Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2024 • EIN 77-0149977

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 20, 2024

Organization ProfileMAJESTICWAYPTA.WEEBLY.COM
1855 Majestic WaySan Jose, CA 95132

(408) 923-1925

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

20th percentile

-19%

Higher net margin than 20% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$97,819

Up $5,997 (+6.5%) from 2020

Net Assets

$97,819

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin20th percentile

Revenue

Down

$26,529

Down $6,159 (-19%) from 2020

Expenses

Up

$31,493

Up $11,703 (+59%) from 2020

Net Income

Down

-$4,964

Down $17,862 (-138%) from 2020

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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 2024: $97,819Net Assets 2024: $97,8192024Assets 2025: $94,086Net Assets 2025: $94,0862025

Highlighted filing

2024

Assets$97,819
Liabilities-
Net Assets$97,819
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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 2024: $26,529Expenses 2024: $31,493Net Income 2024: -$4,9642024Revenue 2025: $35,818Expenses 2025: $39,551Net Income 2025: -$3,7332025

Highlighted filing

2024

Revenue$26,529
Expenses$31,493
Net Income-$4,964
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 20, 2024
Return Version
2023v6.0
Gross Receipts
$50,381
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.-$13,732
PROVIDE FUNDING FOR CLASSROOM ENRICHMENT TO ACHIEVE AND ENHANCE LEARNING IN THE CLASSROOM.-$9,967
SCHOOL IMPROVEMENT PROJECT-$2,932
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMAR MEHATPresident-$0--
RIA FELDMANExecutive VP-$0--
KINZA AHMADSecretary-$0--
ANGELA FLARIS SOSATreasurer-$0--
SHEILA VILLANUEVAAuditor-$0--
NIKOLE ROSAS CASTROVP Fundraisi-$0--
ASHLEY MONTOYAHistorian-$0--
LANDY VASQUEZVP Membershi-$0--
NEHA AGGARWALParliamentar-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apex Fun Run$31,806$31,806$13,552$18,254
Yearbooks$5,140$5,140$4,343$797
Total Events$36,946$36,946$17,895$19,051
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
2024-11-20
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 comm business donations 100 charitable trust renewal 50 membership drive 822 pta programs 866 pta refreshments 472 raffle license 30 staff appreciation lunch 1,388 time trackers 637 zoom 157 classroom enrichment 8,028 majestic way folders 754 olympics 1,185 school improvement project 2,932 assemblies 1,242 end of yr celebration 1,996 field trips 7,894 grad/promotion 534 library 10 stem school program 1,140 student council 675 talent show 241 bank fees 58 insurance 282 total 31,493”

Form 990-ez, Part III

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

Raw XML Appendix159 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/BOYAmt0102783
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt097819
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08992
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4964
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0102783
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IRS990EZ/FundraisingGrossIncomeAmt041389
IRS990EZ/GrossReceiptsAmt050381
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0102783
IRS990EZ/NetAssetsOrFundBalancesEOYAmt097819
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0102783
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt097819
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
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/PersonNm0AMAR MEHAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RIA FELDMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KINZA AHMAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANGELA FLARIS SOSA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHEILA VILLANUEVA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NIKOLE ROSAS CASTRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ASHLEY MONTOYA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LANDY VASQUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8NEHA AGGARWAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP FUNDRAISI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP MEMBERSHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PARLIAMENTAR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt031493
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/ProgramServiceExpensesAmt09967
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12932
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt213732
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt023852
IRS990EZ/SpecialEventsNetIncomeLossAmt017537
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031493
IRS990EZ/TotalProgramServiceExpensesAmt026631
IRS990EZ/TotalRevenueAmt026529
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://MAJESTICWAYPTA.WEEBLY.COM/
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08992
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt08992
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt041389
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt041389
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt050381
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt050381
IRS990ScheduleA/Total509Grp/TotalAmt050381
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt050381
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt050381
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017895
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0APEX FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0YEARBOOKS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt031806
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05140
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt036946
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031806
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05140
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt036946
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019051
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017895
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013552
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04343
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES COMM BUSINESS DONATIONS 100 CHARITABLE TRUST RENEWAL 50 MEMBERSHIP DRIVE 822 PTA PROGRAMS 866 PTA REFRESHMENTS 472 RAFFLE LICENSE 30 STAFF APPRECIATION LUNCH 1,388 TIME TRACKERS 637 ZOOM 157 CLASSROOM ENRICHMENT 8,028 MAJESTIC WAY FOLDERS 754 OLYMPICS 1,185 SCHOOL IMPROVEMENT PROJECT 2,932 ASSEMBLIES 1,242 END OF YR CELEBRATION 1,996 FIELD TRIPS 7,894 GRAD/PROMOTION 534 LIBRARY 10 STEM SCHOOL PROGRAM 1,140 STUDENT COUNCIL 675 TALENT SHOW 241 BANK FEES 58 INSURANCE 282 TOTAL 31,493
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/SignatureDt02024-11-20
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/PreparationDt02025-02-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANA GRIJALVA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-02-20T19:23:34-05:00
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
$97,819
Liabilities
-
Net assets
$97,819
Revenue
$26,529
Expenses
$31,493
Net income
-$4,964
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
2024Detailed filing. Detailed filing data is available for this year.$97.8$97.8$26.5$31.5$4.96
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