Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2023 • EIN 77-0499036

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 11, 2023

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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

35th percentile

-3.7%

Higher net margin than 35% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

40th percentile

-3.8%

Faster asset growth than 40% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

25th percentile

-20%

Faster revenue growth than 25% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$56,870

Down $2,223 (-3.8%) from 2022

Net Assets

Down

$56,870

Down $2,223 (-3.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$60,134

Down $15,300 (-20%) from 2022

Expenses

Down

$62,357

Down $6,322 (-9.2%) from 2022

Net Income

Down

-$2,223

Down $8,978 (-133%) from 2022

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

2023

Assets$56,870
Liabilities$0
Net Assets$56,870

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

2023

Revenue$60,134
Expenses$62,357
Net Income-$2,223
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 11, 2023
Return Version
2022v5.0
Gross Receipts
$60,134
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.

Tom matsumoto elementary pta is dedicated to the continuous improvement of ourchildrens education through the guidelines established by the california pta. Theorganization's primary exempt purpose is to improve and enrich the educationalexperience for the students at tom matsumoto elementary school.

Program Services

DescriptionGrantsExpenses
OTHER PROGRAMS - BENEFITS ALL STUDENTS$0$12,441
RECOGNITIONS$0$8,055
ACADEMIC SCHOOLWIDE PROGRAMS - BENEFITS ALL STUDENTS$0$6,162
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MYLINH CHANPresidentPT$0--
NATHAN WRIGHTTreasurerPT$0--
JANELL WALWOCZSecretaryPT$0--
KAVERI CHARATIAuditor-$0--
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
Nathan Wright
Title
Treasurer
Phone
4082234873
Signed
2023-10-11
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: tom matsumoto elementary school. Grantee address: 4121 mackin woods ln san jose, ca 95135. Method used to determine book value: cash. Method used to determine fmv: cash. Book value of property: 18,527. Date of gift: various. Amount given: 18,527.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: advertising and promotion. Amount: 466. Description: assemblies. Amount: 1,705. Description: bank/merchant charges. Amount: 1,423. Description: book fair. Amount: 7,925. Description: concessions expenses. Amount: 378. Description: family fun nights. Amount: 3,143. Description: fantasy of lights. Amount: 1,116. Description: harvest festival. Amount: 5,195. Description: kinder promotion/6th grade clapout. Amount: 3,945. Description: math olympiad. Amount: 3,873. Description: membership. Amount: 180. Description: project cornerstone. Amount: 147. Description: reflections. Amount: 118. Description: spelling bee. Amount: 319. Description: spirit wear. Amount: 5,695. Description: staff/teacher appreciation. Amount: 7,850. Description: miscellaneous expenses. Amount: 352. Total to form 990-ez, line 16: 43,830.

Raw XML Appendix162 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0NATHAN WRIGHT
IRS990EZ/BooksInCareOfDetail/PhoneNum08018304491
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04121 MACKIN WOODS LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN JOSE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095135
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt059093
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt056870
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt017549
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-2223
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt059093
IRS990EZ/Form990TotalAssetsGrp/EOYAmt056870
IRS990EZ/FundraisingGrossIncomeAmt01871
IRS990EZ/GrantsAndSimilarAmountsPaidAmt018527
IRS990EZ/GrossReceiptsAmt060134
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt05517
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt059093
IRS990EZ/NetAssetsOrFundBalancesEOYAmt056870
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt059093
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt056870
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MYLINH CHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NATHAN WRIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JANELL WALWOCZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KAVERI CHARATI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3AUDITOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt043830
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TOM MATSUMOTO ELEMENTARY PTA IS DEDICATED TO THE CONTINUOUS IMPROVEMENT OF OURCHILDRENS EDUCATION THROUGH THE GUIDELINES ESTABLISHED BY THE CALIFORNIA PTA. THEORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO IMPROVE AND ENRICH THE EDUCATIONALEXPERIENCE FOR THE STUDENTS AT TOM MATSUMOTO ELEMENTARY SCHOOL.
IRS990EZ/ProgramServiceRevenueAmt035197
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ACADEMIC SCHOOLWIDE PROGRAMS - BENEFITS ALL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1OTHER PROGRAMS - BENEFITS ALL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2RECOGNITIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06162
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112441
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt28055
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsNetIncomeLossAmt01871
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt062357
IRS990EZ/TotalProgramServiceExpensesAmt026658
IRS990EZ/TotalRevenueAmt060134
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://TOMMATSUMOTOPTA.ORG/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt023066
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt026302
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt022846
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07787
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05860
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt085861
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0301652
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt037068
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus1YearAmt052040
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus2YearsAmt030715
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus3YearsAmt026703
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus4YearsAmt069265
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt0215791
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt060134
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt078342
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt053561
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt034490
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt075125
IRS990ScheduleA/Total509Grp/TotalAmt0301652
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt060134
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt078342
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt053561
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt034490
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt075125
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0301652
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: . GRANTEE NAME: TOM MATSUMOTO ELEMENTARY SCHOOL. GRANTEE ADDRESS: 4121 MACKIN WOODS LN SAN JOSE, CA 95135. METHOD USED TO DETERMINE BOOK VALUE: CASH. METHOD USED TO DETERMINE FMV: CASH. BOOK VALUE OF PROPERTY: 18,527. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 18,527.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ADVERTISING AND PROMOTION. AMOUNT: 466. DESCRIPTION: ASSEMBLIES. AMOUNT: 1,705. DESCRIPTION: BANK/MERCHANT CHARGES. AMOUNT: 1,423. DESCRIPTION: BOOK FAIR. AMOUNT: 7,925. DESCRIPTION: CONCESSIONS EXPENSES. AMOUNT: 378. DESCRIPTION: FAMILY FUN NIGHTS. AMOUNT: 3,143. DESCRIPTION: FANTASY OF LIGHTS. AMOUNT: 1,116. DESCRIPTION: HARVEST FESTIVAL. AMOUNT: 5,195. DESCRIPTION: KINDER PROMOTION/6TH GRADE CLAPOUT. AMOUNT: 3,945. DESCRIPTION: MATH OLYMPIAD. AMOUNT: 3,873. DESCRIPTION: MEMBERSHIP. AMOUNT: 180. DESCRIPTION: PROJECT CORNERSTONE. AMOUNT: 147. DESCRIPTION: REFLECTIONS. AMOUNT: 118. DESCRIPTION: SPELLING BEE. AMOUNT: 319. DESCRIPTION: SPIRIT WEAR. AMOUNT: 5,695. DESCRIPTION: STAFF/TEACHER APPRECIATION. AMOUNT: 7,850. DESCRIPTION: MISCELLANEOUS EXPENSES. AMOUNT: 352. TOTAL TO FORM 990-EZ, LINE 16: 43,830.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0NATHAN WRIGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04082234873
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-11
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/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/ReturnTs02023-10-11T02:03:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NATHAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WRIGHT
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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