Civic Intelligence

PTA California Congress of Parents Phoebe Hearst Elementary PTA

990EZ • Fiscal year 2025 • EIN 95-6207597

Jul 01, 2024 to Jun 30, 2025 • Filed on Feb 12, 2026

6230 Del Cerro BlvdSan Diego, CA 92120

(209) 762-2557

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

48th percentile

2.3%

Higher net margin than 48% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

51st percentile

2.5%

Faster asset growth than 51% of similar nonprofits.

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

Revenue Growth

28th percentile

-9.8%

Faster revenue growth than 28% of similar nonprofits.

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

Assets

Up

$58,751

Up $1,445 (+2.5%) from 2024

Net Assets

$58,751

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$84,158

Down $9,126 (-9.8%) from 2024

Expenses

Up

$82,240

Up $1,507 (+1.9%) from 2024

Net Income

Down

$1,918

Down $10,633 (-85%) from 2024

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: $44,755Liabilities 2023: $02023Assets 2024: $57,306Liabilities 2024: $02024Assets 2025: $58,751Net Assets 2025: $58,7512025

Highlighted filing

2025

Assets$58,751
Liabilities-
Net Assets$58,751

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 2024: $93,284Expenses 2024: $80,733Net Income 2024: $12,5512024Revenue 2025: $84,158Expenses 2025: $82,240Net Income 2025: $1,9182025

Highlighted filing

2025

Revenue$84,158
Expenses$82,240
Net Income$1,918
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 12, 2026
Return Version
2024v5.2
Gross Receipts
$94,572
Mission and Program Overview

Mission

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.$15,748$89,243
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIRK CABACUNGANTreasurer-$0--
AMANDA CURLEYSecretary-$0--
JULIE WOODPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$69,905$69,905$3,415$66,490
Total Events$69,905$69,905$10,414$59,491
Filing and Contact Details

Filer

Filer Name
Phoebe a Hearst Elementary Pta
EIN
95-6207597
Phone
2097622557
Address
6230 DEL CERRO BLVD, SAN DIEGO, CA 92120

Signing Officer

Name
Kirk Cabacungan
Title
Treasurer
Signed
2026-02-12
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.1001

Advertising and Promotion $161

Other Expenses.1002

Office Expenses $218

Other Expenses.1003

Information Technology $1405

Other Expenses.1012

Insurance $288

Other Expenses.1

FESTIVAL EXPENSES $19765

Other Expenses.2

Classroom programs $17598

Other Expenses.3

Art corps expenses $16323

Other Expenses.4

MINI GRANTS $15747

Other Expenses.5

Teacher appreciation $4573

Other Expenses.6

Social Event Expenses $3049

Other Expenses.7

WALK PROGRAM $1368

Other Expenses.8

Transaction Fees $788

Other Expenses.9

COUNCIL DUES $322

Other Expenses.10

health & safety $60

Raw XML Appendix192 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.

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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt089243
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt082240
IRS990EZ/TotalProgramServiceExpensesAmt089243
IRS990EZ/TotalRevenueAmt084158
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08808
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05865
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04012
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt031437
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt07
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt070828
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt043846
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0406325
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt069905
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IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt04921
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03415
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03415
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $161
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $218
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $1405
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $288
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FESTIVAL EXPENSES $19765
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CLASSROOM PROGRAMS $17598
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ART CORPS EXPENSES $16323
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MINI GRANTS $15747
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TEACHER APPRECIATION $4573
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Social Event Expenses $3049
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10WALK PROGRAM $1368
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Transaction Fees $788
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12COUNCIL DUES $322
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13health & safety $60
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.9
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIRK CABACUNGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHOEBE A HEARST ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PHOE
ReturnHeader/Filer/EIN0956207597
ReturnHeader/Filer/PhoneNum02097622557
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/ReturnTs02026-02-12T12:47:39-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
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