Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

EIN 94-6174506 • 501(c)3 • Hayward, CA

990-N Coverage

Profile

Student events field trips and classroom supplies

26601 Calaroga AveHayward, CA 94545

sites.google.com/view/southgateelementarypta

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 2025

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

80th percentile

29%

Higher net margin than 80% of similar nonprofits.

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

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 2025

Asset Growth

67th percentile

9.0%

Faster asset growth than 67% of similar nonprofits.

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

Revenue Growth

94th percentile

141%

Faster revenue growth than 94% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$49,595

Up $4,083 (+9.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$78,943

Up $33,432 (+73%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin80th percentile

Revenue

Up

$117,287

Up $68,564 (+141%) from 2024

Expenses

Up

$83,856

Up $19,934 (+31%) from 2024

Net Income

Up

$33,431

Up $48,630 (+320%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

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

$80K$60K$40K$20K$0Assets 2024: $45,512Liabilities 2024: $0Net Assets 2024: $45,5112024Assets 2025: $49,595Liabilities 2025: $0Net Assets 2025: $78,9432025

Highlighted filing

2025

Assets$49,595
Liabilities$0
Net Assets$78,943
Open 2025 Filing

Operations Trend

Revenue Growth94th percentile

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

$150K$100K$50K$0-$50KRevenue 2024: $48,723Expenses 2024: $63,922Net Income 2024: -$15,1992024Revenue 2025: $117,287Expenses 2025: $83,856Net Income 2025: $33,4312025

Highlighted filing

2025

Revenue$117,287
Expenses$83,856
Net Income$33,431
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$49,595
Liabilities
$0
Net assets
$78,943
Revenue
$117,287
Expenses
$83,856
Net income
$33,431
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.79$1.17$0.84$0.33
2024Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.49$0.64$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 7, 2025
Return Version
2024v5.2
Gross Receipts
$121,919
Mission and Program Overview

Mission

Student events field trips and classroom supplies

Student events, field trips, and classroom supplies

Program Services

DescriptionGrantsExpenses
Field trips for all grade levels-$67,205
Student events for all grade levels-$7,812
Student supplies for classrooms-$4,468
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTOPHER SCHMALZTreasurerPT$0--
LEAH VILLANUEVAVice PresidentPT$0--
LOLITA ORTEGASecretaryPT$0--
LISA CORRALESPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Southgate Elementary PTA
EIN
94-6174506
In Care Of
% Christopher D Schmalz
Phone
4086130055
Address
26601 Calaroga Ave, Hayward, CA 94545

Signing Officer

Name
Christopher D Schmalz
Title
Treasurer
Phone
4086130055
Signed
2025-12-07
Supplemental Narrative

Additional Explanations

Part I Line 16

“Insurance $288.00”

Part I Line 16

“Field trips $67205.00”

Part I Line 16

“Student supplies $7812.00”

Part I Line 16

“Student events $4468.00”

Part I Line 16

“Other $3223.00”

Line 4D

“The organization incurred an additional $3,223 in program service expenses”

Raw XML Appendix151 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/PersonNm0CHRISTOPHER D SCHMALZ
IRS990EZ/BooksInCareOfDetail/PhoneNum04086130055
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt026601 Calaroga Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Hayward
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094545
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt045512
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt049595
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0117258
IRS990EZ/CostOfGoodsSoldAmt04632
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt033431
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt045512
IRS990EZ/Form990TotalAssetsGrp/EOYAmt049595
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-829
IRS990EZ/GrossReceiptsAmt0121919
IRS990EZ/GrossSalesOfInventoryAmt03803
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0858
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt045512
IRS990EZ/NetAssetsOrFundBalancesEOYAmt078943
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt045512
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt049595
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
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/PersonNm0CHRISTOPHER SCHMALZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LEAH VILLANUEVA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LOLITA ORTEGA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LISA CORRALES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt082996
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Student events, field trips, and classroom supplies
IRS990EZ/PrintingPublicationsPostageAmt0860
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Field trips for all grade levels
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Student events for all grade levels
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Student supplies for classrooms
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt067205
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17812
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24468
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt083856
IRS990EZ/TotalProgramServiceExpensesAmt079485
IRS990EZ/TotalRevenueAmt0117287
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0sites.google.com/view/southgateelementarypta
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0118116
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0101058
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0219174
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03803
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0372
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt04175
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0223349
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0121919
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0101430
IRS990ScheduleA/Total509Grp/TotalAmt0223349
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0121919
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0101430
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0223349
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $288.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Field trips $67205.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Student supplies $7812.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Student events $4468.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Other $3223.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The organization incurred an additional $3,223 in program service expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Line 4d
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTOPHER D SCHMALZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04086130055
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Southgate Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0946174506
ReturnHeader/Filer/InCareOfNm0% Christopher D Schmalz
ReturnHeader/Filer/PhoneNum04086130055
ReturnHeader/Filer/USAddress/AddressLine1Txt026601 Calaroga Ave
ReturnHeader/Filer/USAddress/CityNm0Hayward
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094545
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-12-07T20:08:19-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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