Civic Intelligence

Christa Mcauliffe Parent-Faculty Group

990 • Fiscal year 2017 • EIN 77-0188602

Aug 01, 2016 to Jul 31, 2017 • Filed on Dec 11, 2017

12211 Titus AvenueSaratoga, CA 95070

(408) 253-4696

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

85th percentile

31%

Higher net margin than 85% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

88th percentile

39%

Faster asset growth than 88% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

80th percentile

31%

Faster revenue growth than 80% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$1,185,534

Up $331,606 (+39%) from 2016

Net Assets

Up

$1,185,534

Up $331,606 (+39%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$1,075,595

Up $254,615 (+31%) from 2016

Expenses

Up

$743,989

Up $36,260 (+5.1%) from 2016

Net Income

Up

$331,606

Up $218,355 (+193%) from 2016

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $427,730Liabilities 2011: $0Net Assets 2011: $427,7302011Assets 2012: $571,567Liabilities 2012: $0Net Assets 2012: $571,5672012Assets 2013: $641,833Liabilities 2013: $0Net Assets 2013: $641,8332013Assets 2014: $562,137Liabilities 2014: $0Net Assets 2014: $562,1372014Assets 2015: $740,677Liabilities 2015: $0Net Assets 2015: $740,6772015Assets 2016: $853,928Liabilities 2016: $0Net Assets 2016: $853,9282016Assets 2017: $1,185,534Liabilities 2017: $0Net Assets 2017: $1,185,5342017Assets 2018: $1,433,246Liabilities 2018: $0Net Assets 2018: $1,433,2462018Assets 2019: $1,649,974Liabilities 2019: $0Net Assets 2019: $1,649,9742019Assets 2020: $1,701,973Liabilities 2020: $0Net Assets 2020: $1,701,9732020Assets 2021: $2,056,084Liabilities 2021: $0Net Assets 2021: $2,056,0842021Assets 2022: $2,018,539Liabilities 2022: $0Net Assets 2022: $2,018,5392022Assets 2023: $2,048,999Liabilities 2023: $0Net Assets 2023: $2,048,9992023Assets 2024: $1,930,075Liabilities 2024: $0Net Assets 2024: $1,930,0752024Assets 2025: $1,516,900Liabilities 2025: $1,990Net Assets 2025: $1,514,9102025

Highlighted filing

2017

Assets$1,185,534
Liabilities$0
Net Assets$1,185,534

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $554,054Expenses 2011: $493,697Net Income 2011: $60,3572011Revenue 2012: $694,771Expenses 2012: $550,934Net Income 2012: $143,8372012Revenue 2013: $561,618Expenses 2013: $491,352Net Income 2013: $70,2662013Revenue 2014: $587,322Expenses 2014: $667,018Net Income 2014: -$79,6962014Revenue 2015: $720,650Expenses 2015: $542,110Net Income 2015: $178,5402015Revenue 2016: $820,980Expenses 2016: $707,729Net Income 2016: $113,2512016Revenue 2017: $1,075,595Expenses 2017: $743,989Net Income 2017: $331,6062017Revenue 2018: $917,497Expenses 2018: $669,785Net Income 2018: $247,7122018Revenue 2019: $888,252Expenses 2019: $671,524Net Income 2019: $216,7282019Revenue 2020: $656,981Expenses 2020: $604,982Net Income 2020: $51,9992020Revenue 2021: $901,071Expenses 2021: $546,960Net Income 2021: $354,1112021Revenue 2022: $584,690Expenses 2022: $622,235Net Income 2022: -$37,5452022Revenue 2023: $812,920Expenses 2023: $782,460Net Income 2023: $30,4602023Revenue 2024: $661,767Expenses 2024: $780,691Net Income 2024: -$118,9242024Revenue 2025: $518,191Expenses 2025: $933,356Net Income 2025: -$415,1652025

Highlighted filing

2017

Revenue$1,075,595
Expenses$743,989
Net Income$331,606
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Dec 11, 2017
Return Version
2016v3.0
Gross Receipts
$1,165,028
Mission and Program Overview

Mission

Support the educational activities of Christa McAuliffe School, including but not limited to providing supplemental staff, training, transportation, equipment and materials for the school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$844,109$1,173,760▲ $329,651
Land, Buildings, and Equipment, Net$920$575▼ $345
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$853,928$1,185,534▲ $331,606
Other Assets Total$8,899$11,199▲ $2,300
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$853,928$1,185,534▲ $331,606
Total Net Assets Fund Balance$853,928$1,185,534▲ $331,606
Total Liabilities and Net Assets / Fund Balance$853,928$1,185,534▲ $331,606

