Civic Intelligence

Majestic Way PTA

EIN 77-0149977 • 501(c)3 • San Jose, CA

Profile

To support the students, teachers, faculty of majestic way elementary school.

1855 Majestic WaySan Jose, CA 95132

majesticwaypta.weebly.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

30th percentile

-10%

Higher net margin than 30% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

47th percentile

-3.8%

Faster asset growth than 47% of similar nonprofits.

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

Revenue Growth

80th percentile

35%

Faster revenue growth than 80% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$94,086

Up $2,264 (+2.5%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$94,086

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin30th percentile

Revenue

Up

$35,818

Up $3,130 (+9.6%) from 2020

Expenses

Up

$39,551

Up $19,761 (+100%) from 2020

Net Income

Down

-$3,733

Down $16,631 (-129%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2011: $8,095Liabilities 2011: $02011Assets 2012: $8,939Liabilities 2012: $02012Assets 2013: $27,907Liabilities 2013: $02013Assets 2014: $39,030Liabilities 2014: $02014Assets 2015: $56,041Liabilities 2015: $02015Assets 2016: $47,809Liabilities 2016: $02016Assets 2017: $59,868Liabilities 2017: $02017Assets 2018: $75,186Liabilities 2018: $02018Assets 2019: $78,924Liabilities 2019: $02019Assets 2020: $91,822Liabilities 2020: $02020Assets 2025: $94,086Net Assets 2025: $94,0862025

Highlighted filing

2025

Assets$94,086
Liabilities-
Net Assets$94,086
Open 2025 Filing

Operations Trend

Revenue Growth80th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2011: $17,489Expenses 2011: $24,651Net Income 2011: -$7,1622011Revenue 2012: $26,469Expenses 2012: $25,625Net Income 2012: $8442012Revenue 2013: $40,059Expenses 2013: $21,091Net Income 2013: $18,9682013Revenue 2014: $34,816Expenses 2014: $23,693Net Income 2014: $11,1232014Revenue 2015: $47,407Expenses 2015: $30,396Net Income 2015: $17,0112015Revenue 2016: $33,895Expenses 2016: $42,127Net Income 2016: -$8,2322016Revenue 2017: $33,491Expenses 2017: $21,432Net Income 2017: $12,0592017Revenue 2018: $40,122Expenses 2018: $24,804Net Income 2018: $15,3182018Revenue 2019: $38,242Expenses 2019: $34,504Net Income 2019: $3,7382019Revenue 2020: $32,688Expenses 2020: $19,790Net Income 2020: $12,8982020Revenue 2025: $35,818Expenses 2025: $39,551Net Income 2025: -$3,7332025

Highlighted filing

2025

Revenue$35,818
Expenses$39,551
Net Income-$3,733
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$94,086
Liabilities
-
Net assets
$94,086
Revenue
$35,818
Expenses
$39,551
Net income
-$3,733
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$94.1$94.1$35.8$39.6$3.73
2020Summary only. Only limited summary data is available for this year.$91.8$0.00$32.7$19.8$12.9
2019Summary only. Only limited summary data is available for this year.$78.9$0.00$38.2$34.5$3.74
2018Summary only. Only limited summary data is available for this year.$75.2$0.00$40.1$24.8$15.3
2017Summary only. Only limited summary data is available for this year.$59.9$0.00$33.5$21.4$12.1
2016Summary only. Only limited summary data is available for this year.$47.8$0.00$33.9$42.1$8.23
2015Summary only. Only limited summary data is available for this year.$56.0$0.00$47.4$30.4$17.0
2014Summary only. Only limited summary data is available for this year.$39.0$0.00$34.8$23.7$11.1
2013Summary only. Only limited summary data is available for this year.$27.9$0.00$40.1$21.1$19.0
2012Summary only. Only limited summary data is available for this year.$8.94$0.00$26.5$25.6$0.84
2011Summary only. Only limited summary data is available for this year.$8.10$0.00$17.5$24.7$7.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 14, 2025
Return Version
2024v5.0
Gross Receipts
$43,551
Mission and Program Overview

Mission

To support the students, teachers, faculty of majestic way elementary school.

Program Services

DescriptionGrantsExpenses
PROVIDE FUNDING FOR VARIOUS FIELD TRIPS TO ENRICH THE KNOWLEDGE OF THE STUDENTS.-$18,753
PROVIDE FUNDING FOR CLASSROOM ENRICHMENT TO ACHIEVE AND ENHANCE LEARNING IN THE CLASSROOM.-$12,605
SCHOOL IMPROVEMENT PROJECT-$300
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VIJAYSHREE SUNDARAMPresident-$0--
RIA FELDMANExecutive VP-$0--
ANGELA FLARIS SOSATreasurer-$0--
BROOKE JOUPPERISecretary-$0--
NIKOLE ROSAS CASTROVP Fundraisi-$0--
ASHLEY WARDHistorian-$0--
NEHA AGGARWALVP Communica-$0--
SHEILA VILLANUEVAAuditor-$0--
VINAYA VANKARVP Events-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apex Fun Run$27,400$27,400-$27,400
Total Events$27,400$27,400-$27,400
Filing and Contact Details

