Civic Intelligence

PTA Ca Congress of Parents Teachers

990EZ • Fiscal year 2024 • EIN 95-6207429

Jul 01, 2023 to Jun 30, 2024 • Filed on May 12, 2025

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

85th percentile

36%

Higher net margin than 85% of similar nonprofits.

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

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

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

Asset Growth

88th percentile

57%

Faster asset growth than 88% of similar nonprofits.

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

Revenue Growth

88th percentile

63%

Faster revenue growth than 88% of similar nonprofits.

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

Assets

Up

$67,613

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

Net Assets

Up

$67,613

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

Liabilities

-

No earlier filing loaded for comparison.

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

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

2024

Assets$67,613
Liabilities-
Net Assets$67,613

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

2024

Revenue$67,589
Expenses$43,000
Net Income$24,589
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

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
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0780 SANTA VICTORIA
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SOLANA BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092075
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043024
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IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0407
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043024
IRS990EZ/NetAssetsOrFundBalancesEOYAmt067613
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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
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/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
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt050
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt034
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0137
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0130
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0758
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt053754
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt058214
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt040746
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt020354
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt065511
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0238579
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0407
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt050
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt034
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0137
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0130
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0758
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99760
IRS990ScheduleA/PublicSupportPY509Pct00.99830
IRS990ScheduleA/PublicSupportTotal509Amt0311007
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt089006
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt063704
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt044037
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt033686
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt080574
IRS990ScheduleA/Total509Grp/TotalAmt0311007
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt089413
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt063754
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt044071
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt033823
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt080704
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0311765
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021329
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
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt052948
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt031619
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021329
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
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/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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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • <$500k nonprofits