Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2024 • EIN 77-0322903

Jul 01, 2023 to Jun 30, 2024 • Filed on Jul 28, 2025

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

93rd percentile

0.84x

Higher debt load relative to assets than 93% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

96th percentile

1.38x

Higher debt load relative to revenue than 96% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

12th percentile

-38%

Higher net margin than 12% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$83,148

Up $75,499 (+987%) from 2014

Net Assets

Up

$13,651

Up $6,002 (+78%) from 2014

Liabilities

Up

$69,497

Up $69,497 from 2014

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin12th percentile

Revenue

Up

$50,317

Up $48,294 (+2387%) from 2014

Expenses

Up

$69,497

Up $64,613 (+1323%) from 2014

Net Income

Down

-$19,180

Down $16,319 (-570%) from 2014

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2024

Assets$83,148
Liabilities$69,497
Net Assets$13,651
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2024

Revenue$50,317
Expenses$69,497
Net Income-$19,180
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jul 28, 2025
Return Version
2023v6.0
Gross Receipts
$50,317
Mission and Program Overview

Mission

To positively impact the lives of all children and families

Program Services

DescriptionGrantsExpenses
Rainbow run - Each grade level came out to field and ran a lap Volunteers used corn starch based color powder to spray onto the students when they ran by Shirts sunglasses and masks provided to all students and teachers Held in May in memory of a student that passed away in May 2023 Attended by about 460 people-$6,304
Harvest festival - a schoolfamily centered event where volunteers set up provided foodgamesmusicpicture taking opportunities as well as clean up Open to all students and families Attended by about 200 people-$5,194
6th grade GLOW dance - Dance provided for outgoing 6th graders as a celebration for their promotion Decorations DJ photo booth games and food provided Volunteers decorated and cleaned up parent chapareones on site Attended by about 50 people-$2
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Laila PorterPresidentPT$0--
Marissha PhillipsTreasurerPT$0--
Crystal MadrilSecretary-$0--
Vanessa ZunigaHistorian-$0--
May SaechaoFinancial Reviewer-$0--
Karen MikamiTeacher Representative-$0--
Armando LaraPrincipal-$0--
Filing and Contact Details

Filer

Filer Name
Holly Oak Elementary Parent Teacher Association
EIN
77-0322903
Phone
4082704975
Address
2995 ROSSMORE WAY, SAN JOSE, CA 95148

Signing Officer

Name
Marissha Phillips
Title
Treasurer
Phone
4086673689
Signed
2025-07-28
Supplemental Narrative

Additional Explanations

Schedule O:

“Part 1 line 10 $7299.25 Teacher classroom supplies $7000/20 teachers = $350 per teacher Membership dues not belonging to unit $299.25 Part 1 Line 16 $18,877.41 Taxes $25 Insurance $282 Bank fees $442.26 Movie nights $1,006.09 Kindergarten orientation $30.97 Halloween $40 Red Ribbon week $107 Harvest festival $3,844.04 Spirit days $367.33 Science camp bus transportation fees $1,398.70 Rainbow run $2,373.67 6th grade GLOW dance $1,669.25 Game night $186.32 Paint nights $1,093.28 Teacher appreciation $2,057.59 Unallocated reserve $1,479.01 Kindergarten/6th grade promotion $395 Yard signs $497.74 Corinna (school secretary) retirement party $780.13 Field day equipment $802.03 Part 2 Beginning balance at beginning of school year: $32,831.25 Assets: $50,316.84 Liabilities: $69,497.52 Balance at end of school year: $13,650.57 Part II, line 24 income: $50,316.84 Fundraisers: $29,958 (Cookie dough fundraiser $15,8400, Popcorn fundraiser $14,118.00) Bookfair Fall: $5849.05 Bookfair Winter: $5,923.54 Bookfair Spring: $3,223.60 Membership dues: $840.75 Membership donations: $30 TOTEM membership online: $8.25 TOTEM membership online: $545.75 Membershp ONLINE donations: $380 Harvest festival pre-paid meal ticket sales: $2501.15 Movie night food sales: $471.50 Evergreen council tax incentive first 5 schools: $200 (one for 2023, one for 2024) American online giving foundation donation: $75 Part 2, line 16 Expenses: $69,497.52 All items listed above for Part 1, line 16 ($18,877.41) All items listed above for Part 1, line 10 (7,299.25) Administrative expenses: Office supplies $517.64, Membership forms $292.71, Web services $182.10 Program expenses: Kona snow cones $2000 Rainbow run: $3930.82 6th grade GLOW dance: $1,150 Other expenses: Cookie dough fundraiser payment: $7,299.15 Popcorn fundraiser payment: $7,067.10 Bookfair Fall payment: $5,849.05 Bookfair Winter payment: $5,923.54 Bookfair Spring payment: $3,234.60 Kindergarten/6th promotion: $458.75 Corinna (school secretary) retirement/payment to food vendor: $4,065 Part III Line 28: Harvest festival $5,194.44 Line 29: Rainbow run $6,304.49 Line 30: 6th grade GLOW dance $2,819.25”

