Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2019 • EIN 95-3766217

Jul 01, 2018 to Jun 30, 2019 • Filed on Dec 18, 2019

Organization ProfileN/A
1908 Vista Grande RdEl Cajon, CA 92019

(619) 654-7175

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

10th percentile

-39%

Higher net margin than 10% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

12th percentile

-38%

Faster asset growth than 12% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

58th percentile

6.0%

Faster revenue growth than 58% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$24,360

Down $15,240 (-38%) from 2018

Net Assets

Down

$24,360

Down $15,240 (-38%) from 2018

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin10th percentile

Revenue

Up

$39,485

Up $2,244 (+6.0%) from 2018

Expenses

Up

$54,725

Up $13,648 (+33%) from 2018

Net Income

Down

-$15,240

Down $11,404 (-297%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$60K$40K$20K$0Assets 2010: $31,950Liabilities 2010: $02010Assets 2011: $21,617Liabilities 2011: $02011Assets 2012: $9,631Net Assets 2012: $9,6312012Assets 2013: $9,650Net Assets 2013: $9,6502013Assets 2014: $37,314Net Assets 2014: $37,3142014Assets 2015: $30,859Net Assets 2015: $30,8592015Assets 2016: $29,437Net Assets 2016: $29,4372016Assets 2017: $43,436Net Assets 2017: $43,4362017Assets 2018: $39,600Net Assets 2018: $39,6002018Assets 2019: $24,360Liabilities 2019: $0Net Assets 2019: $24,3602019Assets 2020: $44,469Net Assets 2020: $44,4692020Assets 2021: $31,618Net Assets 2021: $31,6182021Assets 2022: $17,311Net Assets 2022: $17,3112022Assets 2025: $28,683Net Assets 2025: $28,6832025

Highlighted filing

2019

Assets$24,360
Liabilities$0
Net Assets$24,360
Open 2019 Filing

Operations Trend

Revenue Growth58th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2010: $39,251Expenses 2010: $39,410Net Income 2010: -$1592010Revenue 2011: $37,803Expenses 2011: $48,136Net Income 2011: -$10,3332011Revenue 2012: $52,213Expenses 2012: $64,199Net Income 2012: -$11,9862012Revenue 2013: $44,355Expenses 2013: $44,336Net Income 2013: $192013Revenue 2014: $46,973Expenses 2014: $19,310Net Income 2014: $27,6632014Revenue 2015: $35,014Expenses 2015: $41,469Net Income 2015: -$6,4552015Revenue 2016: $50,755Expenses 2016: $52,177Net Income 2016: -$1,4222016Revenue 2017: $42,319Expenses 2017: $28,320Net Income 2017: $13,9992017Revenue 2018: $37,241Expenses 2018: $41,077Net Income 2018: -$3,8362018Revenue 2019: $39,485Expenses 2019: $54,725Net Income 2019: -$15,2402019Revenue 2020: $39,346Expenses 2020: $19,237Net Income 2020: $20,1092020Revenue 2021: $4,386Expenses 2021: $17,237Net Income 2021: -$12,8512021Revenue 2022: $22,493Expenses 2022: $36,800Net Income 2022: -$14,3072022Revenue 2025: $177,375Expenses 2025: $174,669Net Income 2025: $2,7062025

Highlighted filing

2019

Revenue$39,485
Expenses$54,725
Net Income-$15,240
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Dec 18, 2019
Return Version
2018v3.1
Gross Receipts
$90,236
Mission and Program Overview

Mission

School parent teacher association

Program Services

DescriptionGrantsExpenses
FUNDRAISING FOR VISTA GRANDE SCHOOL AND STUDENTS TO PROVIDE THE FOLLOWING PROGRAMS: MUSIC PROGRAM 18,348.00, TEACHER CLASSROOMS 10,325.00, FIELD TRIPS AND STUDENT/FAMILY EVENTS 9,132.-$54,554
SCHOOL PARENT TEACHER ASSOCIATION--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATHER AMISONPresident-$0--
AMANDA KOCZWARATreasurer-$0--
SUE COENESecretary-$0--
TERI MERCURIOVice Preside-$0--
SUE COENEFinancial Of-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$33,150$33,150$6,087$27,063
5th Grade Activ$13,076$13,076$10,754$2,322
Total Events$72,624$72,624$41,247$31,377
Filing and Contact Details

Filer

Filer Name
Vista Grande Elementary Pta
EIN
95-3766217
Phone
6196547175
Address
1908 VISTA GRANDE RD, EL CAJON, CA 92019

