Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2018 • EIN 77-0152360

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 10, 2018

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

8th percentile

-48%

Higher net margin than 8% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

5th percentile

-69%

Faster asset growth than 5% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

33rd percentile

-11%

Faster revenue growth than 33% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$5,308

Down $11,895 (-69%) from 2017

Net Assets

Down

$5,308

Down $11,895 (-69%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin8th percentile

Revenue

Down

$24,659

Down $3,000 (-11%) from 2017

Expenses

Up

$36,554

Up $7,625 (+26%) from 2017

Net Income

Down

-$11,895

Down $10,625 (-837%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth5th 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

2018

Assets$5,308
Liabilities-
Net Assets$5,308
Open 2018 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

2018

Revenue$24,659
Expenses$36,554
Net Income-$11,895
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 10, 2018
Return Version
2017v2.2
Gross Receipts
$48,860
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 activities.-$33,806
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFERANN VALENCIAPresident-$0--
JOEZETTE MADRIZVice PresPT$0--
MINNIE RIZL MURALLONTreasurer-$0--
SHEYNA MOORESecretary-$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
2018-11-10
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

“Admin:Insurance,supplies,postage,tax prep 2748.”

Form 990EZ, Part I, Line 16

“Various enrichment programs 33806.”

Raw XML Appendix150 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/BOYAmt017203
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05308
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01013
IRS990EZ/CostOfGoodsSoldAmt017943
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11895
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017203
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05308
IRS990EZ/FundraisingGrossIncomeAmt011353
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt09430
IRS990EZ/GrossReceiptsAmt048860
IRS990EZ/GrossSalesOfInventoryAmt027373
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0142
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017203
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05308
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017203
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05308
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFERANN VALENCIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOEZETTE MADRIZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MINNIE RIZL MURALLON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHEYNA MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt036554
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0to support students, staff & parents
IRS990EZ/ProgramServiceRevenueAmt08979
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0to support teachers and students with instructional materials, field trips, assemblies and other enrichment activities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt033806
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06258
IRS990EZ/SpecialEventsNetIncomeLossAmt05095
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036554
IRS990EZ/TotalProgramServiceExpensesAmt033806
IRS990EZ/TotalRevenueAmt024659
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01155
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01116
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0683
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01224
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02888
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07066
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt047705
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt050241
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt047194
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt051121
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt053216
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0249477
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0256543
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt048860
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt051357
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt047877
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt052345
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt056104
IRS990ScheduleA/Total509Grp/TotalAmt0256543
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0256543
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Admin:Insurance,supplies,postage,tax prep 2748.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Various enrichment programs 33806.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOEZETTE MADRIZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04082383525
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-10
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/IPDt02018-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm019:44:02
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/PreparationDt02018-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN P PINES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-06T19:44:13-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,308
Liabilities
-
Net assets
$5,308
Revenue
$24,659
Expenses
$36,554
Net income
-$11,895
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