Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2020 • EIN 95-3527002

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 12, 2020

27031 Preciados DriveMission Viejo, CA 92691

(949) 586-5830

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$0

Down $31,554 (-100%) from 2019

Net Assets

Flat

$31,554

Flat from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Down

$0

Down $57,659 (-100%) from 2019

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $41,841Liabilities 2011: $02011Assets 2012: $18,236Liabilities 2012: $02012Assets 2013: $18,712Liabilities 2013: $02013Assets 2014: $26,452Liabilities 2014: $02014Assets 2015: $30,369Liabilities 2015: $02015Assets 2016: $38,032Liabilities 2016: $02016Assets 2017: $35,222Liabilities 2017: $02017Assets 2018: $33,455Liabilities 2018: $0Net Assets 2018: $33,4552018Assets 2019: $31,554Liabilities 2019: $0Net Assets 2019: $31,5542019Assets 2020: $0Net Assets 2020: $31,5542020Assets 2020: $55,539Liabilities 2020: $0Net Assets 2020: $55,5392020Assets 2021: $44,099Liabilities 2021: $0Net Assets 2021: $44,0992021Assets 2022: $68,932Liabilities 2022: $0Net Assets 2022: $68,9322022Assets 2023: $117,925Net Assets 2023: $117,9252023Assets 2024: $103,399Net Assets 2024: $187,3612024

Highlighted filing

2020

Assets$0
Liabilities-
Net Assets$31,554

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $30,988Expenses 2011: $60,782Net Income 2011: -$29,7942011Revenue 2012: $20,278Expenses 2012: $43,883Net Income 2012: -$23,6052012Revenue 2013: $48,968Expenses 2013: $48,492Net Income 2013: $4762013Revenue 2014: $38,538Expenses 2014: $30,798Net Income 2014: $7,7402014Revenue 2015: $44,290Expenses 2015: $40,373Net Income 2015: $3,9172015Revenue 2016: $47,506Expenses 2016: $39,843Net Income 2016: $7,6632016Revenue 2017: $37,773Expenses 2017: $40,583Net Income 2017: -$2,8102017Revenue 2018: $59,454Expenses 2018: $62,111Net Income 2018: -$2,6572018Revenue 2019: $57,659Expenses 2019: $59,560Net Income 2019: -$1,9012019Revenue 2020: $02020Revenue 2020: $53,591Expenses 2020: $29,606Net Income 2020: $23,9852020Revenue 2021: $4,422Expenses 2021: $15,862Net Income 2021: -$11,4402021Revenue 2022: $65,385Expenses 2022: $40,552Net Income 2022: $24,8332022Revenue 2023: $67,1122023Revenue 2024: $69,4402024

Highlighted filing

2020

Revenue$0
Expenses-
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 12, 2020
Return Version
2019v5.0
Mission and Program Overview

Mission

To support deportola elementary school

Program Services

DescriptionGrantsExpenses
STUDENT ENRICHMENT - ENRICHMENT ACTIVITIES AND SUPPLIES BENEFITTING THE ENTIRE STUDENT BODY--
ART EDUCATION - PROVIDES ART INSTRUCTION FOR THE ENTIRE STUDENT BODY--
SCHOOL GRANTS / IMPROVEMENTS - PROVIDES FUNDS FOR CAMPUS AND EQUIPMENT ITEMS BENEFITING THE ENTIRE STUDENT BODY--
OTHER - TO PROVIDE ADDITIONALLY AS NEEDED FOR THE ENTIRE STUDENT BODY--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH MORETATreasurerPT$0--
DARREN KELLEYPresidentPT$0--
BRIGITTE SUNSERIVice PresidentPT$0--
OLGA BELTETONSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Deportola Pta
EIN
95-3527002
Phone
9495865830
Address
27031 PRECIADOS DRIVE, MISSION VIEJO, CA 92691

Signing Officer

Name
Sarah Moreta
Title
Preparer
Signed
2020-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Kartchner & Associates CPAs
Address
28202 Cabot Road Suite 520, Laguna Niguel, CA 92677
Preparer
Gary Kartchner CPA
Phone
9493477797
Raw XML Appendix142 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum09495865830
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MISSION VIEJO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092691
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt031554
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031554
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031554
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031554
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SARAH MORETA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DARREN KELLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRIGITTE SUNSERI
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT DEPORTOLA ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT ENRICHMENT - ENRICHMENT ACTIVITIES AND SUPPLIES BENEFITTING THE ENTIRE STUDENT BODY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ART EDUCATION - PROVIDES ART INSTRUCTION FOR THE ENTIRE STUDENT BODY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SCHOOL GRANTS / IMPROVEMENTS - PROVIDES FUNDS FOR CAMPUS AND EQUIPMENT ITEMS BENEFITING THE ENTIRE STUDENT BODY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3OTHER - TO PROVIDE ADDITIONALLY AS NEEDED FOR THE ENTIRE STUDENT BODY
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0WWW.DEPORTOLAPTA.COM
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt020316
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt022800
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt017785
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04875
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt065776
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt087678
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt086405
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt058514
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt066909
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0299506
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0365282
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0107994
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0109205
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt071784
IRS990ScheduleA/Total509Grp/TotalAmt0365282
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0107995
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0109206
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt076300
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt071785
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0365286
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH MORETA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Preparer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DEPORTOLA PTA
ReturnHeader/Filer/BusinessNameControlTxt0DEPO
ReturnHeader/Filer/EIN0953527002
ReturnHeader/Filer/PhoneNum09495865830
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ReturnHeader/Filer/USAddress/CityNm0MISSION VIEJO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Laguna Niguel
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092677
ReturnHeader/PreparerPersonGrp/PhoneNum09493477797
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary Kartchner CPA
ReturnHeader/ReturnTs02020-11-12T11:16:15-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.03$1.87$0.69
2023Detailed filing. Detailed filing data is available for this year.$1.18$1.18$0.67
2022Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.65$0.41$0.25
2021Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.04$0.16$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.54$0.30$0.24
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.32$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.58$0.60$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.59$0.62$0.03
2017Summary only. Only limited summary data is available for this year.$0.35$0.00$0.38$0.41$0.03
2016Summary only. Only limited summary data is available for this year.$0.38$0.00$0.48$0.40$0.08
2015Summary only. Only limited summary data is available for this year.$0.30$0.00$0.44$0.40$0.04
2014Summary only. Only limited summary data is available for this year.$0.26$0.00$0.39$0.31$0.08
2013Summary only. Only limited summary data is available for this year.$0.19$0.00$0.49$0.48$0.00
2012Summary only. Only limited summary data is available for this year.$0.18$0.00$0.20$0.44$0.24
2011Summary only. Only limited summary data is available for this year.$0.42$0.00$0.31$0.61$0.30