Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

EIN 77-0052938 • 501(c)3 • San Jose, CA

Profile

Promote edu health & welfar of children

4245 Meg DriveSan Jose, CA 95136
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

30th percentile

-11%

Higher net margin than 30% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

42nd percentile

-8.1%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

41st percentile

-11%

Faster revenue growth than 41% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$37,182

Down $3,289 (-8.1%) from 2014

Liabilities

Flat

$0

Flat from 2014

Net Assets

$37,182

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin30th percentile

Revenue

Down

$30,049

Down $3,708 (-11%) from 2014

Expenses

Up

$33,338

Up $5,655 (+20%) from 2014

Net Income

Down

-$3,289

Down $9,363 (-154%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2011: $28,653Liabilities 2011: $02011Assets 2012: $29,593Liabilities 2012: $02012Assets 2013: $34,319Liabilities 2013: $02013Assets 2014: $40,471Liabilities 2014: $02014Assets 2015: $37,182Liabilities 2015: $0Net Assets 2015: $37,1822015

Highlighted filing

2015

Assets$37,182
Liabilities$0
Net Assets$37,182
Open 2015 Filing

Operations Trend

Revenue Growth41st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KRevenue 2011: $37,851Expenses 2011: $39,364Net Income 2011: -$1,5132011Revenue 2012: $34,449Expenses 2012: $33,509Net Income 2012: $9402012Revenue 2013: $38,948Expenses 2013: $34,222Net Income 2013: $4,7262013Revenue 2014: $33,757Expenses 2014: $27,683Net Income 2014: $6,0742014Revenue 2015: $30,049Expenses 2015: $33,338Net Income 2015: -$3,2892015

Highlighted filing

2015

Revenue$30,049
Expenses$33,338
Net Income-$3,289
Open 2015 Filing

Filings

Most recent year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,182
Liabilities
$0
Net assets
$37,182
Revenue
$30,049
Expenses
$33,338
Net income
-$3,289
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$37.2$0.00$37.2$30.0$33.3$3.29
2014Summary only. Only limited summary data is available for this year.$40.5$0.00$33.8$27.7$6.07
2013Summary only. Only limited summary data is available for this year.$34.3$0.00$38.9$34.2$4.73
2012Summary only. Only limited summary data is available for this year.$29.6$0.00$34.4$33.5$0.94
2011Summary only. Only limited summary data is available for this year.$28.7$0.00$37.9$39.4$1.51
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Apr 25, 2014
Return Version
2014v6.0
Gross Receipts
$53,500
Mission and Program Overview

Mission

Promote edu health & welfar of children

Program Services

DescriptionGrantsExpenses
SUBSIDIZE VARIOUS RACHEL CARSON ELEMENTARY SCHOOL PROGRAMS--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THERESA CHAVEZPresidentPT$0--
STEPHANIE STRICKLANDTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Festwalks----
Rd Raisers----
Filing and Contact Details

Filer

Filer Name
Rachel Carson Elementary School Pta
EIN
77-0052938
Address
4245 MEG DRIVE, San Jose, CA 95136

Signing Officer

Name
Theresa Chavez
Title
President
Signed
2014-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Bay Area Tax Inc
Address
70 W HAMILTON AVE SUITE B, Campbell, CA 95008
Preparer
Dorothy Lang Ea
Phone
4083718700
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity SPONSORED SCHOOL FIELD TRIPS AND ASSEMBLIES Grantee RACHEL CARSON ELEMENTARY SCHOOL Street 4245 MEG DR City, State, Zip San Jose, CA 95136Amount 13,620Activity MUSIC PROGRAM Grantee RACHEL CARSON ELEMENTARY SCHOOL Street 4245 MEG DR City, State, Zip San Jose, CA 95136Amount 9,000Activity SCHOOL SUPPLIES Grantee RACHEL CARSON ELEMENTARY SCHOOL Street 4245 MEG DR City, State, Zip San Jose, CA 95136Amount 8,000Activity SCIENCE LAB Grantee RACHEL CARSON ELEMENTARY SCHOOL Street 4546 MEG DR City, State, Zip San Jose, CA 95136”

Description of other expenses Part I line 16

“Description AmountBANK FEES 82INSURANCE 209SUPPLIES 130TECHNOLOGY 1,321HOSPITALITY 463”

Raw XML Appendix132 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/PersonNm0STEPHANIE STRICKLAND
IRS990EZ/BooksInCareOfDetail/PhoneNum04088889959
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04245 MEG DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Jose
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095136
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040471
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt037182
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04710
IRS990EZ/CostOfGoodsSoldAmt03488
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3289
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt040471
IRS990EZ/Form990TotalAssetsGrp/EOYAmt037182
IRS990EZ/FundraisingGrossIncomeAmt043860
IRS990EZ/GrantsAndSimilarAmountsPaidAmt030620
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-1138
IRS990EZ/GrossReceiptsAmt053500
IRS990EZ/GrossSalesOfInventoryAmt02350
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02580
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040471
IRS990EZ/NetAssetsOrFundBalancesEOYAmt037182
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040471
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt037182
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0THERESA CHAVEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEPHANIE STRICKLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt02205
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE EDU HEALTH & WELFAR OF CHILDREN
IRS990EZ/PrintingPublicationsPostageAmt0213
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUBSIDIZE VARIOUS RACHEL CARSON ELEMENTARY SCHOOL PROGRAMS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt019963
IRS990EZ/SpecialEventsNetIncomeLossAmt023897
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033338
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt030049
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07290
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05923
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt021913
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt046210
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt057721
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt062954
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0166885
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0188798
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt053500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt066421
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt068877
IRS990ScheduleA/Total509Grp/TotalAmt0188798
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt053500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt066421
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt068877
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0188798
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FESTWALKS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0RD RAISERS
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity SPONSORED SCHOOL FIELD TRIPS AND ASSEMBLIES Grantee RACHEL CARSON ELEMENTARY SCHOOL Street 4245 MEG DR City, State, Zip San Jose, CA 95136Amount 13,620Activity MUSIC PROGRAM Grantee RACHEL CARSON ELEMENTARY SCHOOL Street 4245 MEG DR City, State, Zip San Jose, CA 95136Amount 9,000Activity SCHOOL SUPPLIES Grantee RACHEL CARSON ELEMENTARY SCHOOL Street 4245 MEG DR City, State, Zip San Jose, CA 95136Amount 8,000Activity SCIENCE LAB Grantee RACHEL CARSON ELEMENTARY SCHOOL Street 4546 MEG DR City, State, Zip San Jose, CA 95136
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBANK FEES 82INSURANCE 209SUPPLIES 130TECHNOLOGY 1,321HOSPITALITY 463
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THERESA CHAVEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RACHEL CARSON ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0RACH
ReturnHeader/Filer/EIN0770052938
ReturnHeader/Filer/USAddress/AddressLine1Txt04245 MEG DRIVE
ReturnHeader/Filer/USAddress/CityNm0San Jose
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095136
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0800309733
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAY AREA TAX INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt070 W HAMILTON AVE SUITE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Campbell
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095008
ReturnHeader/PreparerPersonGrp/PhoneNum04083718700
ReturnHeader/PreparerPersonGrp/PreparationDt02016-04-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOROTHY LANG EA
ReturnHeader/ReturnTs02016-04-27T09:13:52-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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