Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2023 • EIN 90-1119058

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 27, 2023

Organization Profile
27227 Heritage Lake DriveMenifee, CA 92585

(951) 723-1284

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

91st percentile

0.62x

Higher debt load relative to assets than 91% of similar nonprofits.

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

Liabilities / Revenue

84th percentile

0.13x

Higher debt load relative to revenue than 84% of similar nonprofits.

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

Net Margin

58th percentile

7.6%

Higher net margin than 58% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets91st percentile

Assets

$8,696

No earlier filing loaded for comparison.

Net Assets

$3,296

No earlier filing loaded for comparison.

Liabilities

$5,400

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin58th percentile

Revenue

$43,120

No earlier filing loaded for comparison.

Expenses

$39,824

No earlier filing loaded for comparison.

Net Income

$3,296

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2023

Assets$8,696
Liabilities$5,400
Net Assets$3,296
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2023

Revenue$43,120
Expenses$39,824
Net Income$3,296
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 27, 2023
Return Version
2022v5.0
Gross Receipts
$58,261
Mission and Program Overview

Mission

PUBLIC SCHOOL PROGRAMS

Program Services

DescriptionGrantsExpenses
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+-$10,000
TRICKY TIME ASSEMBLY TO TEACH KIDS ABOUT EMOTIONS AND HOW THEY IMPACT BIG PICTURE. 900+ STUDENTS ATTENDED ASSEMBLY LEARNING SOCIAL AND EMOTIONAL MESSAGES.-$1,050
FAMILY ART NIGHT TO ENCOURAGE FAMILY AND COMMUNITY ENGAGEMENT. PTA FUNDED SUPPLIES FOR EVENT. EVENT SUPPORTED 330 COMMUNITY MEMBERS.--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NICOLE DELUCAPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run Fund$53,013$53,013$12,655$40,358
Total Events$53,013$53,013$12,655$40,358
Filing and Contact Details

Filer

Filer Name
Mesa View Pta
EIN
90-1119058
Address
27227 HERITAGE LAKE DRIVE, MENIFEE, CA 92585

Signing Officer

Name
Nicole Deluca
Title
President
Phone
9517231284
Signed
2023-10-27
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 revenue Part I line 8

“Description amountint income 14”

Description of other expenses Part I line 16

“Description amountinsurance 272software 99trust 25unit needs 977program expenses 27,847membership drive 108school gifts 9,139membership expenses 1,354rounding 3”

Description of total liabilities Part II line 26

“Category beginning of year end of yearcarryover 0 1,500fund balance 0 3,900”

Raw XML Appendix134 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/PersonNm0SHAYNA DAMON INDIVIDUAL
IRS990EZ/BooksInCareOfDetail/PhoneNum09517231284
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt027227 HERITAGE LAKE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MENIFEE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092585
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08696
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03296
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08696
IRS990EZ/FundraisingGrossIncomeAmt053294
IRS990EZ/GrossReceiptsAmt058261
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04953
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03296
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03296
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NICOLE DELUCA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt039824
IRS990EZ/OtherRevenueTotalAmt014
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/ProgramServiceExpensesAmt01050
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015141
IRS990EZ/SpecialEventsNetIncomeLossAmt038153
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05400
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039824
IRS990EZ/TotalProgramServiceExpensesAmt011050
IRS990EZ/TotalRevenueAmt043120
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04952
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04952
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt014
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt014
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99720
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt04952
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04952
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04952
IRS990ScheduleA/TotalSupportAmt04966
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012655
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUN RUN FUND
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt053013
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt053013
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt053013
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt053013
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt040358
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012655
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012655
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0CA
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTINT INCOME 14
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTINSURANCE 272SOFTWARE 99TRUST 25UNIT NEEDS 977PROGRAM EXPENSES 27,847MEMBERSHIP DRIVE 108SCHOOL GIFTS 9,139MEMBERSHIP EXPENSES 1,354ROUNDING 3
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARCARRYOVER 0 1,500FUND BALANCE 0 3,900
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NICOLE DELUCA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09517231284
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MESA VIEW PTA
ReturnHeader/Filer/BusinessNameControlTxt0MESA
ReturnHeader/Filer/EIN0901119058
ReturnHeader/Filer/USAddress/AddressLine1Txt027227 HERITAGE LAKE DRIVE
ReturnHeader/Filer/USAddress/CityNm0MENIFEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092585
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/PreparationDt02023-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lauren Agee
ReturnHeader/ReturnTs02023-10-30T13:15:44-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NICOLE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DELUCA
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
$8,696
Liabilities
$5,400
Net assets
$3,296
Revenue
$43,120
Expenses
$39,824
Net income
$3,296
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