Civic Intelligence

Valley Elementary PTA

990EZ • Fiscal year 2024 • EIN 95-6206650

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 17, 2024

Organization ProfileWWW.VALLEYPTA.COM
13000 Bowron RdPoway, CA 92064

(858) 748-2007

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$53,619

Down $9,903 (-16%) from 2023

Net Assets

Down

$53,619

Down $9,903 (-16%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses

Revenue

Down

$59,615

Down $8,048 (-12%) from 2023

Expenses

Up

$69,524

Up $17,967 (+35%) from 2023

Net Income

Down

-$9,909

Down $26,015 (-162%) from 2023

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2012: $7,920Liabilities 2012: $02012Assets 2013: $13,767Liabilities 2013: $02013Assets 2014: $21,049Liabilities 2014: $02014Assets 2015: $20,844Liabilities 2015: $02015Assets 2016: $16,441Liabilities 2016: $02016Assets 2017: $13,092Liabilities 2017: $02017Assets 2018: $25,343Liabilities 2018: $0Net Assets 2018: $25,3432018Assets 2019: $27,483Liabilities 2019: $0Net Assets 2019: $27,4832019Assets 2020: $28,714Liabilities 2020: $0Net Assets 2020: $28,7142020Assets 2021: $40,651Liabilities 2021: $0Net Assets 2021: $40,6512021Assets 2022: $47,416Liabilities 2022: $0Net Assets 2022: $47,4162022Assets 2023: $63,522Liabilities 2023: $0Net Assets 2023: $63,5222023Assets 2024: $53,619Liabilities 2024: $0Net Assets 2024: $53,6192024Assets 2025: $45,205Liabilities 2025: $0Net Assets 2025: $45,2052025

Highlighted filing

2024

Assets$53,619
Liabilities$0
Net Assets$53,619
Open 2024 Filing

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2012: $35,973Expenses 2012: $33,064Net Income 2012: $2,9092012Revenue 2013: $33,869Expenses 2013: $28,022Net Income 2013: $5,8472013Revenue 2014: $30,676Expenses 2014: $23,394Net Income 2014: $7,2822014Revenue 2015: $31,667Expenses 2015: $31,872Net Income 2015: -$2052015Revenue 2016: $51,593Expenses 2016: $55,997Net Income 2016: -$4,4042016Revenue 2017: $49,145Expenses 2017: $52,493Net Income 2017: -$3,3482017Revenue 2018: $65,583Expenses 2018: $53,332Net Income 2018: $12,2512018Revenue 2019: $69,268Expenses 2019: $67,128Net Income 2019: $2,1402019Revenue 2020: $59,724Expenses 2020: $58,493Net Income 2020: $1,2312020Revenue 2021: $32,633Expenses 2021: $20,696Net Income 2021: $11,9372021Revenue 2022: $66,742Expenses 2022: $59,977Net Income 2022: $6,7652022Revenue 2023: $67,663Expenses 2023: $51,557Net Income 2023: $16,1062023Revenue 2024: $59,615Expenses 2024: $69,524Net Income 2024: -$9,9092024Revenue 2025: $57,518Expenses 2025: $65,932Net Income 2025: -$8,4142025

Highlighted filing

2024

Revenue$59,615
Expenses$69,524
Net Income-$9,909
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 17, 2024
Return Version
2023v5.0
Gross Receipts
$78,904
Mission and Program Overview

Mission

Child advocacy and support

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION ENHANCES THE EDUCATIONAL ENVIRONMENT FOR APPROXIMATELY 650 ELEMENTARY SCHOOL STUDENTS. VALLEY PTA SUPPORTS TEACHERS, PROVIDES FAMILY EVENTS, AND SUPPORTS ENRICHMENT PROGRAMS$0$58,743
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MONICA LANDEROSPresidentPT$0--
MONICA VALDEZExecutive VPPT$0--
AMANDA WALLVP Ways And MeansPT$0--
RENEE PANTALEONVP ProgramsPT$0--
SHANNON HUGHESVP MembershipPT$0--
NETA DEFENBAUGHVP Art ProgramPT$0--
BECKI WARDTreasurerPT$0--
JULIE TREASURERRecording SecretaryPT$0--
KRYSTAL SWIFTFinancial SecretaryPT$0--
AMY CHICASHistorianPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$40,658$40,658$60$40,598
Book Fair$18,564$18,564$18,549$15
Total Events$59,222$59,222$18,609$40,613
Filing and Contact Details

Filer

Filer Name
Valley Elementary Pta
EIN
95-6206650
Phone
8587482007
Address
13000 BOWRON RD, POWAY, CA 92064