Filer

Filer Name
Majestic Way Pta
EIN
77-0149977
Phone
4089231925
Address
1855 MAJESTIC WAY, SAN JOSE, CA 95132

Signing Officer

Name
Angela Flaris Sosa
Title
Treasurer
Phone
4084993909
Signed
2025-11-14
Discuss with paid preparer
Yes

Preparer

Firm
D&l Financial Services
Address
280 E HAMILTON AVE STE G, CAMPBELL, CA 95008
Preparer
Dana Grijalva
Phone
4082271472
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses charitable trust renewal 25 membership drive 839 membership -158 pta programs 3,233 pta refreshments 124 raffle license 30 staff appreciation lunch 1,491 time trackers 907 zoom 142 classroom enrichment 10,467 majestic way folders 730 olympics 1,566 school improvement project 300 end of yr celebration 2,037 field trips 14,400 grad/promotion 551 library -22 stem school program 1,000 student council 684 talent show 103 bank fees 29 accountant 785 insurance 288 total 39,551”

Form 990-ez, Part III

“To support the students, teachers, faculty of majestic way elementary school.”

Raw XML Appendix157 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/PersonNm0ANGELA FLARIS SOSA
IRS990EZ/BooksInCareOfDetail/PhoneNum04089231925
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01855 MAJESTIC WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN JOSE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095132
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt097819
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt094086
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07351
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3733
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt097819
IRS990EZ/Form990TotalAssetsGrp/EOYAmt094086
IRS990EZ/FundraisingGrossIncomeAmt036200
IRS990EZ/GrossReceiptsAmt043551
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt097819
IRS990EZ/NetAssetsOrFundBalancesEOYAmt094086
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt097819
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt094086
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0VIJAYSHREE SUNDARAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RIA FELDMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANGELA FLARIS SOSA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BROOKE JOUPPERI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NIKOLE ROSAS CASTRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ASHLEY WARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6NEHA AGGARWAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SHEILA VILLANUEVA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8VINAYA VANKAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP FUNDRAISI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP COMMUNICA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP EVENTS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt039551
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE STUDENTS, TEACHERS, FACULTY OF MAJESTIC WAY ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE FUNDING FOR CLASSROOM ENRICHMENT TO ACHIEVE AND ENHANCE LEARNING IN THE CLASSROOM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOOL IMPROVEMENT PROJECT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE FUNDING FOR VARIOUS FIELD TRIPS TO ENRICH THE KNOWLEDGE OF THE STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012605
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1300
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt218753
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07733
IRS990EZ/SpecialEventsNetIncomeLossAmt028467
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039551
IRS990EZ/TotalProgramServiceExpensesAmt031658
IRS990EZ/TotalRevenueAmt035818
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://MAJESTICWAYPTA.WEEBLY.COM/
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07351
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08992
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt016343
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt036200
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt041389
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt077589
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt093932
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt043551
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt050381
IRS990ScheduleA/Total509Grp/TotalAmt093932
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt043551
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt050381
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt093932
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0APEX FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027400
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt027400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CHARITABLE TRUST RENEWAL 25 MEMBERSHIP DRIVE 839 MEMBERSHIP -158 PTA PROGRAMS 3,233 PTA REFRESHMENTS 124 RAFFLE LICENSE 30 STAFF APPRECIATION LUNCH 1,491 TIME TRACKERS 907 ZOOM 142 CLASSROOM ENRICHMENT 10,467 MAJESTIC WAY FOLDERS 730 OLYMPICS 1,566 SCHOOL IMPROVEMENT PROJECT 300 END OF YR CELEBRATION 2,037 FIELD TRIPS 14,400 GRAD/PROMOTION 551 LIBRARY -22 STEM SCHOOL PROGRAM 1,000 STUDENT COUNCIL 684 TALENT SHOW 103 BANK FEES 29 ACCOUNTANT 785 INSURANCE 288 TOTAL 39,551
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO SUPPORT THE STUDENTS, TEACHERS, FACULTY OF MAJESTIC WAY ELEMENTARY SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANGELA FLARIS SOSA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04084993909
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MAJESTIC WAY PTA
ReturnHeader/Filer/BusinessNameControlTxt0MAJE
ReturnHeader/Filer/EIN0770149977
ReturnHeader/Filer/PhoneNum04089231925
ReturnHeader/Filer/USAddress/AddressLine1Txt01855 MAJESTIC WAY
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095132
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0842212710
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0D&L FINANCIAL SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0280 E HAMILTON AVE STE G
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CAMPBELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095008
ReturnHeader/PreparerPersonGrp/PhoneNum04082271472
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANA GRIJALVA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-15T13:37:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits