Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2018 • EIN 95-3781621

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 15, 2018

Organization ProfileWWW.AMBUEHL.MY-PTA.ORG
28001 San Juan Creek RoadSan Juan Capistrano, CA 92675

(949) 661-2773

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

59th percentile

7.5%

Higher net margin than 59% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

70th percentile

17%

Faster asset growth than 70% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

83rd percentile

38%

Faster revenue growth than 83% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$36,789

Up $5,333 (+17%) from 2017

Net Assets

$36,789

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin59th percentile

Revenue

Up

$71,129

Up $19,676 (+38%) from 2017

Expenses

Up

$65,796

Up $4,777 (+7.8%) from 2017

Net Income

Up

$5,333

Up $14,899 (+156%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$80K$60K$40K$20K$0Assets 2012: $33,630Liabilities 2012: $02012Assets 2013: $37,582Liabilities 2013: $02013Assets 2014: $30,283Liabilities 2014: $02014Assets 2015: $38,438Liabilities 2015: $02015Assets 2016: $41,022Liabilities 2016: $02016Assets 2017: $31,456Liabilities 2017: $02017Assets 2018: $36,789Liabilities 2018: $0Net Assets 2018: $36,7892018Assets 2019: $48,064Net Assets 2019: $48,0642019Assets 2020: $41,361Net Assets 2020: $41,3612020Assets 2021: $36,050Net Assets 2021: $36,0502021Assets 2022: $54,747Net Assets 2022: $54,7472022Assets 2023: $46,419Net Assets 2023: $46,4192023Assets 2024: $77,922Net Assets 2024: $77,9222024Assets 2025: $55,617Net Assets 2025: $55,6172025

Highlighted filing

2018

Assets$36,789
Liabilities$0
Net Assets$36,789
Open 2018 Filing

Operations Trend

Revenue Growth83rd percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $48,492Expenses 2012: $56,957Net Income 2012: -$8,4652012Revenue 2013: $58,824Expenses 2013: $54,872Net Income 2013: $3,9522013Revenue 2014: $61,958Expenses 2014: $69,257Net Income 2014: -$7,2992014Revenue 2015: $63,982Expenses 2015: $56,007Net Income 2015: $7,9752015Revenue 2016: $58,257Expenses 2016: $55,673Net Income 2016: $2,5842016Revenue 2017: $51,453Expenses 2017: $61,019Net Income 2017: -$9,5662017Revenue 2018: $71,129Expenses 2018: $65,796Net Income 2018: $5,3332018Revenue 2019: $70,895Expenses 2019: $59,620Net Income 2019: $11,2752019Revenue 2020: $47,700Expenses 2020: $54,403Net Income 2020: -$6,7032020Revenue 2021: $14,620Expenses 2021: $19,931Net Income 2021: -$5,3112021Revenue 2022: $55,445Expenses 2022: $36,748Net Income 2022: $18,6972022Revenue 2023: $56,067Expenses 2023: $64,395Net Income 2023: -$8,3282023Revenue 2024: $106,920Expenses 2024: $75,417Net Income 2024: $31,5032024Revenue 2025: $47,749Expenses 2025: $70,054Net Income 2025: -$22,3052025

Highlighted filing

2018

Revenue$71,129
Expenses$65,796
Net Income$5,333
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$92,462
Mission and Program Overview

Mission

PUBLIC SCHOOL PTA

Program Services

DescriptionGrantsExpenses
ORGANIZED EXCLUSIVELY FOR CHARIABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES.-$64,473
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
LELANI DUCKWITZPresident-$0--
LESLIE GERSTLAUERVice Pres-$0--
BRIDGET MARTINEZTreasurer-$0--
TERESA MARUMOTOSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$25,934$25,934$6,163$19,771
Carnival$13,804$13,804$3,938$9,866
Total Events$64,096$64,096$17,104$46,992
Filing and Contact Details

Filer

Filer Name
Harold Ambuehl Elementary
EIN
95-3781621
Phone
9496612773
Address
28001 SAN JUAN CREEK ROAD, SAN JUAN CAPISTRANO, CA 92675

Signing Officer

Name
Bridget Martinez
Title
Treasurer
Phone
9496610400
Signed
2018-11-15

Preparer

Firm
Foresight CPA Group Pc
Address
10897 S RIVER FRONT PKWY STE 125, SOUTH JORDAN, UT 84095
Preparer
Adam Dayton
Phone
8014159636
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses science lab 8,105 field trip grants 206 grade level grants 12,227 teacher supplies 3,123 meet the masters 5,535 primary music 12,000 accelerated reader 4,295 classroom supplies 2,635 hospitality 1,319 other expenses 5,910 operating expenses 1,323 membership dues 983 popcorn expense 1,967 yearbook 6,168 total 65,796”

