Civic Intelligence

PTA California Congress of Parents Teachers & Students

990EZ • Fiscal year 2020 • EIN 23-7024395

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 22, 2021

Organization Profilepomeroy.musd.org/parents/pta
1505 Escuela ParkwayMilpitas, CA 95035

(408) 635-2858

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

73rd percentile

23%

Higher net margin than 73% 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

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$35,115

Up $17,025 (+94%) from 2012

Net Assets

Up

$35,115

Up $17,025 (+94%) from 2012

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin73rd percentile

Revenue

Down

$43,976

Down $1,583 (-3.5%) from 2012

Expenses

Down

$33,643

Down $9,252 (-22%) from 2012

Net Income

Up

$10,333

Up $7,669 (+288%) from 2012

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$40K$30K$20K$10K$0Assets 2010: $36,846Liabilities 2010: $0Net Assets 2010: $36,8462010Assets 2012: $18,090Net Assets 2012: $18,0902012Assets 2020: $35,115Liabilities 2020: $0Net Assets 2020: $35,1152020

Highlighted filing

2020

Assets$35,115
Liabilities$0
Net Assets$35,115
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0Revenue 2010: $35,450Expenses 2010: $27,344Net Income 2010: $8,1062010Revenue 2012: $45,559Expenses 2012: $42,895Net Income 2012: $2,6642012Revenue 2020: $43,976Expenses 2020: $33,643Net Income 2020: $10,3332020

Highlighted filing

2020

Revenue$43,976
Expenses$33,643
Net Income$10,333
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 22, 2021
Return Version
2019v5.1
Gross Receipts
$51,633
Mission and Program Overview

Mission

to support students staff and parents

Program Services

DescriptionGrantsExpenses
The PTA supports the school with classroom supplies, STEAM curriculum, and VR kits-$25,632
The PTA sponsors student events, field trips and community building activities-$7,395
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Seema PatelPresidentPT$0--
Poorna RajaramanVice PresidentPT$0--
Ashwini MahajanSecretary-$0--
Lawrence RamirezTreasurerPT$0--
Linda Pfeifer6th District Pta President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$38,754$38,754$4,659$34,095
Total Events$38,754$38,754$4,659$34,095
Filing and Contact Details

Filer

Filer Name
Marshall Pomeroy Elementary Sch PTA
EIN
23-7024395
Address
1505 Escuela Parkway, Milpitas, CA 95035

Signing Officer

Name
Linda Pfeifer
Title
Sixth District
Phone
4086352858
Signed
2021-10-22
Discuss with paid preparer
Yes

Preparer

Firm
Susan P Pines
Address
4109 Donald Dr, Palo Alto, CA 94306
Preparer
Susan P Pines
Phone
6504932314
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountProgram Revenue 6,467”

Description of other expenses Part I line 16

“Description AmountAdministrative Expenses 616STEAM/VR/Classroom Supplies 25,632Student and Community Programs 7,395”

Raw XML Appendix174 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/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt46th District PTA President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt033643
IRS990EZ/OtherRevenueTotalAmt06467
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025632
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0pomeroy.musd.org/parents/pta
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06300
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountProgram Revenue 6,467
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountAdministrative Expenses 616STEAM/VR/Classroom Supplies 25,632Student and Community Programs 7,395
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Linda Pfeifer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Sixth District
ReturnHeader/BusinessOfficerGrp/PhoneNum04086352858
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-22
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ReturnHeader/Filer/BusinessNameControlTxt0MARS
ReturnHeader/Filer/EIN0237024395
ReturnHeader/Filer/USAddress/AddressLine1Txt01505 Escuela Parkway
ReturnHeader/Filer/USAddress/CityNm0Milpitas
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ReturnHeader/Filer/USAddress/ZIPCd095035
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770337811
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Susan P Pines
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04109 Donald Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Palo Alto
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094306
ReturnHeader/PreparerPersonGrp/PhoneNum06504932314
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susan P Pines
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-10-26T21:50:29-04:00
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
$35,115
Liabilities
$0
Net assets
$35,115
Revenue
$43,976
Expenses
$33,643
Net income
$10,333
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$35.1$0.00$35.1$44.0$33.6$10.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.1$18.1$45.6$42.9$2.66
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.8$0.00$36.8$35.5$27.3$8.11