Civic Intelligence

PTA California Congress of Parents Teachers and Students Inc

990EZ • Fiscal year 2024 • EIN 90-1080675

Jul 01, 2023 to Jun 30, 2024 • Filed on Jul 27, 2024

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

56th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

27th percentile

-9.1%

Higher net margin than 27% 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

43rd percentile

-2.0%

Faster asset growth than 43% of similar nonprofits.

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

Revenue Growth

42nd percentile

-3.4%

Faster revenue growth than 42% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$76,815

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

Net Assets

Down

$76,815

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

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin27th 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

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2024

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

Operations Trend

Revenue Growth42nd 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

2024

Revenue$75,770
Expenses$82,684
Net Income-$6,914
Open 2024 Filing
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 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$27,609
SCIENCE OLYMPIAD$0$18,779
CLASSROOM MINI GRANTS$0$16,268
Principal Discretionary$0$6,688
Compensation and Service Providers
Top Officer Pay79th 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

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
$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