Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2024 • EIN 77-0136842

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 05, 2024

Organization Profilenorthwood.berryessa.k12.ca.us/PTA/ind
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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

22nd percentile

-15%

Higher net margin than 22% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

53rd percentile

2.5%

Faster asset growth than 53% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

55th percentile

6.2%

Faster revenue growth than 55% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$6,951

Flat from 2024

Net Assets

$6,951

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin22nd percentile

Revenue

Flat

$11,525

Flat from 2024

Expenses

Flat

$13,266

Flat from 2024

Net Income

Flat

-$1,741

Flat from 2024

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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: $6,951Net Assets 2024: $6,9512024Assets 2024: $6,951Liabilities 2024: $02024Assets 2025: $5,628Net Assets 2025: $5,6282025

Highlighted filing

2024

Assets$6,951
Liabilities-
Net Assets$6,951
Open 2024 Filing

Operations Trend

Revenue Growth55th percentile

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 2024: $11,525Expenses 2024: $13,266Net Income 2024: -$1,7412024Revenue 2025: $12,133Expenses 2025: $13,456Net Income 2025: -$1,3232025

Highlighted filing

2024

Revenue$11,525
Expenses$13,266
Net Income-$1,741
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 5, 2024
Return Version
2023v5.1
Gross Receipts
$53,199
Mission and Program Overview

Mission

Enhance the education of northwood school students.

Program Services

DescriptionGrantsExpenses
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.-$5,937
TEACHER REIMBURSEMENT - ALL TEACHERS ARE REIMBURSED A SET AMOUNT PER STUDENT FOR SUPPLIES AND EDUCATIONAL MATERIALS PURCHASED DURING THE SCHOOL YEAR.-$5,805
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAO PHAMPresidentPT$0--
KATHYN CANLASSecretaryPT$0--
XIANGQIONG SHITreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apex Fun Run$35,772$35,772$28,202$7,570
Harvest Festival$6,216$6,216$6,100$116
Total Events$47,947$47,947$38,175$9,772
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
Dao Pham
Title
President
Signed
2024-10-05
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1002

“Office Expenses $718”

Other Expenses.1012

“Insurance $282”

Other Expenses.1

“Teacher reimbursement $5805”

Other Expenses.2

“SCHOOL EVENTS $5786”

Other Expenses.3

“District, state, national dues $378”

Other Expenses.4

“School beautification $151”

Other Expenses.5

“BANK FEES $96”

Other Expenses.6

“CALIFORNIA TAX $50”

Raw XML Appendix170 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/PersonNm0KAUMUDI WALINJKAR
IRS990EZ/BooksInCareOfDetail/PhoneNum06502520245
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02760 E TRIMBLE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN JOSE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095132
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08692
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06951
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt048
IRS990EZ/CostOfGoodsSoldAmt02944
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1741
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08692
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06951
IRS990EZ/FundraisingGrossIncomeAmt050242
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-1244
IRS990EZ/GrossReceiptsAmt053199
IRS990EZ/GrossSalesOfInventoryAmt01700
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01209
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08692
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06951
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08692
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06951
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAO PHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATHYN CANLAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2XIANGQIONG SHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt013266
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENHANCE THE EDUCATION OF NORTHWOOD SCHOOL STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOOL ACTIVITIES, INCLUDING ASSEMBLIES, IN WHICH OUTSIDE EDUCATORS ARE INVITED TO PROVIDE PRESENTATIONS TO THE ENTIRE STUDENT BODY. OTHER ACTIVITIES INCLUDE COMMUNITY OUTREACH AND EVENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TEACHER REIMBURSEMENT - ALL TEACHERS ARE REIMBURSED A SET AMOUNT PER STUDENT FOR SUPPLIES AND EDUCATIONAL MATERIALS PURCHASED DURING THE SCHOOL YEAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05937
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15805
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt038730
IRS990EZ/SpecialEventsNetIncomeLossAmt011512
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt013266
IRS990EZ/TotalProgramServiceExpensesAmt011742
IRS990EZ/TotalRevenueAmt011525
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/DirectExpenseSummaryEventsAmt038175
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0APEX FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HARVEST FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt035772
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06216
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05959
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt047947
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt035772
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06216
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05959
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt047947
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09772
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03873
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt038175
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt028202
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06100
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $718
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TEACHER REIMBURSEMENT $5805
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOOL EVENTS $5786
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DISTRICT, STATE, NATIONAL DUES $378
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SCHOOL BEAUTIFICATION $151
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK FEES $96
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CALIFORNIA TAX $50
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
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAO PHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-05
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparerPersonNm0Kris Hung
ReturnHeader/ReturnTs02024-10-05T10:36:25-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,951
Liabilities
-
Net assets
$6,951
Revenue
$11,525
Expenses
$13,266
Net income
-$1,741
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.63$5.63$12.1$13.5$1.32
2024Detailed filing. Detailed filing data is available for this year.$6.95$6.95$11.5$13.3$1.74
2024Summary only. Only limited summary data is available for this year.$6.95$0.00$11.5$13.3$1.74
2022Detailed filing. Detailed filing data is available for this year.$6.61$6.61$10.2$12.6$2.44
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.05$9.05$6.25$7.61$1.36
2020Detailed filing. Detailed filing data is available for this year.$10.4$10.4$11.7$11.3$0.35
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$10.1$21.9$18.7$3.22
2018Detailed filing. Detailed filing data is available for this year.$6.84$6.84$35.4$34.6$0.80