Civic Intelligence

PTA California Congress of Parents Phoebe Hearst Elementary PTA

990EZ • Fiscal year 2023 • EIN 95-6207597

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 19, 2024

Organization ProfileN/A
6230 Del Cerro BlvdSan Diego, CA 92120

(619) 860-5400

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$44,755

Flat from 2023

Net Assets

$44,755

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Flat

$94,878

Flat from 2023

Expenses

Flat

$98,005

Flat from 2023

Net Income

Flat

-$3,127

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $12,564Net Assets 2012: $12,5642012Assets 2013: $12,692Net Assets 2013: $12,6922013Assets 2014: $10,979Net Assets 2014: $10,9792014Assets 2015: $22,052Net Assets 2015: $22,0522015Assets 2016: $39,049Net Assets 2016: $39,0492016Assets 2017: $26,004Net Assets 2017: $26,0042017Assets 2018: $23,420Net Assets 2018: $23,4202018Assets 2019: $5,501Net Assets 2019: $5,5012019Assets 2020: $39,842Liabilities 2020: $02020Assets 2021: $35,849Net Assets 2021: $35,8492021Assets 2022: $47,882Net Assets 2022: $47,8822022Assets 2023: $44,755Net Assets 2023: $44,7552023Assets 2023: $44,755Liabilities 2023: $02023Assets 2024: $57,306Liabilities 2024: $02024Assets 2025: $58,751Net Assets 2025: $58,7512025

Highlighted filing

2023

Assets$44,755
Liabilities-
Net Assets$44,755
Open 2023 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2012: $37,194Expenses 2012: $34,976Net Income 2012: $2,2182012Revenue 2013: $29,691Expenses 2013: $29,563Net Income 2013: $1282013Revenue 2014: $33,596Expenses 2014: $35,309Net Income 2014: -$1,7132014Revenue 2015: $39,269Expenses 2015: $28,196Net Income 2015: $11,0732015Revenue 2016: $52,244Expenses 2016: $35,247Net Income 2016: $16,9972016Revenue 2017: $50,885Expenses 2017: $63,930Net Income 2017: -$13,0452017Revenue 2018: $63,336Expenses 2018: $65,920Net Income 2018: -$2,5842018Revenue 2019: $52,203Expenses 2019: $70,122Net Income 2019: -$17,9192019Revenue 2020: $77,336Expenses 2020: $42,995Net Income 2020: $34,3412020Revenue 2021: $37,137Expenses 2021: $41,130Net Income 2021: -$3,9932021Revenue 2022: $55,430Expenses 2022: $43,397Net Income 2022: $12,0332022Revenue 2023: $94,878Expenses 2023: $98,005Net Income 2023: -$3,1272023Revenue 2023: $94,878Expenses 2023: $98,005Net Income 2023: -$3,1272023Revenue 2024: $93,284Expenses 2024: $80,733Net Income 2024: $12,5512024Revenue 2025: $84,158Expenses 2025: $82,240Net Income 2025: $1,9182025

Highlighted filing

2023

Revenue$94,878
Expenses$98,005
Net Income-$3,127
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 19, 2024
Return Version
2022v5.0
Gross Receipts
$103,393
Mission and Program Overview

Mission

Provide benefits and support to students and faculty of phoebe hearst elementary

The mission of the PTA is to positively impact the lives of all children and families by representing our members and empowering and supporting them with skills in advocacy, leadership, and communication.

Program Services

DescriptionGrantsExpenses
PROVIDE BENEFITS AND SUPPORT TO STUDENTS AND FACULTY OF PHOEBE HEARST ELEMENTARY SCHOOL.$16,082$93,097
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RANDI FAUCHERAsst Treasurer-$0--
PAUL MARTINEZTreasurer-$0--
AMY PECORAROSecretary-$0--
MARY LASHINSKYPresident-$0--
ANGELA ROSENBLATTVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$55,725$55,725$3,413$52,312
Total Events$55,725$55,725$8,515$47,210
Filing and Contact Details

Filer

Filer Name
Phoebe a Hearst Elementary Pta
EIN
95-6207597
Phone
6198605400
Address
6230 DEL CERRO BLVD, SAN DIEGO, CA 92120

