Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2019 • EIN 77-0499036

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 15, 2019

4121 Mackin Woods LaneSan Jose, CA 95135

(408) 223-4873

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

81st percentile

26%

Higher net margin than 81% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

73rd percentile

21%

Faster asset growth than 73% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

45th percentile

-1.8%

Faster revenue growth than 45% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$78,481

Up $13,883 (+21%) from 2018

Net Assets

Up

$78,481

Up $13,883 (+21%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$53,415

Down $962 (-1.8%) from 2018

Expenses

Up

$39,532

Up $5,211 (+15%) from 2018

Net Income

Down

$13,883

Down $6,173 (-31%) from 2018

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

2019

Assets$78,481
Liabilities-
Net Assets$78,481

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

2019

Revenue$53,415
Expenses$39,532
Net Income$13,883
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$75,125
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$21,687-
Other Programs-Benefits all students--
Recognitions--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Neelam KansaraVice President-$0--
Pallavi SrinivasPresident-$0--
Seema KhanAuditor-$0--
Sujatha SripathyTreasurer-$0--
Fazia RaoSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Family Fun Night$14,533$14,533$7,145$7,388
Book Fair$8,013$8,013$8,302$-289
Total Events$27,670$27,670$20,135$7,535
Filing and Contact Details

Filer

Filer Name
Tom Matsumoto Elementary School Pta
EIN
77-0499036
Phone
4082234873
Address
4121 MACKIN WOODS LANE, SAN JOSE, CA 95135

Signing Officer

Name
Sujatha Sripathy
Title
Treasurer
Signed
2019-11-15
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.4

Name: Tom Matsumoto Elementary Schoo | Address: 4121 Mackin Woods Ln San Jose, CA 95135 | Purpose of payment: School Prioritized Projects | Amount: $11755

Other Expenses.1001

Advertising and Promotion $1354

Other Expenses.1

Drama $15388

Other Expenses.2

School Chior $2656

Other Expenses.3

Math Olypaid $2108

Other Expenses.4

Spelling and Geograghy $744

Other Expenses.5

Odyssey of Mind $549

Other Expenses.6

Project Cornerstone $147

Other Expenses.7

Reflection $95

Raw XML Appendix185 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/OrganizationDissolvedEtcInd0false
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IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt023041
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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
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0331563
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt074282
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book Fair
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Name: Tom Matsumoto Elementary Schoo | Address: 4121 Mackin Woods Ln San Jose, CA 95135 | Purpose of payment: School Prioritized Projects | Amount: $11755
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $1354
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Drama $15388
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3School Chior $2656
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Math Olypaid $2108
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Spelling and Geograghy $744
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Odyssey of Mind $549
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Project Cornerstone $147
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Reflection $95
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sujatha Sripathy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TOM MATSUMOTO ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0TOMM
ReturnHeader/Filer/EIN0770499036
ReturnHeader/Filer/PhoneNum04082234873
ReturnHeader/Filer/USAddress/AddressLine1Txt04121 MACKIN WOODS LANE
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095135
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261887163
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/ReturnTs02019-11-15T17:49:51-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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Filings