Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2017 • EIN 77-0499036

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 15, 2017

4121 Mackin Woods LaneSan Jose, CA 95135

(408) 802-4855

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

72nd percentile

16%

Higher net margin than 72% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

76th percentile

27%

Faster asset growth than 76% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

51st percentile

1.7%

Faster revenue growth than 51% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$44,542

Up $9,558 (+27%) from 2016

Net Assets

Up

$44,542

Up $9,558 (+27%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$59,744

Up $970 (+1.7%) from 2016

Expenses

Down

$50,186

Down $22,319 (-31%) from 2016

Net Income

Up

$9,558

Up $23,289 (+170%) from 2016

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $14,918Liabilities 2011: $02011Assets 2012: $48,917Net Assets 2012: $48,9172012Assets 2013: $17,768Liabilities 2013: $02013Assets 2014: $63,750Net Assets 2014: $63,7502014Assets 2015: $48,715Net Assets 2015: $48,7152015Assets 2016: $34,984Net Assets 2016: $34,9842016Assets 2017: $44,542Net Assets 2017: $44,5422017Assets 2018: $64,598Net Assets 2018: $64,5982018Assets 2019: $78,481Net Assets 2019: $78,4812019Assets 2022: $59,093Liabilities 2022: $0Net Assets 2022: $59,0932022Assets 2023: $56,870Liabilities 2023: $0Net Assets 2023: $56,8702023Assets 2024: $142,092Liabilities 2024: $0Net Assets 2024: $142,0922024Assets 2025: $173,346Liabilities 2025: $0Net Assets 2025: $173,3462025

Highlighted filing

2017

Assets$44,542
Liabilities-
Net Assets$44,542

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $58,732Expenses 2011: $58,505Net Income 2011: $2272011Revenue 2012: $49,498Expenses 2012: $15,499Net Income 2012: $33,9992012Revenue 2013: $53,899Expenses 2013: $85,048Net Income 2013: -$31,1492013Revenue 2014: $82,827Expenses 2014: $39,459Net Income 2014: $43,3682014Revenue 2015: $71,611Expenses 2015: $86,646Net Income 2015: -$15,0352015Revenue 2016: $58,774Expenses 2016: $72,505Net Income 2016: -$13,7312016Revenue 2017: $59,744Expenses 2017: $50,186Net Income 2017: $9,5582017Revenue 2018: $54,377Expenses 2018: $34,321Net Income 2018: $20,0562018Revenue 2019: $53,415Expenses 2019: $39,532Net Income 2019: $13,8832019Revenue 2022: $75,434Expenses 2022: $68,679Net Income 2022: $6,7552022Revenue 2023: $60,134Expenses 2023: $62,357Net Income 2023: -$2,2232023Revenue 2024: $135,609Expenses 2024: $50,387Net Income 2024: $85,2222024Revenue 2025: $94,312Expenses 2025: $63,058Net Income 2025: $31,2542025

Highlighted filing

2017

Revenue$59,744
Expenses$50,186
Net Income$9,558
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$80,838
Mission and Program Overview

Mission

Tom Matsumoto Elementary PTA is dedicated to the continuous improvement of our childrens education through the guidelines established by the California PTA. The organization's primary exempt purpose is to improve and enrich the educational experience for the students at Tom Matsumoto Elementary School.

Program Services

DescriptionGrantsExpenses
Academic schoolwid programs-Benefits all students$29,222-
Other Programs-Benefits all students--
Recognitions--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Neelam KansaraPresident-$0--
Harina MadhavanVice President-$0--
Faiza RaoSecretary-$0--
Seema KhanTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Family Fun Night$19,926$19,926$7,257$12,669
Book Fair$10,250$10,250$10,587$-337
Total Events$30,176$30,176$17,844$12,332
Filing and Contact Details

Filer

Filer Name
Tom Matsumoto Elementary School Pta
EIN
77-0499036
Phone
4088024855
Address
4121 MACKIN WOODS LANE, SAN JOSE, CA 95135

Signing Officer

Name
Seema Khan
Title
Treasurer
Signed
2017-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Sj Tax Consulting LLC
Address
5993 BURCHELL CT, SAN JOSE, CA 95120-3815
Preparer
Stephen Jimenez
Phone
4088241355
Supplemental Narrative

Additional Explanations

Payments to Affiliates.2

Name: Tom Matsumoto Elementary Schoo | Address: 4121 Mackin Woods Ln San Jose, CA 95135 | Purpose of payment: Donation to School | Amount: $5856

Payments to Affiliates.3

Name: Tom Matsumoto Elementary Schoo | Address: 4121 Mackin Woods Ln San Jose, CA 95135 | Purpose of payment: Grant to school | Amount: $12896

Other Expenses.1001

Advertising and Promotion $752

Other Expenses.1

Drama $15898

Other Expenses.2

Math Olypaid $5061

Other Expenses.3

Odyssey of Mind $3597

Other Expenses.4

School Chior $2603

Other Expenses.5

Biz World $1140

Other Expenses.6

Spelling and Geograghy $785

Other Expenses.7

Project Cornerstone $138

Raw XML Appendix188 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/OtherExpensesTotalAmt029974
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Recognitions
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/RelatedOrgSect527OrgInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08605
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07257
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Name: Tom Matsumoto Elementary Schoo | Address: 4121 Mackin Woods Ln San Jose, CA 95135 | Purpose of payment: Donation to School | Amount: $5856
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Name: Tom Matsumoto Elementary Schoo | Address: 4121 Mackin Woods Ln San Jose, CA 95135 | Purpose of payment: Grant to school | Amount: $12896
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Advertising and Promotion $752
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Drama $15898
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Math Olypaid $5061
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Odyssey of Mind $3597
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6School Chior $2603
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Biz World $1140
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Spelling and Geograghy $785
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Project Cornerstone $138
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Payments to Affiliates.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Payments to Affiliates.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Seema Khan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TOM MATSUMOTO ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0TOMM
ReturnHeader/Filer/EIN0770499036
ReturnHeader/Filer/PhoneNum04088024855
ReturnHeader/Filer/USAddress/AddressLine1Txt04121 MACKIN WOODS LANE
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095135
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SJ TAX CONSULTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05993 BURCHELL CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0951203815
ReturnHeader/PreparerPersonGrp/PhoneNum04088241355
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephen Jimenez
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-15T07:42:13-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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