Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2020 • EIN 95-6204482

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 09, 2020

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

27th percentile

-12%

Higher net margin than 27% of similar nonprofits.

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

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.

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

Asset Growth

23rd percentile

-15%

Faster asset growth than 23% of similar nonprofits.

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

Revenue Growth

33rd percentile

-33%

Faster revenue growth than 33% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$81,533

Down $14,378 (-15%) from 2019

Net Assets

Down

$81,533

Down $14,378 (-15%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin27th percentile

Revenue

Down

$119,794

Down $59,697 (-33%) from 2019

Expenses

Down

$134,172

Down $18,603 (-12%) from 2019

Net Income

Down

-$14,378

Down $41,094 (-154%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2020

Assets$81,533
Liabilities-
Net Assets$81,533
Open 2020 Filing

Operations Trend

Revenue Growth33rd 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

2020

Revenue$119,794
Expenses$134,172
Net Income-$14,378
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 9, 2020
Return Version
2019v5.0
Gross Receipts
$119,794
Mission and Program Overview

Mission

Educational support to parents and teachers of fuerte elementary school.

Program Services

DescriptionGrantsExpenses
Gift to Fuerte Elementary School to promote educational and technology enrichment.-$61,018
Special events for Fuerte Elementary School to promote family enrichment.$48,537-
Expenses relating to teacher and parent support for Fuerte Elementary School.$24,617-
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brett MorrisTreasurerPT$0--
Megan MatheVice PresidentPT$0--
Kevin BorumPresidentPT$0--
Karen RandSecretary-$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
Brett Morris
Title
Treasurer
Signed
2020-11-09
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 $60625”

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: $61018”

Other Expenses.1

“Fundraising / Special Events $48537”

Other Expenses.2

“Activities Expenses $16311”

Other Expenses.3

“Operating Expenses $6698”

Other Expenses.4

“Membership Drive Expenses $1608”

Raw XML Appendix163 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/PersonNm0Brett Morris
IRS990EZ/BooksInCareOfDetail/PhoneNum06195195858
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011625 Fuerte Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0El Cajon
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0920208309
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt095911
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt081533
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt059159
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14378
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt095911
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt061018
IRS990EZ/GrossReceiptsAmt0119794
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt010
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt095911
IRS990EZ/NetAssetsOrFundBalancesEOYAmt081533
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt095911
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt081533
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/PersonNm0Brett Morris
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Megan Mathe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kevin Borum
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Karen Rand
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt073154
IRS990EZ/OtherRevenueTotalAmt060625
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/GrantsAndAllocationsAmt048537
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt124617
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt061018
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0134172
IRS990EZ/TotalProgramServiceExpensesAmt073154
IRS990EZ/TotalRevenueAmt0119794
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0fuertefalconspta.my-pta.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt059159
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0123457
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0115214
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt094558
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt099673
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0492061
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt060625
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt056026
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt044647
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt047107
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt047631
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0256036
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0748097
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0119784
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0179483
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0159861
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0141665
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0147304
IRS990ScheduleA/Total509Grp/TotalAmt0748097
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0119784
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0179483
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0159861
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0141665
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0147304
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0748097
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Special Events Revenue $60625
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: $61018
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Fundraising / Special Events $48537
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Activities Expenses $16311
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Operating Expenses $6698
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Membership Drive Expenses $1608
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
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Brett Morris
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-09
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/ReturnTs02020-11-09T13:46:44-08:00
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
$81,533
Liabilities
-
Net assets
$81,533
Revenue
$119,794
Expenses
$134,172
Net income
-$14,378
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