Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2017 • EIN 77-0152360

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 19, 2017

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

31st percentile

-4.6%

Higher net margin than 31% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

32nd percentile

-6.9%

Faster asset growth than 32% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

33rd percentile

-11%

Faster revenue growth than 33% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$17,203

Down $1,270 (-6.9%) from 2016

Net Assets

Down

$17,203

Down $1,270 (-6.9%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin31st percentile

Revenue

Down

$27,659

Down $3,247 (-11%) from 2016

Expenses

Down

$28,929

Down $6,961 (-19%) from 2016

Net Income

Up

-$1,270

Up $3,714 (+75%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2017

Assets$17,203
Liabilities-
Net Assets$17,203
Open 2017 Filing

Operations Trend

Revenue Growth33rd 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

2017

Revenue$27,659
Expenses$28,929
Net Income-$1,270
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 19, 2017
Return Version
2016v3.0
Gross Receipts
$51,357
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-$26,938
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFERANN VALENCIAPresidentPT$0--
SABRINA RAMOSVice PresPT$0--
JOEZETTE MADRIZTreasurerPT$0--
BEATRICE MOCTEZUMASecretary-$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
Joezette Madriz
Title
Treasurer
Phone
4082383525
Signed
2017-10-19
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 1991.”

Form 990EZ, Part I, Line 16

“Various enrichment programs 26938.”

Raw XML Appendix149 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/PersonNm0TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum04082383525
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02400 Flint Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Jose
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095148
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018473
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017203
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0904
IRS990EZ/CostOfGoodsSoldAmt016552
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1270
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018473
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017203
IRS990EZ/FundraisingGrossIncomeAmt011871
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt011931
IRS990EZ/GrossReceiptsAmt051357
IRS990EZ/GrossSalesOfInventoryAmt028483
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0212
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018473
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017203
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018473
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017203
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt26.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFERANN VALENCIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SABRINA RAMOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOEZETTE MADRIZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BEATRICE MOCTEZUMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt028929
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0to support students, staff & parents
IRS990EZ/ProgramServiceRevenueAmt09887
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO SUPPORT TEACHERS AND STUDENTS WITH INSTRUCTIONAL MATERIALS, FIELD TRIPS, ASSEMBLIES AND OTHER ENRICHMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt026938
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07146
IRS990EZ/SpecialEventsNetIncomeLossAmt04725
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028929
IRS990EZ/TotalProgramServiceExpensesAmt026938
IRS990EZ/TotalRevenueAmt027659
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01116
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0683
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01224
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02888
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0917
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06828
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt050241
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt047194
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt051121
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt053216
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt052188
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0253960
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0260788
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt051357
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt047877
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt052345
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt056104
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt053105
IRS990ScheduleA/Total509Grp/TotalAmt0260788
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0260788
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance,supplies,postage,tax prep 1991.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Various enrichment programs 26938.
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/PersonNm0JOEZETTE MADRIZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04082383525
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-19
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/FilingSecurityInformation/AtSubmissionCreationDeviceId04A64C98546F3F048F5982DCD747167E5190BB012
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04A64C98546F3F048F5982DCD747167E5190BB012
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.218.107.194
ReturnHeader/FilingSecurityInformation/IPDt02017-10-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm019:21:20
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/PreparationDt02017-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN P PINES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-10-24T19:21:25-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,203
Liabilities
-
Net assets
$17,203
Revenue
$27,659
Expenses
$28,929
Net income
-$1,270
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