Civic Intelligence

Palisades Elementary School PTA California Congress

EIN 95-6207379 • 501(c)3 • Capistrano Beach, CA

Profile

Advocacy, support of students, teachers education

26462 Via SacramentoCapistrano Beach, CA 92624

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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

11th percentile

-79%

Higher net margin than 11% 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

19th percentile

-54%

Faster asset growth than 19% of similar nonprofits.

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

Revenue Growth

16th percentile

-55%

Faster revenue growth than 16% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$16,813

Down $19,479 (-54%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$16,813

Down $19,479 (-54%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin11th percentile

Revenue

Down

$24,595

Down $30,615 (-55%) from 2024

Expenses

Down

$44,074

Down $26,172 (-37%) from 2024

Net Income

Down

-$19,479

Down $4,443 (-30%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

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

$80K$60K$40K$20K$0Assets 2011: $26,191Liabilities 2011: $02011Assets 2012: $68,471Net Assets 2012: $68,4712012Assets 2013: $24,914Net Assets 2013: $24,9142013Assets 2014: $50,260Net Assets 2014: $50,2602014Assets 2015: $60,177Net Assets 2015: $60,1772015Assets 2016: $61,495Net Assets 2016: $61,4952016Assets 2017: $75,802Liabilities 2017: $56Net Assets 2017: $75,7462017Assets 2018: $73,670Net Assets 2018: $73,6702018Assets 2019: $38,627Net Assets 2019: $38,6272019Assets 2020: $28,664Net Assets 2020: $28,6642020Assets 2021: $22,584Net Assets 2021: $22,5842021Assets 2022: $41,428Net Assets 2022: $41,4282022Assets 2023: $52,127Net Assets 2023: $52,1272023Assets 2024: $36,292Net Assets 2024: $36,2922024Assets 2025: $16,813Net Assets 2025: $16,8132025

Highlighted filing

2025

Assets$16,813
Liabilities-
Net Assets$16,813
Open 2025 Filing

Operations Trend

Revenue Growth16th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $80,373Expenses 2011: $72,278Net Income 2011: $8,0952011Revenue 2012: $100,377Expenses 2012: $58,775Net Income 2012: $41,6022012Revenue 2013: $69,355Expenses 2013: $112,912Net Income 2013: -$43,5572013Revenue 2014: $71,936Expenses 2014: $46,830Net Income 2014: $25,1062014Revenue 2015: $90,408Expenses 2015: $72,849Net Income 2015: $17,5592015Revenue 2016: $83,293Expenses 2016: $79,401Net Income 2016: $3,8922016Revenue 2017: $86,026Expenses 2017: $67,195Net Income 2017: $18,8312017Revenue 2018: $81,229Expenses 2018: $71,167Net Income 2018: $10,0622018Revenue 2019: $67,289Expenses 2019: $90,228Net Income 2019: -$22,9392019Revenue 2020: $40,221Expenses 2020: $50,891Net Income 2020: -$10,6702020Revenue 2021: $13,027Expenses 2021: $17,029Net Income 2021: -$4,0022021Revenue 2022: $58,696Expenses 2022: $39,852Net Income 2022: $18,8442022Revenue 2023: $66,137Expenses 2023: $55,472Net Income 2023: $10,6652023Revenue 2024: $55,210Expenses 2024: $70,246Net Income 2024: -$15,0362024Revenue 2025: $24,595Expenses 2025: $44,074Net Income 2025: -$19,4792025

Highlighted filing

2025

Revenue$24,595
Expenses$44,074
Net Income-$19,479
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$16,813
Liabilities
-
Net assets
$16,813
Revenue
$24,595
Expenses
$44,074
Net income
-$19,479
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.17$0.17$0.25$0.44$0.19
2024Detailed filing. Detailed filing data is available for this year.$0.36$0.36$0.55$0.70$0.15
2023Detailed filing. Detailed filing data is available for this year.$0.52$0.52$0.66$0.55$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.41$0.41$0.59$0.40$0.19
2021Detailed filing. Detailed filing data is available for this year.$0.23$0.23$0.13$0.17$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.29$0.29$0.40$0.51$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.39$0.39$0.67$0.90$0.23
2018Detailed filing. Detailed filing data is available for this year.$0.74$0.74$0.81$0.71$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.86$0.67$0.19
2016Detailed filing. Detailed filing data is available for this year.$0.61$0.61$0.83$0.79$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.60$0.60$0.90$0.73$0.18
2014Detailed filing. Detailed filing data is available for this year.$0.50$0.50$0.72$0.47$0.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.25$0.69$1.13$0.44
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.68$1.00$0.59$0.42
2011Summary only. Only limited summary data is available for this year.$0.26$0.00$0.80$0.72$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 15, 2025
Return Version
2024v5.2
Gross Receipts
$63,449
Mission and Program Overview

