Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2022 • EIN 95-6207638

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 15, 2022

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

68th percentile

18%

Higher net margin than 68% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2022

Revenue Growth

32nd percentile

-9.5%

Faster revenue growth than 32% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$24,748

Up $24,748 from 2020

Net Assets

Down

$2,635

Down $9,119 (-78%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin68th percentile

Revenue

Down

$14,947

Down $3,287 (-18%) from 2020

Expenses

Down

$12,312

Down $12,879 (-51%) from 2020

Net Income

Up

$2,635

Up $9,592 (+138%) from 2020

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

2022

Assets$24,748
Liabilities-
Net Assets$2,635
Open 2022 Filing

Operations Trend

Revenue Growth32nd 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

2022

Revenue$14,947
Expenses$12,312
Net Income$2,635
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$14,947
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 Pay78th 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
2022-11-15
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 8

“8th grade trip $12,000, rest night $200, vending $441, yogurt palace $169”

Part 1 Line 16

“Promotion $84, hospitality $342, 8th grade trip $10,500, meeting expenses $65, supplies $58, vending $486”

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/BenefitsPaidToOrForMembersAmt058
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/EOYAmt024748
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01028
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02635
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024748
IRS990EZ/FundraisingGrossIncomeAmt0274
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0456
IRS990EZ/GrossReceiptsAmt014947
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0596
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02635
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024748
IRS990EZ/OccupancyRentUtltsAndMaintAmt0258
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/OtherExpensesTotalAmt011540
IRS990EZ/OtherRevenueTotalAmt012817
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EDUCATIONAL AND LEADERSHIP OPPORTUNITIES FOR ALL STUDENTS.
IRS990EZ/ProgramServiceRevenueAmt0232
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/SpecialEventsNetIncomeLossAmt0274
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012312
IRS990EZ/TotalRevenueAmt014947
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01028
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03241
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04294
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0232
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt014161
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt034401
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt048794
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt053088
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01260
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt014186
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt037642
IRS990ScheduleA/Total509Grp/TotalAmt053088
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01260
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt014186
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt037642
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt053088
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt08TH GRADE TRIP $12,000, REST NIGHT $200, VENDING $441, YOGURT PALACE $169
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROMOTION $84, HOSPITALITY $342, 8TH GRADE TRIP $10,500, MEETING EXPENSES $65, SUPPLIES $58, VENDING $486
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART 1 LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERRY WEISHAAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07607314150
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
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/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/PreparationDt02022-11-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sherry Weishaar
ReturnHeader/ReturnTs02022-11-21T21:49:00Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHERRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WEISHAAR
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,748
Liabilities
-
Net assets
$2,635
Revenue
$14,947
Expenses
$12,312
Net income
$2,635
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