Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

EIN 94-2695849 • 501(c)3 • Carmel, CA

Profile

To provide additional educational programs, enrichment activities, and support services to students and their families

PO Box 222700Carmel, CA 93923

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

21st percentile

-25%

Higher net margin than 21% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

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

Revenue Growth

87th percentile

67%

Faster revenue growth than 87% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$0

Down $33,756 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $33,756 (-100%) from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin21st percentile

Revenue

Up

$136,300

Up $54,463 (+67%) from 2022

Expenses

Up

$170,056

Up $92,760 (+120%) from 2022

Net Income

Down

-$33,756

Down $38,297 (-843%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$100K$50K$0Assets 2012: $27,144Liabilities 2012: $02012Assets 2013: $27,536Liabilities 2013: $02013Assets 2014: $16,561Liabilities 2014: $02014Assets 2015: $65,137Liabilities 2015: $0Net Assets 2015: $65,1372015Assets 2016: $92,386Liabilities 2016: $0Net Assets 2016: $92,3862016Assets 2017: $62,811Liabilities 2017: $0Net Assets 2017: $62,8112017Assets 2018: $49,183Liabilities 2018: $0Net Assets 2018: $49,1832018Assets 2019: $39,797Liabilities 2019: $0Net Assets 2019: $39,7972019Assets 2020: $43,985Liabilities 2020: $0Net Assets 2020: $43,9852020Assets 2021: $31,014Liabilities 2021: $0Net Assets 2021: $31,0142021Assets 2022: $33,756Liabilities 2022: $0Net Assets 2022: $33,7562022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth87th percentile

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

$200K$100K$0-$100KRevenue 2012: $105,167Expenses 2012: $105,133Net Income 2012: $342012Revenue 2013: $106,275Expenses 2013: $105,883Net Income 2013: $3922013Revenue 2014: $90,645Expenses 2014: $74,084Net Income 2014: $16,5612014Revenue 2015: $103,261Expenses 2015: $99,561Net Income 2015: $3,7002015Revenue 2016: $104,906Expenses 2016: $77,657Net Income 2016: $27,2492016Revenue 2017: $101,664Expenses 2017: $131,239Net Income 2017: -$29,5752017Revenue 2018: $101,677Expenses 2018: $115,305Net Income 2018: -$13,6282018Revenue 2019: $95,120Expenses 2019: $104,506Net Income 2019: -$9,3862019Revenue 2020: $121,484Expenses 2020: $117,296Net Income 2020: $4,1882020Revenue 2021: $15,055Expenses 2021: $28,026Net Income 2021: -$12,9712021Revenue 2022: $81,837Expenses 2022: $77,296Net Income 2022: $4,5412022Revenue 2023: $136,300Expenses 2023: $170,056Net Income 2023: -$33,7562023

Highlighted filing

2023

Revenue$136,300
Expenses$170,056
Net Income-$33,756
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$136,300
Expenses
$170,056
Net income
-$33,756
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.36$1.70$0.34
2022Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.82$0.77$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.15$0.28$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$1.21$1.17$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.95$1.05$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$1.02$1.15$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$1.02$1.31$0.30
2016Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$1.05$0.78$0.27
2015Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$1.03$1.00$0.04
2014Summary only. Only limited summary data is available for this year.$0.17$0.00$0.91$0.74$0.17
2013Summary only. Only limited summary data is available for this year.$0.28$0.00$1.06$1.06$0.00
2012Summary only. Only limited summary data is available for this year.$0.27$0.00$1.05$1.05$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$136,300
Mission and Program Overview

Mission

To provide additional educational programs, enrichment activities, and support services to students and their families

Program Services

DescriptionGrantsExpenses
Educational Enrichment - provides afterschool programs and materials to introduce and support additional learning opportunities to students grades K-5$0$50,641
School Beautification and Garden - students and families work together to provide a welcoming environment by promoting clean spaces, recycling, taking care of property which promotes satisfaction with being a part of the school community$0$34,306
Field Trips - Provided to enhance and build upon what is learned in the classroom with outside experiences, for all students grades K-5$0$33,081
Other Programs and Services - See Schedule O$0$30,036
Community Events - programs for students and their families that build connection, unity, and fun which help to promote student satisfaction and consistent attendance$0$21,092
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Majo SpencerPresidentPT$0--
Lauren CunninghamVice PresidentPT$0--
Catherine RoheimTreasurerPT$0--
Dolly LanderSecreataryPT$0--
Filing and Contact Details

Filer

Filer Name
Pta California Congress of Parents Teachers & Students Inc
EIN
94-2695849
Phone
8312244091
Address
PO Box 222700, Carmel, CA 93923

Signing Officer

Name
Karma Simons
Title
Council President
Phone
8312244091
Signed
2023-11-15
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Assemblies;4705|Classroom Supplies;3686|Community Events;21092|Educational Enrichment Programs;50641|Field Trips;33081|Graduation;791|Hospitality;3053|Insurance;480|PBIS;5858|School Beautification Garden;34306|Spirit Gear;10727|Yearbook;736^Total;169156^”

Raw XML Appendix185 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/PersonNm0Karma Simons
IRS990EZ/BooksInCareOfDetail/PhoneNum08312244091
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0Sixth District PTA
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt01290 Ridder Park Drive M/C214
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Jose
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095131
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033756
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt00
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt075779
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-33756
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0900
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0136300
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt04000
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033756
IRS990EZ/NetAssetsOrFundBalancesEOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033756
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Majo Spencer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lauren Cunningham
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Catherine Roheim
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Dolly Lander
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secreatary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0169156
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To provide additional educational programs, enrichment activities, and support services to students and their families
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt056521
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Educational Enrichment - provides afterschool programs and materials to introduce and support additional learning opportunities to students grades K-5
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Field Trips - Provided to enhance and build upon what is learned in the classroom with outside experiences, for all students grades K-5
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2School Beautification and Garden - students and families work together to provide a welcoming environment by promoting clean spaces, recycling, taking care of property which promotes satisfaction with being a part of the school community
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Community Events - programs for students and their families that build connection, unity, and fun which help to promote student satisfaction and consistent attendance
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4Other Programs and Services - See Schedule O
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt40
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt050641
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt133081
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt234306
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt321092
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt430036
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0170056
IRS990EZ/TotalProgramServiceExpensesAmt0169156
IRS990EZ/TotalRevenueAmt0136300
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt079779
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt071071
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011380
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0120885
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt090711
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0373826
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt08
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt056521
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt010758
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt067279
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt08
IRS990ScheduleA/InvestmentIncomeCYPct00.00002
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99998
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt0441105
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0136300
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt081829
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt011380
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0120885
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt090711
IRS990ScheduleA/Total509Grp/TotalAmt0441105
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0136300
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt081837
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt011380
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0120885
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt090711
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0441113
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Assemblies;4705|Classroom Supplies;3686|Community Events;21092|Educational Enrichment Programs;50641|Field Trips;33081|Graduation;791|Hospitality;3053|Insurance;480|PBIS;5858|School Beautification Garden;34306|Spirit Gear;10727|Yearbook;736^Total;169156^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Karma Simons
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Council President
ReturnHeader/BusinessOfficerGrp/PhoneNum08312244091
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0942695849
ReturnHeader/Filer/PhoneNum08312244091
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 222700
ReturnHeader/Filer/USAddress/CityNm0Carmel
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093923
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02023-11-15T22:29:45-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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