Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2022 • EIN 94-6112319

Sep 01, 2021 to Aug 31, 2022 • Filed on May 04, 2023

200 Doherty DrLarkspur, CA 94939-1532

(415) 927-6978

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

56th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

43rd percentile

0.9%

Higher net margin than 43% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2022

Asset Growth

57th percentile

5.5%

Faster asset growth than 57% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

73rd percentile

49%

Faster revenue growth than 73% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$104,939

Up $5,506 (+5.5%) from 2021

Net Assets

Up

$104,939

Up $5,506 (+5.5%) from 2021

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$87,811

Up $28,914 (+49%) from 2021

Expenses

Up

$86,992

Up $40,275 (+86%) from 2021

Net Income

Down

$819

Down $11,361 (-93%) from 2021

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $62,789Liabilities 2011: $02011Assets 2012: $64,360Liabilities 2012: $02012Assets 2013: $77,524Liabilities 2013: $02013Assets 2014: $51,340Liabilities 2014: $02014Assets 2015: $65,216Liabilities 2015: $02015Assets 2016: $61,142Liabilities 2016: $02016Assets 2017: $103,782Liabilities 2017: $02017Assets 2018: $131,909Liabilities 2018: $02018Assets 2020: $87,253Liabilities 2020: $02020Assets 2021: $99,433Net Assets 2021: $99,4332021Assets 2022: $104,939Liabilities 2022: $0Net Assets 2022: $104,9392022Assets 2022: $112,040Liabilities 2022: $341Net Assets 2022: $111,6992022Assets 2023: $103,971Liabilities 2023: $202Net Assets 2023: $103,7692023Assets 2024: $88,554Liabilities 2024: $8,926Net Assets 2024: $79,6282024Assets 2025: $84,694Net Assets 2025: $84,6942025

Highlighted filing

2022

Assets$104,939
Liabilities$0
Net Assets$104,939

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $88,496Expenses 2011: $73,377Net Income 2011: $15,1192011Revenue 2012: $81,611Expenses 2012: $80,040Net Income 2012: $1,5712012Revenue 2013: $95,928Expenses 2013: $82,764Net Income 2013: $13,1642013Revenue 2014: $89,446Expenses 2014: $115,630Net Income 2014: -$26,1842014Revenue 2015: $92,777Expenses 2015: $78,901Net Income 2015: $13,8762015Revenue 2016: $70,774Expenses 2016: $74,848Net Income 2016: -$4,0742016Revenue 2017: $101,061Expenses 2017: $58,421Net Income 2017: $42,6402017Revenue 2018: $59,140Expenses 2018: $31,013Net Income 2018: $28,1272018Revenue 2020: $61,678Expenses 2020: $60,127Net Income 2020: $1,5512020Revenue 2021: $58,897Expenses 2021: $46,717Net Income 2021: $12,1802021Revenue 2022: $87,811Expenses 2022: $86,992Net Income 2022: $8192022Revenue 2022: $120,778Expenses 2022: $115,851Net Income 2022: $4,9272022Revenue 2023: $101,004Expenses 2023: $108,933Net Income 2023: -$7,9292023Revenue 2024: $93,521Expenses 2024: $117,662Net Income 2024: -$24,1412024Revenue 2025: $134,635Expenses 2025: $129,569Net Income 2025: $5,0662025

Highlighted filing

2022

Revenue$87,811
Expenses$86,992
Net Income$819
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
May 4, 2023
Return Version
2021v4.0
Gross Receipts
$117,274
Mission and Program Overview

Mission

The organization's primary purpose is to support events and activities at Hall Middle School and to promote educational programs for parents teachers and the general public.

Program Services

DescriptionGrantsExpenses
The organization provides support for student activities campus improvements supplies hospitality and educational programs.$0$108,272
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jessica EdelenPresident-$0--
Melissa ScheelineVice President-$0--
Aimie VargasTreasurer-$0--
Jennifer TerrySecretary-$0--
Abby Cretan8th Grade VP-$0--
Julie Muller8th Grade VP-$0--
Allison Bricker7th Grade VP-$0--
Kim Jones7th Grade VP-$0--
Sharlyn Elliott6the Grade VP-$0--
Yulia Carlin6th Grade VP-$0--
Candice PetersHistorian-$0--
Mindy GlassParliamentarian-$0--
Gina OrcinoAuditor-$0--
Erin AlvarezHospitality-$0--
Gina HessHospitality-$0--
Cecily O'ConnorMembership-$0--
Lisa BuoyParent Education-$0--
Dina HarrisonWalk-A-Thon-$0--
Jill MartayWalk-A-Thon-$0--
Kristin ScalesFinancial Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walkathon$57,766$57,766$1,123$56,643
8th Grade Graduation$32,797$32,797$28,340$4,457
Total Events$90,563$90,563$29,463$61,100
Filing and Contact Details