Mission

Advocacy, support of students, teachers education

Program Services

DescriptionGrantsExpenses
Student Programs, Assemblies, Field Trips,Eedcuational Support and Enrichment-$30,779
Teacher/Staff Support Program-$5,197
School Improvement and Programs Support-$4,784
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Toni CaronPresidentPT$0--
Krissy McCullikTreasurerPT$0--
Kristy CarboneSecretaryPT$0--
Rachell VasquezHistorianPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Step It Up Fundraising Event$31,649$31,649$15,845$15,804
Book Fair$2,157$2,157$2,157$0
Total Events$35,562$35,562$18,052$17,510
Filing and Contact Details

Filer

Filer Name
Palisades Elementary School Pta California Congress
EIN
95-6207379
In Care Of
% Kari Rich
Phone
9494965942
Address
26462 VIA SACRAMENTO, CAPISTRANO BEACH, CA 92624

Signing Officer

Name
Kari Rich
Title
Treasurer 202526
Phone
9494965942
Signed
2025-12-15
Discuss with paid preparer
Yes

Preparer

Preparer
Elizabeth A Weber CPA
Phone
9492909333
Supplemental Narrative

Additional Explanations

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

“Fundraising 532”

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

“Student Programs Field Trips Funding 30,779”

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

“Teacher and Staff Support and Supplies Funding 5,197”

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

“School Improvement and Support Funding 4,784”

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

“PTA Administrative Expenses 2,217”

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

“Subtraction of Non-Cash Donations, needed to balance 100”

Raw XML Appendix194 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/CityNm0Capistrano Beach
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092624
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-10440
IRS990EZ/GrossReceiptsAmt063449
IRS990EZ/GrossSalesOfInventoryAmt010362
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036292
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016813
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036292
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0030.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3025.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Krissy McCullik
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Rachell Vasquez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Historian
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt043609
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Advocacy, support of students, teachers education
IRS990EZ/ProgramServiceRevenueAmt05912
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Student Programs, Assemblies, Field Trips,Eedcuational Support and Enrichment
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Teacher/Staff Support Program
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2School Improvement and Programs Support
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030779
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15197
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24784
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt018052
IRS990EZ/SpecialEventsNetIncomeLossAmt018000
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt044074
IRS990EZ/TotalProgramServiceExpensesAmt040760
IRS990EZ/TotalRevenueAmt024595
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0NA
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt011123
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt012386
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt012822
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06392
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06649
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt049372
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt052326
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt057900
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt069788
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt059380
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt010271
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0249665
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0299037
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt063449
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt070286
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt082610
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt065772
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt016920
IRS990ScheduleA/Total509Grp/TotalAmt0299037
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt063449
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt070286
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt016920
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0299037
IRS990ScheduleG/CharitableDistributionRqrInd0true
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/DistributedAmt0441
IRS990ScheduleG/ExplanationIfNoTxt0The Organization received permission from the California Attorney General to have fundraising raffles during the period this raffle was held.
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018052
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Step It Up Fundraising Event
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt031649
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt01756
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02157
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt0490
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt0490
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt0490
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0true
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingPct01.00000
IRS990ScheduleG/GamingOwnFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd0true
IRS990ScheduleG/IndividualWithBooksNm0Krissy McCullick
IRS990ScheduleG/LicensedInd0false
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt026462 Via Sacramento
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0Capistrano Beach
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0CA
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd092624
IRS990ScheduleG/StatesWhereGamingConductedCd0CA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Fundraising 532
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Student Programs Field Trips Funding 30,779
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Teacher and Staff Support and Supplies Funding 5,197
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3School Improvement and Support Funding 4,784
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PTA Administrative Expenses 2,217
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Subtraction of Non-Cash Donations, needed to balance 100
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
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
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kari Rich
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer 202526
ReturnHeader/BusinessOfficerGrp/PhoneNum09494965942
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PALISADES ELEMENTARY SCHOOL PTA CALIFORNIA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PALI
ReturnHeader/Filer/EIN0956207379
ReturnHeader/Filer/InCareOfNm0% Kari Rich
ReturnHeader/Filer/PhoneNum09494965942
ReturnHeader/Filer/USAddress/AddressLine1Txt026462 VIA SACRAMENTO
ReturnHeader/Filer/USAddress/CityNm0CAPISTRANO BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092624
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerPersonGrp/PhoneNum09492909333
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth A Weber CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-12-15T04:04:26-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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