Civic Intelligence

PTA California Congress of Parents Teachers and Students Inc

990EZ • Fiscal year 2020 • EIN 90-1080675

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 05, 2020

5975 Village Center Loop RoadSan Diego, CA 92130

(858) 509-1000

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

74th percentile

25%

Higher net margin than 74% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

60th percentile

12%

Faster asset growth than 60% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

34th percentile

-32%

Faster revenue growth than 34% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$88,777

Up $9,487 (+12%) from 2019

Net Assets

$88,777

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$37,788

Down $17,952 (-32%) from 2019

Expenses

Down

$28,301

Down $5,395 (-16%) from 2019

Net Income

Down

$9,487

Down $12,557 (-57%) from 2019

Historical Trend

Balance Sheet Trend

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

$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

2020

Assets$88,777
Liabilities-
Net Assets$88,777

Operations Trend

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

2020

Revenue$37,788
Expenses$28,301
Net Income$9,487
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 5, 2020
Return Version
2019v5.1
Gross Receipts
$54,781
Mission and Program Overview

Mission

To positively impact the lives of children and families

Program Services

DescriptionGrantsExpenses
SCIENCE OLYMPIAD: 89 CHILDREN SERVED. PLACED IN REGIONAL AND STATE COMPETITION$6,133-
MINI GRANTS TO TEACHERS AND STAFF: 770 CHILDREN SERVED$3,937-
PRINCIPALS DISCRETIONARY: 770 CHILDREN SERVED$2,073-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DARRIN CARRICOPresidentPT$0--
REISE MILLERExec Vice President-$0--
LI WANG1st Vice Pres-$0--
SHIRLEY YAO2nd Vice Pres-$0--
KEN SONG3rd Vice Pres-$0--
JOYCE LIUTreasurer-$0--
CINDY FANGRecording Secretary-$0--
VIRNA CAVAFinancial Secretary-$0--
STELLA GUOSORENSONAuditor-$0--
KEREN BENMOSHEHistorian-$0--
MICHELE MACOSKYLegislation Chair-$0--
MICHELLE SCAGENTTIParliamentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Legacy Leaf$16,189$16,189-$16,189
Technology Drive$10,906$10,906$16,993$-6,087
Total Events$27,730$27,730$16,993$10,737
Filing and Contact Details

Filer

Filer Name
Pta California Congress of Parents Teachers and Students Inc
EIN
90-1080675
Phone
8585091000
Address
5975 VILLAGE CENTER LOOP ROAD, SAN DIEGO, CA 92130

Signing Officer

Name
Amy Han
Title
Treasurer
Phone
8585091000
Signed
2020-11-05
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
3595 WASHINGTON BLVD, OGDEN, UT 84403
Preparer
Priscilla Mangan
Phone
8013942631
Supplemental Narrative

Additional Explanations

Part I Line 8

Math league: 1706; ptsa programs: 3308; science olympiad: 14158

Part I Line 16

Administration expense: 1337; program expense: 24595; membership dues expense: 2369

Raw XML Appendix190 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6RECORDING SECRETARY
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IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0false
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MATH LEAGUE: 1706; PTSA PROGRAMS: 3308; SCIENCE OLYMPIAD: 14158
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADMINISTRATION EXPENSE: 1337; PROGRAM EXPENSE: 24595; MEMBERSHIP DUES EXPENSE: 2369
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I LINE 16
ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08585091000
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS AND STUDENTS INC
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0901080675
ReturnHeader/Filer/PhoneNum08585091000
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ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Priscilla Mangan
ReturnHeader/ReturnTs02020-11-05T22:30:13Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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Filings