Civic Intelligence

PTA California Congress of Parents Teachers and Students Inc

990EZ • Fiscal year 2023 • EIN 90-1080675

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 14, 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

58th percentile

0.00x

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

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

24th percentile

-14%

Higher net margin than 24% 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

30th percentile

-12%

Faster asset growth than 30% of similar nonprofits.

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

Revenue Growth

13th percentile

-43%

Faster revenue growth than 13% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$78,422

Down $10,660 (-12%) from 2022

Net Assets

Down

$78,422

Down $10,659 (-12%) from 2022

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin24th percentile

Revenue

Down

$78,411

Down $59,666 (-43%) from 2022

Expenses

Down

$89,071

Down $43,745 (-33%) from 2022

Net Income

Down

-$10,660

Down $15,921 (-303%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2023

Assets$78,422
Liabilities$0
Net Assets$78,422
Open 2023 Filing

Operations Trend

Revenue Growth13th 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

2023

Revenue$78,411
Expenses$89,071
Net Income-$10,660
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$122,033
Mission and Program Overview

Mission

To positively impact the lives of children and families

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$35,635
SCIENCE OLYMPIAD$0$14,312
CLASSROOM MINI GRANTS$0$14,199
CAMPUS BEAUTIFICATION$0$11,969
Compensation and Service Providers
Top Officer Pay78th 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
2023-11-14
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Expenses for the education, enrichment, and welfare of the students, faculty, and staff at pacific trails middle school”

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.

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/BOYAmt089082
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt078422
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt097678
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-10660
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt078422
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0122033
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt07805
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NameChangeInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt089082
IRS990EZ/NetAssetsOrFundBalancesEOYAmt078422
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt089082
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt078422
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24
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/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt089063
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/PrintingPublicationsPostageAmt08
IRS990EZ/ProgramServiceRevenueAmt016550
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCIENCE OLYMPIAD
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CLASSROOM MINI GRANTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2CAMPUS BEAUTIFICATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3OTHER PROGRAM SERVICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014312
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt114199
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt211969
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt335635
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt043622
IRS990EZ/SpecialEventsNetIncomeLossAmt0-43622
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt089071
IRS990EZ/TotalProgramServiceExpensesAmt076115
IRS990EZ/TotalRevenueAmt078411
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0105483
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt027709
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08182
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07879
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010694
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0159947
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt016550
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0110368
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt036319
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt027731
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt064622
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0255590
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/PublicSupportTotal509Amt0415537
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0122033
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0138077
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt044501
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt035610
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt075316
IRS990ScheduleA/Total509Grp/TotalAmt0415537
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0122033
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0138077
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt044501
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt035610
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt075316
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0415537
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES FOR THE EDUCATION, ENRICHMENT, AND WELFARE OF THE STUDENTS, FACULTY, AND STAFF AT PACIFIC TRAILS MIDDLE SCHOOL
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Justin Cox
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08587573084
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
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/ReturnTs02023-11-14T18:31:43-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$78,422
Liabilities
$0
Net assets
$78,422
Revenue
$78,411
Expenses
$89,071
Net income
-$10,660
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