Civic Intelligence

Brooktree Elementary PTA

EIN 77-0132517 • 501(c)3 • San Jose, CA

Profile

The purpose of the pta is to foster parent, teacher and child relationships. To help provide supplies in the classroom for students and teachers.

1781 Olivetree DriveSan Jose, CA 95131

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2015

Net Margin

77th percentile

24%

Higher net margin than 77% 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

83rd percentile

37%

Faster asset growth than 83% of similar nonprofits.

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

Revenue Growth

86th percentile

58%

Faster revenue growth than 86% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$9,381

Up $2,552 (+37%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$9,381

Up $2,552 (+37%) from 2014

Operations
Liabilities / RevenueScore unavailableNet Margin77th percentile

Revenue

Up

$10,754

Up $3,969 (+58%) from 2014

Expenses

Down

$8,202

Down $1,003 (-11%) from 2014

Net Income

Up

$2,552

Up $4,972 (+205%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth83rd percentile

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

$10K$5.0K$0Assets 2012: $9,600Liabilities 2012: $02012Assets 2013: $9,249Liabilities 2013: $02013Assets 2014: $6,829Net Assets 2014: $6,8292014Assets 2015: $9,381Net Assets 2015: $9,3812015

Highlighted filing

2015

Assets$9,381
Liabilities-
Net Assets$9,381
Open 2015 Filing

Operations Trend

Revenue Growth86th percentile

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

$15K$10K$5.0K$0-$5.0KRevenue 2012: $8,596Expenses 2012: $10,600Net Income 2012: -$2,0042012Revenue 2013: $10,053Expenses 2013: $10,404Net Income 2013: -$3512013Revenue 2014: $6,785Expenses 2014: $9,205Net Income 2014: -$2,4202014Revenue 2015: $10,754Expenses 2015: $8,202Net Income 2015: $2,5522015

Highlighted filing

2015

Revenue$10,754
Expenses$8,202
Net Income$2,552
Open 2015 Filing

Filings

Most recent year

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

Open filing
Assets
$9,381
Liabilities
-
Net assets
$9,381
Revenue
$10,754
Expenses
$8,202
Net income
$2,552
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$9.38$9.38$10.8$8.20$2.55
2014Detailed filing. Detailed filing data is available for this year.$6.83$6.83$6.79$9.21$2.42
2013Summary only. Only limited summary data is available for this year.$9.25$0.00$10.1$10.4$0.35
2012Summary only. Only limited summary data is available for this year.$9.60$0.00$8.60$10.6$2.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 11, 2015
Return Version
2014v5.0
Gross Receipts
$11,714
Mission and Program Overview

Mission

The purpose of the pta is to foster parent, teacher and child relationships. To help provide supplies in the classroom for students and teachers.

Program Services

DescriptionGrantsExpenses
THE PTA WAS ABLE TO PROVIDE STAFF APPRECIATION FOR TEACHERS, EMERGENCY SUPPLIES FOR CLASSROOMS AS WELL AS OTHER SUPPLIES AND HELP IN SCHOOL ACTIVITIES SUCH AS SCHOOL OLYMPICS.$8,002-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTINA ALANIZPresident-$0--
HAZEL CUNANANTreasurer-$0--
JOY FOSTERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Brooktree Elementary Pta
EIN
77-0132517
Address
1781 OLIVETREE DRIVE, SAN JOSE, CA 95131

Signing Officer

Name
Hazel Cunanan
Title
Treasurer
Signed
2015-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Deborah Klosky CPA
Address
8156 Locust Place, Dublin, CA 94568
Preparer
Debbie Klosky
Phone
5106738430
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $63”

Other Expenses.1012

“Insurance $209”

Other Expenses.1

“Classroom enrichment $4905”

Other Expenses.2

“OLYMPICS $897”

Other Expenses.3

“STAFF APPRECIATION $516”

Other Expenses.4

“YOUNG AUTHORS $455”

Other Expenses.5

“READING INCENTIVES $363”

Other Expenses.6

“PTA MEMBERSHIP DUES $310”

Other Expenses.7

“HOSPITALITY $79”

Other Expenses.8

“SAFETY PATROL $30”

Raw XML Appendix176 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN JOSE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KRISTINA ALANIZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HAZEL CUNANAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOY FOSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07827
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF THE PTA IS TO FOSTER PARENT, TEACHER AND CHILD RELATIONSHIPS. TO HELP PROVIDE SUPPLIES IN THE CLASSROOM FOR STUDENTS AND TEACHERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PTA WAS ABLE TO PROVIDE STAFF APPRECIATION FOR TEACHERS, EMERGENCY SUPPLIES FOR CLASSROOMS AS WELL AS OTHER SUPPLIES AND HELP IN SCHOOL ACTIVITIES SUCH AS SCHOOL OLYMPICS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08002
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0960
IRS990EZ/SpecialEventsNetIncomeLossAmt09062
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt08202
IRS990EZ/TotalProgramServiceExpensesAmt08002
IRS990EZ/TotalRevenueAmt010754
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01691
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0993
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01936
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01191
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09689
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt010022
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt06110
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt07445
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt015416
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt045714
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
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IRS990ScheduleA/InvestmentIncomeCYPct00.00020
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt055403
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt09381
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt016607
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt011714
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt055413
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $63
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $209
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CLASSROOM ENRICHMENT $4905
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OLYMPICS $897
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4STAFF APPRECIATION $516
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5YOUNG AUTHORS $455
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6READING INCENTIVES $363
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PTA MEMBERSHIP DUES $310
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8HOSPITALITY $79
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SAFETY PATROL $30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HAZEL CUNANAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BROOKTREE ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0BROO
ReturnHeader/Filer/EIN0770132517
ReturnHeader/Filer/USAddress/AddressLine1Txt01781 OLIVETREE DRIVE
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Deborah Klosky CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08156 Locust Place
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dublin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094568
ReturnHeader/PreparerPersonGrp/PhoneNum05106738430
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Debbie Klosky
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-11T22:08:10-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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