Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2014 • EIN 77-0322903

Jul 01, 2013 to Jun 30, 2014 • Filed on Apr 29, 2015

Organization ProfileN/A
2995 Rossmore WaySan Jose, CA 95148

(408) 270-4975

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

3rd percentile

-141%

Higher net margin than 3% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

16th percentile

-27%

Faster asset growth than 16% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

3rd percentile

-83%

Faster revenue growth than 3% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$7,649

Down $2,861 (-27%) from 2013

Net Assets

Down

$7,649

Down $2,861 (-27%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin3rd percentile

Revenue

Down

$2,023

Down $10,029 (-83%) from 2013

Expenses

Down

$4,884

Down $1,676 (-26%) from 2013

Net Income

Down

-$2,861

Down $8,353 (-152%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$100K$50K$0Assets 2011: $53,874Liabilities 2011: $47,5452011Assets 2012: $42,079Liabilities 2012: $37,307Net Assets 2012: $4,7722012Assets 2013: $10,510Liabilities 2013: $0Net Assets 2013: $10,5102013Assets 2014: $7,649Liabilities 2014: $0Net Assets 2014: $7,6492014Assets 2024: $83,148Liabilities 2024: $69,497Net Assets 2024: $13,6512024

Highlighted filing

2014

Assets$7,649
Liabilities$0
Net Assets$7,649
Open 2014 Filing

Operations Trend

Revenue Growth3rd percentile

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

$100K$50K$0-$50KRevenue 2011: $10,449Expenses 2011: $18,091Net Income 2011: -$7,6422011Revenue 2012: $7,069Expenses 2012: $8,626Net Income 2012: -$1,5572012Revenue 2013: $12,052Expenses 2013: $6,560Net Income 2013: $5,4922013Revenue 2014: $2,023Expenses 2014: $4,884Net Income 2014: -$2,8612014Revenue 2024: $50,317Expenses 2024: $69,497Net Income 2024: -$19,1802024

Highlighted filing

2014

Revenue$2,023
Expenses$4,884
Net Income-$2,861
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Apr 29, 2015
Return Version
2013v4.0
Gross Receipts
$33,249
Mission and Program Overview

Mission

To positively impact the lives of all children and families

To provide enrichment programs and financial support

Program Services

DescriptionGrantsExpenses
We enrich a total of 820 students by offering the following throughout the year: Back to School Night, Kids Club, Lunch Bunch, Harvest Festival, Choir, & Book Fairs$30,022-
We reward our students and community by providing a Prismatic Magic Show, movie night, promotion celebrations & educational school assemblies$2,443-
We provided a moral boost to the 35 teachers and parents at our school by hosting the following events in their honor: Teacher Appreciation and Hospitality Meetings-$675
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anna MedinaPresidentPT$0--
Tien VitugVice PresidentPT$0--
Ellen VillaTreasurerPT$0--
Ube RosasSecretaryPT$0--
Kim TalagtagMembershipPT$0--
Alma GalvanAuditorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$33,249$33,249$31,226$2,023
Total Events$33,249$33,249$31,226$2,023
Filing and Contact Details

Filer

EIN
77-0322903
Phone
4082704975

Signing Officer

Name
Anna Medina
Title
President
Signed
2015-04-29
Discuss with paid preparer
Yes

Preparer

Preparer
Andrea Ruiz
Phone
4082096244
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $2328”

Other Expenses.1012

“Insurance $419”

Other Expenses.1

“Food/Beverages $1727”

Other Expenses.2

“Franchise Tax Board $10”

Raw XML Appendix159 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.

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IRS990EZ/BooksInCareOfDetail/PhoneNum04082704975
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine102995 Rossmore Way
IRS990EZ/BooksInCareOfDetail/USAddress/City0San Jose
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode095148
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010510
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IRS990EZ/ExcessOrDeficitForYearAmt0-2861
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Anna Medina
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tien Vitug
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Ube Rosas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kim Talagtag
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Alma Galvan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Auditor
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04484
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide enrichment programs and financial support
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0We provided a moral boost to the 35 teachers and parents at our school by hosting the following events in their honor: Teacher Appreciation and Hospitality Meetings
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1We enrich a total of 820 students by offering the following throughout the year: Back to School Night, Kids Club, Lunch Bunch, Harvest Festival, Choir, & Book Fairs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2We reward our students and community by providing a Prismatic Magic Show, movie night, promotion celebrations & educational school assemblies
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt030022
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt12443
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0675
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt031226
IRS990EZ/SpecialEventsNetIncomeLossAmt02023
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04884
IRS990EZ/TotalProgramServiceExpensesAmt032465
IRS990EZ/TotalRevenueAmt02023
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt033249
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt046950
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt080199
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt080199
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt033249
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt046950
IRS990ScheduleA/Total509Grp/TotalAmt080199
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt033249
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt046950
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt080199
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt031226
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt033249
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt033249
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt033249
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt033249
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt02023
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt031226
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt031226
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $2328
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $419
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Food/Beverages $1727
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Franchise Tax Board $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Anna Medina
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine10Holly Oak Elementary School
ReturnHeader/Filer/BusinessNameControlTxt0HOLL
ReturnHeader/Filer/EIN0770322903
ReturnHeader/Filer/PhoneNum04082704975
ReturnHeader/Filer/USAddress/AddressLine102995 Rossmore Way
ReturnHeader/Filer/USAddress/City0San Jose
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095148
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10James M Hannigan CPAAndrea Ruiz EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103223 Rocky Water Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0San Jose
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode095148
ReturnHeader/PreparerPersonGrp/PhoneNum04082096244
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Andrea Ruiz
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-04-29T09:24:27-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,649
Liabilities
$0
Net assets
$7,649
Revenue
$2,023
Expenses
$4,884
Net income
-$2,861
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$83.1$69.5$13.7$50.3$69.5$19.2
2014Detailed filing. Detailed filing data is available for this year.$7.65$0.00$7.65$2.02$4.88$2.86
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.5$0.00$10.5$12.1$6.56$5.49
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.1$37.3$4.77$7.07$8.63$1.56
2011Summary only. Only limited summary data is available for this year.$53.9$47.5$10.4$18.1$7.64