Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2023 • EIN 95-6207638

Jul 01, 2022 to Jun 30, 2023 • Filed on Jul 27, 2023

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

28th percentile

-9.5%

Higher net margin than 28% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

87th percentile

80%

Faster revenue growth than 87% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $24,748 (-100%) from 2022

Net Assets

Up

$22,175

Up $19,540 (+742%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin28th percentile

Revenue

Up

$26,951

Up $12,004 (+80%) from 2022

Expenses

Up

$29,524

Up $17,212 (+140%) from 2022

Net Income

Down

-$2,573

Down $5,208 (-198%) from 2022

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

2023

Assets$0
Liabilities-
Net Assets$22,175
Open 2023 Filing

Operations Trend

Revenue Growth87th 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

2023

Revenue$26,951
Expenses$29,524
Net Income-$2,573
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jul 27, 2023
Return Version
2022v5.0
Gross Receipts
$26,951
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
2023-07-27
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
1301 MAIN ST STE 101B, KANSAS CITY, MO 64105
Preparer
Sherry Weishaar
Phone
8004725625
Supplemental Narrative

Additional Explanations

Part 1 Line 10

“ASB $276 OTHER $1500”

Part 1 Line 16

“Program expenses 24,996 hospitality $864”

Raw XML Appendix127 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/BenefitsPaidToOrForMembersAmt01319
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/BOYAmt024748
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0798
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2573
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024748
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01776
IRS990EZ/GrossReceiptsAmt026951
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0955
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024748
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022175
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024748
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OccupancyRentUtltsAndMaintAmt0272
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/OtherExpensesTotalAmt025860
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EDUCATIONAL AND LEADERSHIP OPPORTUNITIES FOR ALL STUDENTS.
IRS990EZ/PrintingPublicationsPostageAmt0297
IRS990EZ/ProgramServiceRevenueAmt025198
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/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029524
IRS990EZ/TotalRevenueAmt026951
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0798
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01028
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03241
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05092
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt025198
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0232
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt014161
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt034401
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt073992
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt079084
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt025996
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01260
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt014186
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt037642
IRS990ScheduleA/Total509Grp/TotalAmt079084
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt025996
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01260
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt014186
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt037642
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt079084
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ASB $276 OTHER $1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAM EXPENSES 24,996 HOSPITALITY $864
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART 1 LINE 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERRY WEISHAAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07607314150
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-27
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/AddressLine1Txt01301 MAIN ST STE 101B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064105
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sherry Weishaar
ReturnHeader/ReturnTs02023-08-02T23:18:41Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHERRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WEISHAAR
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
$0
Liabilities
-
Net assets
$22,175
Revenue
$26,951
Expenses
$29,524
Net income
-$2,573
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • <$500k nonprofits