expenses

Up

$56,051

Up $34,472 (+160%) from 2022

Net Income

Down

-$19,624

Down $54,740 (-156%) from 2022

Historical Trend

Balance Sheet Trend

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

$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

2023

Assets$28,947
Liabilities-
Net Assets$28,947

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$36,427
Expenses$56,051
Net Income-$19,624
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 5, 2023
Return Version
2022v5.0
Gross Receipts
$70,785
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$0$15,263
Clayton Sign Painting Mural$0$11,000
Painted Earth, Hand Print Tiles$0$6,197
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATIE WIEMANNPresidentPT$0--
VANESSA MONTANOSecretaryPT$0--
KAYLA RICHARDSONTreasurerPT$0--
JESSICA NESSMANParliamentarianPT$0--
LISA VIGILVP ProgramsPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon Fundraiser$46,577$46,577-$46,577
SEE'S CANDY FUNDRAISER----
Total Events$46,577$46,577-$46,577
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
2023-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Platinum Capital Financial
Address
27710 Jefferson Ave Ste 202, Temecula, CA 92590
Preparer
Isabelle Neugart
Phone
9515054385
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

BANK FEES 91.

Form 990EZ, Part I, Line 16

INSURANCE 272.

Form 990EZ, Part I, Line 16

PROGRAM EXPENSES 55085.

Form 990EZ, Part I, Line 16

PTA SOFTWARE 99.

Form 990EZ, Part I, Line 16

SUPPLIES 44.

Form 990EZ, Part I, Line 16

LICENSE FEES 210.

Raw XML Appendix188 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/PhoneNum09519617545
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Menifee
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092584
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt048571
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028947
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0100
IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-19624
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0250
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt070785
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0274
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt048571
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt312.50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATIE WIEMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VANESSA MONTANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAYLA RICHARDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JESSICA NESSMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LISA VIGIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP PROGRAMS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt055801
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/ProgramServiceRevenueAmt021587
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Clayton Sign Painting Mural
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Painted Earth, Hand Print Tiles
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Book Fair
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16197
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt215263
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt034358
IRS990EZ/SpecialEventsNetIncomeLossAmt014466
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt056051
IRS990EZ/TotalProgramServiceExpensesAmt032460
IRS990EZ/TotalRevenueAmt036427
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01020
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01293
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02963
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt02963
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0100
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt050
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01020
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01293
IRS990ScheduleA/Total509Grp/TotalAmt02963
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02963
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SEE'S CANDY FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt046577
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt046577
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt046577
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt046577
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt046577
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BANK FEES 91.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INSURANCE 272.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROGRAM EXPENSES 55085.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PTA SOFTWARE 99.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPLIES 44.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LICENSE FEES 210.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAYLA RICHARDSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09518301664
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-05
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200119435
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PLATINUM CAPITAL FINANCIAL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt027710 Jefferson Ave Ste 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Temecula
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092590
ReturnHeader/PreparerPersonGrp/PhoneNum09515054385
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ISABELLE NEUGART
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-15T20:29:14-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KAYLA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RICHARDSON
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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. 2023 filings • 501(c)3 • <$500k nonprofits