Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2018 • EIN 77-0387464

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 06, 2018

460 Thompson AvenueMountain View, CA 94043

(650) 903-6915

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

13th percentile

-26%

Higher net margin than 13% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

23rd percentile

-16%

Faster asset growth than 23% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

12th percentile

-43%

Faster revenue growth than 12% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$61,578

Down $11,724 (-16%) from 2017

Net Assets

Down

$61,578

Down $11,724 (-16%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$44,296

Down $33,507 (-43%) from 2017

Expenses

Down

$56,020

Down $6,193 (-10.0%) from 2017

Net Income

Down

-$11,724

Down $27,314 (-175%) from 2017

Historical Trend

Balance Sheet Trend

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

$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

2018

Assets$61,578
Liabilities-
Net Assets$61,578

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$44,296
Expenses$56,020
Net Income-$11,724
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 6, 2018
Return Version
2017v2.2
Gross Receipts
$59,673
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.

Program Services

DescriptionGrantsExpenses
CLASSROOM ACCOUNTS: WE REIMBURSED TEACHERS FOR EXPENSES THEY INCURRED FOR MATERIALS USED IN THE CLASSROOM.$10,021-
PROFESSIONAL DEVELOPMENT: WE COVERED THE COSTS TO SEND MONTA LOMA FACULTY TO A FOUR-DAY TEACHER TRAINING WORKSHOP.$9,079-
FIELD TRIPS: WE SPONSORED THE COST OF ADMISSION AND TRANSPORTATION FOR ALL GRADES TO TAKE AT LEAST ONE FIELD TRIP IN THE ACADEMIC YEAR.$8,522-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHANNA BENGSTONPresident-$0--
KARA CHAMBERSSecretary-$0--
JENNIFER COOGANTreasurerPT$0--
KERRI NESCHLEBAVice President-$0--
KATIE PURCELLParliamentarian-$0--
BRAD DUXAuditor-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk-a-thon$35,579$35,579$3,923$31,656
Fall Festival$5,291$5,291$25$5,266
Total Events$40,870$40,870$5,722$35,148
Filing and Contact Details

Filer

Filer Name
Monta Loma Elementary School Pta
EIN
77-0387464
Phone
6509036915
Address
460 THOMPSON AVENUE, MOUNTAIN VIEW, CA 94043

Signing Officer

Name
Jennifer Coogan
Title
Treasurer
Signed
2018-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Holland & Associates CPAs Inc
Address
2479 E Bayshore Rd 250, Palo Alto, CA 94303
Preparer
David P Holland
Phone
6503269100
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $17

Other Expenses.1012

Insurance $228

Other Expenses.1

Classroom expenses $10021

Other Expenses.2

Professional development $9079

Other Expenses.3

FIELD TRIPS $8522

Other Expenses.4

Program service expenses $7681

Other Expenses.5

After school assistance $6504

Other Expenses.6

ASSEMBLIES $4107

Other Expenses.7

LIBRARY FUNDING $3780

Other Expenses.8

SMALL EQUIPMENT $2899

Other Expenses.9

Association expenses $1219

Other Expenses.10

Miscellaneous expenses $1163

Other Expenses.11

CAFETERIA FUNDING $800

Raw XML Appendix216 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/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5AUDITOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt056020
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt035442
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt056020
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IRS990EZ/TotalRevenueAmt044296
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationAssocInd0X
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08737
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt040436
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02280
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0612
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0232673
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0117
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt038
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IRS990ScheduleA/InvestmentIncomeCYPct00.00160
IRS990ScheduleA/InvestmentIncomePYPct00.00140
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0286437
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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt0473
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt035579
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IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt0326
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03923
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt025
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt0402
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0402
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $17
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $228
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CLASSROOM EXPENSES $10021
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROFESSIONAL DEVELOPMENT $9079
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FIELD TRIPS $8522
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROGRAM SERVICE EXPENSES $7681
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AFTER SCHOOL ASSISTANCE $6504
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ASSEMBLIES $4107
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8LIBRARY FUNDING $3780
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SMALL EQUIPMENT $2899
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ASSOCIATION EXPENSES $1219
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MISCELLANEOUS EXPENSES $1163
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12CAFETERIA FUNDING $800
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER COOGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTA LOMA ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0770387464
ReturnHeader/Filer/PhoneNum06509036915
ReturnHeader/Filer/USAddress/AddressLine1Txt0460 THOMPSON AVENUE
ReturnHeader/Filer/USAddress/CityNm0MOUNTAIN VIEW
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094043
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270574945
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Holland & Associates CPAs Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02479 E Bayshore Rd 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Palo Alto
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094303
ReturnHeader/PreparerPersonGrp/PhoneNum06503269100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David P Holland
ReturnHeader/ReturnTs02018-11-06T09:38:32-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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