Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2021 • EIN 94-2852466

Jul 01, 2020 to Jun 30, 2021 • Filed on Feb 09, 2023

Organization ProfileN/A
410 Sautner DrSan Jose, CA 95123

(408) 832-0838

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$41,592

Up $18,568 (+81%) from 2020

Net Assets

$43,078

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Down

$54,367

Down $2,591 (-4.5%) from 2020

Expenses

Down

$34,313

Down $20,480 (-37%) from 2020

Net Income

Up

$20,054

Up $17,889 (+826%) from 2020

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $33,182Liabilities 2011: $02011Assets 2012: $27,860Liabilities 2012: $02012Assets 2013: $28,056Liabilities 2013: $02013Assets 2014: $17,283Liabilities 2014: $02014Assets 2015: $19,237Liabilities 2015: $02015Assets 2016: $22,271Liabilities 2016: $02016Assets 2017: $13,902Liabilities 2017: $02017Assets 2018: $35,326Liabilities 2018: $02018Assets 2019: $23,372Liabilities 2019: $02019Assets 2020: $23,024Liabilities 2020: $02020Assets 2021: $41,592Net Assets 2021: $43,0782021Assets 2022: $35,044Net Assets 2022: $35,0442022Assets 2023: $47,625Liabilities 2023: $0Net Assets 2023: $47,6252023Assets 2024: $43,938Liabilities 2024: $0Net Assets 2024: $43,9382024Assets 2025: $50,701Liabilities 2025: $0Net Assets 2025: $50,7012025

Highlighted filing

2021

Assets$41,592
Liabilities-
Net Assets$43,078
Open 2021 Filing

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $66,087Expenses 2011: $52,221Net Income 2011: $13,8662011Revenue 2012: $63,258Expenses 2012: $68,580Net Income 2012: -$5,3222012Revenue 2013: $60,870Expenses 2013: $60,674Net Income 2013: $1962013Revenue 2014: $56,678Expenses 2014: $65,960Net Income 2014: -$9,2822014Revenue 2015: $67,128Expenses 2015: $65,174Net Income 2015: $1,9542015Revenue 2016: $46,177Expenses 2016: $45,652Net Income 2016: $5252016Revenue 2017: -$2,781Expenses 2017: $5,622Net Income 2017: -$8,4032017Revenue 2018: $39,808Expenses 2018: $18,385Net Income 2018: $21,4232018Revenue 2019: $47,943Expenses 2019: $59,897Net Income 2019: -$11,9542019Revenue 2020: $56,958Expenses 2020: $54,793Net Income 2020: $2,1652020Revenue 2021: $54,367Expenses 2021: $34,313Net Income 2021: $20,0542021Revenue 2022: $79,284Expenses 2022: $85,832Net Income 2022: -$6,5482022Revenue 2023: $87,803Expenses 2023: $101,809Net Income 2023: -$14,0062023Revenue 2024: $86,710Expenses 2024: $90,397Net Income 2024: -$3,6872024Revenue 2025: $81,637Expenses 2025: $74,874Net Income 2025: $6,7632025

Highlighted filing

2021

Revenue$54,367
Expenses$34,313
Net Income$20,054
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 9, 2023
Return Version
2020v4.1
Gross Receipts
$60,724
Mission and Program Overview

Mission

EDUCATION/CHARITABLE

Program Services

DescriptionGrantsExpenses
CLASSROOM SPENDING: PROVIDE TEACHERS FUNDING FOR EXTRA SUPPLIES FOR THEIR CLASSROOMS-$28,910
STAFF APPRECIATION - END OF YEAR APPRECIATION CEREMONY FOR SUPPORTING STAFF-$2,019
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIN CHAPMANPresidentPT$0--
AMY YOUNGVP FundraisingPT$0--
LIZEL PIERCEVP EnrichmentPT$0--
ALICIA LAMARCHETreaqsurerPT$0--
JENNIFER WOODSFinancial SecretaryPT$0--
MONICA CAMPUZANOVP MembershipPT$0--
CHRISSY TERWILLIGERSecretaryPT$0--
VICKIE KHAYOParliamentarianPT$0--
JILLIAN CUMMINGSVolunteer CoordinatoPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Harvest Walk a Thon$41,615$41,615$4,066$37,549
Yearbook$7,661$7,661-$7,661
Total Events$60,423$60,423$6,357$54,066
Filing and Contact Details