Signing Officer

Name
Becki Ward
Title
Treasurer
Phone
6194174869
Signed
2024-10-17
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^ADMINISTRATION;1887|GIFTS TO CLASSROOMS SCHOOL AND FIELD TRIPS;41428|ART PROGRAM;1813|ENRICHMENT PROGRAMS;4802|FAMILY EVENTS;12513|HEALTH AND FITNESS;2418|HOSPITALITY;887|SPECIALTY WEEKS;3776^Total;69524^”

Form 990-EZ, Part I, Line 20

“Description;Amount^ADJUSTMENT OF EARLIER YEAR ACTIVITY;6^Total;6^”

Raw XML Appendix229 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/PersonNm0BECKI WARD
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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt013000 BOWRON RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0POWAY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092064
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MONICA LANDEROS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MONICA VALDEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMANDA WALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RENEE PANTALEON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHANNON HUGHES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NETA DEFENBAUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BECKI WARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JULIE TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KRYSTAL SWIFT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9AMY CHICAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP WAYS AND MEANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP ART PROGRAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9HISTORIAN
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt06
IRS990EZ/OtherExpensesTotalAmt069524
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY AND SUPPORT
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt05835
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION ENHANCES THE EDUCATIONAL ENVIRONMENT FOR APPROXIMATELY 650 ELEMENTARY SCHOOL STUDENTS. VALLEY PTA SUPPORTS TEACHERS, PROVIDES FAMILY EVENTS, AND SUPPORTS ENRICHMENT PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt058743
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt019289
IRS990EZ/SpecialEventsNetIncomeLossAmt042816
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TransactionWithControlEntInd00
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IRS990EZ/WebsiteAddressTxt0WWW.VALLEYPTA.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt078904
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt087989
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt074949
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt032633
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt059724
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0334199
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
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IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt0334199
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt078904
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt087989
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0334199
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018609
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt040658
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt059222
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt040658
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018564
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt059222
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt040613
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018609
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt060
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt018549
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^ADMINISTRATION;1887|GIFTS TO CLASSROOMS SCHOOL AND FIELD TRIPS;41428|ART PROGRAM;1813|ENRICHMENT PROGRAMS;4802|FAMILY EVENTS;12513|HEALTH AND FITNESS;2418|HOSPITALITY;887|SPECIALTY WEEKS;3776^Total;69524^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^ADJUSTMENT OF EARLIER YEAR ACTIVITY;6^Total;6^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Becki Ward
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06194174869
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VALLEY ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0VALL
ReturnHeader/Filer/EIN0956206650
ReturnHeader/Filer/PhoneNum08587482007
ReturnHeader/Filer/USAddress/AddressLine1Txt013000 BOWRON RD
ReturnHeader/Filer/USAddress/CityNm0POWAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092064
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02024-10-17T18:42:31-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,619
Liabilities
$0
Net assets
$53,619
Revenue
$59,615
Expenses
$69,524
Net income
-$9,909
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$45.2$0.00$45.2$57.5$65.9$8.41
2024Detailed filing. Detailed filing data is available for this year.$53.6$0.00$53.6$59.6$69.5$9.91
2023Detailed filing. Detailed filing data is available for this year.$63.5$0.00$63.5$67.7$51.6$16.1
2022Detailed filing. Detailed filing data is available for this year.$47.4$0.00$47.4$66.7$60.0$6.77
2021Detailed filing. Detailed filing data is available for this year.$40.7$0.00$40.7$32.6$20.7$11.9
2020Detailed filing. Detailed filing data is available for this year.$28.7$0.00$28.7$59.7$58.5$1.23
2019Detailed filing. Detailed filing data is available for this year.$27.5$0.00$27.5$69.3$67.1$2.14
2018Detailed filing. Detailed filing data is available for this year.$25.3$0.00$25.3$65.6$53.3$12.3
2017Summary only. Only limited summary data is available for this year.$13.1$0.00$49.1$52.5$3.35
2016Summary only. Only limited summary data is available for this year.$16.4$0.00$51.6$56.0$4.40
2015Summary only. Only limited summary data is available for this year.$20.8$0.00$31.7$31.9$0.21
2014Summary only. Only limited summary data is available for this year.$21.0$0.00$30.7$23.4$7.28
2013Summary only. Only limited summary data is available for this year.$13.8$0.00$33.9$28.0$5.85
2012Summary only. Only limited summary data is available for this year.$7.92$0.00$36.0$33.1$2.91