Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2016 • EIN 77-0152360

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 07, 2016

Organization ProfileN/A
2400 Flint AveSan Jose, CA 95148-1719

(408) 238-3525

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

18th percentile

-16%

Higher net margin than 18% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

20th percentile

-21%

Faster asset growth than 20% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

35th percentile

-9.0%

Faster revenue growth than 35% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$18,473

Down $4,984 (-21%) from 2015

Net Assets

Down

$18,473

Down $4,984 (-21%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin18th percentile

Revenue

Down

$30,906

Down $3,053 (-9.0%) from 2015

Expenses

Up

$35,890

Up $11,161 (+45%) from 2015

Net Income

Down

-$4,984

Down $14,214 (-154%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$30K$20K$10K$0Assets 2012: $17,687Net Assets 2012: $17,6872012Assets 2013: $28,490Liabilities 2013: $02013Assets 2014: $14,227Net Assets 2014: $14,2272014Assets 2015: $23,457Net Assets 2015: $23,4572015Assets 2016: $18,473Net Assets 2016: $18,4732016Assets 2017: $17,203Net Assets 2017: $17,2032017Assets 2018: $5,308Net Assets 2018: $5,3082018Assets 2019: $5,290Net Assets 2019: $5,2902019

Highlighted filing

2016

Assets$18,473
Liabilities-
Net Assets$18,473
Open 2016 Filing

Operations Trend

Revenue Growth35th percentile

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

$60K$40K$20K$0-$20KRevenue 2012: $20,969Expenses 2012: $10,706Net Income 2012: $10,2632012Revenue 2013: $26,553Expenses 2013: $15,750Net Income 2013: $10,8032013Revenue 2014: $26,617Expenses 2014: $40,880Net Income 2014: -$14,2632014Revenue 2015: $33,959Expenses 2015: $24,729Net Income 2015: $9,2302015Revenue 2016: $30,906Expenses 2016: $35,890Net Income 2016: -$4,9842016Revenue 2017: $27,659Expenses 2017: $28,929Net Income 2017: -$1,2702017Revenue 2018: $24,659Expenses 2018: $36,554Net Income 2018: -$11,8952018Revenue 2019: $21,900Expenses 2019: $21,918Net Income 2019: -$182019

Highlighted filing

2016

Revenue$30,906
Expenses$35,890
Net Income-$4,984
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 7, 2016
Return Version
2015v2.1
Gross Receipts
$47,877
Mission and Program Overview

Mission

to support students, staff & parents

Program Services

DescriptionGrantsExpenses
TO SUPPORT TEACHERS AND STUDENTS WITH INSTRUCTIONAL MATERIALS, FIELD TRIPS, ASSEMBLIES AND OTHER ENRICHMENT-$32,207
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOEZETTE MADRIZPresidentPT$0--
LORELEIVice PresPT$0--
JENNIFER DINISTreasurerPT$0--
MARIANNE PRUMSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
PTA CA Con Valle Vista PTA
EIN
77-0152360
Phone
4082383525
Address
2400 Flint Ave, San Jose, CA 95148-1719

Signing Officer

Name
Jennifer Dinis
Title
Treasurer
Phone
4082383525
Signed
2016-10-07
Discuss with paid preparer
Yes

Preparer

Firm
Susan P Pines
Address
4109 DONALD DR, PALO ALTO, CA 94306
Preparer
Susan P Pines
Phone
6504932314
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Insurance,supplies,postage,tax prep 3683.”

Form 990EZ, Part I, Line 16

“Various enrichment programs 32207.”

Raw XML Appendix142 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/PersonNm0JENNIFER DINIS
IRS990EZ/BooksInCareOfDetail/PhoneNum04082383525
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02400 Flint Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Jose
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095148
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023457
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018473
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0448
IRS990EZ/CostOfGoodsSoldAmt016314
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4984
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023457
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018473
IRS990EZ/FundraisingGrossIncomeAmt07140
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt011847
IRS990EZ/GrossReceiptsAmt047877
IRS990EZ/GrossSalesOfInventoryAmt028161
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0235
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023457
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018473
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023457
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018473
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOEZETTE MADRIZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LORELEI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER DINIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARIANNE PRUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt035890
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0to support students, staff & parents
IRS990EZ/ProgramServiceRevenueAmt011893
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO SUPPORT TEACHERS AND STUDENTS WITH INSTRUCTIONAL MATERIALS, FIELD TRIPS, ASSEMBLIES AND OTHER ENRICHMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt032207
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0657
IRS990EZ/SpecialEventsNetIncomeLossAmt06483
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035890
IRS990EZ/TotalProgramServiceExpensesAmt032207
IRS990EZ/TotalRevenueAmt030906
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0683
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01224
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02888
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0917
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01861
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07573
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt047194
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt051121
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt053216
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt052188
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt052810
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0256529
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0264102
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt047877
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt052345
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt056104
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt053105
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt054671
IRS990ScheduleA/Total509Grp/TotalAmt0264102
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0264102
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance,supplies,postage,tax prep 3683.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Various enrichment programs 32207.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER DINIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04082383525
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CA Con Valle Vista PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0770152360
ReturnHeader/Filer/PhoneNum04082383525
ReturnHeader/Filer/USAddress/AddressLine1Txt02400 Flint Ave
ReturnHeader/Filer/USAddress/CityNm0San Jose
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0951481719
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SUSAN P PINES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04109 DONALD DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALO ALTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094306
ReturnHeader/PreparerPersonGrp/PhoneNum06504932314
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN P PINES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-10-05T19:25:52-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,473
Liabilities
-
Net assets
$18,473
Revenue
$30,906
Expenses
$35,890
Net income
-$4,984
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$5.29$5.29$21.9$21.9$0.02
2018Detailed filing. Detailed filing data is available for this year.$5.31$5.31$24.7$36.6$11.9
2017Detailed filing. Detailed filing data is available for this year.$17.2$17.2$27.7$28.9$1.27
2016Detailed filing. Detailed filing data is available for this year.$18.5$18.5$30.9$35.9$4.98
2015Detailed filing. Detailed filing data is available for this year.$23.5$23.5$34.0$24.7$9.23
2014Detailed filing. Detailed filing data is available for this year.$14.2$14.2$26.6$40.9$14.3
2013Summary only. Only limited summary data is available for this year.$28.5$0.00$26.6$15.8$10.8
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.7$17.7$21.0$10.7$10.3