Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2019 • EIN 95-6203895

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 31, 2019

2433 Denver StreetSan Diego, CA 92110

(619) 275-2989

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

54th percentile

5.1%

Higher net margin than 54% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% 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

71st percentile

19%

Faster asset growth than 71% of similar nonprofits.

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

Revenue Growth

77th percentile

26%

Faster revenue growth than 77% of similar nonprofits.

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

Assets

Up

$40,043

Up $6,365 (+19%) from 2018

Net Assets

Up

$40,043

Up $6,365 (+19%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$123,819

Up $25,277 (+26%) from 2018

Expenses

Up

$117,454

Up $17,895 (+18%) from 2018

Net Income

Up

$6,365

Up $7,382 (+726%) from 2018

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $22,629Liabilities 2012: $0Net Assets 2012: $22,6292012Assets 2014: $16,398Liabilities 2014: $02014Assets 2015: $18,075Liabilities 2015: $02015Assets 2016: $20,453Liabilities 2016: $02016Assets 2017: $34,695Net Assets 2017: $34,6952017Assets 2018: $33,678Net Assets 2018: $33,6782018Assets 2019: $40,043Net Assets 2019: $40,0432019Assets 2020: $57,118Net Assets 2020: $57,1182020Assets 2021: $36,380Net Assets 2021: $36,3802021Assets 2022: $61,125Net Assets 2022: $61,1252022Assets 2023: $76,442Net Assets 2023: $76,4422023Assets 2024: $107,744Net Assets 2024: $107,7442024Assets 2025: $50,828Net Assets 2025: $50,8282025

Highlighted filing

2019

Assets$40,043
Liabilities-
Net Assets$40,043

Operations Trend

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

$200K$100K$0-$100KRevenue 2012: $37,713Expenses 2012: $43,323Net Income 2012: -$5,6102012Revenue 2014: $41,282Expenses 2014: $38,987Net Income 2014: $2,2952014Revenue 2015: $48,694Expenses 2015: $46,979Net Income 2015: $1,7152015Revenue 2016: $58,883Expenses 2016: $56,505Net Income 2016: $2,3782016Revenue 2017: $81,394Expenses 2017: $67,152Net Income 2017: $14,2422017Revenue 2018: $98,542Expenses 2018: $99,559Net Income 2018: -$1,0172018Revenue 2019: $123,819Expenses 2019: $117,454Net Income 2019: $6,3652019Revenue 2020: $103,203Expenses 2020: $86,128Net Income 2020: $17,0752020Revenue 2021: $38,016Expenses 2021: $58,755Net Income 2021: -$20,7392021Revenue 2022: $97,785Expenses 2022: $70,940Net Income 2022: $26,8452022Revenue 2023: $134,515Expenses 2023: $119,198Net Income 2023: $15,3172023Revenue 2024: $149,281Expenses 2024: $117,978Net Income 2024: $31,3032024Revenue 2025: $70,357Expenses 2025: $127,273Net Income 2025: -$56,9162025

Highlighted filing

2019

Revenue$123,819
Expenses$117,454
Net Income$6,365
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 31, 2019
Return Version
2018v3.1
Gross Receipts
$152,953
Mission and Program Overview

Mission

Our mission is to positively impact the lives of all children and families.

Program Services

DescriptionGrantsExpenses
TO ENRICH THE LEARNING OF THE STUDENTS$22,315$105,001
TO SUPPORT THE STAFF AND INCREASE HOME/COMMUNITY INVOLVEMENT-$6,723
TO PROMOTE THE WELFARE OF THE STUDENTS-$2,807
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIONA JAHNPresidentPT$0--
JENNIFER MORATreasurerPT$0--
SARAH HAFFEYSecretaryPT$0--
LORENA ROMEROExecutive VPPT$0--
REBECCA AKSTAuditorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$50,963$50,963$5,196$45,767
Fall Fundraiser$34,769$34,769$3,568$31,201
Total Events$130,256$130,256$28,799$101,457
Filing and Contact Details

Filer

Filer Name
Bay Park Elementary Pta
EIN
95-6203895
Phone
6192752989
Address
2433 DENVER STREET, SAN DIEGO, CA 92110

Signing Officer

Name
Fiona Jahn
Title
President
Phone
6192752989
Signed
2019-10-31

Preparer

Firm
Hackett Metsker & Oswald Cpas
Address
5741 PALMER WAY SUITE A, CARLSBAD, CA 92010-7248
Preparer
Joanne Goddard-hackett
Phone
7604389500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

