Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

EIN 77-0387464 • 501(c)3 • Mountain View, CA

990-N Coverage

Profile

The Monta Loma PTA's mission is to help provide for the enrichment and welfare for the children and families of Monta Loma School.

460 Thompson AveMountain View, CA 94043

montaloma.mvwsd.org/ORGANIZATION/PTA

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

23rd percentile

-21%

Higher net margin than 23% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

44th percentile

-5.1%

Faster asset growth than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

12th percentile

-66%

Faster revenue growth than 12% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$62,019

Down $3,331 (-5.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

-$3,331

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue61st percentileNet Margin23rd percentile

Revenue

Down

$16,064

Down $30,669 (-66%) from 2019

Expenses

Down

$19,395

Down $23,565 (-55%) from 2019

Net Income

Down

-$3,331

Down $7,104 (-188%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0-$20KAssets 2017: $73,302Net Assets 2017: $73,3022017Assets 2018: $61,578Net Assets 2018: $61,5782018Assets 2019: $65,350Liabilities 2019: $02019Assets 2020: $62,019Liabilities 2020: $0Net Assets 2020: -$3,3312020

Highlighted filing

2020

Assets$62,019
Liabilities$0
Net Assets-$3,331
Open 2020 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2017: $77,803Expenses 2017: $62,213Net Income 2017: $15,5902017Revenue 2018: $44,296Expenses 2018: $56,020Net Income 2018: -$11,7242018Revenue 2019: $46,733Expenses 2019: $42,960Net Income 2019: $3,7732019Revenue 2020: $16,064Expenses 2020: $19,395Net Income 2020: -$3,3312020

Highlighted filing

2020

Revenue$16,064
Expenses$19,395
Net Income-$3,331
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,019
Liabilities
$0
Net assets
-$3,331
Revenue
$16,064
Expenses
$19,395
Net income
-$3,331
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$62.0$0.00$3.33$16.1$19.4$3.33
2019Summary only. Only limited summary data is available for this year.$65.4$0.00$46.7$43.0$3.77
2018Detailed filing. Detailed filing data is available for this year.$61.6$61.6$44.3$56.0$11.7
2017Detailed filing. Detailed filing data is available for this year.$73.3$73.3$77.8$62.2$15.6
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 24, 2020
Return Version
2019v5.0
Mission and Program Overview

Mission

The Monta Loma PTA's mission is to help provide for the enrichment and welfare for the children and families of Monta Loma School.

Monta Loma Elementary School PTA is an organization established for fundraising to support our teachers and students

Program Services

DescriptionGrantsExpenses
0--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kara ChambersPresidentPT$0--
Vanessa BerneggerSecretaryPT$0--
Angela ChenTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Monta Loma Elementary School Pta
EIN
77-0387464
Address
460 THOMPSON AVE, MOUNTAIN VIEW, CA 94043

Signing Officer

Name
Angela Chen
Title
Treasurer
Signed
2020-09-24
Supplemental Narrative

Additional Explanations

Schedule O:

“After School Assistance 99 Association Expenses 2070 Campus Improvements 708 Cafeteria Funding 402 Classroom Expenses 8127 Field Trips 2041 Hospitality 447 Insurance 232 Library Funding 2438 Miscellaneous Expenses 430 Principals Account 547 Program Service Expenses 1135 Sustainability 719 Total 19395”

Raw XML Appendix214 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/USAddress/CityNm0MOUNTAIN VIEW
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt019395
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SaleOfAssetsGrossAmt00
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IRS990EZ/SpecialEventsNetIncomeLossAmt09908
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt016064
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
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IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08737
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt040436
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IRS990ScheduleA/InvestmentIncomeCYPct00.0023
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0After School Assistance 99 Association Expenses 2070 Campus Improvements 708 Cafeteria Funding 402 Classroom Expenses 8127 Field Trips 2041 Hospitality 447 Insurance 232 Library Funding 2438 Miscellaneous Expenses 430 Principals Account 547 Program Service Expenses 1135 Sustainability 719 Total 19395
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Angela Chen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTA LOMA ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0770387464
ReturnHeader/Filer/USAddress/AddressLine1Txt0460 THOMPSON AVE
ReturnHeader/Filer/USAddress/CityNm0MOUNTAIN VIEW
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094043
ReturnHeader/ReturnTs02020-09-24T20:30:02Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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