Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2014 • EIN 77-0132517

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 17, 2014

Organization ProfileN/A
1781 Olivetree DriveSan Jose, CA 95131

(408) 923-1910

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.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

10th percentile

-36%

Higher net margin than 10% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

17th percentile

-26%

Faster asset growth than 17% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

15th percentile

-33%

Faster revenue growth than 15% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$6,829

Down $2,420 (-26%) from 2013

Net Assets

$6,829

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin10th percentile

Revenue

Down

$6,785

Down $3,268 (-33%) from 2013

Expenses

Down

$9,205

Down $1,199 (-12%) from 2013

Net Income

Down

-$2,420

Down $2,069 (-589%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

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

Highlighted filing

2014

Assets$6,829
Liabilities$0
Net Assets$6,829
Open 2014 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$6,785
Expenses$9,205
Net Income-$2,420
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 17, 2014
Return Version
2013v3.1
Gross Receipts
$7,104
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.$9,007-
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

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

Filer

EIN
77-0132517

Signing Officer

Name
Hazel Cunanan
Title
Treasurer
Signed
2014-11-17
Discuss with paid preparer
Yes

Preparer

Preparer
Debbie Klosky
Phone
5106738430
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $37”

Other Expenses.1012

“Insurance $423”

Other Expenses.1

“Classroom enrichment $4853”

Other Expenses.2

“ASSEMBLIES $695”

Other Expenses.3

“STAFF APPRECIATION $597”

Other Expenses.4

“COMMUNITY EVENTS $584”

Other Expenses.5

“OLYMPICS $509”

Other Expenses.6

“PTA MEMBERSHIP DUES $380”

Other Expenses.7

“READING INCENTIVES $205”

Other Expenses.8

“PLAYGROUND $198”

Other Expenses.9

“MISCELLANEOUS $178”

Other Expenses.10

“SAFETY PATROL $167”

Other Expenses.11

“YOUNG AUTHORS $19”

Raw XML Appendix180 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/PhoneNum04089231910
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine101781 OLIVETREE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/City0SAN JOSE
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode095131
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09249
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06829
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0173
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2420
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0360
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09249
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06829
IRS990EZ/FundraisingGrossIncomeAmt06110
IRS990EZ/GrossReceiptsAmt07104
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0820
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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/OtherExpensesTotalAmt08845
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/GrantsAndAllocationsAmt09007
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0319
IRS990EZ/SpecialEventsNetIncomeLossAmt05791
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09205
IRS990EZ/TotalProgramServiceExpensesAmt09007
IRS990EZ/TotalRevenueAmt06785
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0993
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03878
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01936
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01191
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01028
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09026
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt014
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt06110
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt06721
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt07445
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt015416
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt012664
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt048356
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt014
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt057382
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07103
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt010599
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt09381
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt016607
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt013692
IRS990ScheduleA/Total509Grp/TotalAmt057382
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt07104
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt010600
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt09383
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt016612
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt013697
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt057396
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $37
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $423
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CLASSROOM ENRICHMENT $4853
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ASSEMBLIES $695
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4STAFF APPRECIATION $597
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMMUNITY EVENTS $584
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OLYMPICS $509
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PTA MEMBERSHIP DUES $380
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8READING INCENTIVES $205
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PLAYGROUND $198
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MISCELLANEOUS $178
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11SAFETY PATROL $167
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12YOUNG AUTHORS $19
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HAZEL CUNANAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10BROOKTREE ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0BROO
ReturnHeader/Filer/EIN0770132517
ReturnHeader/Filer/USAddress/AddressLine101781 OLIVETREE DRIVE
ReturnHeader/Filer/USAddress/City0SAN JOSE
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Deborah Klosky CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine108156 Locust Place
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Dublin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode094568
ReturnHeader/PreparerPersonGrp/PhoneNum05106738430
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Debbie Klosky
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-11-17T08:52:47-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,829
Liabilities
$0
Net assets
$6,829
Revenue
$6,785
Expenses
$9,205
Net income
-$2,420
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$0.00$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