Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2020 • EIN 95-6207638

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 12, 2020

Organization ProfileN/A
1743 Reche RdFallbrook, CA 92028

(760) 731-4150

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

15th percentile

-38%

Higher net margin than 15% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

19th percentile

-56%

Faster revenue growth than 19% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $18,711 (-100%) from 2019

Net Assets

Down

$11,754

Down $4,186 (-26%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin15th percentile

Revenue

Down

$18,234

Down $23,609 (-56%) from 2019

Expenses

Down

$25,191

Down $15,098 (-37%) from 2019

Net Income

Down

-$6,957

Down $8,511 (-548%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

2020

Assets$0
Liabilities-
Net Assets$11,754
Open 2020 Filing

Operations Trend

Revenue Growth19th percentile

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

2020

Revenue$18,234
Expenses$25,191
Net Income-$6,957
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 12, 2020
Return Version
2019v5.1
Gross Receipts
$19,850
Mission and Program Overview

Mission

To provide educational and leadership opportunities for all students.

Program Services

DescriptionGrantsExpenses
CONTRIBUTED TO MUSIC DEPARTMENT FUNDRAISER TO FUND A TRIP FOR BAND STUDENTS--
FUNDED A FIELD TRIP FOR 8TH GRADE STUDENTS--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

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

Filer

Filer Name
Potter Junior High Pta
EIN
95-6207638
Phone
7607314150
Address
1743 RECHE RD, FALLBROOK, CA 92028

Signing Officer

Name
Sherry Weishaar
Title
Treasurer
Phone
7607314150
Signed
2020-09-12
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
MAINSIDE MCX, CAMP PENDLETON, CA 92055
Preparer
Sherry Weishaar
Phone
7608479001
Supplemental Narrative

Additional Explanations

Part 1 Line 16

“Book fair $2879 field trips $12502 hospitaltity $484 program expenses $3613”

Raw XML Appendix121 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/BenefitsPaidToOrForMembersAmt0788
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/BOYAmt018711
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt025
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6957
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018711
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt03894
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0566
IRS990EZ/GrossReceiptsAmt019850
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01770
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018711
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011754
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018711
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
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/OtherExpensesTotalAmt023837
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EDUCATIONAL AND LEADERSHIP OPPORTUNITIES FOR ALL STUDENTS.
IRS990EZ/ProgramServiceRevenueAmt014161
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/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01616
IRS990EZ/SpecialEventsNetIncomeLossAmt02278
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025191
IRS990EZ/TotalRevenueAmt018234
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03241
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03266
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt014161
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt034401
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt048562
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt051828
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt014186
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt037642
IRS990ScheduleA/Total509Grp/TotalAmt051828
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt014186
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt037642
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt051828
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOOK FAIR $2879 FIELD TRIPS $12502 HOSPITALTITY $484 PROGRAM EXPENSES $3613
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 LINE 16
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERRY WEISHAAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07607314150
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-12
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/PhoneNum07607314150
ReturnHeader/Filer/USAddress/AddressLine1Txt01743 RECHE RD
ReturnHeader/Filer/USAddress/CityNm0FALLBROOK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092028
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId025A7F4F5FF63408E5AFA7006ECEF4A356C150F01
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId025A7F4F5FF63408E5AFA7006ECEF4A356C150F01
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0107.77.227.98
ReturnHeader/FilingSecurityInformation/IPDt02020-10-14
ReturnHeader/FilingSecurityInformation/IPTm014:15:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0MAINSIDE MCX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CAMP PENDLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092055
ReturnHeader/PreparerPersonGrp/PhoneNum07608479001
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sherry Weishaar
ReturnHeader/ReturnTs02020-10-14T18:23:50Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$11,754
Revenue
$18,234
Expenses
$25,191
Net income
-$6,957
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