Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

EIN 90-1119058 • 501(c)3 • Menifee, CA

990-N Coverage

Profile

PUBLIC SCHOOL PROGRAMS

27227 Heritage Lake DriveMenifee, CA 92585
Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

35th percentile

-6.3%

Higher net margin than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

17th percentile

-53%

Faster asset growth than 17% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

45th percentile

-5.1%

Faster revenue growth than 45% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$1,906

Down $6,790 (-78%) from 2023

Liabilities

Down

$0

Down $5,400 (-100%) from 2023

Net Assets

Down

$1,906

Down $1,390 (-42%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin35th percentile

Revenue

Down

$38,822

Down $4,298 (-10.0%) from 2023

Expenses

Up

$41,257

Up $1,433 (+3.6%) from 2023

Net Income

Down

-$2,435

Down $5,731 (-174%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

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

$10K$5.0K$0Assets 2023: $8,696Liabilities 2023: $5,400Net Assets 2023: $3,2962023Assets 2025: $1,906Liabilities 2025: $0Net Assets 2025: $1,9062025

Highlighted filing

2025

Assets$1,906
Liabilities$0
Net Assets$1,906
Open 2025 Filing

Operations Trend

Revenue Growth45th percentile

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

$60K$40K$20K$0-$20KRevenue 2023: $43,120Expenses 2023: $39,824Net Income 2023: $3,2962023Revenue 2025: $38,822Expenses 2025: $41,257Net Income 2025: -$2,4352025

Highlighted filing

2025

Revenue$38,822
Expenses$41,257
Net Income-$2,435
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,906
Liabilities
$0
Net assets
$1,906
Revenue
$38,822
Expenses
$41,257
Net income
-$2,435
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$38.8$41.3$2.44
2023Detailed filing. Detailed filing data is available for this year.$8.70$5.40$3.30$43.1$39.8$3.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 15, 2025
Return Version
2024v5.2
Gross Receipts
$51,587
Mission and Program Overview

Mission

PUBLIC SCHOOL PROGRAMS

Program Services

DescriptionGrantsExpenses
FAMILY ART NIGHT TO ENCOURAGE FAMILY AND COMMUNITY ENGAGEMENT. PTA FUNDED SUPPLIES FOR EVENT. EVENT SUPPORTED 330 COMMUNITY MEMBERS.-$0
TRICKY TIME ASSEMBLY TO TEACH KIDS ABOUT EMOTIONS AND HOW THEY IMPACT BIG PICTURE. 900+ STUDENTS ATTENDED ASSEMBLY LEARNING SOCIAL AND EMOTIONAL MESSAGES.-$0
END OF YEAR CARNIVAL- FAMILY ENGAGEMENT EVENT ORGANIZED AND FUNDED BY PTA. INCLUDED OPPORTUNITIES FOR STUDENTS TO LEARN ABOUT ANIMAL CARE, MOTOR SKILLS, FOLLOWING DIRECTIONS 900+-$0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAUREN AGEETreasurer-$0--
YVETTE TEPPERPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run Fund----
Filing and Contact Details

Filer

Filer Name
Mesa View Pta
EIN
90-1119058
In Care Of
% LAUREN AGEE
Phone
9517231284
Address
27227 HERITAGE LAKE DRIVE, MENIFEE, CA 92585

Signing Officer

Name
Lauren Agee
Title
Treasurer
Phone
9099940756
Signed
2025-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Agee Business Solutions LLC
Address
27915 Hide Away CT, Menifee, CA 92585
Preparer
Lauren Agee
Phone
9514207735
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountINSURANCE 288SOFTWARE 143TRUST 25UNIT NEEDS 1,948PROGRAM EXPENSES 1,450EVENTS 33,227SCHOOL GIFTS 2,991MEMBERSHIP EXPENSES 889ROUNDING (1)OTHER 134TAXES 163”

Raw XML Appendix131 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LAUREN AGEE INDIVIDUAL
IRS990EZ/BooksInCareOfDetail/PhoneNum09099940756
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt027915 HIDE AWAY CT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MENIFEE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092585
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04341
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01906
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt055
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2435
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04341
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01906
IRS990EZ/FundraisingGrossIncomeAmt048979
IRS990EZ/GrossReceiptsAmt051587
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt011
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02542
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04341
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01906
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04341
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01906
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LAUREN AGEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1YVETTE TEPPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt041257
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PUBLIC SCHOOL PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FAMILY ART NIGHT TO ENCOURAGE FAMILY AND COMMUNITY ENGAGEMENT. PTA FUNDED SUPPLIES FOR EVENT. EVENT SUPPORTED 330 COMMUNITY MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TRICKY TIME ASSEMBLY TO TEACH KIDS ABOUT EMOTIONS AND HOW THEY IMPACT BIG PICTURE. 900+ STUDENTS ATTENDED ASSEMBLY LEARNING SOCIAL AND EMOTIONAL MESSAGES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2END OF YEAR CARNIVAL- FAMILY ENGAGEMENT EVENT ORGANIZED AND FUNDED BY PTA. INCLUDED OPPORTUNITIES FOR STUDENTS TO LEARN ABOUT ANIMAL CARE, MOTOR SKILLS, FOLLOWING DIRECTIONS 900+
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012765
IRS990EZ/SpecialEventsNetIncomeLossAmt036214
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041257
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt038822
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0true
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02562
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02174
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04952
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt09688
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt011
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt035
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99640
IRS990ScheduleA/PublicSupportPY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt09688
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02562
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02174
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04952
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt09688
IRS990ScheduleA/TotalSupportAmt09723
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUN RUN FUND
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountINSURANCE 288SOFTWARE 143TRUST 25UNIT NEEDS 1,948PROGRAM EXPENSES 1,450EVENTS 33,227SCHOOL GIFTS 2,991MEMBERSHIP EXPENSES 889ROUNDING (1)OTHER 134TAXES 163
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAUREN AGEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09099940756
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MESA VIEW PTA
ReturnHeader/Filer/BusinessNameControlTxt0MESA
ReturnHeader/Filer/EIN0901119058
ReturnHeader/Filer/InCareOfNm0% LAUREN AGEE
ReturnHeader/Filer/PhoneNum09517231284
ReturnHeader/Filer/USAddress/AddressLine1Txt027227 HERITAGE LAKE DRIVE
ReturnHeader/Filer/USAddress/CityNm0MENIFEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092585
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814942997
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Agee Business Solutions LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt027915 Hide Away CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Menifee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092585
ReturnHeader/PreparerPersonGrp/PhoneNum09514207735
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAUREN AGEE
ReturnHeader/ReturnTs02025-09-15T22:06:21-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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