San diego unified council of ptas admin support 50 2375 congress st bungalow 7 san diego ca 92110

Form 990-ez, Part I, Line 10

Class of activity: educ enrichment name: san diego unified school district address: 4100 normal st san diego, ca 92103 cash contribution: 9,975

Form 990-ez, Part I, Line 16

Junior theatre sd theater program 4,393 expenses office 430 information technology 179 insurance 250 childcare for meetings 2,975 membership expenses 38 administrative 273 filing fees 25 art program & supplies 8,700 assemblies 900 choir 12,000 classroom supplies 8,490 family nights 1,300 field trips 8,654 school garden 125 hospitality 1,193 ice cream social 669 jogging club 1,213 awards and recognition 2,001 safety program 782 snow day 2,987 educ software programs 11,527 staff appreciation 1,281 school equipment 3,319 school beautification 7,154 stem instruction suppleme 5,773 recess and pe support 687 world of music program 5,238 communication with famili 498 junior achievement 1,550 total 94,604

Raw XML Appendix200 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/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt094604
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OUR MISSION IS TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES.
IRS990EZ/ProgramServiceRevenueAmt06781
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO SUPPORT THE STAFF AND INCREASE HOME/COMMUNITY INVOLVEMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt022315
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26723
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt029134
IRS990EZ/SpecialEventsNetIncomeLossAmt0101816
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0117454
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IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0BAYPARKPTA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt015200
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt042905
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt088385
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt076370
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt065970
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0410259
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt022
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt068
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0541617
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SAN DIEGO UNIFIED COUNCIL OF PTAS ADMIN SUPPORT 50 2375 CONGRESS ST BUNGALOW 7 SAN DIEGO CA 92110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLASS OF ACTIVITY: EDUC ENRICHMENT NAME: SAN DIEGO UNIFIED SCHOOL DISTRICT ADDRESS: 4100 NORMAL ST SAN DIEGO, CA 92103 CASH CONTRIBUTION: 9,975
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2JUNIOR THEATRE SD THEATER PROGRAM 4,393 EXPENSES OFFICE 430 INFORMATION TECHNOLOGY 179 INSURANCE 250 CHILDCARE FOR MEETINGS 2,975 MEMBERSHIP EXPENSES 38 ADMINISTRATIVE 273 FILING FEES 25 ART PROGRAM & SUPPLIES 8,700 ASSEMBLIES 900 CHOIR 12,000 CLASSROOM SUPPLIES 8,490 FAMILY NIGHTS 1,300 FIELD TRIPS 8,654 SCHOOL GARDEN 125 HOSPITALITY 1,193 ICE CREAM SOCIAL 669 JOGGING CLUB 1,213 AWARDS AND RECOGNITION 2,001 SAFETY PROGRAM 782 SNOW DAY 2,987 EDUC SOFTWARE PROGRAMS 11,527 STAFF APPRECIATION 1,281 SCHOOL EQUIPMENT 3,319 SCHOOL BEAUTIFICATION 7,154 STEM INSTRUCTION SUPPLEME 5,773 RECESS AND PE SUPPORT 687 WORLD OF MUSIC PROGRAM 5,238 COMMUNICATION WITH FAMILI 498 JUNIOR ACHIEVEMENT 1,550 TOTAL 94,604
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/PersonNm0FIONA JAHN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06192752989
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BAY PARK ELEMENTARY PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF CA CONGRESS OF PARENTSTEACHERS
ReturnHeader/Filer/BusinessNameControlTxt0BAYP
ReturnHeader/Filer/EIN0956203895
ReturnHeader/Filer/PhoneNum06192752989
ReturnHeader/Filer/USAddress/AddressLine1Txt02433 DENVER STREET
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092110
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CDABEC02FF21F1679A7C25B777C6944DD9720C93
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CDABEC02FF21F1679A7C25B777C6944DD9720C93
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.176.184.198
ReturnHeader/FilingSecurityInformation/IPDt02019-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:35:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261081736
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HACKETT METSKER & OSWALD CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05741 PALMER WAY SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARLSBAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920107248
ReturnHeader/PreparerPersonGrp/PhoneNum07604389500
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOANNE GODDARD-HACKETT
ReturnHeader/ReturnTs02019-11-12T11:35:06-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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