Civic Intelligence

PTA California Congress of Parents-Plum Canyon Elementary PTA

990EZ • Fiscal year 2021 • EIN 95-4691138

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 23, 2021

Organization Profilepc2.saugus.k12.ca.us
28360 Alfred WaySanta Clarita, CA 91350-3839

(661) 297-8621

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

5th percentile

-215%

Higher net margin than 5% 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

28th percentile

-7.5%

Faster asset growth than 28% of similar nonprofits.

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

Revenue Growth

3rd percentile

-97%

Faster revenue growth than 3% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$48,683

Down $3,938 (-7.5%) from 2020

Net Assets

Down

$48,683

Down $3,938 (-7.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin5th percentile

Revenue

Down

$2,043

Down $58,290 (-97%) from 2020

Expenses

Down

$6,428

Down $32,087 (-83%) from 2020

Net Income

Down

-$4,385

Down $26,203 (-120%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$80K$60K$40K$20K$0Assets 2012: $26,439Net Assets 2012: $26,4392012Assets 2013: $41,435Net Assets 2013: $41,4352013Assets 2014: $24,107Net Assets 2014: $24,1072014Assets 2015: $30,424Net Assets 2015: $30,4242015Assets 2016: $26,892Net Assets 2016: $26,8922016Assets 2017: $23,683Net Assets 2017: $23,6832017Assets 2018: $25,215Net Assets 2018: $25,2152018Assets 2019: $30,803Net Assets 2019: $30,8032019Assets 2020: $52,621Liabilities 2020: $0Net Assets 2020: $52,6212020Assets 2021: $48,683Liabilities 2021: $0Net Assets 2021: $48,6832021Assets 2022: $64,250Liabilities 2022: $0Net Assets 2022: $64,2502022Assets 2023: $70,232Liabilities 2023: $0Net Assets 2023: $70,2322023Assets 2024: $43,719Liabilities 2024: $0Net Assets 2024: $43,7192024Assets 2025: $27,795Liabilities 2025: $0Net Assets 2025: $27,7952025

Highlighted filing

2021

Assets$48,683
Liabilities$0
Net Assets$48,683
Open 2021 Filing

Operations Trend

Revenue Growth3rd percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $35,309Expenses 2012: $41,442Net Income 2012: -$6,1332012Revenue 2013: $49,162Expenses 2013: $34,368Net Income 2013: $14,7942013Revenue 2014: $45,983Expenses 2014: $64,432Net Income 2014: -$18,4492014Revenue 2015: $47,495Expenses 2015: $41,178Net Income 2015: $6,3172015Revenue 2016: $39,108Expenses 2016: $42,640Net Income 2016: -$3,5322016Revenue 2017: $50,320Expenses 2017: $54,573Net Income 2017: -$4,2532017Revenue 2018: $59,669Expenses 2018: $58,137Net Income 2018: $1,5322018Revenue 2019: $63,568Expenses 2019: $57,980Net Income 2019: $5,5882019Revenue 2020: $60,333Expenses 2020: $38,515Net Income 2020: $21,8182020Revenue 2021: $2,043Expenses 2021: $6,428Net Income 2021: -$4,3852021Revenue 2022: $50,704Expenses 2022: $35,428Net Income 2022: $15,2762022Revenue 2023: $101,014Expenses 2023: $95,773Net Income 2023: $5,2412023Revenue 2024: $80,392Expenses 2024: $106,905Net Income 2024: -$26,5132024Revenue 2025: $47,936Expenses 2025: $63,848Net Income 2025: -$15,9122025

Highlighted filing

2021

Revenue$2,043
Expenses$6,428
Net Income-$4,385
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 23, 2021
Return Version
2020v4.1
Gross Receipts
$2,160
Mission and Program Overview