Filer

Filer Name
Hall Middle Pta
EIN
94-6112319
In Care Of
% Aimie Vargas
Address
200 DOHERTY DR, LARKSPUR, CA 94939-1532

Signing Officer

Name
Aimie Vargas
Title
Treasurer
Signed
2023-05-04
Discuss with paid preparer
Yes

Preparer

Preparer
George Brown
Phone
4152508038
Supplemental Narrative

Additional Explanations

Part I, line 8

| Other Revenues:, Amount:| Spiritwear sales, $4091|

Part I, line 16

| Other Expenses:, Amount:| Hospitality, $10916| Leadership, $22084| Parent Education, $3528| Sports expenses, $9523| Student Club teacher stipends, $2613| Office Supplies, $8630| Site Budget - other expenses, $8027| Parcel Tax, $5000| Miscellaneous, $3146| Classroom Supplies, $11788|

Part I, line 20

| Explanation:, Amount:| Prior Period Adjustment, $4687|

Raw XML Appendix356 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Melissa Scheeline
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Aimie Vargas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jennifer Terry
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm19Kristin Scales
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt58th Grade VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt67th Grade VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt77th Grade VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt86the Grade VP
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt0344131
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0117274
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt058897
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt061678
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt047142
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt059140
IRS990ScheduleA/Total509Grp/TotalAmt0344131
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0117274
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt058897
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt061678
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt047142
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt059140
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0344131
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt029463
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Walkathon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm08th Grade Graduation
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt057766
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt032797
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt090563
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt057766
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt032797
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt090563
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt061100
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt029463
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01123
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt028340
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Other Revenues:, Amount:| Spiritwear sales, $4091|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Other Expenses:, Amount:| Hospitality, $10916| Leadership, $22084| Parent Education, $3528| Sports expenses, $9523| Student Club teacher stipends, $2613| Office Supplies, $8630| Site Budget - other expenses, $8027| Parcel Tax, $5000| Miscellaneous, $3146| Classroom Supplies, $11788|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Explanation:, Amount:| Prior Period Adjustment, $4687|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 20
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AIMIE VARGAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HALL MIDDLE PTA
ReturnHeader/Filer/BusinessNameControlTxt0HALL
ReturnHeader/Filer/EIN0946112319
ReturnHeader/Filer/ForeignPhoneNum04159276978
ReturnHeader/Filer/InCareOfNm0% Aimie Vargas
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 DOHERTY DR
ReturnHeader/Filer/USAddress/CityNm0LARKSPUR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0949391532
ReturnHeader/PreparerPersonGrp/PhoneNum04152508038
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE BROWN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-05-04T05:55:16-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-09-01
ReturnHeader/TaxPeriodEndDt02022-08-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.85$0.85$1.35$1.30$0.05
2024Detailed filing. Detailed filing data is available for this year.$0.89$0.09$0.80$0.94$1.18$0.24
2023Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$1.01$1.09$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$1.21$1.16$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.88$0.87$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.99$0.99$0.59$0.47$0.12
2020Summary only. Only limited summary data is available for this year.$0.87$0.00$0.62$0.60$0.02
2018Summary only. Only limited summary data is available for this year.$1.32$0.00$0.59$0.31$0.28
2017Summary only. Only limited summary data is available for this year.$1.04$0.00$1.01$0.58$0.43
2016Summary only. Only limited summary data is available for this year.$0.61$0.00$0.71$0.75$0.04
2015Summary only. Only limited summary data is available for this year.$0.65$0.00$0.93$0.79$0.14
2014Summary only. Only limited summary data is available for this year.$0.51$0.00$0.89$1.16$0.26
2013Summary only. Only limited summary data is available for this year.$0.78$0.00$0.96$0.83$0.13
2012Summary only. Only limited summary data is available for this year.$0.64$0.00$0.82$0.80$0.02
2011Summary only. Only limited summary data is available for this year.$0.63$0.00$0.88$0.73$0.15