Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990 • Fiscal year 2024 • EIN 77-0395296

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 15, 2024

Organization Profilecurtner.musd.org/parents/pta
275 Redwood AveMilpitas, CA 95035-3843

(408) 635-2852

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

20th percentile

-18%

Higher net margin than 20% 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

8th percentile

-62%

Faster asset growth than 8% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

44%

Faster revenue growth than 81% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$9,707

Down $15,835 (-62%) from 2023

Net Assets

Down

$9,707

Down $15,835 (-62%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin20th percentile

Revenue

Up

$84,967

Up $25,843 (+44%) from 2023

Expenses

Up

$99,939

Up $48,676 (+95%) from 2023

Net Income

Down

-$14,972

Down $22,833 (-290%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$60K$40K$20K$0Assets 2012: $26,331Liabilities 2012: $02012Assets 2013: $20,766Liabilities 2013: $02013Assets 2014: $37,748Liabilities 2014: $02014Assets 2015: $32,092Liabilities 2015: $0Net Assets 2015: $32,0922015Assets 2016: $26,425Liabilities 2016: $0Net Assets 2016: $26,4252016Assets 2017: $38,797Liabilities 2017: $0Net Assets 2017: $38,7972017Assets 2018: $57,629Liabilities 2018: $0Net Assets 2018: $57,6292018Assets 2019: $58,713Liabilities 2019: $0Net Assets 2019: $58,7132019Assets 2020: $25,067Liabilities 2020: $0Net Assets 2020: $25,0672020Assets 2021: $19,361Liabilities 2021: $0Net Assets 2021: $19,3612021Assets 2022: $18,874Liabilities 2022: $0Net Assets 2022: $18,8742022Assets 2023: $25,542Liabilities 2023: $0Net Assets 2023: $25,5422023Assets 2024: $9,707Liabilities 2024: $0Net Assets 2024: $9,7072024

Highlighted filing

2024

Assets$9,707
Liabilities$0
Net Assets$9,707
Open 2024 Filing

Operations Trend

Revenue Growth81st percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $135,003Expenses 2012: $49,625Net Income 2012: $85,3782012Revenue 2013: $32,734Expenses 2013: $37,986Net Income 2013: -$5,2522013Revenue 2014: $52,885Expenses 2014: $35,903Net Income 2014: $16,9822014Revenue 2015: $54,840Expenses 2015: $60,437Net Income 2015: -$5,5972015Revenue 2016: $53,557Expenses 2016: $59,142Net Income 2016: -$5,5852016Revenue 2017: $74,822Expenses 2017: $62,450Net Income 2017: $12,3722017Revenue 2018: $78,984Expenses 2018: $60,152Net Income 2018: $18,8322018Revenue 2019: $74,335Expenses 2019: $73,251Net Income 2019: $1,0842019Revenue 2020: $45,109Expenses 2020: $78,755Net Income 2020: -$33,6462020Revenue 2021: $23,589Expenses 2021: $29,295Net Income 2021: -$5,7062021Revenue 2022: $24,400Expenses 2022: $26,179Net Income 2022: -$1,7792022Revenue 2023: $59,124Expenses 2023: $51,263Net Income 2023: $7,8612023Revenue 2024: $84,967Expenses 2024: $99,939Net Income 2024: -$14,9722024

Highlighted filing

2024

Revenue$84,967
Expenses$99,939
Net Income-$14,972
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 15, 2024
Return Version
2023v6.0
Gross Receipts
$112,382
Mission and Program Overview

Mission

See Schedule O, Statement 1

Curtner Elementary Parent to positively impact the lives of all children and families by representing our members, and empowering and supporting them with skills in advocacy, leadership and communications.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$36,929$21,957▼ $14,972
Pd in Cap Srpls Land Bldg Eqp Fund$24,679$9,707▼ $14,972
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$24,679$9,707▼ $14,972
Other Assets Total$-12,250$-12,250→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$24,679$9,707▼ $14,972
Total Liabilities and Net Assets / Fund Balance$24,679$9,707▼ $14,972
Compensation and Service Providers
Top Officer Pay79th percentile

