Civic Intelligence

R H Dana Elementary PTA California Congress

EIN 95-6206958 • 501(c)3 • Dana Point, CA

Profile

Information, advocacy, educational support.

24242 La Cresta DrDana Point, CA 92629

rhdanapta.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

35th percentile

-6.0%

Higher net margin than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

46th percentile

-4.3%

Faster asset growth than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

78th percentile

32%

Faster revenue growth than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$76,338

Down $3,409 (-4.3%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$76,338

Down $3,409 (-4.3%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin35th percentile

Revenue

Up

$73,115

Up $17,931 (+32%) from 2024

Expenses

Up

$77,524

Up $66,778 (+621%) from 2024

Net Income

Down

-$4,409

Down $48,847 (-110%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2011: $9,867Liabilities 2011: $02011Assets 2012: $5,294Liabilities 2012: $02012Assets 2023: $24,506Liabilities 2023: $0Net Assets 2023: $24,5062023Assets 2024: $79,747Net Assets 2024: $79,7472024Assets 2025: $76,338Net Assets 2025: $76,3382025

Highlighted filing

2025

Assets$76,338
Liabilities-
Net Assets$76,338
Open 2025 Filing

Operations Trend

Revenue Growth78th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $34,980Expenses 2011: $30,637Net Income 2011: $4,3432011Revenue 2012: $17,238Expenses 2012: $20,032Net Income 2012: -$2,7942012Revenue 2023: $47,865Expenses 2023: $40,290Net Income 2023: $7,5752023Revenue 2024: $55,184Expenses 2024: $10,746Net Income 2024: $44,4382024Revenue 2025: $73,115Expenses 2025: $77,524Net Income 2025: -$4,4092025

Highlighted filing

2025

Revenue$73,115
Expenses$77,524
Net Income-$4,409
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$76,338
Liabilities
-
Net assets
$76,338
Revenue
$73,115
Expenses
$77,524
Net income
-$4,409
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$76.3$76.3$73.1$77.5$4.41
2024Detailed filing. Detailed filing data is available for this year.$79.7$79.7$55.2$10.7$44.4
2023Detailed filing. Detailed filing data is available for this year.$24.5$0.00$24.5$47.9$40.3$7.58
2012Summary only. Only limited summary data is available for this year.$5.29$0.00$17.2$20.0$2.79
2011Summary only. Only limited summary data is available for this year.$9.87$0.00$35.0$30.6$4.34
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 4, 2025
Return Version
2024v5.2
Gross Receipts
$91,145
Mission and Program Overview

Mission

Information, advocacy, educational support.

Program Services

DescriptionGrantsExpenses
School Improvement and Educational Program Funding-$56,522
Student Educational Enrichment Programs Funding-$9,385
Family Program Funding-$5,430
Teacher/Staff Program Funding-$3,827
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gabe Smith See Schedule OPresidentPT$0--
Egda PageTreasurerPT$0--
Sydney HughesSecretaryPT$0--
Bianca GagnonFinancial Reviewer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jogathon$24,530$24,530$3,648$20,882
Hispanic Heritage Event$6,348$6,348$1,352$4,996
Total Events$38,051$38,051$8,427$29,624
Filing and Contact Details

Filer

Filer Name
R H Dana Elementary PTA California Congress
EIN
95-6206958
In Care Of
% Lindsey Moser
Phone
9494965784
Address
24242 La Cresta Dr, Dana Point, CA 92629

Signing Officer

Name
Lindsey Moser
Title
Treasurer 202526
Phone
9494965784
Signed
2025-11-04
Discuss with paid preparer
Yes

Preparer

Preparer
Elizabeth A Weber CPA
Phone
9492909333
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part III, Line 31

“Family Program Funding Grants and allocations 0, Program service expenses 5,430”

Form 990-EZ, Part I, Line 16, Other Expenses

“Fundraising 63”

Form 990-EZ, Part I, Line 16, Other Expenses

“Student Educational Programs Funding 9,385”

Form 990-EZ, Part I, Line 16, Other Expenses

“School Improvement and Educational Programs Funding 56,522”

Form 990-EZ, Part I, Line 16, Other Expenses

“Teacher and Staff Programs 3,827”

Form 990-EZ, Part I, Line 16, Other Expenses

“Family Programs 5,430”

Form 990-EZ, Part I, Line 16, Other Expenses

“PTA Administrative Expenses 1,051”

Form 990-EZ, Part I, Line 20, Net Assets

“to correct for balances in bank accounts left off of prior year financial statements in error. 1,000”

Form 990-EZ, Part IV, Line E

“Board President is also a part-time employee of the school district.”

Raw XML Appendix198 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/CityNm0Dana Point
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Gabe Smith See Schedule O
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Egda Page
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sydney Hughes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Bianca Gagnon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Financial Reviewer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt01000
IRS990EZ/OtherExpensesTotalAmt076278
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Information, advocacy, educational support.
IRS990EZ/PrintingPublicationsPostageAmt01246
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1School Improvement and Educational Program Funding
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Teacher/Staff Program Funding
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Family Program Funding
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09385
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt156522
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23827
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt35430
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08427
IRS990EZ/SpecialEventsNetIncomeLossAmt029624
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt077524
IRS990EZ/TotalProgramServiceExpensesAmt075164
IRS990EZ/TotalRevenueAmt073115
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0rhdanapta.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt033539
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt022383
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt027219
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09634
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0925
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt093700
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt010
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt057606
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt053008
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt042593
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt015014
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0214733
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt010
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt091145
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt073731
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt091145
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02445
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03648
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01352
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Family Program Funding Grants and allocations 0, Program service expenses 5,430
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Fundraising 63
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Student Educational Programs Funding 9,385
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3School Improvement and Educational Programs Funding 56,522
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Teacher and Staff Programs 3,827
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Family Programs 5,430
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PTA Administrative Expenses 1,051
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7to correct for balances in bank accounts left off of prior year financial statements in error. 1,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Board President is also a part-time employee of the school district.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part IV, Line e
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lindsey Moser
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer 202526
ReturnHeader/BusinessOfficerGrp/PhoneNum09494965784
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0R H Dana Elementary PTA California Congress
ReturnHeader/Filer/BusinessNameControlTxt0RHDA
ReturnHeader/Filer/EIN0956206958
ReturnHeader/Filer/InCareOfNm0% Lindsey Moser
ReturnHeader/Filer/PhoneNum09494965784
ReturnHeader/Filer/USAddress/AddressLine1Txt024242 La Cresta Dr
ReturnHeader/Filer/USAddress/CityNm0Dana Point
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092629
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerPersonGrp/PhoneNum09492909333
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth A Weber CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-04T09:23:50-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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