Civic Intelligence

Solana Beach Elementary PTA

EIN 95-6207429 • 501(c)3 • Solana Beach, CA

Profile

Our mission is to positively impact the lives of all children and families.

780 Santa VictoriaSolana Beach, CA 92075

www.solanabeachpta.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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

85th percentile

36%

Higher net margin than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

87th percentile

57%

Faster asset growth than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

63%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$67,613

Up $24,589 (+57%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$67,613

Up $24,589 (+57%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin85th percentile

Revenue

Up

$67,589

Up $26,146 (+63%) from 2023

Expenses

Down

$43,000

Down $46,190 (-52%) from 2023

Net Income

Up

$24,589

Up $72,336 (+151%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth87th percentile

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

$150K$100K$50K$0Assets 2012: $55,581Net Assets 2012: $55,5812012Assets 2013: $57,007Net Assets 2013: $57,0072013Assets 2014: $60,331Net Assets 2014: $60,3312014Assets 2015: $119,704Net Assets 2015: $119,7042015Assets 2016: $131,189Net Assets 2016: $131,1892016Assets 2017: $118,819Net Assets 2017: $118,8192017Assets 2018: $96,235Net Assets 2018: $96,2352018Assets 2019: $96,806Net Assets 2019: $96,8062019Assets 2020: $115,130Net Assets 2020: $115,1302020Assets 2021: $100,389Net Assets 2021: $100,3892021Assets 2022: $90,774Net Assets 2022: $90,7742022Assets 2023: $43,024Net Assets 2023: $43,0242023Assets 2024: $67,613Net Assets 2024: $67,6132024

Highlighted filing

2024

Assets$67,613
Liabilities-
Net Assets$67,613
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $80,501Expenses 2012: $80,446Net Income 2012: $552012Revenue 2013: $94,358Expenses 2013: $92,934Net Income 2013: $1,4242013Revenue 2014: $88,228Expenses 2014: $84,903Net Income 2014: $3,3252014Revenue 2015: $104,305Expenses 2015: $44,932Net Income 2015: $59,3732015Revenue 2016: $101,853Expenses 2016: $90,368Net Income 2016: $11,4852016Revenue 2017: $104,782Expenses 2017: $117,152Net Income 2017: -$12,3702017Revenue 2018: $46,448Expenses 2018: $69,032Net Income 2018: -$22,5842018Revenue 2019: $45,374Expenses 2019: $44,804Net Income 2019: $5702019Revenue 2020: $69,242Expenses 2020: $50,919Net Income 2020: $18,3232020Revenue 2021: $25,357Expenses 2021: $40,098Net Income 2021: -$14,7412021Revenue 2022: $38,084Expenses 2022: $47,702Net Income 2022: -$9,6182022Revenue 2023: $41,443Expenses 2023: $89,190Net Income 2023: -$47,7472023Revenue 2024: $67,589Expenses 2024: $43,000Net Income 2024: $24,5892024

Highlighted filing

2024

Revenue$67,589
Expenses$43,000
Net Income$24,589
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$67,613
Liabilities
-
Net assets
$67,613
Revenue
$67,589
Expenses
$43,000
Net income
$24,589
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.68$0.68$0.68$0.43$0.25
2023Detailed filing. Detailed filing data is available for this year.$0.43$0.43$0.41$0.89$0.48
2022Detailed filing. Detailed filing data is available for this year.$0.91$0.91$0.38$0.48$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.00$1.00$0.25$0.40$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.15$1.15$0.69$0.51$0.18
2019Detailed filing. Detailed filing data is available for this year.$0.97$0.97$0.45$0.45$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.96$0.96$0.46$0.69$0.23
2017Detailed filing. Detailed filing data is available for this year.$1.19$1.19$1.05$1.17$0.12
2016Detailed filing. Detailed filing data is available for this year.$1.31$1.31$1.02$0.90$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.20$1.20$1.04$0.45$0.59
2014Detailed filing. Detailed filing data is available for this year.$0.60$0.60$0.88$0.85$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.57$0.94$0.93$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.56$0.81$0.80$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$89,413
Mission and Program Overview

Mission

Support of school programs

Our mission is to positively impact the lives of all children and families.

