Civic Intelligence

PTA California Congress of Parents DBA Meyerholz Elementary PTA

990EZ • Fiscal year 2018 • EIN 23-7037827

Jul 01, 2017 to Jun 30, 2018 • Filed on Sep 28, 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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

78th percentile

22%

Higher net margin than 78% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

83rd percentile

46%

Faster asset growth than 83% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$117,091

Up $36,680 (+46%) from 2017

Net Assets

Up

$117,091

Up $36,680 (+46%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin78th percentile

Revenue

Up

$167,901

Up $21,454 (+15%) from 2017

Expenses

Down

$131,221

Down $4,707 (-3.5%) from 2017

Net Income

Up

$36,680

Up $26,161 (+249%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

2018

Assets$117,091
Liabilities-
Net Assets$117,091
Open 2018 Filing

Operations Trend

Revenue Growth68th percentile

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

2018

Revenue$167,901
Expenses$131,221
Net Income$36,680
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Sep 28, 2018
Return Version
2017v2.2
Gross Receipts
$174,553
Mission and Program Overview

Mission

Fund raising for school programs

Program Services

DescriptionGrantsExpenses
TO SUPPORT STUDENT EDUCATION PROGRAMS, SUCH AS ASSEMBLIES, MUSIC, ART AND PE$112,159-
TO PROVIDE EDUCATIONAL SUPPLIES AND EQUIPMENT FOR CLASSROOMS AND LIBRARY$12,624-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LANI HONMAPresidentPT$0--
BARBARA WANGVice PresidentPT$0--
SHARON WUTreasurerPT$0--
TOMAS KANDIAuditor-$0--
ELLY PARKSecretary-$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
2018-09-28
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: $124783”

Other Expenses.1001

“Advertising and Promotion $556”

Other Expenses.1007

“Conferences, Conventions, and Meetings $669”

Other Expenses.1012

“Insurance $228”

Other Expenses.1

“Online transaction fees $1643”

Other Expenses.2

“HOSPITALITY $963”

Other Expenses.3

“Copy room equip & maint $698”

Other Expenses.4

“WEBSITE PORTAL MGMT $599”

Other Expenses.5

“SUPPLIES $443”

Other Expenses.6

“CHARITABLE TRUST FEE $50”

Other Expenses.7

“TAXES & FEES $10”

Raw XML Appendix188 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/BooksInCareOfDetail/PersonNm0SHARON WU
IRS990EZ/BooksInCareOfDetail/PhoneNum04082527450
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06990 MELVIN DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN JOSE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095129
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt080411
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0117091
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0162715
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt036680
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0579
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt080411
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0117091
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0124783
IRS990EZ/GrossReceiptsAmt0174553
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0173
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02598
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt080411
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0117091
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt080411
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0117091
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt013.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt19.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt211.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LANI HONMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BARBARA WANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHARON WU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TOMAS KANDI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ELLY PARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05859
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FUND RAISING FOR SCHOOL PROGRAMS
IRS990EZ/ProgramServiceRevenueAmt09067
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/GrantsAndAllocationsAmt0112159
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt112624
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06652
IRS990EZ/SpecialEventsNetIncomeLossAmt0-6652
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0131221
IRS990EZ/TotalProgramServiceExpensesAmt0124783
IRS990EZ/TotalRevenueAmt0167901
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0162715
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0137601
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0117199
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0139438
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0124495
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0681448
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0136
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0169
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0175
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0138
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0618
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04235
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0752
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0769
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt08141
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt013897
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0136
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0169
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0175
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0138
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0618
IRS990ScheduleA/InvestmentIncomeCYPct00.00090
IRS990ScheduleA/InvestmentIncomePYPct00.00110
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99910
IRS990ScheduleA/PublicSupportPY509Pct00.99890
IRS990ScheduleA/PublicSupportTotal509Amt0695345
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0162715
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0141836
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0117951
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0140207
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0132636
IRS990ScheduleA/Total509Grp/TotalAmt0695345
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0162715
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0141972
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0118120
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0140382
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0132774
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0695963
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: MEYERHOLZ ELEMENTARY SCHOOL | Donee's Address: 6990 MELVIN DRIVE SAN JOSE CA 95129 | Cash Amount Given: $124783
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $556
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $669
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $228
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ONLINE TRANSACTION FEES $1643
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5HOSPITALITY $963
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COPY ROOM EQUIP & MAINT $698
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7WEBSITE PORTAL MGMT $599
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SUPPLIES $443
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CHARITABLE TRUST FEE $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10TAXES & FEES $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PEIHSUAN WU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-28
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/PreparerFirmEIN0943040933
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/ReturnTs02018-11-06T16:45:00-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$117,091
Liabilities
-
Net assets
$117,091
Revenue
$167,901
Expenses
$131,221
Net income
$36,680
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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.80$1.46$1.36$0.11