Raw XML Appendix223 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/AmendedReturnInd0X
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Marissha Phillips
IRS990EZ/BooksInCareOfDetail/PhoneNum04086673689
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03044 Plumstead Way
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Jose
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095148
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt00
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt050018
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-19180
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt042328
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt050317
IRS990EZ/Form990TotalAssetsGrp/EOYAmt083148
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt07299
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt050317
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0299
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032831
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013651
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt050317
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013651
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Laila Porter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Marissha Phillips
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Crystal Madril
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Vanessa Zuniga
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4May Saechao
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Karen Mikami
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Armando Lara
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0president
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4financial reviewer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5teacher representative
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6principal
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt050317
IRS990EZ/OtherAssetsTotalDetail/EOYAmt083148
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt018878
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To positively impact the lives of all children and families
IRS990EZ/PrintingPublicationsPostageAmt0992
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Harvest festival - a schoolfamily centered event where volunteers set up provided foodgamesmusicpicture taking opportunities as well as clean up Open to all students and families Attended by about 200 people
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Rainbow run - Each grade level came out to field and ran a lap Volunteers used corn starch based color powder to spray onto the students when they ran by Shirts sunglasses and masks provided to all students and teachers Held in May in memory of a student that passed away in May 2023 Attended by about 460 people
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt26th grade GLOW dance - Dance provided for outgoing 6th graders as a celebration for their promotion Decorations DJ photo booth games and food provided Volunteers decorated and cleaned up parent chapareones on site Attended by about 50 people
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05194
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16304
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt069497
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt069497
IRS990EZ/TotalProgramServiceExpensesAmt011500
IRS990EZ/TotalRevenueAmt050317
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0299
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0415
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0546
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01260
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt050018
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt049313
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt058270
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0157601
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY170Pct00
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt0158861
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt050317
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt049728
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt058816
IRS990ScheduleA/Total509Grp/TotalAmt0158861
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt050317
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt049728
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt058816
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0158861
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part 1 line 10 $7299.25 Teacher classroom supplies $7000/20 teachers = $350 per teacher Membership dues not belonging to unit $299.25 Part 1 Line 16 $18,877.41 Taxes $25 Insurance $282 Bank fees $442.26 Movie nights $1,006.09 Kindergarten orientation $30.97 Halloween $40 Red Ribbon week $107 Harvest festival $3,844.04 Spirit days $367.33 Science camp bus transportation fees $1,398.70 Rainbow run $2,373.67 6th grade GLOW dance $1,669.25 Game night $186.32 Paint nights $1,093.28 Teacher appreciation $2,057.59 Unallocated reserve $1,479.01 Kindergarten/6th grade promotion $395 Yard signs $497.74 Corinna (school secretary) retirement party $780.13 Field day equipment $802.03 Part 2 Beginning balance at beginning of school year: $32,831.25 Assets: $50,316.84 Liabilities: $69,497.52 Balance at end of school year: $13,650.57 Part II, line 24 income: $50,316.84 Fundraisers: $29,958 (Cookie dough fundraiser $15,8400, Popcorn fundraiser $14,118.00) Bookfair Fall: $5849.05 Bookfair Winter: $5,923.54 Bookfair Spring: $3,223.60 Membership dues: $840.75 Membership donations: $30 TOTEM membership online: $8.25 TOTEM membership online: $545.75 Membershp ONLINE donations: $380 Harvest festival pre-paid meal ticket sales: $2501.15 Movie night food sales: $471.50 Evergreen council tax incentive first 5 schools: $200 (one for 2023, one for 2024) American online giving foundation donation: $75 Part 2, line 16 Expenses: $69,497.52 All items listed above for Part 1, line 16 ($18,877.41) All items listed above for Part 1, line 10 (7,299.25) Administrative expenses: Office supplies $517.64, Membership forms $292.71, Web services $182.10 Program expenses: Kona snow cones $2000 Rainbow run: $3930.82 6th grade GLOW dance: $1,150 Other expenses: Cookie dough fundraiser payment: $7,299.15 Popcorn fundraiser payment: $7,067.10 Bookfair Fall payment: $5,849.05 Bookfair Winter payment: $5,923.54 Bookfair Spring payment: $3,234.60 Kindergarten/6th promotion: $458.75 Corinna (school secretary) retirement/payment to food vendor: $4,065 Part III Line 28: Harvest festival $5,194.44 Line 29: Rainbow run $6,304.49 Line 30: 6th grade GLOW dance $2,819.25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Marissha Phillips
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04086673689
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Holly Oak Elementary Parent Teacher Association
ReturnHeader/Filer/BusinessNameControlTxt0HOLL
ReturnHeader/Filer/EIN0770322903
ReturnHeader/Filer/PhoneNum04082704975
ReturnHeader/Filer/USAddress/AddressLine1Txt02995 ROSSMORE WAY
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095148
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-07-28T22:00:02Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$83,148
Liabilities
$69,497
Net assets
$13,651
Revenue
$50,317
Expenses
$69,497
Net income
-$19,180
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • <$500k nonprofits