Signing Officer

Name
Heather Amison
Title
President
Phone
6196547175
Signed
2019-12-18
Discuss with paid preparer
Yes

Preparer

Firm
Moore Professional Service & Associates
Address
769 JAMACHA RD, EL CAJON, CA 92019
Preparer
Barbara S Moore
Phone
6194442226
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses bank fees 171 club t-shirts 1,132 field trips 8,000 membership-council dues 7,063 general program expense 3,142 pta 1,184 music - k-5th grade 18,348 teacher classroom 10,325 hospitality 5,360 total 54,725”

Form 990-ez, Part III, Line 31

“School parent teacher association”

Raw XML Appendix166 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/PersonNm0TERI MERCURIO
IRS990EZ/BooksInCareOfDetail/PhoneNum06196547175
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02105 ELVA ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EL CAJON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092019
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039600
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024360
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08221
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-15240
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039600
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024360
IRS990EZ/FundraisingGrossIncomeAmt082015
IRS990EZ/GrossReceiptsAmt090236
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039600
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024360
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039600
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024360
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HEATHER AMISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMANDA KOCZWARA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUE COENE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TERI MERCURIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SUE COENE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FINANCIAL OF
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt054725
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SCHOOL PARENT TEACHER ASSOCIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDRAISING FOR VISTA GRANDE SCHOOL AND STUDENTS TO PROVIDE THE FOLLOWING PROGRAMS: MUSIC PROGRAM 18,348.00, TEACHER CLASSROOMS 10,325.00, FIELD TRIPS AND STUDENT/FAMILY EVENTS 9,132.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOOL PARENT TEACHER ASSOCIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt054554
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt050751
IRS990EZ/SpecialEventsNetIncomeLossAmt031264
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt054725
IRS990EZ/TotalProgramServiceExpensesAmt054554
IRS990EZ/TotalRevenueAmt039485
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08221
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07914
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02565
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03885
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt022585
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02755
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02755
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt082015
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt072698
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt078903
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0100196
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0333812
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0359152
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt090236
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt080612
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt084223
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0104081
IRS990ScheduleA/Total509Grp/TotalAmt0359152
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt090236
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt080612
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt084223
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0104081
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0359152
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt041247
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm05TH GRADE ACTIV
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt033150
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013076
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt026398
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt072624
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt033150
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013076
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt026398
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt072624
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt031377
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt024406
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt041247
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06087
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010754
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK FEES 171 CLUB T-SHIRTS 1,132 FIELD TRIPS 8,000 MEMBERSHIP-COUNCIL DUES 7,063 GENERAL PROGRAM EXPENSE 3,142 PTA 1,184 MUSIC - K-5TH GRADE 18,348 TEACHER CLASSROOM 10,325 HOSPITALITY 5,360 TOTAL 54,725
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOOL PARENT TEACHER ASSOCIATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER AMISON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06196547175
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VISTA GRANDE ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0VIST
ReturnHeader/Filer/EIN0953766217
ReturnHeader/Filer/PhoneNum06196547175
ReturnHeader/Filer/USAddress/AddressLine1Txt01908 VISTA GRANDE RD
ReturnHeader/Filer/USAddress/CityNm0EL CAJON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092019
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BF32616F796732D97DE14A4BB1F4AA43C1757D6C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03295FEA56335BB8E1147908FFDDD15ECF6DEE13B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.175.109.165
ReturnHeader/FilingSecurityInformation/IPDt02020-01-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm019:34:19
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953791047
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOORE PROFESSIONAL SERVICE & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0769 JAMACHA RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EL CAJON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092019
ReturnHeader/PreparerPersonGrp/PhoneNum06194442226
ReturnHeader/PreparerPersonGrp/PreparationDt02020-01-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARBARA S MOORE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-01-07T19:34:19-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,360
Liabilities
$0
Net assets
$24,360
Revenue
$39,485
Expenses
$54,725
Net income
-$15,240
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.29$0.29$1.77$1.75$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.17$0.17$0.22$0.37$0.14
2021Detailed filing. Detailed filing data is available for this year.$0.32$0.32$0.04$0.17$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.44$0.44$0.39$0.19$0.20
2019Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.39$0.55$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.40$0.37$0.41$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.43$0.42$0.28$0.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$0.29$0.51$0.52$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.31$0.31$0.35$0.41$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.37$0.37$0.47$0.19$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.10$0.44$0.44$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.10$0.52$0.64$0.12
2011Summary only. Only limited summary data is available for this year.$0.22$0.00$0.38$0.48$0.10
2010Summary only. Only limited summary data is available for this year.$0.32$0.00$0.39$0.39$0.00