Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2025 • EIN 77-0136842

Jul 01, 2024 to Jun 30, 2025 • Filed on Nov 07, 2025

Organization Profilenorthwood.berryessa.k12.ca.us/PTA/ind
2760 E Trimble RoadSan Jose, CA 95132

(408) 923-1940

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

25th percentile

-11%

Higher net margin than 25% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

22nd percentile

-19%

Faster asset growth than 22% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

55th percentile

5.3%

Faster revenue growth than 55% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$5,628

Down $1,323 (-19%) from 2024

Net Assets

$5,628

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin25th percentile

Revenue

Up

$12,133

Up $608 (+5.3%) from 2024

Expenses

Up

$13,456

Up $190 (+1.4%) from 2024

Net Income

Up

-$1,323

Up $418 (+24%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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: $6,951Liabilities 2024: $02024Assets 2025: $5,628Net Assets 2025: $5,6282025

Highlighted filing

2025

Assets$5,628
Liabilities-
Net Assets$5,628
Open 2025 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 2025: $12,133Expenses 2025: $13,456Net Income 2025: -$1,3232025

Highlighted filing

2025

Revenue$12,133
Expenses$13,456
Net Income-$1,323
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 7, 2025
Return Version
2024v5.2
Gross Receipts
$49,104
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.-$5,611
TEACHER REIMBURSEMENT - ALL TEACHERS ARE REIMBURSED A SET AMOUNT PER STUDENT FOR SUPPLIES AND EDUCATIONAL MATERIALS PURCHASED DURING THE SCHOOL YEAR.-$4,460
Compensation and Service Providers
Top Officer Pay82nd 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$32,316$32,316$25,366$6,950
Total Events$32,316$32,316$25,366$6,950
Filing and Contact Details

Filer

Filer Name
Northwood Elementary Pta
EIN
77-0136842
Phone
4089231940
Address
2760 E TRIMBLE ROAD, SAN JOSE, CA 95132

Signing Officer

Name
Dao Pham
Title
President
Signed
2025-11-07
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 $953”

Other Expenses.1012

“Insurance $288”

Other Expenses.1

“Teacher reimbursement $4460”

Other Expenses.2

“SCHOOL EVENTS $3880”

Other Expenses.3

“School beautification $1731”

Other Expenses.4

“MEMBERSHIP $966”

Other Expenses.5

“CALIFORNIA TAX $875”

Other Expenses.6

“COMMUNITY EVENTS $253”

Other Expenses.7

“BANK FEES $50”

Raw XML Appendix164 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/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/BOYAmt06951
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05628
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01282
IRS990EZ/CostOfGoodsSoldAmt04713
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1323
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt0801
IRS990EZ/GrossReceiptsAmt049104
IRS990EZ/GrossSalesOfInventoryAmt05514
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02002
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06951
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05628
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06951
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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/OtherExpensesTotalAmt013456
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/ProgramServiceExpensesAmt05611
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14460
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt032258
IRS990EZ/SpecialEventsNetIncomeLossAmt08048
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt013456
IRS990EZ/TotalProgramServiceExpensesAmt010071
IRS990EZ/TotalRevenueAmt012133
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/DirectExpenseSummaryEventsAmt025366
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0APEX FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt032316
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt032316
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt032316
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt032316
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06950
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt025366
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt025366
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $953
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $288
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TEACHER REIMBURSEMENT $4460
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOOL EVENTS $3880
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHOOL BEAUTIFICATION $1731
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEMBERSHIP $966
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CALIFORNIA TAX $875
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7COMMUNITY EVENTS $253
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK FEES $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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAO PHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTHWOOD ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0770136842
ReturnHeader/Filer/PhoneNum04089231940
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/ReturnTs02025-11-07T13:15:00-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,628
Liabilities
-
Net assets
$5,628
Revenue
$12,133
Expenses
$13,456
Net income
-$1,323
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
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