Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2023 • EIN 94-2852466

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 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

Down

$26,237

Down $8,807 (-25%) from 2022

Net Assets

Down

$26,237

Down $8,807 (-25%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Up

$90,296

Up $11,012 (+14%) from 2022

Expenses

Up

$101,845

Up $16,013 (+19%) from 2022

Net Income

Down

-$11,549

Down $5,001 (-76%) from 2022

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: $26,237Net Assets 2023: $26,2372023Assets 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

2023

Assets$26,237
Liabilities-
Net Assets$26,237
Open 2023 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: $90,296Expenses 2023: $101,845Net Income 2023: -$11,5492023Revenue 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

2023

Revenue$90,296
Expenses$101,845
Net Income-$11,549
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 9, 2023
Return Version
2022v5.0
Gross Receipts
$117,730
Mission and Program Overview

Mission

EDUCATION/CHARITABLE

Program Services

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

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEN JURGENSENPresidentPT$0--
SHAWNTEA AUSTENVP FundraisingPT$0--
CHRISTIE MOOREVP EnrichmentPT$0--
MONICA CAMPUZANOTreasurerPT$0--
LETRIZ COLESecretaryPT$0--
CECY GARCIAVP MembershipPT$0--
CHRISSY TERWILLIGERVice PresidentPT$0--
CASSIE BARMOREParliamentarianPT$0--
ERIN CHAPMANVolunteer CoordinatoPT$0--
DANIEL MCDONALDHistorianPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Harvest Festival Walk a Thon$73,940$73,940$8,891$65,049
Bookfair$10,967$10,967$10,940$27
Total Events$116,815$116,815$27,434$89,381
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
Monica Campuzano
Title
Treasurer
Phone
4088320838
Signed
2023-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Hrb Tax Group Inc
Address
1301 MAIN ST STE 105F, KANSAS CITY, MO 64108
Preparer
Paul Pilipenko
Phone
8004725625
Supplemental Narrative

Additional Explanations

Part I Line 8 Other Revenue

“COMMUNITY ACTIVITIES”

Part I Line 16 Other Expenses

“SEE STATEMENT 2”

Part II Line 24 Other Assets

“Prior year adjustment due to corrections made to balance sheet after filing”

Raw XML Appendix196 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Jose
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095123
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035044
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JEN JURGENSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHAWNTEA AUSTEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTIE MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MONICA CAMPUZANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LETRIZ COLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CECY GARCIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHRISSY TERWILLIGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CASSIE BARMORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ERIN CHAPMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9DANIEL MCDONALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP ENRICHMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VOLUNTEER COORDINATO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9HISTORIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02742
IRS990EZ/OtherExpensesTotalAmt0101845
IRS990EZ/OtherRevenueTotalAmt0384
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/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt027434
IRS990EZ/SpecialEventsNetIncomeLossAmt089381
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0101845
IRS990EZ/TotalRevenueAmt090296
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0523
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0522
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt060719
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0112286
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0118097
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0292147
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt020
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt089381
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt078470
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0167851
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt020
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0459998
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt089904
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt078992
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt060719
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0112286
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0118097
IRS990ScheduleA/Total509Grp/TotalAmt0459998
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt089912
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt078999
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt060724
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0112286
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0118097
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0460018
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt027434
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0HARVEST FESTIVAL WALK A THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOKFAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt073940
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010967
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt031908
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0116815
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt073940
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010967
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt031908
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0116815
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt089381
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt07603
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt027434
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08891
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010940
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt06
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0false
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMMUNITY ACTIVITIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SEE STATEMENT 2
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR YEAR ADJUSTMENT DUE TO CORRECTIONS MADE TO BALANCE SHEET AFTER FILING
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I LINE 8 OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I LINE 16 OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART II LINE 24 OTHER ASSETS
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MONICA CAMPUZANO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04088320838
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-09
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/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 MAIN ST STE 105F
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064108
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul Pilipenko
ReturnHeader/ReturnTs02023-11-16T21:10:11Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MONICA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CAMPUZANO
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,237
Liabilities
-
Net assets
$26,237
Revenue
$90,296
Expenses
$101,845
Net income
-$11,549
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
2023Detailed filing. Detailed filing data is available for this year.$0.26$0.26$0.90$1.02$0.12
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