Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2018 • EIN 95-6204482

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 07, 2018

Organization Profilefuertefalconspta.my-pta.org
11625 Fuerte DriveEl Cajon, CA 92020

(619) 588-3134

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

54th percentile

4.7%

Higher net margin than 54% 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

66th percentile

12%

Faster asset growth than 66% of similar nonprofits.

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

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$69,195

Up $7,554 (+12%) from 2017

Net Assets

Up

$69,195

Up $7,554 (+12%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin54th percentile

Revenue

Up

$159,868

Up $18,196 (+13%) from 2017

Expenses

Down

$152,314

Down $9,048 (-5.6%) from 2017

Net Income

Up

$7,554

Up $27,244 (+138%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$150K$100K$50K$0Assets 2011: $59,187Liabilities 2011: $258Net Assets 2011: $58,9292011Assets 2012: $90,077Liabilities 2012: $223Net Assets 2012: $89,8542012Assets 2013: $84,492Net Assets 2013: $84,4922013Assets 2014: $67,147Net Assets 2014: $67,1472014Assets 2015: $66,006Net Assets 2015: $66,0062015Assets 2016: $81,331Net Assets 2016: $81,3312016Assets 2017: $61,641Net Assets 2017: $61,6412017Assets 2018: $69,195Net Assets 2018: $69,1952018Assets 2019: $95,911Net Assets 2019: $95,9112019Assets 2020: $81,533Net Assets 2020: $81,5332020Assets 2021: $66,961Net Assets 2021: $66,9612021Assets 2022: $107,722Net Assets 2022: $107,7222022Assets 2023: $106,128Liabilities 2023: $0Net Assets 2023: $106,1282023Assets 2024: $126,882Liabilities 2024: $0Net Assets 2024: $126,8822024Assets 2025: $127,607Net Assets 2025: $127,6072025

Highlighted filing

2018

Assets$69,195
Liabilities-
Net Assets$69,195
Open 2018 Filing

Operations Trend

Revenue Growth66th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $93,003Expenses 2011: $97,277Net Income 2011: -$4,2742011Revenue 2012: $128,577Expenses 2012: $97,652Net Income 2012: $30,9252012Revenue 2013: $127,365Expenses 2013: $137,590Net Income 2013: -$10,2252013Revenue 2014: $127,806Expenses 2014: $145,151Net Income 2014: -$17,3452014Revenue 2015: $129,315Expenses 2015: $130,456Net Income 2015: -$1,1412015Revenue 2016: $147,311Expenses 2016: $131,986Net Income 2016: $15,3252016Revenue 2017: $141,672Expenses 2017: $161,362Net Income 2017: -$19,6902017Revenue 2018: $159,868Expenses 2018: $152,314Net Income 2018: $7,5542018Revenue 2019: $179,491Expenses 2019: $152,775Net Income 2019: $26,7162019Revenue 2020: $119,794Expenses 2020: $134,172Net Income 2020: -$14,3782020Revenue 2021: $115,030Expenses 2021: $129,602Net Income 2021: -$14,5722021Revenue 2022: $182,999Expenses 2022: $142,238Net Income 2022: $40,7612022Revenue 2023: $217,834Expenses 2023: $219,428Net Income 2023: -$1,5942023Revenue 2024: $229,534Expenses 2024: $208,780Net Income 2024: $20,7542024Revenue 2025: $194,169Expenses 2025: $193,444Net Income 2025: $7252025

Highlighted filing

2018

Revenue$159,868
Expenses$152,314
Net Income$7,554
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 7, 2018
Return Version
2017v2.2
Gross Receipts
$159,868
Mission and Program Overview

Mission

Educational support to parents and teachers of fuerte elementary school.

Program Services

DescriptionGrantsExpenses
Expenses relating to teacher and parent support for Fuerte Elementary School.$61,642-
Gift to Fuerte Elementary School to promote educational and technology enrichment.-$47,412
Special events for Fuerte Elementary School to promote family enrichment.$43,469-
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Felicia FerrellTreasurerPT$0--
Angela MartinezVice PresidentPT$0--
Jolinda GrunstadPresidentPT$0--
Katie QuickSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Fuerte PTA
EIN
95-6204482
Phone
6195883134
Address
11625 Fuerte Drive, El Cajon, CA 92020

