Civic Intelligence

Concordia Elementary School PTA California Congress

EIN 95-6207162 • 501(c)3 • San Clemente, CA

Profile

Advocacy, student, teacher, school support

3120 Ave Del PresidenteSan Clemente, CA 92672

concordiapta.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

52nd percentile

2.6%

Higher net margin than 52% of similar nonprofits.

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

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.

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

Asset Growth

63rd percentile

5.8%

Faster asset growth than 63% of similar nonprofits.

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

Revenue Growth

29th percentile

-24%

Faster revenue growth than 29% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$101,819

Up $5,578 (+5.8%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$101,819

Up $5,578 (+5.8%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin52nd percentile

Revenue

Down

$73,876

Down $23,355 (-24%) from 2024

Expenses

Down

$71,952

Down $28,634 (-28%) from 2024

Net Income

Up

$1,924

Up $5,279 (+157%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

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

$150K$100K$50K$0Assets 2011: $37,718Net Assets 2011: $37,7182011Assets 2012: $34,586Net Assets 2012: $34,5862012Assets 2013: $45,530Net Assets 2013: $45,5302013Assets 2014: $65,500Net Assets 2014: $65,5002014Assets 2015: $65,640Net Assets 2015: $65,6402015Assets 2016: $89,405Net Assets 2016: $89,4052016Assets 2017: $116,737Net Assets 2017: $116,7372017Assets 2018: $125,184Net Assets 2018: $125,1842018Assets 2019: $119,799Net Assets 2019: $119,7992019Assets 2020: $71,560Net Assets 2020: $71,5602020Assets 2021: $73,451Net Assets 2021: $73,4512021Assets 2022: $114,286Net Assets 2022: $114,2862022Assets 2023: $99,596Net Assets 2023: $99,5962023Assets 2024: $96,241Net Assets 2024: $96,2412024Assets 2025: $101,819Net Assets 2025: $101,8192025

Highlighted filing

2025

Assets$101,819
Liabilities-
Net Assets$101,819
Open 2025 Filing

Operations Trend

Revenue Growth29th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $70,388Expenses 2011: $73,873Net Income 2011: -$3,4852011Revenue 2012: $65,377Expenses 2012: $68,509Net Income 2012: -$3,1322012Revenue 2013: $77,399Expenses 2013: $66,455Net Income 2013: $10,9442013Revenue 2014: $106,571Expenses 2014: $86,601Net Income 2014: $19,9702014Revenue 2015: $109,904Expenses 2015: $109,764Net Income 2015: $1402015Revenue 2016: $93,406Expenses 2016: $69,574Net Income 2016: $23,8322016Revenue 2017: $90,877Expenses 2017: $64,244Net Income 2017: $26,6332017Revenue 2018: $121,491Expenses 2018: $113,041Net Income 2018: $8,4502018Revenue 2019: $87,600Expenses 2019: $93,150Net Income 2019: -$5,5502019Revenue 2020: $68,071Expenses 2020: $116,050Net Income 2020: -$47,9792020Revenue 2021: $27,300Expenses 2021: $24,185Net Income 2021: $3,1152021Revenue 2022: $99,164Expenses 2022: $59,313Net Income 2022: $39,8512022Revenue 2023: $98,486Expenses 2023: $94,864Net Income 2023: $3,6222023Revenue 2024: $97,231Expenses 2024: $100,586Net Income 2024: -$3,3552024Revenue 2025: $73,876Expenses 2025: $71,952Net Income 2025: $1,9242025

Highlighted filing

2025

Revenue$73,876
Expenses$71,952
Net Income$1,924
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$101,819
Liabilities
-
Net assets
$101,819
Revenue
$73,876
Expenses
$71,952
Net income
$1,924
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.02$1.02$0.74$0.72$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.96$0.96$0.97$1.01$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.00$1.00$0.98$0.95$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.14$1.14$0.99$0.59$0.40
2021Detailed filing. Detailed filing data is available for this year.$0.73$0.73$0.27$0.24$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.72$0.72$0.68$1.16$0.48
2019Detailed filing. Detailed filing data is available for this year.$1.20$1.20$0.88$0.93$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.25$1.25$1.21$1.13$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.17$1.17$0.91$0.64$0.27
2016Detailed filing. Detailed filing data is available for this year.$0.89$0.89$0.93$0.70$0.24
2015Detailed filing. Detailed filing data is available for this year.$0.66$0.66$1.10$1.10$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.66$0.66$1.07$0.87$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.46$0.77$0.66$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.35$0.65$0.69$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.38$0.70$0.74$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 16, 2025
Return Version
2024v5.2
Gross Receipts
$88,399
Mission and Program Overview

Mission

Advocacy, student, teacher, school support

Program Services

DescriptionGrantsExpenses
Field trips, assemblies and other student benefit programs funding-$32,999
School improvement and library support and improvements and music teacher funded-$20,058
Teaching supplies and other teacher and staff support program funding-$10,636
Family program funding-$5,543
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NIcole JordanPresidentPT$0--
Melissa ForestaTreasurer-$0--
Adrienne MetzSecretary-$0--
Michelle BrooksAdvocacy-$0--
Jessie JonzonHistorian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jogathon$60,519$60,519$3,118$57,401
Book Fair$4,046$4,046-$4,046
Total Events$64,565$64,565$3,635$60,930
Filing and Contact Details

Filer

Filer Name
Concordia Elementary School Pta California Congress
EIN
95-6207162
In Care Of
% Siera Kegel
Phone
9494923060
Address
3120 AVE DEL PRESIDENTE, SAN CLEMENTE, CA 92672

Signing Officer

Name
Siera Kegel
Title
Treasurer 202526
Phone
9494923060
Signed
2025-11-16
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 5,543”

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

“Fundraising 642”

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

“Student Programs Funding 32,999”

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

“School and Library Support Improvement Funding 20,058”

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

“Teacher/Staff Programs/Support Funding 10,636”

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

“Family Programs Funding 5,543”

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

“PayPal Fees 620”

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

“Other PTA Administrative Expense 989”

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

“Adjustments made to prior year bank account balance 3,654”

Form 990-EZ, Part II, Line 24, Other Assets

“Undeposited funds Beginning of year 0, End of year 10,933”

Raw XML Appendix190 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.

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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsDirectExpensesAmt03635
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer 202526
ReturnHeader/BusinessOfficerGrp/PhoneNum09494923060
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-16
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ReturnHeader/ReturnTs02025-11-16T12:47:10-00:00
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ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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