Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2021 • EIN 95-3781621

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 10, 2021

Refreshing map…

28001 San Juan Creek RdSan Juan Capistrano, CA 92675-3321

(949) 903-2409

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

14th percentile

-36%

Higher net margin than 14% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

23rd percentile

-13%

Faster asset growth than 23% of similar nonprofits.

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

Revenue Growth

10th percentile

-69%

Faster revenue growth than 10% of similar nonprofits.

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

Assets

Down

$36,050

Down $5,311 (-13%) from 2020

Net Assets

Down

$36,050

Down $5,311 (-13%) from 2020

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Down

$14,620

Down $33,080 (-69%) from 2020

Expenses

Down

$19,931

Down $34,472 (-63%) from 2020

Net Income

Up

-$5,311

Up $1,392 (+21%) from 2020

Historical Trend

Balance Sheet Trend

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: $36,789Net Assets 2018: $36,7892018Assets 2019: $48,064Net Assets 2019: $48,0642019Assets 2020: $41,361Net Assets 2020: $41,3612020Assets 2021: $36,050Liabilities 2021: $0Net 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

2021

Assets$36,050
Liabilities$0
Net Assets$36,050

Operations Trend

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

2021

Revenue$14,620
Expenses$19,931
Net Income-$5,311
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 10, 2021
Return Version
2020v4.1
Gross Receipts
$14,792
Mission and Program Overview

Mission

PUBLIC SCHOOL PTA

Program Services

DescriptionGrantsExpenses
ORGANIZED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC,LITERARY, AND EDUCATIONAL PURPOSES$18,327$18,327
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE CARINGELLAPresidentPT$0--
KIM NOWAKVice PresidentPT$0--
JENNIFER CRISTINATreasurerPT$0--
AMBER KAUFOLDRecording SecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Harold Ambuehl Elementary School Pta
EIN
95-3781621
Phone
9499032409
Address
28001 SAN JUAN CREEK RD, SAN JUAN CAPISTRANO, CA 92675-3321

Signing Officer

Name
Jennifer Cristina
Title
Treasurer
Phone
9499032409
Signed
2021-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Zabaneh & Company CPAs
Address
555 Corporate Drive Suite 250, Ladera Ranch, CA 92694
Preparer
Lawrence Zabaneh
Phone
9494811000
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

GRADE LEVEL GRANTS 4331.

Form 990EZ, Part I, Line 16

TEACHER SUPPLIES 2196.

Form 990EZ, Part I, Line 16

HOSPITALITY 1809.

Form 990EZ, Part I, Line 16

OTHER EXPENSES 5239.

Form 990EZ, Part I, Line 16

OPERATING EXPENSES 1666.

Form 990EZ, Part I, Line 16

MEMBERSHIP DUES 588.

Form 990EZ, Part I, Line 16

BOOK FAIR EXPENSE 742.

Form 990EZ, Part I, Line 16

POPCORN EXPENSE 71.

Form 990EZ, Part I, Line 16

SPIRITWEAR EXPENSE 3268.

Form 990EZ, Part I, Line 16

YEARBOOK EXPENSE 21.

Raw XML Appendix178 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 PTS
IRS990EZ/BooksInCareOfDetail/PhoneNum09494128774
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt028001 SAN JUAN CREEK RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN JUAN CAPISTRANO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0926753321
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt041361
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036050
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03338
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5311
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt041361
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036050
IRS990EZ/FundraisingGrossIncomeAmt04299
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt014792
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01284
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041361
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036050
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt041361
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036050
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt07.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt17.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt26.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
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/PersonNm0ANNE CARINGELLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIM NOWAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER CRISTINA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMBER KAUFOLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RECORDING SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt019931
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PUBLIC SCHOOL PTA
IRS990EZ/ProgramServiceRevenueAmt05871
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ORGANIZED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC,LITERARY, AND EDUCATIONAL PURPOSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt018327
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018327
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0172
IRS990EZ/SpecialEventsNetIncomeLossAmt04127
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019931
IRS990EZ/TotalProgramServiceExpensesAmt018327
IRS990EZ/TotalRevenueAmt014620
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.AMBUEHL.MY-PTA.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03338
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04646
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08290
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05685
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04057
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt026016
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt011454
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt062169
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt084899
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt086777
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt067881
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0313180
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0339196
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt014792
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt066815
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt093189
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt092462
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt071938
IRS990ScheduleA/Total509Grp/TotalAmt0339196
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0339196
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GRADE LEVEL GRANTS 4331.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TEACHER SUPPLIES 2196.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HOSPITALITY 1809.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER EXPENSES 5239.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OPERATING EXPENSES 1666.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEMBERSHIP DUES 588.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BOOK FAIR EXPENSE 742.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7POPCORN EXPENSE 71.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SPIRITWEAR EXPENSE 3268.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9YEARBOOK EXPENSE 21.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER CRISTINA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09499032409
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAROLD AMBUEHL ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0HARO
ReturnHeader/Filer/EIN0953781621
ReturnHeader/Filer/PhoneNum09499032409
ReturnHeader/Filer/USAddress/AddressLine1Txt028001 SAN JUAN CREEK RD
ReturnHeader/Filer/USAddress/CityNm0SAN JUAN CAPISTRANO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0926753321
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Zabaneh & Company CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0555 Corporate Drive Suite 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ladera Ranch
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092694
ReturnHeader/PreparerPersonGrp/PhoneNum09494811000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE ZABANEH
ReturnHeader/ReturnTs02021-11-10T22:06:18-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNIFER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CRISTINA
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2021Detailed filing. Detailed filing data is available for this year.$0.36$0.00$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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$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