Civic Intelligence

PTA California Congress of Parents and Students Inc

EIN 95-6207316 • 501(c)3 • San Clemente, CA

Profile

To support educational needs for san clemente high school

700 Avenida PicoSan Clemente, CA 92673

schsptsa-my-ptsa.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

78th percentile

24%

Higher net margin than 78% 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

88th percentile

62%

Faster asset growth than 88% of similar nonprofits.

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

Revenue Growth

87th percentile

64%

Faster revenue growth than 87% of similar nonprofits.

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

Assets

Up

$38,668

Up $14,829 (+62%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$38,668

No earlier filing loaded for comparison.

Revenue

Up

$60,862

Up $23,723 (+64%) from 2024

Expenses

Up

$46,034

Up $9,139 (+25%) from 2024

Net Income

Up

$14,828

Up $14,584 (+5977%) from 2024

Trend Graphs

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2015: $15,812Liabilities 2015: $02015Assets 2016: $19,074Liabilities 2016: $02016Assets 2017: $27,034Net Assets 2017: $27,0342017Assets 2018: $16,991Net Assets 2018: $16,9912018Assets 2019: $27,350Net Assets 2019: $27,3502019Assets 2020: $21,669Net Assets 2020: $21,6692020Assets 2021: $15,703Net Assets 2021: $15,7032021Assets 2022: $24,990Net Assets 2022: $24,9902022Assets 2023: $23,595Net Assets 2023: $23,5952023Assets 2024: $23,839Liabilities 2024: $02024Assets 2025: $38,668Net Assets 2025: $38,6682025

Highlighted filing

2025

Assets$38,668
Liabilities-
Net Assets$38,668

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2015: $42,079Expenses 2015: $42,745Net Income 2015: -$6662015Revenue 2016: $31,081Expenses 2016: $27,819Net Income 2016: $3,2622016Revenue 2017: $34,083Expenses 2017: $26,123Net Income 2017: $7,9602017Revenue 2018: $30,153Expenses 2018: $40,196Net Income 2018: -$10,0432018Revenue 2019: $35,505Expenses 2019: $25,146Net Income 2019: $10,3592019Revenue 2020: $28,927Expenses 2020: $34,608Net Income 2020: -$5,6812020Revenue 2021: $22,173Expenses 2021: $28,139Net Income 2021: -$5,9662021Revenue 2022: $36,528Expenses 2022: $27,241Net Income 2022: $9,2872022Revenue 2023: $36,626Expenses 2023: $38,021Net Income 2023: -$1,3952023Revenue 2024: $37,139Expenses 2024: $36,895Net Income 2024: $2442024Revenue 2025: $60,862Expenses 2025: $46,034Net Income 2025: $14,8282025

Highlighted filing

2025

Revenue$60,862
Expenses$46,034
Net Income$14,828

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 10, 2025
Return Version
2024v5.0
Gross Receipts
$67,532
Mission and Program Overview

Mission

To support educational needs for san clemente high school

Program Services

DescriptionGrantsExpenses
THE PTSA PROVIDED FUNDS FOR LIBARARY RESOURCES, STUDENT ACTIVITIES SUCH AS REFLECTIONS, ACT BOOTCAMP, SENIOR AWARDS, AND WELLNESS CENTER.3010 STUDENTS AND THE PROFESSIONAL STAFF BENEFITED.$5,460$17,712
THE PTSA PROVIDED FUNDS FOR EXTRA CLASSROOM BOOKS AND SUPPLIES THAT AUGEMENTED THE CURRICULUM. 3010 STUDENTS AND THE PROFESSIONAL STAFF BENEFITED.-$17,296
THE PTSA PROVIDED ADDITIONAL TEACHER SUPPORT AND APPRECIATION. 3010 STUDENTS AND THE PROFESSIONAL STAFF BENEFITED.-$5,302
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTEN PERTPresident-$0--
AMY BURKEExecutive VP-$0--
TERESA KECKLER1st VP Membe-$0--
DEBBIE BANUELOS2nd VP Ways-$0--
SUSANNE VINGER3rd VP Progr-$0--
REIKO STADICKSecretary-$0--
TOBIAS HALBMAIERFinancial Re-$0--
LAUREN DEVRIESHistorian-$0--
NICKIE HILLParlimentari-$0--
KATE MUDGETreasurer --$0--
Filing and Contact Details

Filer

Filer Name
Pta CA Congress of Parents and
EIN
95-6207316
Phone
9494924165
Address
700 AVENIDA PICO, SAN CLEMENTE, CA 92673

Signing Officer

Name
Kate Mudge
Title
Treasurer - Incoming
Phone
9494924165
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Ranson Tax & Bookkeeping
Address
4142 ADAMS AVE 103-145, SAN DIEGO, CA 92116
Preparer
Julie Ranson
Phone
9492446256
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses insurance 288 bank charges 1,667 supplies 704 reg packets 355 legislation 2,035 website 264 classroom donations 17,296 hospitality expense 3,765 library resources 3,402 yard signs 910 reflections 1,142 staff appreciation 1,537 act bootcamp 6,490 special olympics 308 total 40,163

Raw XML Appendix169 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/OperateHospitalInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 288 BANK CHARGES 1,667 SUPPLIES 704 REG PACKETS 355 LEGISLATION 2,035 WEBSITE 264 CLASSROOM DONATIONS 17,296 HOSPITALITY EXPENSE 3,765 LIBRARY RESOURCES 3,402 YARD SIGNS 910 REFLECTIONS 1,142 STAFF APPRECIATION 1,537 ACT BOOTCAMP 6,490 SPECIAL OLYMPICS 308 TOTAL 40,163
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATE MUDGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER - INCOMING
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
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ReturnHeader/Filer/PhoneNum09494924165
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ReturnHeader/PreparerPersonGrp/PhoneNum09492446256
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-11
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ReturnHeader/ReturnTs02025-11-11T12:41:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits