Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

EIN 90-1126718 • 501(c)3 • San Ramon, CA

990-N Coverage

Profile

The Bella Vista Elementary PTA plays a significant role in financially supporting the Bella Vista Elementary school.

1050 Trumpet Vine LaneSan Ramon, CA 94582

bves-srvusd-ca.schoolloop.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2017

Net Margin

84th percentile

35%

Higher net margin than 84% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

96th percentile

280%

Faster asset growth than 96% of similar nonprofits.

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

Revenue Growth

98th percentile

666%

Faster revenue growth than 98% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$16,041

Up $11,822 (+280%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$16,041

Up $11,822 (+280%) from 2016

Operations
Liabilities / RevenueScore unavailableNet Margin84th percentile

Revenue

Up

$33,711

Up $29,311 (+666%) from 2016

Expenses

Up

$21,889

Up $21,708 (+11993%) from 2016

Net Income

Up

$11,822

Up $7,603 (+180%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth96th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20K$15K$10K$5.0K$0Assets 2016: $4,219Net Assets 2016: $4,2192016Assets 2017: $16,041Net Assets 2017: $16,0412017

Highlighted filing

2017

Assets$16,041
Liabilities-
Net Assets$16,041
Open 2017 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$30K$20K$10K$0Revenue 2016: $4,400Expenses 2016: $181Net Income 2016: $4,2192016Revenue 2017: $33,711Expenses 2017: $21,889Net Income 2017: $11,8222017

Highlighted filing

2017

Revenue$33,711
Expenses$21,889
Net Income$11,822
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,041
Liabilities
-
Net assets
$16,041
Revenue
$33,711
Expenses
$21,889
Net income
$11,822
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$16.0$16.0$33.7$21.9$11.8
2016Detailed filing. Detailed filing data is available for this year.$4.22$4.22$4.40$0.18$4.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jul 25, 2017
Return Version
2016v3.0
Gross Receipts
$33,711
Mission and Program Overview

Mission

The Bella Vista Elementary PTA plays a significant role in financially supporting the Bella Vista Elementary school.

Program Services

DescriptionGrantsExpenses
Bella Vista Elementary is San Ramon Valley Unified's 36th school and will be the home of the Trailblazers. Bella Vista is designed with innovation in mind. Bella Vista has two-story classroom buildings, a library with an attached Maker Space, state of the art technology and an onsite child care facility. The campus ball fields will double as a city parkland, and the site is adjacent to a planned 30-acre public park, Rancho Park.Bella Vista Elementary will be home to Transitional Kindergarten through 5th grade students and special programs such as Academic talent Program, ATP. The maximum enrollment for Bella Vista is 830 students. While Bella Vista will have a STEAM focus through Project Launch and Maker Space, students will also experience PE, Science, Music, and library.$13,742-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chris PerezPresident-$0--
Junmin HuExec Vice Pres-$0--
Madhubala GelaniSecretary-$0--
Shiaw Yuan Jessie AngTreasurer-$0--
Christina FanAuditor-$0--
Lina NgFinancial Sec-$0--
Judy JiaoWays & Means-$0--
Bonnie SondereggerPrograms-$0--
Filing and Contact Details

Filer

Filer Name
Bella Vista PTA
EIN
90-1126718
Phone
9255525500
Address
1050 Trumpet Vine Lane, San Ramon, CA 94582

Signing Officer

Name
Shiaw Yuan Jessie Ang
Title
Treasurer
Signed
2017-07-25
Discuss with paid preparer
Yes

Preparer

Firm
Regalia & Associates CPAs
Address
103 Town Country Dr Ste K, Danville, CA 94526
Preparer
Douglas W Regalia
Phone
9253140390
Supplemental Narrative

Additional Explanations

Other Expenses.1003

“Information Technology $566”

Other Expenses.1012

“Insurance $221”

Other Expenses.1

“Yearbook $6175”

Other Expenses.2

“Spirit Wear $4496”

Other Expenses.3

“Student Enrichment $2010”

Other Expenses.4

“Teacher Appreciation $1294”

Other Expenses.5

“PTA Programs $641”

Other Expenses.6

“Bank & Paypal Fees $523”

Other Expenses.7

“Diversity/Cultural Fair $486”

Other Expenses.8

“Hospitality $401”

Other Expenses.9

“Honorary Service Awards $360”

Other Expenses.10

“Copying, Supplies & Postage $316”

Other Expenses.11

“Field Day $243”

Other Expenses.12

“Run For Education $64”

Other Expenses.13

“Taxes & Licenses $25”

Raw XML Appendix179 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/TitleTxt0President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Financial Sec
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt017821
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/ProgramServiceRevenueAmt022843
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationAssocInd0X
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04400
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IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt033710
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Information Technology $566
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $221
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Yearbook $6175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Spirit Wear $4496
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Student Enrichment $2010
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Teacher Appreciation $1294
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PTA Programs $641
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Bank & Paypal Fees $523
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Diversity/Cultural Fair $486
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Hospitality $401
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Honorary Service Awards $360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Copying, Supplies & Postage $316
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Field Day $243
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Run For Education $64
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Taxes & Licenses $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Shiaw Yuan Jessie Ang
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bella Vista PTA
ReturnHeader/Filer/BusinessNameControlTxt0BELL
ReturnHeader/Filer/EIN0901126718
ReturnHeader/Filer/PhoneNum09255525500
ReturnHeader/Filer/USAddress/AddressLine1Txt01050 Trumpet Vine Lane
ReturnHeader/Filer/USAddress/CityNm0San Ramon
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094582
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Regalia & Associates CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0103 Town Country Dr Ste K
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Danville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094526
ReturnHeader/PreparerPersonGrp/PhoneNum09253140390
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Douglas W Regalia
ReturnHeader/ReturnTs02017-07-25T17:06:32-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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