Board Members and Trustees

NameTitle
Adeline HoangHospitality Chair
Jenny TranVolunteer Chair
Keith CandaVolunteer Chair
Tina NieveraPresident
Arti SharmaAuditor
Monica ChenEvent Coordinator
Sarah TranExec VP
Vidhya BaluHistorian
Julie TranMembership
Anjana VenkatParliamentarian
Kevin SlavinPrincipal
Kim Nguyen TruongSchool Rep
Nancy VillagomezSecretary
Ram UpadhyayTreasurer
Garima MathurVP Communication
Srabasti GuptaVP Leadership
Sweta NayakWebmaster
Revenue and Support

Revenue Composition

Contributions and Grants
$110,333
Program Service Revenue
$279
Investment Income
$0
Other Revenue
$-25,645
All Other Contributions
$31,391
Change in Net Assets
$-14,972
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$99,939
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$53,096$2,677$0$55,773
Other Expenses$8,000$0$0$8,000
Total Functional Expenses$97,262$2,677$0$99,939
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$27,415
Fundraising Gross Income$1,770
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-Thon$68,530$0$14,195$-14,195
Total Events$68,530$0$14,195$-14,195
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
Management duties delegated
No

Governance Explanations

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

“This Form 990 was prepared under the direction of the Treasurer and reviewed by the outgoing Treasurer. The financial information reported on this form was extracted from the organization's accounting software, [Software Name] (PTEZ). The accuracy of the financial data in PTEZ was reviewed throughout the year by the Finance Committee (or "relevant board members") during regular monthly board meetings. All financial statements and updates were presented and discussed with the entire Board of Directors during these monthly meetings.”

Form 990, Part VI, Section C, Line 19

“Existing documents and policies from prior years were reviewed by the new board and approved in July 2024.”

Filing and Contact Details

Filer

Filer Name
Pta California Congress of Parents Teachers & Students Inc
EIN
77-0395296
Phone
4086352852
Address
275 Redwood Ave, Milpitas, CA 95035-3843

Signing Officer

Name
Ram Upadhyay
Title
Treasurer
Phone
4084219846
Signed
2024-11-15

Organization Details

Principal Officer
Ram Upadhyay
Formed
2010
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
50
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“General expenses covering (a) various programs including classroom grants, field trips, and other events through out the year (b) other misc expenses such as office supplies, PTA accounting software, insurance renewal etc.”

Raw XML AppendixShowing 400 of 476 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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IRS990/Form990PartVIISectionAGrp/TitleTxt2Parliamentarian
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IRS990/Form990PartVIISectionAGrp/TitleTxt7Webmaster
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IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt09291
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Other program services
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt061096
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt065992
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt051263
IRS990/PYOtherRevenueAmt0-6868
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt07861
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt051263
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt059124
IRS990/ReconcilationRevenueExpnssAmt0-14972
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt074876
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt058007
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05617
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0535
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt014241
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0153276
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02049
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt012642
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt016315
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt032185
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt063191
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt0216467
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt076925
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt070649
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt021932
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0535
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt046426
IRS990ScheduleA/Total509Grp/TotalAmt0216467
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt076925
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt070649
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt021932
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0535
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt046426
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0216467
IRS990/ScheduleBRequiredInd00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt068530
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt068530
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014195
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Jog-a-Thon
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt068530
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt068530
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-14195
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014195
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014195
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0This Form 990 was prepared under the direction of the Treasurer and reviewed by the outgoing Treasurer. The financial information reported on this form was extracted from the organization's accounting software, [Software Name] (PTEZ). The accuracy of the financial data in PTEZ was reviewed throughout the year by the Finance Committee (or "relevant board members") during regular monthly board meetings. All financial statements and updates were presented and discussed with the entire Board of Directors during these monthly meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Existing documents and policies from prior years were reviewed by the new board and approved in July 2024.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2General expenses covering (a) various programs including classroom grants, field trips, and other events through out the year (b) other misc expenses such as office supplies, PTA accounting software, insurance renewal etc.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$9,707
Liabilities
$0
Net assets
$9,707
Revenue
$84,967
Expenses
$99,939
Net income
-$14,972
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.85$1.00$0.15
2023Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.59$0.51$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.24$0.26$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.24$0.29$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.45$0.79$0.34
2019Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.74$0.73$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.79$0.60$0.19
2017Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.75$0.62$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.54$0.59$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.55$0.60$0.06
2014Summary only. Only limited summary data is available for this year.$0.38$0.00$0.53$0.36$0.17
2013Summary only. Only limited summary data is available for this year.$0.21$0.00$0.33$0.38$0.05
2012Summary only. Only limited summary data is available for this year.$0.26$0.00$1.35$0.50$0.85