Signing Officer

Name
Paul Martinez
Title
Treasurer
Signed
2024-01-19
Discuss with paid preparer
Yes

Preparer

Firm
Summit Financial Group Inc
Address
9340 Fuerte Dr Suite 207, La Mesa, CA 91941
Preparer
John Nadalet CPA
Phone
6196989760
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $586”

Other Expenses.1012

“Insurance $272”

Other Expenses.1

“PROGRAM EXPENSES $93097”

Other Expenses.2

“Technology subscriptions $1355”

Other Expenses.3

“COUNCIL DUES $1121”

Other Expenses.4

“Transaction Fees $849”

Other Expenses.5

“COUNCIL ASSESMENT $50”

Raw XML Appendix184 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/CityNm0SAN DIEGO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RANDI FAUCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAUL MARTINEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMY PECORARO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARY LASHINSKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANGELA ROSENBLATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Asst Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt097330
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The mission of the PTA is to positively impact the lives of all children and families by representing our members and empowering and supporting them with skills in advocacy, leadership, and communication.
IRS990EZ/ProgramServiceRevenueAmt038860
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE BENEFITS AND SUPPORT TO STUDENTS AND FACULTY OF PHOEBE HEARST ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt016082
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt093097
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08515
IRS990EZ/SpecialEventsNetIncomeLossAmt047210
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt098005
IRS990EZ/TotalProgramServiceExpensesAmt093097
IRS990EZ/TotalRevenueAmt094878
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08808
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05865
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04012
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt014154
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt012659
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt045498
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt086070
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt064963
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt039834
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt099747
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0290614
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0336112
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt094878
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt070828
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt043846
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0113901
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt012659
IRS990ScheduleA/Total509Grp/TotalAmt0336112
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt094878
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt070828
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt043846
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0113901
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt012659
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0336112
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt0251
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt0251
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08515
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt055725
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt055725
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt055725
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt055725
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt047210
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt04851
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt04851
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03413
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03413
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $586
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $272
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROGRAM EXPENSES $93097
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TECHNOLOGY SUBSCRIPTIONS $1355
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COUNCIL DUES $1121
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Transaction Fees $849
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COUNCIL ASSESMENT $50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL MARTINEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHOEBE A HEARST ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PHOE
ReturnHeader/Filer/EIN0956207597
ReturnHeader/Filer/PhoneNum06198605400
ReturnHeader/Filer/USAddress/AddressLine1Txt06230 DEL CERRO BLVD
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092120
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300886440
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Summit Financial Group Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09340 Fuerte Dr Suite 207
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0La Mesa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091941
ReturnHeader/PreparerPersonGrp/PhoneNum06196989760
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John Nadalet CPA
ReturnHeader/ReturnTs02024-01-19T14:37:40-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAUL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MARTINEZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,755
Liabilities
-
Net assets
$44,755
Revenue
$94,878
Expenses
$98,005
Net income
-$3,127
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$58.8$58.8$84.2$82.2$1.92
2024Summary only. Only limited summary data is available for this year.$57.3$0.00$93.3$80.7$12.6
2023Detailed filing. Detailed filing data is available for this year.$44.8$44.8$94.9$98.0$3.13
2023Summary only. Only limited summary data is available for this year.$44.8$0.00$94.9$98.0$3.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.9$47.9$55.4$43.4$12.0
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.8$35.8$37.1$41.1$3.99
2020Summary only. Only limited summary data is available for this year.$39.8$0.00$77.3$43.0$34.3
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.50$5.50$52.2$70.1$17.9
2018Detailed filing. Detailed filing data is available for this year.$23.4$23.4$63.3$65.9$2.58
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.0$26.0$50.9$63.9$13.0
2016Detailed filing. Detailed filing data is available for this year.$39.0$39.0$52.2$35.2$17.0
2015Detailed filing. Detailed filing data is available for this year.$22.1$22.1$39.3$28.2$11.1
2014Detailed filing. Detailed filing data is available for this year.$11.0$11.0$33.6$35.3$1.71
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.7$12.7$29.7$29.6$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.6$12.6$37.2$35.0$2.22