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$57$105,932$105,989
Equipment$518$3,346$3,864
Compensation and Service Providers

Board Members and Trustees

NameTitle
Christine MahimainathanCo-President
Jodie KwanCo-President
Cybele ErwinCo VP Ext. Comm
Mary HarrisonCo VP Ext. Comm
Manuela SilveiraCo VP of Inter
Melissa GarnicaCo VP of Inter
Harita MenonCo VP of Prog.
Krithika SwaminathanCo VP of Prog.
Jeanette O'BrienCo-Treasurer
Karen ChangCo-Treasurer
Adi MilshteinCo-VP of Fundra
Mandane FraisseCo-VP of Fundra
Ming-Hui HuangCo-VP of Fundra
Candice LucadoCo-VP of Operat
David PattonCo-VP Social
Jolene FeldmanCo-VP Social
Tammy LucCo-VP Social
Grace YokoiSecretary
Agnes LangVP Finance
Nancy PoonVP of Operation
Revenue and Support

Revenue Composition

Contributions and Grants
$320,187
Program Service Revenue
$725,855
Investment Income
$8,074
Other Revenue
$21,479
All Other Contributions
$320,187
Change in Net Assets
$331,606
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$743,989
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$60,186$890-$61,076
Other Expenses$21,448--$21,448
Fees for Services Accounting-$2,950-$2,950
Insurance-$585-$585
Depreciation Depletion$354--$354
Total Functional Expenses$739,564$4,425$0$743,989
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$100,606
Fundraising Direct Expenses$79,127
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Script/merchant Rebates$79,248$79,248$73,066$6,182
School Gear$7,452$7,452$714$6,738
Total Events$86,700$86,700$73,780$12,920
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

The members of the organization are made up of families of students attending Christa McAuliffe School. Each family is considered to be one member of the organization.

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

Officers of governing body is elected by the membership.

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

All decisions must be approved by the majority of membership.

Form 990, Part VI, Line 11B: Form 990 Review Process

The VP of Finance and Treasurer will review the return before filing.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Documents are available upon request of member/public.

Filing and Contact Details

Filer

Filer Name
Christa Mcauliffe Parent Faculty Group
EIN
77-0188602
Phone
4082534696
Address
12211 TITUS AVENUE, SARATOGA, CA 95070

Signing Officer

Name
Agnes Lang
Title
VP of Finance
Signed
2017-12-11
Discuss with paid preparer
Yes

Organization Details

Formed
1988
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
300

Preparer

Firm
Tervie Leung CPA
Address
456 Irving Ave, San Jose, CA 95128
Preparer
Tervie Leung CPA
Phone
4082618828
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IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary
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IRS990/Form990PartVIISectionAGrp/TitleTxt13CO VP EXT. COMM
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IRS990/Form990PartVIISectionAGrp/TitleTxt15VP of Operation
IRS990/Form990PartVIISectionAGrp/TitleTxt16CO-VP SOCIAL
IRS990/Form990PartVIISectionAGrp/TitleTxt17CO VP OF INTER
IRS990/Form990PartVIISectionAGrp/TitleTxt18Co-VP of Fundra
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IRS990/OtherExpensesGrp/Desc3MIDDLE SCHOOL PROGRAMS
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IRS990/OtherExpensesGrp/ProgramServicesAmt232002
IRS990/OtherExpensesGrp/ProgramServicesAmt321448
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IRS990/ReportOtherAssetsInd0false
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0704003
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0564183
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0539459
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03656281
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03460
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01880
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01852
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01767
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt014085
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt013254
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt087787
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0104007

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.51$0.52$0.93$0.42
2024Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.66$0.78$0.12
2023Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.81$0.78$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.58$0.62$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.90$0.55$0.35
2020Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.66$0.60$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.89$0.67$0.22
2018Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.92$0.67$0.25
2017Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$1.08$0.74$0.33
2016Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.82$0.71$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.72$0.54$0.18
2014Summary only. Only limited summary data is available for this year.$0.56$0.00$0.56$0.59$0.67$0.08
2013Summary only. Only limited summary data is available for this year.$0.64$0.00$0.64$0.56$0.49$0.07
2012Summary only. Only limited summary data is available for this year.$0.57$0.00$0.57$0.69$0.55$0.14
2011Summary only. Only limited summary data is available for this year.$0.43$0.00$0.43$0.55$0.49$0.06