Filer

Filer Name
Taylor Elementary Pta
EIN
94-2852466
Phone
4088320838
Address
410 SAUTNER DR, SAN JOSE, CA 95123

Signing Officer

Name
Jennifer Woods
Title
Treasurer
Phone
4088320838
Signed
2023-02-09
Discuss with paid preparer
Yes

Preparer

Firm
Block Advisors
Address
15466 LOS GATOS BLVD STE 201, LOS GATOS, CA 95032
Preparer
Paul Pilipenko
Phone
4083583822
Supplemental Narrative

Additional Explanations

Part 1 Line 16 Other Expenses

“SEE STATEMENT 1”

Raw XML Appendix180 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/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ERIN CHAPMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMY YOUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LIZEL PIERCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALICIA LAMARCHE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER WOODS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MONICA CAMPUZANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHRISSY TERWILLIGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7VICKIE KHAYO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JILLIAN CUMMINGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP ENRICHMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREAQSURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VOLUNTEER COORDINATO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt034313
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION/CHARITABLE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CLASSROOM SPENDING: PROVIDE TEACHERS FUNDING FOR EXTRA SUPPLIES FOR THEIR CLASSROOMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STAFF APPRECIATION - END OF YEAR APPRECIATION CEREMONY FOR SUPPORTING STAFF
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt028910
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt054066
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034313
IRS990EZ/TotalProgramServiceExpensesAmt030929
IRS990EZ/TotalRevenueAmt054367
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt060719
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0112286
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0118097
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0110330
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0106144
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0507576
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0422
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0422
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/PublicSupportTotal509Amt0507998
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt060719
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0112286
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0118097
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0110330
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0106566
IRS990ScheduleA/Total509Grp/TotalAmt0507998
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt060724
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0110330
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0106566
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0508003
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06357
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0HARVEST WALK A THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0YEARBOOK
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt041615
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07661
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt011147
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04066
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0false
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SEE STATEMENT 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 LINE 16 OTHER EXPENSES
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER WOODS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04088320838
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TAYLOR ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0TAYL
ReturnHeader/Filer/EIN0942852466
ReturnHeader/Filer/PhoneNum04088320838
ReturnHeader/Filer/USAddress/AddressLine1Txt0410 SAUTNER DR
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095123
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Block Advisors
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS GATOS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095032
ReturnHeader/PreparerPersonGrp/PhoneNum04083583822
ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul Pilipenko
ReturnHeader/ReturnTs02023-02-09T21:47:00Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNIFER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WOODS
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,592
Liabilities
-
Net assets
$43,078
Revenue
$54,367
Expenses
$34,313
Net income
$20,054
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.82$0.75$0.07
2024Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.87$0.90$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.88$1.02$0.14
2022Detailed filing. Detailed filing data is available for this year.$0.35$0.35$0.79$0.86$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.42$0.43$0.54$0.34$0.20
2020Summary only. Only limited summary data is available for this year.$0.23$0.00$0.57$0.55$0.02
2019Summary only. Only limited summary data is available for this year.$0.23$0.00$0.48$0.60$0.12
2018Summary only. Only limited summary data is available for this year.$0.35$0.00$0.40$0.18$0.21
2017Summary only. Only limited summary data is available for this year.$0.14$0.00$0.03$0.06$0.08
2016Summary only. Only limited summary data is available for this year.$0.22$0.00$0.46$0.46$0.01
2015Summary only. Only limited summary data is available for this year.$0.19$0.00$0.67$0.65$0.02
2014Summary only. Only limited summary data is available for this year.$0.17$0.00$0.57$0.66$0.09
2013Summary only. Only limited summary data is available for this year.$0.28$0.00$0.61$0.61$0.00
2012Summary only. Only limited summary data is available for this year.$0.28$0.00$0.63$0.69$0.05
2011Summary only. Only limited summary data is available for this year.$0.33$0.00$0.66$0.52$0.14