Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2024 • EIN 90-0403835

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 15, 2024

Organization ProfileN/A
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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

24th percentile

-13%

Higher net margin than 24% 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

29th percentile

-14%

Faster asset growth than 29% of similar nonprofits.

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

Revenue Growth

66th percentile

17%

Faster revenue growth than 66% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$24,970

Flat from 2024

Net Assets

$24,970

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin24th percentile

Revenue

Flat

$42,680

Flat from 2024

Expenses

Flat

$48,304

Flat from 2024

Net Income

Flat

-$5,624

Flat from 2024

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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: $24,970Net Assets 2024: $24,9702024Assets 2024: $24,970Liabilities 2024: $02024Assets 2025: $26,689Net Assets 2025: $26,6892025

Highlighted filing

2024

Assets$24,970
Liabilities-
Net Assets$24,970
Open 2024 Filing

Operations Trend

Revenue Growth66th percentile

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 2024: $42,680Expenses 2024: $48,304Net Income 2024: -$5,6242024Revenue 2025: $35,416Expenses 2025: $33,697Net Income 2025: $1,7192025

Highlighted filing

2024

Revenue$42,680
Expenses$48,304
Net Income-$5,624
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 15, 2024
Return Version
2023v5.1
Gross Receipts
$80,347
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
School Improvement - Southshore Elementry PTA-$17,897
Book Fair-$16,520
Family Nights-$3,825
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katie WiemannPresidentPT$0--
Vanessa MontanaSecretaryPT$0--
Kayla RichardsonTreasurerPT$0--
Lisa VigilVP ProgramsPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$57,304$57,304$35,004$22,300
Total Events$57,304$57,304$35,004$22,300
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
2024-10-15
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 282”

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

“Bank Fees 6”

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

“PTA Software 139”

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

“Program Expenses 47,577”

Raw XML Appendix154 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
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/BOYAmt030594
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024970
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt055
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5624
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030594
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024970
IRS990EZ/FundraisingGrossIncomeAmt060123
IRS990EZ/GrossReceiptsAmt080347
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0526
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030594
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024970
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030594
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024970
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/OtherExpensesTotalAmt048004
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/ProgramServiceRevenueAmt019643
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0School Improvement - Southshore Elementry PTA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Book Fair
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Family Nights
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017897
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt116520
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23825
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt037667
IRS990EZ/SpecialEventsNetIncomeLossAmt022456
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt048304
IRS990EZ/TotalProgramServiceExpensesAmt038242
IRS990EZ/TotalRevenueAmt042680
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt055
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01020
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01725
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt01725
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt055
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0100
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt050
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01020
IRS990ScheduleA/Total509Grp/TotalAmt01725
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt055
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0100
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt050
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01020
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01725
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt035004
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Boosterthon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt057304
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt057304
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt057304
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt057304
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022300
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt035004
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt035004
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance 282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank Fees 6
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PTA Software 139
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Program Expenses 47,577
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
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Kayla Richardson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09518301664
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-15
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/PreparationDt02024-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Isabelle M Neugart
ReturnHeader/ReturnTs02024-10-15T10:33:21-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,970
Liabilities
-
Net assets
$24,970
Revenue
$42,680
Expenses
$48,304
Net income
-$5,624
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
2024Detailed filing. Detailed filing data is available for this year.$25.0$25.0$42.7$48.3$5.62
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