Civic Intelligence

PTA Ca Congress of Parents Teachers

990EZ • Fiscal year 2023 • EIN 95-6207429

Jul 01, 2022 to Jun 30, 2023 • Filed on Dec 12, 2023

780 Santa VictoriaSolana Beach, CA 92075

(858) 794-3700

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

5th percentile

-115%

Higher net margin than 5% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

10th percentile

-53%

Faster asset growth than 10% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

55th percentile

8.8%

Faster revenue growth than 55% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$43,024

Down $47,750 (-53%) from 2022

Net Assets

Down

$43,024

Down $47,750 (-53%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$41,443

Up $3,359 (+8.8%) from 2022

Expenses

Up

$89,190

Up $41,488 (+87%) from 2022

Net Income

Down

-$47,747

Down $38,129 (-396%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2023

Assets$43,024
Liabilities-
Net Assets$43,024

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$41,443
Expenses$89,190
Net Income-$47,747
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 12, 2023
Return Version
2022v5.0
Gross Receipts
$63,754
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$23,862$64,390
TO PROMOTE THE WELFARE OF STUDENTS-$10,992
TO SUPPORT THE SCHOOLS AND INCREASE HOME/COMMUNITY INVOLVEMENT-$10,653
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JO POWELLPresident -PT$0--
JENNA DELLAMANOVice PresidePT$0--
CARLY BAZZETTVice PresidePT$0--
HEATHER ADAMSSecretaryPT$0--
RACHEL DOYLETreasurerPT$0--
MELISSA KAMINSKYAuditorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Moove & Groove$46,500$46,500$15,460$31,040
Spirit Wear Sho$5,866$5,866$3,391$2,475
Total Events$58,214$58,214$22,311$35,903
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
Secretary
Phone
8587943700
Signed
2023-12-12

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

Form 990-ez, Part I, Line 10

Name: skyline school address: 606 lomas santa fe dr solana beach, ca 92075 cash contribution: 6,700 name: solana vista elementary school address: 780 santa victoria solana beach, ca 92075 cash contribution: 17,162

Form 990-ez, Part I, Line 16

Expenses information technology 935 conferences/meetings 89 insurance 272 bank charges 1 filing fees 50 other 485 educational assemblies 2,103 student newspaper 1,183 awards and recognition 3,334 family engagement 176 garden program 769 playground programs 983 student wellness events 297 teacher & staff appreciat 9,845 yearbook 632 school improvements 9,223 technology 150 fieldtrips 45 classroom supplies 27,824 student wellness program 5,609 total 64,005

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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum08587943700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0780 SANTA VICTORIA
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SOLANA BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092075
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt090771
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JO POWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNA DELLAMANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CARLY BAZZETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HEATHER ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RACHEL DOYLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MELISSA KAMINSKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT -
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5AUDITOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt064005
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OUR MISSION IS TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES.
IRS990EZ/PrintingPublicationsPostageAmt0273
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO ENRICH THE LEARNING OF STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROMOTE THE WELFARE OF STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO SUPPORT THE SCHOOLS AND INCREASE HOME/COMMUNITY INVOLVEMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt023862
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt064390
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110992
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt210653
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt022311
IRS990EZ/SpecialEventsNetIncomeLossAmt035903
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt089190
IRS990EZ/TotalProgramServiceExpensesAmt086035
IRS990EZ/TotalRevenueAmt041443
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SOLANABEACHPTA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05490
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03291
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013332
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt015063
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01733
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt038909
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt050
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0130
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0120
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0525
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0525
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt058214
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt020354
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt055926
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0240751
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt050
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt034
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0137
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0130
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0120
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0471
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99830
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IRS990ScheduleA/PublicSupportTotal509Amt0280185
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt063704
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt033686
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt080574
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt033823
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt080704
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt058304
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0280656
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022311
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MOOVE & GROOVE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPIRIT WEAR SHO
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt046500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05866
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05848
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt046500
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NORTH COASTAL COUNCIL OF PTAS ADMIN SUPPORT 20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: SKYLINE SCHOOL ADDRESS: 606 LOMAS SANTA FE DR SOLANA BEACH, CA 92075 CASH CONTRIBUTION: 6,700 NAME: SOLANA VISTA ELEMENTARY SCHOOL ADDRESS: 780 SANTA VICTORIA SOLANA BEACH, CA 92075 CASH CONTRIBUTION: 17,162
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES INFORMATION TECHNOLOGY 935 CONFERENCES/MEETINGS 89 INSURANCE 272 BANK CHARGES 1 FILING FEES 50 OTHER 485 EDUCATIONAL ASSEMBLIES 2,103 STUDENT NEWSPAPER 1,183 AWARDS AND RECOGNITION 3,334 FAMILY ENGAGEMENT 176 GARDEN PROGRAM 769 PLAYGROUND PROGRAMS 983 STUDENT WELLNESS EVENTS 297 TEACHER & STAFF APPRECIAT 9,845 YEARBOOK 632 SCHOOL IMPROVEMENTS 9,223 TECHNOLOGY 150 FIELDTRIPS 45 CLASSROOM SUPPLIES 27,824 STUDENT WELLNESS PROGRAM 5,609 TOTAL 64,005
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER ADAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08587943700
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOLANA BEACH ELEMENTARY PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PTA CA CONGRESS OF PARENTS TEACHERS
ReturnHeader/Filer/BusinessNameControlTxt0SOLA
ReturnHeader/Filer/EIN0956207429
ReturnHeader/Filer/PhoneNum08587943700
ReturnHeader/Filer/USAddress/AddressLine1Txt0780 SANTA VICTORIA
ReturnHeader/Filer/USAddress/CityNm0SOLANA BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092075
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261081736
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARLSBAD CERTIFIED PUBLIC ACCOUNTANTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05741 PALMER WAY SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARLSBAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920107248
ReturnHeader/PreparerPersonGrp/PhoneNum07604389500
ReturnHeader/PreparerPersonGrp/PreparationDt02023-12-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOANNE GODDARD-HACKETT
ReturnHeader/ReturnTs02024-01-17T12:29:36-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HEATHER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ADAMS
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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