Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2019 • EIN 95-6207638

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 26, 2019

Organization ProfileN/A
1743 Reche RdFallbrook, CA 92028

(760) 728-0729

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

51st percentile

3.7%

Higher net margin than 51% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$18,711

No earlier filing loaded for comparison.

Net Assets

$15,940

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin51st percentile

Revenue

$41,843

No earlier filing loaded for comparison.

Expenses

$40,289

No earlier filing loaded for comparison.

Net Income

$1,554

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30K$20K$10K$0Assets 2019: $18,711Net Assets 2019: $15,9402019Assets 2020: $0Net Assets 2020: $11,7542020Assets 2022: $24,748Net Assets 2022: $2,6352022Assets 2023: $0Net Assets 2023: $22,1752023

Highlighted filing

2019

Assets$18,711
Liabilities-
Net Assets$15,940
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2019: $41,843Expenses 2019: $40,289Net Income 2019: $1,5542019Revenue 2020: $18,234Expenses 2020: $25,191Net Income 2020: -$6,9572020Revenue 2022: $14,947Expenses 2022: $12,312Net Income 2022: $2,6352022Revenue 2023: $26,951Expenses 2023: $29,524Net Income 2023: -$2,5732023

Highlighted filing

2019

Revenue$41,843
Expenses$40,289
Net Income$1,554
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 26, 2019
Return Version
2018v3.1
Gross Receipts
$50,496
Mission and Program Overview

Mission

To provide educational and leadership opportunities for all students.

Program Services

DescriptionGrantsExpenses
FUNDED A FIELD TRIP FOR 8TH GRADE STUDENTS-$16,588
CONTRIBUTED TO MUSIC DEPARTMENT FUNDRAISER TO FUND A TRIP FOR BAND STUDENTS$5,300-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSICA KNOXPresidentPT$0--
SHERRY WEISHAARTreasurer-$0--
NICOLETTE BIRCHALLSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Potter Junior High Pta
EIN
95-6207638
Address
1743 RECHE RD, FALLBROOK, CA 92028

Signing Officer

Name
Sherry Weishaar
Title
Treasurer
Signed
2019-07-26
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
833 D S MAIN AVE, FALLBROOK, CA 92028
Preparer
Sherry Weishaar
Phone
7607231770
Supplemental Narrative

Additional Explanations

Part 1 Line 10

“Potter music club $5300, school $3646, library $3182”

Part 1 Line 16

“PROGRAM EXPENSES $29103”

Raw XML Appendix123 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt0939
IRS990EZ/BooksInCareOfDetail/PersonNm0SHERRY WEISHAAR
IRS990EZ/BooksInCareOfDetail/PhoneNum07607280729
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01743 RECHE RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fallbrook
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092028
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014386
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018711
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03241
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01554
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014386
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018711
IRS990EZ/FundraisingGrossIncomeAmt010354
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08946
IRS990EZ/GrossReceiptsAmt050496
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02500
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014386
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015940
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014386
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018711
IRS990EZ/OccupancyRentUtltsAndMaintAmt0364
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JESSICA KNOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHERRY WEISHAAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NICOLETTE BIRCHALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt030008
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EDUCATIONAL AND LEADERSHIP OPPORTUNITIES FOR ALL STUDENTS.
IRS990EZ/PrintingPublicationsPostageAmt032
IRS990EZ/ProgramServiceRevenueAmt034401
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONTRIBUTED TO MUSIC DEPARTMENT FUNDRAISER TO FUND A TRIP FOR BAND STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FUNDED A FIELD TRIP FOR 8TH GRADE STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05300
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016588
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08653
IRS990EZ/SpecialEventsNetIncomeLossAmt01701
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040289
IRS990EZ/TotalProgramServiceExpensesAmt016588
IRS990EZ/TotalRevenueAmt041843
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03241
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03241
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt034401
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt034401
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt037642
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt037642
IRS990ScheduleA/Total509Grp/TotalAmt037642
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt037642
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt037642
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0POTTER MUSIC CLUB $5300, SCHOOL $3646, LIBRARY $3182
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAM EXPENSES $29103
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART 1 LINE 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERRY WEISHAAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0POTTER JUNIOR HIGH PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CALIFORNIA CONGRESS OF PARENTS TEACHERS AND STUDENTS
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0956207638
ReturnHeader/Filer/USAddress/AddressLine1Txt01743 RECHE RD
ReturnHeader/Filer/USAddress/CityNm0FALLBROOK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092028
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0964CDA0BE777D53E2CB9C16B1A060677AF4FFF63
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0964CDA0BE777D53E2CB9C16B1A060677AF4FFF63
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.128.192.14
ReturnHeader/FilingSecurityInformation/IPDt02019-07-29
ReturnHeader/FilingSecurityInformation/IPTm015:15:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0833 D S MAIN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FALLBROOK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092028
ReturnHeader/PreparerPersonGrp/PhoneNum07607231770
ReturnHeader/PreparerPersonGrp/PreparationDt02019-07-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sherry Weishaar
ReturnHeader/ReturnTs02019-07-29T20:06:35Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,711
Liabilities
-
Net assets
$15,940
Revenue
$41,843
Expenses
$40,289
Net income
$1,554
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$22.2$27.0$29.5$2.57
2022Detailed filing. Detailed filing data is available for this year.$24.7$2.64$14.9$12.3$2.64
2020Detailed filing. Detailed filing data is available for this year.$0.00$11.8$18.2$25.2$6.96
2019Detailed filing. Detailed filing data is available for this year.$18.7$15.9$41.8$40.3$1.55