Civic Intelligence

PTA California Congress of Parents Teachers and Students Inc

990EZ • Fiscal year 2022 • EIN 90-1080675

Jul 01, 2021 to Jun 30, 2022 • Filed on Jan 31, 2023

Organization ProfileN/A
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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

49th percentile

3.8%

Higher net margin than 49% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

58th percentile

6.3%

Faster asset growth than 58% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

84th percentile

101%

Faster revenue growth than 84% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$89,082

Up $5,262 (+6.3%) from 2021

Net Assets

Down

$89,081

Down $19,082 (-18%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin49th percentile

Revenue

Up

$138,077

Up $69,233 (+101%) from 2021

Expenses

Up

$132,816

Up $83,358 (+169%) from 2021

Net Income

Down

$5,261

Down $14,125 (-73%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

2022

Assets$89,082
Liabilities-
Net Assets$89,081
Open 2022 Filing

Operations Trend

Revenue Growth84th percentile

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

2022

Revenue$138,077
Expenses$132,816
Net Income$5,261
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 31, 2023
Return Version
2021v4.2
Gross Receipts
$138,077
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--
MINI GRANTS TO TEACHERS AND STAFF: 770 CHILDREN SERVED--
PRINCIPALS DISCRETIONARY: 770 CHILDREN SERVED--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY WILSONPresidentPT$0--
HADAS METLER1st Vice Pres-$0--
DAVID TURCHETTI2nd Vice Pres-$0--
SHUANGLIAN LI3rd Vice Pres-$0--
JORGE MOLLERTreasurer-$0--
HEATHER EPSTEINRecording Secretary-$0--
WENDY JANICIKFinancial Secretary-$0--
JANET ZHOUAuditor-$0--
JODY NEWLANDERHistorian-$0--
UZMA KHAN QAZIParliamentarian-$0--
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
Jorge Moller
Title
Treasurer
Phone
8585091000
Signed
2023-01-31
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 1 Line 8

“Asb/ptsa fundraiser 62029, legacy leaf 19131, passive income 13, tech drive 10075, math league 2410, ptsa programs 2655, science olympiad 14055”

Part I Line 16

“Council assessment 20, hospitality 319, paypal fees 2672, insurance 258, software 191, taxes 225, fundraisers 35945, 8th grade field trip and promotions 6469, academic power hour 2961, campus beautification 22113, home room enrichment 88, hygiene pantry 645, library book 1315, math league 1940, music and art 1027, myschoolanywhere 450, national history day 680, parents and community connections 4890, pi day 666, principal discretionary 3646,”

Part I Line 16 Continued

“Ptsa 12, science olympiad 14722, science supplies 50, spelling bee 183, staff/teacher appreciation 3061, stem expense 1364, student agendas 3630, trail blazer awards 295, wellness center 3114, wolf pack org 300, membership dues pass thru 1971”

Raw XML Appendix172 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/TitleTxt33RD VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6FINANCIAL SECRETARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9PARLIAMENTARIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0115222
IRS990EZ/OtherRevenueTotalAmt0110368
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IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0false
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ASB/PTSA FUNDRAISER 62029, LEGACY LEAF 19131, PASSIVE INCOME 13, TECH DRIVE 10075, MATH LEAGUE 2410, PTSA PROGRAMS 2655, SCIENCE OLYMPIAD 14055
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COUNCIL ASSESSMENT 20, HOSPITALITY 319, PAYPAL FEES 2672, INSURANCE 258, SOFTWARE 191, TAXES 225, FUNDRAISERS 35945, 8TH GRADE FIELD TRIP AND PROMOTIONS 6469, ACADEMIC POWER HOUR 2961, CAMPUS BEAUTIFICATION 22113, HOME ROOM ENRICHMENT 88, HYGIENE PANTRY 645, LIBRARY BOOK 1315, MATH LEAGUE 1940, MUSIC AND ART 1027, MYSCHOOLANYWHERE 450, NATIONAL HISTORY DAY 680, PARENTS AND COMMUNITY CONNECTIONS 4890, PI DAY 666, PRINCIPAL DISCRETIONARY 3646,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PTSA 12, SCIENCE OLYMPIAD 14722, SCIENCE SUPPLIES 50, SPELLING BEE 183, STAFF/TEACHER APPRECIATION 3061, STEM EXPENSE 1364, STUDENT AGENDAS 3630, TRAIL BLAZER AWARDS 295, WELLNESS CENTER 3114, WOLF PACK ORG 300, MEMBERSHIP DUES PASS THRU 1971
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART I LINE 16 CONTINUED
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JORGE MOLLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08585091000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS AND STUDENTS INC
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
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
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084403
ReturnHeader/PreparerPersonGrp/PhoneNum08013942631
ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Priscilla Mangan
ReturnHeader/ReturnTs02023-02-24T19:36:11Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JORGE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MOLLER
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$89,082
Liabilities
-
Net assets
$89,081
Revenue
$138,077
Expenses
$132,816
Net income
$5,261
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