Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2021 • EIN 95-3766217

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 09, 2023

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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

4th percentile

-293%

Higher net margin than 4% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

14th percentile

-29%

Faster asset growth than 14% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

5th percentile

-89%

Faster revenue growth than 5% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$31,618

Down $12,851 (-29%) from 2020

Net Assets

Down

$31,618

Down $12,851 (-29%) from 2020

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin4th percentile

Revenue

Down

$4,386

Down $34,960 (-89%) from 2020

Expenses

Down

$17,237

Down $2,000 (-10%) from 2020

Net Income

Down

-$12,851

Down $32,960 (-164%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth14th 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: $24,360Net Assets 2019: $24,3602019Assets 2020: $44,469Net Assets 2020: $44,4692020Assets 2021: $31,618Liabilities 2021: $0Net Assets 2021: $31,6182021Assets 2022: $17,311Net Assets 2022: $17,3112022Assets 2025: $28,683Net Assets 2025: $28,6832025

Highlighted filing

2021

Assets$31,618
Liabilities$0
Net Assets$31,618
Open 2021 Filing

Operations Trend

Revenue Growth5th 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

2021

Revenue$4,386
Expenses$17,237
Net Income-$12,851
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 9, 2023
Return Version
2020v4.0
Gross Receipts
$4,788
Mission and Program Overview

Mission

School parent teacher association

Program Services

DescriptionGrantsExpenses
FUNDRAISING FOR VISTA GRANDE SCHOOL AND STUDENTS TO PROVIDE FOR STUDENT PROGRAMS AND EVENTS, TEACHER CLASSROOMS, SUPPORT AND APPRECIATION AS OUTLINED ON SCHEDULE O.-$17,237
SCHOOL PARENT TEACHER ASSOCIATION--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERRI-LYNN MERCURIOPresident-$0--
STACEY REISERTTreasurer-$0--
AMANDA KOCZWARASecretary-$0--
LISA GROSSVice Preside-$0--
SUE COENEFinancial Se-$0--
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
Terri-lynn Mercurio
Title
President
Phone
6196547175
Signed
2023-11-09
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 42 curriculum supplements 5,466 membership fees 25 office supplies 67 teacher appreciation lunc 1,740 teacher grant 9,792 trunk or treat 105 total 17,237”

Form 990-ez, Part III, Line 31

“School parent teacher association”

Raw XML Appendix143 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0TERRILYNN MERCURIO
CompensationExplanation/CompensationExplanationGrp/PersonNm1STACEY REISERT
CompensationExplanation/CompensationExplanationGrp/PersonNm2AMANDA KOCZWARA
CompensationExplanation/CompensationExplanationGrp/PersonNm3LISA GROSS
CompensationExplanation/CompensationExplanationGrp/PersonNm4SUE COENE
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0TERRI-LYNN MERCURIO
IRS990EZ/BooksInCareOfDetail/PhoneNum06196547175
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01908 VISTA GRANDE RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EL CAJON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092019
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt044469
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031618
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03085
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-12851
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt044469
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031618
IRS990EZ/FundraisingGrossIncomeAmt01703
IRS990EZ/GrossReceiptsAmt04788
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt044469
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031618
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt044469
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031618
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TERRI-LYNN MERCURIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STACEY REISERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMANDA KOCZWARA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LISA GROSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SUE COENE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FINANCIAL SE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt017237
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SCHOOL PARENT TEACHER ASSOCIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDRAISING FOR VISTA GRANDE SCHOOL AND STUDENTS TO PROVIDE FOR STUDENT PROGRAMS AND EVENTS, TEACHER CLASSROOMS, SUPPORT AND APPRECIATION AS OUTLINED ON SCHEDULE O.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOOL PARENT TEACHER ASSOCIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017237
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0402
IRS990EZ/SpecialEventsNetIncomeLossAmt01301
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017237
IRS990EZ/TotalProgramServiceExpensesAmt017237
IRS990EZ/TotalRevenueAmt04386
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03085
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08221
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07914
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt019220
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt01703
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt082015
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt072698
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0156416
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0175636
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04788
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt090236
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt080612
IRS990ScheduleA/Total509Grp/TotalAmt0175636
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04788
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt090236
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt080612
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0175636
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK FEES 42 CURRICULUM SUPPLEMENTS 5,466 MEMBERSHIP FEES 25 OFFICE SUPPLIES 67 TEACHER APPRECIATION LUNC 1,740 TEACHER GRANT 9,792 TRUNK OR TREAT 105 TOTAL 17,237
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRI-LYNN MERCURIO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06196547175
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-09
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/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/PreparationDt02023-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARBARA S MOORE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-09T21:19:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TERRI-LYNN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MERCURIO
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,618
Liabilities
$0
Net assets
$31,618
Revenue
$4,386
Expenses
$17,237
Net income
-$12,851
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$0.00$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
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$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