Civic Intelligence

PTA California Congress of Parents DBA Meyerholz Elementary PTA

990EZ • Fiscal year 2017 • EIN 23-7037827

Jul 01, 2016 to Jun 30, 2017 • Filed on May 14, 2018

Organization ProfileN/A
6990 Melvin DriveSan Jose, CA 95129

(408) 252-7450

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

58th percentile

7.2%

Higher net margin than 58% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

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

Source year 2017

Revenue Growth

Score unavailable

No value available

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

Source year 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$80,411

No earlier filing loaded for comparison.

Net Assets

$80,411

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin58th percentile

Revenue

$146,447

No earlier filing loaded for comparison.

Expenses

$135,928

No earlier filing loaded for comparison.

Net Income

$10,519

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.

$150K$100K$50K$0Assets 2017: $80,411Net Assets 2017: $80,4112017Assets 2018: $117,091Net Assets 2018: $117,0912018Assets 2019: $145,621Liabilities 2019: $0Net Assets 2019: $145,6212019Assets 2020: $142,227Liabilities 2020: $0Net Assets 2020: $142,2272020Assets 2021: $97,533Liabilities 2021: $0Net Assets 2021: $97,5332021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2017

Assets$80,411
Liabilities-
Net Assets$80,411
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KRevenue 2017: $146,447Expenses 2017: $135,928Net Income 2017: $10,5192017Revenue 2018: $167,901Expenses 2018: $131,221Net Income 2018: $36,6802018Revenue 2019: $203,703Expenses 2019: $175,173Net Income 2019: $28,5302019Revenue 2020: $198,066Expenses 2020: $201,460Net Income 2020: -$3,3942020Revenue 2021: $66,850Expenses 2021: $111,544Net Income 2021: -$44,6942021Revenue 2022: $185,314Expenses 2022: $282,847Net Income 2022: -$97,5332022

Highlighted filing

2017

Revenue$146,447
Expenses$135,928
Net Income$10,519
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 14, 2018
Return Version
2016v3.0
Gross Receipts
$153,351
Mission and Program Overview

Mission

Fund raising for school programs

Program Services

DescriptionGrantsExpenses
TO PROVIDE EDUCATIONAL SUPPLIES AND EQUIPMENT FOR CLASSROOMS AND LIBRARY$81,232-
TO SUPPORT STUDENT EDUCATION PROGRAMS, SUCH AS ASSEMBLIES, MUSIC, ART AND PE$46,296-
TO SUPPORT STAFF APPRECIATION$4,887-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SRIDEVI ANWARPresidentPT$0--
LEILANI HONMAExec Vice PresPT$0--
MIN YINVice Pres MemPT$0--
RACHEL TURKALVice Pres WalkPT$0--
SHENYU LUCY HOWNGSecretaryPT$0--
RITU GAJPALLATreasurerPT$0--
BRENDA HUANGAuditorPT$0--
LORETTA LUHistorianPT$0--
Filing and Contact Details

Filer

Filer Name
Pta California Congress of Parents
EIN
23-7037827
Phone
4082527450
Address
6990 MELVIN DRIVE, SAN JOSE, CA 95129

Signing Officer

Name
Peihsuan Wu
Title
Treasurer
Signed
2018-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Storek Carlson & Strutz Llp
Address
900 E HAMILTON AVE STE 450, CAMPBELL, CA 95008
Preparer
Fred Storek
Phone
6509615520
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: MEYERHOLZ ELEMENTARY SCHOOL | Donee's Address: 6990 MELVIN DRIVE SAN JOSE CA 95129 | Cash Amount Given: $132415”

Other Expenses.1007

“Conferences, Conventions, and Meetings $919”

Other Expenses.1012

“Insurance $221”

Other Expenses.1

“OTHER $947”

Other Expenses.2

“HOSPITALITY $892”

Other Expenses.3

“SUPPLIES $295”

Other Expenses.4

“TAXES & FEES $60”

Raw XML Appendix198 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/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SRIDEVI ANWAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LEILANI HONMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MIN YIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RACHEL TURKAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHENYU LUCY HOWNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RITU GAJPALLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BRENDA HUANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LORETTA LU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXEC VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRES MEM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRES WALK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7HISTORIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03334
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FUND RAISING FOR SCHOOL PROGRAMS
IRS990EZ/ProgramServiceRevenueAmt012126
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO SUPPORT STUDENT EDUCATION PROGRAMS, SUCH AS ASSEMBLIES, MUSIC, ART AND PE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROVIDE EDUCATIONAL SUPPLIES AND EQUIPMENT FOR CLASSROOMS AND LIBRARY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO SUPPORT STAFF APPRECIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt046296
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt181232
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt24887
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06904
IRS990EZ/SpecialEventsNetIncomeLossAmt0-6904
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0135928
IRS990EZ/TotalProgramServiceExpensesAmt0132415
IRS990EZ/TotalRevenueAmt0146447
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0137601
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0117199
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0139438
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0124495
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt092128
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0610861
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0136
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0138
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt097
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0715
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04235
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0752
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0769
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt08141
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01078
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt014975
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0136
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0169
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0175
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt097
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0715
IRS990ScheduleA/InvestmentIncomeCYPct00.00110
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99890
IRS990ScheduleA/PublicSupportTotal509Amt0625836
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0141836
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0140207
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0132636
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt093206
IRS990ScheduleA/Total509Grp/TotalAmt0625836
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0141972
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0118120
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0140382
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0132774
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt093303
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0626551
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: MEYERHOLZ ELEMENTARY SCHOOL | Donee's Address: 6990 MELVIN DRIVE SAN JOSE CA 95129 | Cash Amount Given: $132415
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $919
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $221
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER $947
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4HOSPITALITY $892
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SUPPLIES $295
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TAXES & FEES $60
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PEIHSUAN WU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CALIFORNIA CONGRESS OF PARENTS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DBA MEYERHOLZ ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0237037827
ReturnHeader/Filer/PhoneNum04082527450
ReturnHeader/Filer/USAddress/AddressLine1Txt06990 MELVIN DRIVE
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095129
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STOREK CARLSON & STRUTZ LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0900 E HAMILTON AVE STE 450
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CAMPBELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095008
ReturnHeader/PreparerPersonGrp/PhoneNum06509615520
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRED STOREK
ReturnHeader/ReturnTs02018-05-14T13:19:02-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$80,411
Liabilities
-
Net assets
$80,411
Revenue
$146,447
Expenses
$135,928
Net income
$10,519
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$1.85$2.83$0.98
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.00$0.98$0.67$1.12$0.45
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$0.00$1.42$1.98$2.01$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.00$1.46$2.04$1.75$0.29
2018Detailed filing. Detailed filing data is available for this year.$1.17$1.17$1.68$1.31$0.37
2017Detailed filing. Detailed filing data is available for this year.$0.80$0.80$1.46$1.36$0.11