Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

EIN 94-3040001 • 501(c)3 • Folsom, CA

990-N Coverage

Profile

To support the students and faculty at Carl Sundahl Elementary School by providing supplies, field trips, educational experiences and similar activities.

9932 Inwood RdFolsom, CA 95630

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

22nd percentile

-23%

Higher net margin than 22% 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

32nd percentile

-17%

Faster asset growth than 32% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

36th percentile

-14%

Faster revenue growth than 36% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$45,011

Down $9,104 (-17%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$45,011

Down $9,104 (-17%) from 2024

Revenue

Down

$40,303

Down $6,564 (-14%) from 2024

Expenses

Up

$49,407

Up $4,388 (+9.7%) from 2024

Net Income

Down

-$9,104

Down $10,952 (-593%) from 2024

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $12,788Liabilities 2011: $02011Assets 2012: $15,219Liabilities 2012: $02012Assets 2013: $10,674Net Assets 2013: $10,6742013Assets 2024: $54,115Net Assets 2024: $54,1152024Assets 2025: $45,011Net Assets 2025: $45,0112025

Highlighted filing

2025

Assets$45,011
Liabilities-
Net Assets$45,011

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $11,824Expenses 2011: $16,219Net Income 2011: -$4,3952011Revenue 2012: $26,971Expenses 2012: $24,540Net Income 2012: $2,4312012Revenue 2013: $22,577Expenses 2013: $27,122Net Income 2013: -$4,5452013Revenue 2024: $46,867Expenses 2024: $45,019Net Income 2024: $1,8482024Revenue 2025: $40,303Expenses 2025: $49,407Net Income 2025: -$9,1042025

Highlighted filing

2025

Revenue$40,303
Expenses$49,407
Net Income-$9,104

Filings

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
$67,552
Mission and Program Overview

Mission

To support the students and faculty at Carl Sundahl Elementary School by providing supplies, field trips, educational experiences and similar activities.

Program Services

DescriptionGrantsExpenses
Provided general classroom supplies, field trips, and extra curricular activities to support the students and faculty-$47,650
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATIE TABORSecretary-$0--
MICHELLE FAMESTADTreasurer-$0--
LINDSEY ROARK-YEEVP School Rel.-$0--
BETH BOWERSPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$32,530$32,530$15,434$17,096
Jog a Thon$20,211$20,211$1,105$19,106
Total Events$65,563$65,563$27,249$38,314
Filing and Contact Details

Filer

Filer Name
Carl Sundahl Elementary Pta
EIN
94-3040001
Phone
9167680525
Address
9932 INWOOD RD, FOLSOM, CA 95630

Signing Officer

Name
Beth Bowers
Title
President
Signed
2025-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Boden Klein & Sneesby A Professional Corp
Address
3005 Douglas Blvd Ste 115, Roseville, CA 95661
Preparer
James W Boden
Phone
9167741040
Supplemental Narrative

Additional Explanations

Other Expenses.1012

Insurance $288

Other Expenses.1

Classroom materials $47650

Other Expenses.2

SUPPLIES $940

Other Expenses.3

BANK CHARGES $4

Raw XML Appendix161 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/PersonNm0Beth Bowers
IRS990EZ/BooksInCareOfDetail/PhoneNum09167680525
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09932 INWOOD RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FOLSOM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095630
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt054115
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt045011
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9104
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0525
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt054115
IRS990EZ/Form990TotalAssetsGrp/EOYAmt045011
IRS990EZ/FundraisingGrossIncomeAmt065563
IRS990EZ/GrossReceiptsAmt067552
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01989
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt054115
IRS990EZ/NetAssetsOrFundBalancesEOYAmt045011
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt054115
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt045011
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATIE TABOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHELLE FAMESTAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LINDSEY ROARK-YEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BETH BOWERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP SCHOOL REL.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt048882
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To support the students and faculty at Carl Sundahl Elementary School by providing supplies, field trips, educational experiences and similar activities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided general classroom supplies, field trips, and extra curricular activities to support the students and faculty
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt047650
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt027249
IRS990EZ/SpecialEventsNetIncomeLossAmt038314
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt049407
IRS990EZ/TotalProgramServiceExpensesAmt047650
IRS990EZ/TotalRevenueAmt040303
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01989
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05589
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt065563
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt062839
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0128402
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0133991
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt067552
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt066439
IRS990ScheduleA/Total509Grp/TotalAmt0133991
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt067552
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt066439
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0133991
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt027249
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0JOG A THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt032530
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt020211
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt012822
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt065563
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt032530
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt020211
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt012822
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt065563
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt038314
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt010710
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt027249
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015434
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01105
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $288
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLASSROOM MATERIALS $47650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUPPLIES $940
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK CHARGES $4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BETH BOWERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARL SUNDAHL ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0CARL
ReturnHeader/Filer/EIN0943040001
ReturnHeader/Filer/PhoneNum09167680525
ReturnHeader/Filer/USAddress/AddressLine1Txt09932 INWOOD RD
ReturnHeader/Filer/USAddress/CityNm0FOLSOM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095630
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680465737
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Boden Klein & Sneesby A Professional Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03005 Douglas Blvd Ste 115
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Roseville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095661
ReturnHeader/PreparerPersonGrp/PhoneNum09167741040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James W Boden
ReturnHeader/ReturnTs02025-09-15T12:04:34-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.