Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2022 • EIN 77-0136842

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 28, 2022

2760 E Trimble RoadSan Jose, CA 95132

(408) 707-5800

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

17th percentile

-24%

Higher net margin than 17% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

18th percentile

-27%

Faster asset growth than 18% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

77th percentile

63%

Faster revenue growth than 77% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$6,610

Down $2,439 (-27%) from 2021

Net Assets

Down

$6,610

Down $2,439 (-27%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$10,210

Up $3,956 (+63%) from 2021

Expenses

Up

$12,649

Up $5,038 (+66%) from 2021

Net Income

Down

-$2,439

Down $1,082 (-80%) from 2021

Historical Trend

Balance Sheet Trend

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

$15K$10K$5.0K$0Assets 2018: $6,836Net Assets 2018: $6,8362018Assets 2019: $10,058Net Assets 2019: $10,0582019Assets 2020: $10,406Net Assets 2020: $10,4062020Assets 2021: $9,049Net Assets 2021: $9,0492021Assets 2022: $6,610Net Assets 2022: $6,6102022Assets 2024: $6,951Liabilities 2024: $02024Assets 2025: $5,628Net Assets 2025: $5,6282025

Highlighted filing

2022

Assets$6,610
Liabilities-
Net Assets$6,610

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40K$30K$20K$10K$0-$10KRevenue 2018: $35,437Expenses 2018: $34,637Net Income 2018: $8002018Revenue 2019: $21,894Expenses 2019: $18,672Net Income 2019: $3,2222019Revenue 2020: $11,662Expenses 2020: $11,314Net Income 2020: $3482020Revenue 2021: $6,254Expenses 2021: $7,611Net Income 2021: -$1,3572021Revenue 2022: $10,210Expenses 2022: $12,649Net Income 2022: -$2,4392022Revenue 2024: $11,525Expenses 2024: $13,266Net Income 2024: -$1,7412024Revenue 2025: $12,133Expenses 2025: $13,456Net Income 2025: -$1,3232025

Highlighted filing

2022

Revenue$10,210
Expenses$12,649
Net Income-$2,439
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 28, 2022
Return Version
2021v4.0
Gross Receipts
$40,907
Mission and Program Overview

Mission

Enhance the education of northwood school students.

Program Services

DescriptionGrantsExpenses
TEACHER REIMBURSEMENT - ALL TEACHERS ARE REIMBURSED A SET AMOUNT PER STUDENT FOR SUPPLIES AND EDUCATIONAL MATERIALS PURCHASED DURING THE SCHOOL YEAR.-$7,821
SCHOOL ACTIVITIES, INCLUDING ASSEMBLIES, IN WHICH OUTSIDE EDUCATORS ARE INVITED TO PROVIDE PRESENTATIONS TO THE ENTIRE STUDENT BODY. OTHER ACTIVITIES INCLUDE COMMUNITY OUTREACH AND EVENTS.-$3,413
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MANDI MATSUMOTO-LYPresidentPT$0--
LEKSHMI SARATHSecretaryPT$0--
RAHANA JOHNTreasurerPT$0--
JENNIFER MANNINGVP FundraiserPT$0--
SWAPNA MOHARANAAuditorPT$0--
SUDHA RANIHistorianPT$0--
MEERA JANCEVP MembershipPT$0--
SRUDHY MATHEWParliamentarianPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apex Fun Run$35,711$35,711$27,924$7,787
Total Events$35,711$35,711$27,924$7,787
Filing and Contact Details

Filer

Filer Name
Northwood Elementary Pta
EIN
77-0136842
Phone
4087075800
Address
2760 E TRIMBLE ROAD, SAN JOSE, CA 95132

Signing Officer

Name
Rahana John
Title
Treasurer
Signed
2022-10-28
Discuss with paid preparer
Yes

Preparer

Firm
OneStop Financial Services Inc
Address
20045 STEVENS CREEK BLVD STE 2G, CUPERTINO, CA 95014
Preparer
Cindy S Shi
Phone
4088731021
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $302

Other Expenses.1012

Insurance $258

Other Expenses.1

Teacher reimbursement $7821

Other Expenses.2

SCHOOL EVENTS $3413

Other Expenses.3

School beautification $75

Other Expenses.4

District, state, national dues $47

Other Expenses.5

BANK FEES $33

Raw XML Appendix186 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/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095132
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MANDI MATSUMOTO-LY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RAHANA JOHN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER MANNING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SWAPNA MOHARANA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SUDHA RANI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MEERA JANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SRUDHY MATHEW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP FUNDRAISER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PARLIAMENTARIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt011949
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENHANCE THE EDUCATION OF NORTHWOOD SCHOOL STUDENTS.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TEACHER REIMBURSEMENT - ALL TEACHERS ARE REIMBURSED A SET AMOUNT PER STUDENT FOR SUPPLIES AND EDUCATIONAL MATERIALS PURCHASED DURING THE SCHOOL YEAR.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17821
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt08411
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt010210
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0https://northwood.berryessa.k12.ca.us/PTA/ind
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0582173450
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0NORTHWOOD ELEMENTARY SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt027924
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0APEX FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt035711
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt035711
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt027924
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $302
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TEACHER REIMBURSEMENT $7821
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOOL EVENTS $3413
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHOOL BEAUTIFICATION $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DISTRICT, STATE, NATIONAL DUES $47
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK FEES $33
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RAHANA JOHN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTHWOOD ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0770136842
ReturnHeader/Filer/PhoneNum04087075800
ReturnHeader/Filer/USAddress/AddressLine1Txt02760 E TRIMBLE ROAD
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095132
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205935248
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OneStop Financial Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020045 STEVENS CREEK BLVD STE 2G
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CUPERTINO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095014
ReturnHeader/PreparerPersonGrp/PhoneNum04088731021
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cindy S Shi
ReturnHeader/ReturnTs02022-10-28T15:49:49-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RAHANA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JOHN
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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Filings