Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2015 • EIN 77-0132517

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 11, 2015

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

Score unavailable

No value available

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

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

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

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

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

Asset Growth

80th percentile

37%

Faster asset growth than 80% of similar nonprofits.

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

Revenue Growth

88th percentile

58%

Faster revenue growth than 88% of similar nonprofits.

2015 filings • 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

Net Assets

Up

$9,381

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

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin80th 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

Historical Trend

Balance Sheet Trend

Asset Growth80th 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: $6,829Net 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 Growth88th 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

2015

Revenue$10,754
Expenses$8,202
Net Income$2,552
Open 2015 Filing
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 Pay75th 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.

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IRS990EZ/BooksInCareOfDetail/PhoneNum04089231910
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN JOSE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095131
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossReceiptsAmt011714
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01
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IRS990EZ/MadeLoansToFromOfficersInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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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
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03878
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01936
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01191
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09689
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt010
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt010022
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt06110
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt06721
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt07445
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt015416
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt045714
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt010
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00020
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
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt011713
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt07103
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt010599
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt09381
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt016607
IRS990ScheduleA/Total509Grp/TotalAmt055403
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt011714
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt07104
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt010600
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt09383
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt016612
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed 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