Signing Officer

Name
Felicia Ferrell
Title
Treasurer
Signed
2018-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Abbas Jenson & Cundari CPAs
Address
1940 Fifth Avenue Suite 300, San Diego, CA 92101
Preparer
Chris Cundari CPA
Phone
6192989699
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Special Events Revenue $44647”

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: Cajon Valley USD FBO Fuerte Elementary | Donee's Address: 11625 Fuerte Drive El Cajon CA 92020 | Cash Amount Given: $47412”

Other Expenses.1

“Special Event Expenses $43469”

Other Expenses.2

“Activities Expenses $34500”

Other Expenses.3

“Fundraising expense $20651”

Other Expenses.4

“Operating Expenses $3295”

Other Expenses.5

“Membership Drive Expenses $2987”

Raw XML Appendix165 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/PersonNm0Felicia Ferrell
IRS990EZ/BooksInCareOfDetail/PhoneNum06195195858
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011625 Fuerte Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0El Cajon
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0920208309
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt061641
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt069195
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0115214
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07554
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt061641
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt047412
IRS990EZ/GrossReceiptsAmt0159868
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt07
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt061641
IRS990EZ/NetAssetsOrFundBalancesEOYAmt069195
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt061641
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt069195
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt07.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt17.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt27.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Felicia Ferrell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Angela Martinez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jolinda Grunstad
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Katie Quick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0104902
IRS990EZ/OtherRevenueTotalAmt044647
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Educational Support to parents and teachers of Fuerte Elementary School.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Gift to Fuerte Elementary School to promote educational and technology enrichment.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Special events for Fuerte Elementary School to promote family enrichment.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Expenses relating to teacher and parent support for Fuerte Elementary School.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt043469
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt161642
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt047412
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0152314
IRS990EZ/TotalProgramServiceExpensesAmt0105111
IRS990EZ/TotalRevenueAmt0159868
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0fuertefalconspta.my-pta.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0115214
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt094558
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt099673
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt088691
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt087566
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0485702
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt044647
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt047107
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt047631
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt040624
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt040240
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0220249
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0705951
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0159861
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0141665
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0147304
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0129315
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0127806
IRS990ScheduleA/Total509Grp/TotalAmt0705951
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0159861
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0141665
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0147304
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0129315
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0127806
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0705951
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Special Events Revenue $44647
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: Cajon Valley USD FBO Fuerte Elementary | Donee's Address: 11625 Fuerte Drive El Cajon CA 92020 | Cash Amount Given: $47412
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Special Event Expenses $43469
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Activities Expenses $34500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Fundraising expense $20651
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Operating Expenses $3295
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Membership Drive Expenses $2987
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Felicia Ferrell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Fuerte PTA
ReturnHeader/Filer/BusinessNameControlTxt0FUER
ReturnHeader/Filer/EIN0956204482
ReturnHeader/Filer/PhoneNum06195883134
ReturnHeader/Filer/USAddress/AddressLine1Txt011625 Fuerte Drive
ReturnHeader/Filer/USAddress/CityNm0El Cajon
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092020
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330272322
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Abbas Jenson & Cundari CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01940 Fifth Avenue Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092101
ReturnHeader/PreparerPersonGrp/PhoneNum06192989699
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Chris Cundari CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-07T10:34:06-08:00
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
$69,195
Liabilities
-
Net assets
$69,195
Revenue
$159,868
Expenses
$152,314
Net income
$7,554
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.28$1.28$1.94$1.93$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$2.30$2.09$0.21
2023Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$2.18$2.19$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.08$1.08$1.83$1.42$0.41
2021Detailed filing. Detailed filing data is available for this year.$0.67$0.67$1.15$1.30$0.15
2020Detailed filing. Detailed filing data is available for this year.$0.82$0.82$1.20$1.34$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.96$0.96$1.79$1.53$0.27
2018Detailed filing. Detailed filing data is available for this year.$0.69$0.69$1.60$1.52$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.62$0.62$1.42$1.61$0.20
2016Detailed filing. Detailed filing data is available for this year.$0.81$0.81$1.47$1.32$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.66$0.66$1.29$1.30$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.67$0.67$1.28$1.45$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.84$1.27$1.38$0.10
2012Summary only. Only limited summary data is available for this year.$0.90$0.00$0.90$1.29$0.98$0.31
2011Summary only. Only limited summary data is available for this year.$0.59$0.00$0.59$0.93$0.97$0.04