Mission

Child Advocacy, Focusing on Education

Child Advocacy Focusing on Education

Program Services

DescriptionGrantsExpenses
Program provides funding for school grounds modernization and equipment and classroom supplies and equipment-$3,575
Hospitality program provides support and funding for student social activities, room parent assistance, teacher assistance, and hospitality functions-$1,555
Program supports enrichment, including the arts and science, field trips, assemblies, and other student programs focusing on education-$687
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nadine DinsdalePresident-$0--
Rosalind Yang2nd VP - Ways & Means-$0--
Molly Briggs3rd VP - Membership-$0--
Paige CleggHead Room Parent-$0--
Karen LofgrenHistorian-$0--
Danique DowlingVP - Health & Safety-$0--
Celisse CortezTreasurer-$0--
Jenn GirardiRecording Secretary-$0--
Anna KumarFinancial Secretary-$0--
Windy DurhamAuditor-$0--
Crystal GreeneParliamentarian-$0--
Angela AcquarelliVice President-Programs-$0--
Filing and Contact Details

Filer

Filer Name
Plum Canyon Elementary PTA
EIN
95-4691138
Address
28360 Alfred Way, Santa Clarita, CA 91350-3839

Signing Officer

Name
Celisse Cortez
Title
Treasurer
Phone
6612978621
Signed
2021-10-23
Discuss with paid preparer
Yes

Preparer

Firm
Wayne Wright EA
Address
130 N Garden St Unit 1112, Ventura, CA 93001
Preparer
Wayne F Wright
Phone
6612951950
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountBank Fees 8Government Fees 45Insurance & Unit Assessment 308Program-Enrichment & Field Trips 687Program-Gifts to School & Classroom 3,575Program-Hospitality 1,555”

Other changes in net assets or fund balances Part I line 20

“Description AmountPrior Year Adjustments 447”

Raw XML Appendix216 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Nadine Dinsdale
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Rosalind Yang
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Molly Briggs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Paige Clegg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Karen Lofgren
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Danique Dowling
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Celisse Cortez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Jenn Girardi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Anna Kumar
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Windy Durham
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Crystal Greene
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Angela Acquarelli
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12nd VP - Ways & Means
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt23rd VP - Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Head Room Parent
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP - Health & Safety
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Recording Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Financial Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Parliamentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Vice President-Programs
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0447
IRS990EZ/OtherExpensesTotalAmt06178
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Child Advocacy Focusing on Education
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Program supports enrichment, including the arts and science, field trips, assemblies, and other student programs focusing on education
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Program provides funding for school grounds modernization and equipment and classroom supplies and equipment
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Hospitality program provides support and funding for student social activities, room parent assistance, teacher assistance, and hospitality functions
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0687
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13575
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21555
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TotalExpensesAmt06428
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IRS990EZ/TotalRevenueAmt02043
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/WebsiteAddressTxt0pc2.saugus.k12.ca.us
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02087
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0125248
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0132930
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt015086
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07462
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0282813
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt016475
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt058603
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountBank Fees 8Government Fees 45Insurance & Unit Assessment 308Program-Enrichment & Field Trips 687Program-Gifts to School & Classroom 3,575Program-Hospitality 1,555
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountPrior Year Adjustments 447
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other changes in net assets or fund balances Part I line 20
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Celisse Cortez
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06612978621
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Plum Canyon Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0PLUM
ReturnHeader/Filer/EIN0954691138
ReturnHeader/Filer/USAddress/AddressLine1Txt028360 Alfred Way
ReturnHeader/Filer/USAddress/CityNm0Santa Clarita
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0913503839
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954295833
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wayne Wright EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0130 N Garden St Unit 1112
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ventura
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093001
ReturnHeader/PreparerPersonGrp/PhoneNum06612951950
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Wayne F Wright
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-10-23T18:25:15-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Celisse
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Cortez
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
$48,683
Liabilities
$0
Net assets
$48,683
Revenue
$2,043
Expenses
$6,428
Net income
-$4,385
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.48$0.64$0.16
2024Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.80$1.07$0.27
2023Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$1.01$0.96$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.51$0.35$0.15
2021Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.02$0.06$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.60$0.39$0.22
2019Detailed filing. Detailed filing data is available for this year.$0.31$0.31$0.64$0.58$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.25$0.25$0.60$0.58$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.24$0.24$0.50$0.55$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.27$0.27$0.39$0.43$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.30$0.30$0.47$0.41$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.24$0.24$0.46$0.64$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.41$0.49$0.34$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.26$0.35$0.41$0.06