Program Services

DescriptionGrantsExpenses
TO ENRICH THE LEARNING OF STUDENTS$14,570$27,416
TO PROMOTE THE WELFARE OF STUDENTS-$7,000
TO SUPPORT THE SCHOOLS AND INCREASE HOME/COMMUNITY INVOLVEMENT-$6,203
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTIN BRINNERPresident -PT$0--
JULIA MAXWELLVice PresidePT$0--
SHAWNA MCGARRYSecretaryPT$0--
HEATHER ADAMSTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Move & Groove a$38,456$38,456$10,551$27,905
Spirit Wear Sho$14,492$14,492$10,778$3,714
Total Events$52,948$52,948$21,329$31,619
Filing and Contact Details

Filer

Filer Name
Solana Beach Elementary Pta
EIN
95-6207429
Phone
8587943700
Address
780 SANTA VICTORIA, SOLANA BEACH, CA 92075

Signing Officer

Name
Heather Adams
Title
Treasurer
Phone
8587943700
Signed
2025-05-12

Preparer

Firm
Carlsbad Certified Public Accountants
Address
5741 PALMER WAY SUITE A, CARLSBAD, CA 92010-7248
Preparer
Joanne Goddard-hackett
Phone
7604389500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“North coastal council of ptas admin support 20 155 stevens ave solana beach ca 92075”

Form 990-ez, Part I, Line 10

“Name: solana beach school district address: 309 north rios ave solana beach, ca 92075 cash contribution: 14,570”

Form 990-ez, Part I, Line 16

“Expenses office 148 information technology 970 conferences/meetings 199 insurance 282 filing fees 67 educational assemblies 1,197 student newspaper 864 awards and recognition 3,042 garden program 3,125 playground programs 300 student wellness events 494 teacher & staff appreciat 6,203 school improvements 8,738 technology 380 classroom supplies 423 student wellness program 39 reading program 1,244 total 27,715”

Raw XML Appendix174 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/PhoneNum08587943700
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KRISTIN BRINNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JULIA MAXWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHAWNA MCGARRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HEATHER ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT -
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt027715
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OUR MISSION IS TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES.
IRS990EZ/PrintingPublicationsPostageAmt0180
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO SUPPORT THE SCHOOLS AND INCREASE HOME/COMMUNITY INVOLVEMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt014570
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027416
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26203
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt021824
IRS990EZ/SpecialEventsNetIncomeLossAmt031930
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt043000
IRS990EZ/TotalProgramServiceExpensesAmt040619
IRS990EZ/TotalRevenueAmt067589
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SOLANABEACHPTA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt035252
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05490
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03291
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt013332
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt015063
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt072428
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0407
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt053754
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt020354
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt065511
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0238579
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0407
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt050
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt034
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0137
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0758
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99760
IRS990ScheduleA/PublicSupportPY509Pct00.99830
IRS990ScheduleA/PublicSupportTotal509Amt0311007
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt089006
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0311765
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MOVE & GROOVE A
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPIRIT WEAR SHO
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt038456
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt014492
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt052948
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt038456
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt014492
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt031619
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010551
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010778
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NORTH COASTAL COUNCIL OF PTAS ADMIN SUPPORT 20 155 STEVENS AVE SOLANA BEACH CA 92075
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: SOLANA BEACH SCHOOL DISTRICT ADDRESS: 309 NORTH RIOS AVE SOLANA BEACH, CA 92075 CASH CONTRIBUTION: 14,570
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES OFFICE 148 INFORMATION TECHNOLOGY 970 CONFERENCES/MEETINGS 199 INSURANCE 282 FILING FEES 67 EDUCATIONAL ASSEMBLIES 1,197 STUDENT NEWSPAPER 864 AWARDS AND RECOGNITION 3,042 GARDEN PROGRAM 3,125 PLAYGROUND PROGRAMS 300 STUDENT WELLNESS EVENTS 494 TEACHER & STAFF APPRECIAT 6,203 SCHOOL IMPROVEMENTS 8,738 TECHNOLOGY 380 CLASSROOM SUPPLIES 423 STUDENT WELLNESS PROGRAM 39 READING PROGRAM 1,244 TOTAL 27,715
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER ADAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08587943700
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOLANA BEACH ELEMENTARY PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PTA CA CONGRESS OF PARENTS TEACHERS
ReturnHeader/Filer/BusinessNameControlTxt0SOLA
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ReturnHeader/Filer/PhoneNum08587943700
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ReturnHeader/Filer/USAddress/CityNm0SOLANA BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092075
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ReturnHeader/PreparerPersonGrp/PhoneNum07604389500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOANNE GODDARD-HACKETT
ReturnHeader/ReturnTs02025-05-12T11:48:48-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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