Civic Intelligence

Pacific Trails Middle School Ptsa

EIN 90-1080675 • 501(c)3 • San Diego, CA

Profile

To promote the education, enrichment, and welfare of the students, faculty, and staff at pacific trails middle school.

5975 Village Center Loop RoadSan Diego, CA 92130

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

31st percentile

-9.1%

Higher net margin than 31% of similar nonprofits.

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

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 2024

Asset Growth

50th percentile

-2.0%

Faster asset growth than 50% of similar nonprofits.

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

Revenue Growth

49th percentile

-3.4%

Faster revenue growth than 49% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$76,815

Down $1,607 (-2.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$76,815

Down $1,607 (-2.0%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin31st percentile

Revenue

Down

$75,770

Down $2,641 (-3.4%) from 2023

Expenses

Down

$82,684

Down $6,387 (-7.2%) from 2023

Net Income

Up

-$6,914

Up $3,746 (+35%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

$150K$100K$50K$0Assets 2017: $46,362Liabilities 2017: $02017Assets 2018: $46,362Liabilities 2018: $02018Assets 2019: $79,290Liabilities 2019: $02019Assets 2020: $88,777Net Assets 2020: $88,7772020Assets 2021: $83,820Net Assets 2021: $108,1632021Assets 2022: $89,082Net Assets 2022: $89,0812022Assets 2023: $78,422Liabilities 2023: $0Net Assets 2023: $78,4222023Assets 2024: $76,815Liabilities 2024: $0Net Assets 2024: $76,8152024

Highlighted filing

2024

Assets$76,815
Liabilities$0
Net Assets$76,815
Open 2024 Filing

Operations Trend

Revenue Growth49th percentile

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

$150K$100K$50K$0-$50KRevenue 2017: $53,606Expenses 2017: $23,920Net Income 2017: $29,6862017Revenue 2018: $41,584Expenses 2018: $30,699Net Income 2018: $10,8852018Revenue 2019: $55,740Expenses 2019: $33,696Net Income 2019: $22,0442019Revenue 2020: $37,788Expenses 2020: $28,301Net Income 2020: $9,4872020Revenue 2021: $68,844Expenses 2021: $49,458Net Income 2021: $19,3862021Revenue 2022: $138,077Expenses 2022: $132,816Net Income 2022: $5,2612022Revenue 2023: $78,411Expenses 2023: $89,071Net Income 2023: -$10,6602023Revenue 2024: $75,770Expenses 2024: $82,684Net Income 2024: -$6,9142024

Highlighted filing

2024

Revenue$75,770
Expenses$82,684
Net Income-$6,914
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$76,815
Liabilities
$0
Net assets
$76,815
Revenue
$75,770
Expenses
$82,684
Net income
-$6,914
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.76$0.83$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.78$0.89$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.89$0.89$1.38$1.33$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.84$1.08$0.69$0.49$0.19
2020Detailed filing. Detailed filing data is available for this year.$0.89$0.89$0.38$0.28$0.09
2019Summary only. Only limited summary data is available for this year.$0.79$0.00$0.56$0.34$0.22
2018Summary only. Only limited summary data is available for this year.$0.46$0.00$0.42$0.31$0.11
2017Summary only. Only limited summary data is available for this year.$0.46$0.00$0.54$0.24$0.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jul 27, 2024
Return Version
2023v5.0
Gross Receipts
$76,411
Mission and Program Overview

Mission

To promote the education, enrichment, and welfare of the students, faculty, and staff at pacific trails middle school.

Program Services

DescriptionGrantsExpenses
OTHER PROGRAM SERVICES$0$27,609
SCIENCE OLYMPIAD$0$18,779
CLASSROOM MINI GRANTS$0$16,268
Principal Discretionary$0$6,688
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Claire DufayetPresidentPT$0--
Justin CoxTreasurerPT$0--
Gregory ReadeExecutive Vice President-$0--
Filing and Contact Details

Filer

Filer Name
Pacific Trails Middle School Ptsa
EIN
90-1080675
Phone
8585091000
Address
5975 VILLAGE CENTER LOOP ROAD, SAN DIEGO, CA 92130

Signing Officer

Name
Justin Cox
Title
Treasurer
Phone
8587573084
Signed
2024-07-27
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Expenses related to fundraising in the organization”

Form 990-EZ, Part I, Line 20

“Received refund on prior year expenses.”

Raw XML Appendix187 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Pacific Trails Middle School PTSA
IRS990EZ/BooksInCareOfDetail/PhoneNum08585091000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05875 Village Loop Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Diego
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092130
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt077944
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt076815
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt067692
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-6914
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt077944
IRS990EZ/Form990TotalAssetsGrp/EOYAmt076815
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt076411
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt06349
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt077944
IRS990EZ/NetAssetsOrFundBalancesEOYAmt076815
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt077944
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt076815
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Claire Dufayet
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Justin Cox
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Gregory Reade
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Executive Vice President
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt05785
IRS990EZ/OtherExpensesTotalAmt082684
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE EDUCATION, ENRICHMENT, AND WELFARE OF THE STUDENTS, FACULTY, AND STAFF AT PACIFIC TRAILS MIDDLE SCHOOL.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt02370
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCIENCE OLYMPIAD
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CLASSROOM MINI GRANTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Principal Discretionary
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3OTHER PROGRAM SERVICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018779
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt116268
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26688
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt327609
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt0641
IRS990EZ/SpecialEventsNetIncomeLossAmt0-641
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt082684
IRS990EZ/TotalProgramServiceExpensesAmt069344
IRS990EZ/TotalRevenueAmt075770
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt074041
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0105483
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt027709
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08182
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07879
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0223294
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02370
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt016550
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0110368
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt036319
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt027731
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0193338
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt0416632
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt076411
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0122033
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0138077
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt044501
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt035610
IRS990ScheduleA/Total509Grp/TotalAmt0416632
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt076411
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0122033
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0138077
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt044501
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt035610
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0416632
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Expenses related to fundraising in the organization
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Received refund on prior year expenses.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Justin Cox
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08587573084
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PACIFIC TRAILS MIDDLE SCHOOL PTSA
ReturnHeader/Filer/BusinessNameControlTxt0PACI
ReturnHeader/Filer/EIN0901080675
ReturnHeader/Filer/PhoneNum08585091000
ReturnHeader/Filer/USAddress/AddressLine1Txt05975 VILLAGE CENTER LOOP ROAD
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092130
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02024-07-27T20:57:59-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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