Civic Intelligence

Christa Mcauliffe Parent-Faculty Group

990 • Fiscal year 2023 • EIN 77-0188602

Aug 01, 2022 to Jul 31, 2023 • Filed on Mar 04, 2024

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

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

49th percentile

3.7%

Higher net margin than 49% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

42nd percentile

1.5%

Faster asset growth than 42% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

79th percentile

39%

Faster revenue growth than 79% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$2,048,999

Up $30,460 (+1.5%) from 2022

Net Assets

Up

$2,048,999

Up $30,460 (+1.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$812,920

Up $228,230 (+39%) from 2022

Expenses

Up

$782,460

Up $160,225 (+26%) from 2022

Net Income

Up

$30,460

Up $68,005 (+181%) from 2022

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

2023

Assets$2,048,999
Liabilities$0
Net Assets$2,048,999

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

2023

Revenue$812,920
Expenses$782,460
Net Income$30,460
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Mar 4, 2024
Return Version
2022v5.0
Gross Receipts
$818,802
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$2,012,638$2,041,543▲ $28,905
Investments in Publicly Traded Securities$5,844$7,399▲ $1,555
Land, Buildings, and Equipment, Net$57$57→ $0
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,018,539$2,048,999▲ $30,460
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,018,539$2,048,999▲ $30,460
Total Net Assets Fund Balance$2,018,539$2,048,999▲ $30,460
Total Liabilities and Net Assets / Fund Balance$2,018,539$2,048,999▲ $30,460

Asset Categories

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

Board Members and Trustees

NameTitle
Ann Forbes-CannonCo-President
Hanah AhnCO-President
Christine MahimainathanCo MS Committee
Swan LeungCo MS Committee
Abigail YangCO Treasurer
Caroline WojcikCo VP Ext. Comm
Joni LindenstruthCo VP Ext. Comm
Jen YamtichCo VP of Fundra
Sangeetha VijayaCo VP of Fundra
Hagit Azoulay-RozanesCo VP of Op
Zeina AkkawiCo VP of OP
Nicole BaslerCO VP OF Progra
Yvonne HoCo-Treasurer
Amir LevyCo-VP Finance
Asaf AryCo-VP Finance
Lisa AskelandCo-VP of Prog
Candice LucadoCo-VP Social
TeLina PaviaCo-VP Social
Katie SanwickMatching Grant
Kathy NavoneSecretary
Rima MurthyVP of Int Comm
Tanya RooneyVP of Int Comm
Revenue and Support

Revenue Composition

Contributions and Grants
$200,451
Program Service Revenue
$591,623
Investment Income
$13,450
Other Revenue
$7,396
All Other Contributions
$200,451
Change in Net Assets
$30,460
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$782,460
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$39,577$3,609-$43,186
Other Expenses$20,205--$20,205
Insurance-$756-$756
Total Functional Expenses$778,095$4,365$0$782,460
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$13,278
Fundraising Direct Expenses$5,882
Professional Fundraising Fees$0
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
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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, Section A, Line 6

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, Section A, Line 7A

Officers of governing body is elected by the membership.

Form 990, Part VI, Section A, Line 7B

All decisions must be approved by the majority of membership.

Form 990, Part VI, Section B, Line 11B

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

Form 990, Part VI, Section C, Line 19

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
Amir Levy
Title
Co-VP Finance
Signed
2024-03-04
Discuss with paid preparer
Yes

Organization Details

Formed
1988
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
265

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/TitleTxt9CO-VP SOCIAL
IRS990/Form990PartVIISectionAGrp/TitleTxt10Co VP of OP
IRS990/Form990PartVIISectionAGrp/TitleTxt11CO Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt12Co VP of Fundra
IRS990/Form990PartVIISectionAGrp/TitleTxt13CO VP EXT. COMM
IRS990/Form990PartVIISectionAGrp/TitleTxt14Co VP of Fundra
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP of Int Comm
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IRS990/Form990PartVIISectionAGrp/TitleTxt17VP of Int Comm
IRS990/Form990PartVIISectionAGrp/TitleTxt18Co-VP of Prog
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0878754
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0638501
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0863962
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05850
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt08556
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt014165
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt011942
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt053963
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt05499
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt025652

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