Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2020 • EIN 95-6203895

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 29, 2020

Organization ProfileBAYPARKPTA.ORG
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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

66th percentile

17%

Higher net margin than 66% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

78th percentile

43%

Faster asset growth than 78% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

47th percentile

-17%

Faster revenue growth than 47% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$57,118

Up $17,075 (+43%) from 2019

Net Assets

Up

$57,118

Up $17,075 (+43%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin66th percentile

Revenue

Down

$103,203

Down $20,616 (-17%) from 2019

Expenses

Down

$86,128

Down $31,326 (-27%) from 2019

Net Income

Up

$17,075

Up $10,710 (+168%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

2020

Assets$57,118
Liabilities-
Net Assets$57,118
Open 2020 Filing

Operations Trend

Revenue Growth47th percentile

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

2020

Revenue$103,203
Expenses$86,128
Net Income$17,075
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 29, 2020
Return Version
2019v5.0
Gross Receipts
$159,238
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$29,657$78,590
TO SUPPORT THE STAFF AND INCREASE HOME/COMMUNITY INVOLVEMENT-$2,777
TO PROMOTE THE WELFARE OF THE STUDENTS-$2,121
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIONA JAHNPresidentPT$0--
JENNIFER MORATreasurerPT$0--
LORENA ROMEROSecretaryPT$0--
JACKSON ISAACS1st VPPT$0--
REBECCA AKSTAuditorPT$0--
BIANCA MORALES-EGANCurrent Pres-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$54,567$49,809$9,626$40,183
Auction Event$43,909$26,048$24,330$1,718
Total Events$150,368$127,435$53,477$73,958
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
Bianca Morales-egan
Title
Current President
Phone
6192752989
Signed
2020-04-29

Preparer

Firm
Carlsbad Certified Public Accountants
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: art education name: san diego unified school district address: 4100 normal st san diego, ca 92103 cash contribution: 13,372 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

“Expenses office 564 information technology 209 workers comp 88 insurance 232 childcare for meetings 1,057 membership expenses 327 administrative 15 filing fees 50 art program & supplies 1,175 assemblies 1,097 choir 13,000 classroom supplies 8,741 family nights 420 field trips 4,303 school garden 523 hospitality 708 ice cream social 327 jogging club 890 awards and recognition 1,923 school equipment 278 school beautification 9,211 stem instruction suppleme 1,675 recess and pe support 708 world of music program 363 communication with famili 973 library support 5,979 theater program 1,100 total 55,936”

Raw XML Appendix194 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JACKSON ISAACS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BIANCA MORALES-EGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt31ST VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CURRENT PRES
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt055936
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OUR MISSION IS TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO ENRICH THE LEARNING OF THE STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROMOTE THE WELFARE OF THE STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO SUPPORT THE STAFF AND INCREASE HOME/COMMUNITY INVOLVEMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt029657
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12121
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22777
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt056035
IRS990EZ/SpecialEventsNetIncomeLossAmt077105
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt086128
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0BAYPARKPTA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt026079
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt015200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06753
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06089
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09225
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt063346
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt019
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt021
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt073
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt068945
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt072344
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt016041
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0157330
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt064195
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt065387
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt098954
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0103578
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt076370
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0408484
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt019
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt073
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0629160
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0159219
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0152931
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0121748
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt085595
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0152953
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0121748
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0109678
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt085616
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0629233
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt022933
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt04758
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt017861
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt0314
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt053477
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt0850
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0850
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0AUCTION EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt054567
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt043909
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt051892
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt049809
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt026048
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt051578
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0127435
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt073958
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt011804
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt045760
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09626
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt024330
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt06867
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt06867
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: ART EDUCATION NAME: SAN DIEGO UNIFIED SCHOOL DISTRICT ADDRESS: 4100 NORMAL ST SAN DIEGO, CA 92103 CASH CONTRIBUTION: 13,372 CLASS OF ACTIVITY: EDUC ENRICHMENT NAME: SAN DIEGO UNIFIED SCHOOL DISTRICT ADDRESS: 4100 NORMAL ST SAN DIEGO, CA 92103 CASH CONTRIBUTION: 9,975
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES OFFICE 564 INFORMATION TECHNOLOGY 209 WORKERS COMP 88 INSURANCE 232 CHILDCARE FOR MEETINGS 1,057 MEMBERSHIP EXPENSES 327 ADMINISTRATIVE 15 FILING FEES 50 ART PROGRAM & SUPPLIES 1,175 ASSEMBLIES 1,097 CHOIR 13,000 CLASSROOM SUPPLIES 8,741 FAMILY NIGHTS 420 FIELD TRIPS 4,303 SCHOOL GARDEN 523 HOSPITALITY 708 ICE CREAM SOCIAL 327 JOGGING CLUB 890 AWARDS AND RECOGNITION 1,923 SCHOOL EQUIPMENT 278 SCHOOL BEAUTIFICATION 9,211 STEM INSTRUCTION SUPPLEME 1,675 RECESS AND PE SUPPORT 708 WORLD OF MUSIC PROGRAM 363 COMMUNICATION WITH FAMILI 973 LIBRARY SUPPORT 5,979 THEATER PROGRAM 1,100 TOTAL 55,936
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BIANCA MORALES-EGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CURRENT PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06192752989
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-29
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/PreparerFirmGrp/PreparerFirmEIN0261081736
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARLSBAD CERTIFIED PUBLIC ACCOUNTANTS
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/PreparationDt02021-04-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOANNE GODDARD-HACKETT
ReturnHeader/ReturnTs02021-05-05T11:13:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,118
Liabilities
-
Net assets
$57,118
Revenue
$103,203
Expenses
$86,128
Net income
$17,075
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.51$0.51$0.70$1.27$0.57
2024Detailed filing. Detailed filing data is available for this year.$1.08$1.08$1.49$1.18$0.31
2023Detailed filing. Detailed filing data is available for this year.$0.76$0.76$1.35$1.19$0.15
2022Detailed filing. Detailed filing data is available for this year.$0.61$0.61$0.98$0.71$0.27
2021Detailed filing. Detailed filing data is available for this year.$0.36$0.36$0.38$0.59$0.21
2020Detailed filing. Detailed filing data is available for this year.$0.57$0.57$1.03$0.86$0.17
2019Detailed filing. Detailed filing data is available for this year.$0.40$0.40$1.24$1.17$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.34$0.34$0.99$1.00$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.35$0.35$0.81$0.67$0.14
2016Summary only. Only limited summary data is available for this year.$0.20$0.00$0.59$0.57$0.02
2015Summary only. Only limited summary data is available for this year.$0.18$0.00$0.49$0.47$0.02
2014Summary only. Only limited summary data is available for this year.$0.16$0.00$0.41$0.39$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.00$0.23$0.38$0.43$0.06