Raw XML Appendix161 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/PersonNm0AMBUEHL ELEMENTARY SCHOOL PTA
IRS990EZ/BooksInCareOfDetail/PhoneNum09496610400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt028001 SAN JUAN CREEK RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN JUAN CAPISRANO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092675
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt031456
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036789
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05685
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05333
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031456
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036789
IRS990EZ/FundraisingGrossIncomeAmt072270
IRS990EZ/GrossReceiptsAmt092462
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02706
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031456
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036789
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031456
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036789
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LELANI DUCKWITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LESLIE GERSTLAUER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRIDGET MARTINEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TERESA MARUMOTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt065796
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PUBLIC SCHOOL PTA
IRS990EZ/ProgramServiceRevenueAmt011801
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ORGANIZED EXCLUSIVELY FOR CHARIABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt064473
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt021333
IRS990EZ/SpecialEventsNetIncomeLossAmt050937
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt065796
IRS990EZ/TotalProgramServiceExpensesAmt064473
IRS990EZ/TotalRevenueAmt071129
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.AMBUEHL.MY-PTA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05685
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04057
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08199
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt012550
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt014920
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt045411
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt086777
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt067881
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt073664
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt069539
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt065244
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0363105
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0408516
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt092462
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt071938
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt081863
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt082089
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt080164
IRS990ScheduleA/Total509Grp/TotalAmt0408516
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt092462
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt071938
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt081863
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt082089
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt080164
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0408516
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017104
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt025934
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013804
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt024358
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt064096
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt025934
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013804
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt024358
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt064096
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt046992
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt07003
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017104
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06163
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03938
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SCIENCE LAB 8,105 FIELD TRIP GRANTS 206 GRADE LEVEL GRANTS 12,227 TEACHER SUPPLIES 3,123 MEET THE MASTERS 5,535 PRIMARY MUSIC 12,000 ACCELERATED READER 4,295 CLASSROOM SUPPLIES 2,635 HOSPITALITY 1,319 OTHER EXPENSES 5,910 OPERATING EXPENSES 1,323 MEMBERSHIP DUES 983 POPCORN EXPENSE 1,967 YEARBOOK 6,168 TOTAL 65,796
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIDGET MARTINEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09496610400
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAROLD AMBUEHL ELEMENTARY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0HARO
ReturnHeader/Filer/EIN0953781621
ReturnHeader/Filer/PhoneNum09496612773
ReturnHeader/Filer/USAddress/AddressLine1Txt028001 SAN JUAN CREEK ROAD
ReturnHeader/Filer/USAddress/CityNm0SAN JUAN CAPISTRANO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092675
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DE5E92156306816627E0CE56237F7F391BA89A4C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D7BB3A7637F86C993F30A23BB7D7C7CE7C8B3E71
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0166.70.163.178
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:13:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0830844426
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORESIGHT CPA GROUP PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010897 S RIVER FRONT PKWY STE 125
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTH JORDAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084095
ReturnHeader/PreparerPersonGrp/PhoneNum08014159636
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADAM DAYTON
ReturnHeader/ReturnTs02018-11-15T13:13:10-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,789
Liabilities
$0
Net assets
$36,789
Revenue
$71,129
Expenses
$65,796
Net income
$5,333
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.56$0.48$0.70$0.22
2024Detailed filing. Detailed filing data is available for this year.$0.78$0.78$1.07$0.75$0.32
2023Detailed filing. Detailed filing data is available for this year.$0.46$0.46$0.56$0.64$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.55$0.55$0.55$0.37$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.36$0.36$0.15$0.20$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.41$0.48$0.54$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.48$0.71$0.60$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.71$0.66$0.05
2017Summary only. Only limited summary data is available for this year.$0.31$0.00$0.51$0.61$0.10
2016Summary only. Only limited summary data is available for this year.$0.41$0.00$0.58$0.56$0.03
2015Summary only. Only limited summary data is available for this year.$0.38$0.00$0.64$0.56$0.08
2014Summary only. Only limited summary data is available for this year.$0.30$0.00$0.62$0.69$0.07
2013Summary only. Only limited summary data is available for this year.$0.38$0.00$0.59$0.55$0.04
2012Summary only. Only limited summary data is available for this year.$0.34$0.00$0.48$0.57$0.08