Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc Aka Juana Brione

990EZ • Fiscal year 2015 • EIN 94-2907754

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 12, 2015

4100 Orme StreetPalo Alto, CA 94306

(408) 329-2158

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

8th percentile

-50%

Higher net margin than 8% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

7th percentile

-57%

Faster asset growth than 7% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

34th percentile

-9.3%

Faster revenue growth than 34% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$14,130

Down $18,742 (-57%) from 2014

Net Assets

Down

$14,130

Down $18,742 (-57%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$37,212

Down $3,837 (-9.3%) from 2014

Expenses

Up

$55,954

Up $174 (+0.3%) from 2014

Net Income

Down

-$18,742

Down $4,011 (-27%) from 2014

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $64,722Liabilities 2011: $02011Assets 2012: $57,334Net Assets 2012: $57,3342012Assets 2013: $47,384Liabilities 2013: $02013Assets 2014: $32,872Liabilities 2014: $0Net Assets 2014: $32,8722014Assets 2015: $14,130Liabilities 2015: $0Net Assets 2015: $14,1302015Assets 2016: $17,921Liabilities 2016: $0Net Assets 2016: $17,9212016Assets 2017: $37,784Liabilities 2017: $0Net Assets 2017: $37,7842017Assets 2018: $43,725Liabilities 2018: $02018Assets 2019: $52,284Net Assets 2019: $52,2842019Assets 2020: $70,224Liabilities 2020: $0Net Assets 2020: $70,2242020Assets 2021: $61,421Net Assets 2021: $61,4212021Assets 2022: $91,827Net Assets 2022: $91,8272022Assets 2023: $89,582Net Assets 2023: $89,5822023Assets 2024: $66,719Net Assets 2024: $66,7192024Assets 2025: $46,551Net Assets 2025: $46,5512025

Highlighted filing

2015

Assets$14,130
Liabilities$0
Net Assets$14,130

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $63,087Expenses 2011: $54,912Net Income 2011: $8,1752011Revenue 2012: $48,553Expenses 2012: $55,941Net Income 2012: -$7,3882012Revenue 2013: $57,445Expenses 2013: $68,148Net Income 2013: -$10,7032013Revenue 2014: $41,049Expenses 2014: $55,780Net Income 2014: -$14,7312014Revenue 2015: $37,212Expenses 2015: $55,954Net Income 2015: -$18,7422015Revenue 2016: $46,846Expenses 2016: $43,245Net Income 2016: $3,6012016Revenue 2017: $48,015Expenses 2017: $28,501Net Income 2017: $19,5142017Revenue 2018: $58,332Expenses 2018: $52,391Net Income 2018: $5,9412018Revenue 2019: $77,647Expenses 2019: $69,089Net Income 2019: $8,5582019Revenue 2020: $70,490Expenses 2020: $63,594Net Income 2020: $6,8962020Revenue 2021: $35,721Expenses 2021: $42,121Net Income 2021: -$6,4002021Revenue 2022: $66,178Expenses 2022: $35,772Net Income 2022: $30,4062022Revenue 2023: $58,057Expenses 2023: $60,302Net Income 2023: -$2,2452023Revenue 2024: $47,049Expenses 2024: $69,912Net Income 2024: -$22,8632024Revenue 2025: $52,121Expenses 2025: $72,289Net Income 2025: -$20,1682025

Highlighted filing

2015

Revenue$37,212
Expenses$55,954
Net Income-$18,742
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 12, 2015
Return Version
2014v5.0
Gross Receipts
$61,716
Mission and Program Overview

Mission

Purpose is to support students, staff and parents

Program Services

DescriptionGrantsExpenses
Grants to teachers and staff for instructional supplies, enrichment activities, curriculum support and assemblies$43,032$0
Grants for site improvement, library books, noontime activities, community building activities$7,272$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heewon ParkPresidentPT$0--
David NgExecutive Vice President-$0--
Jaimi KerrSecretaryPT$0--
Claire FiennesTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Harvest Festival$19,709$19,709$9,599$10,110
Yearbook$6,450$6,450$6,243$207
Total Events$32,415$32,415$21,254$11,161
Filing and Contact Details

Filer

Filer Name
PTA CA Congress - Juana Briones PTA
EIN
94-2907754
Phone
4083292158
Address
4100 Orme Street, Palo Alto, CA 94306

Signing Officer

Name
Raymond Yue
Title
Treasurer
Phone
6505753813
Signed
2015-10-12
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Description;Amount^Credit card expense;2183|Insurance expense;459|Accounting and audit expense;634|Child care expense;360|General operating and misc expense;290^Total;3926^

Raw XML Appendix220 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/OperateHospitalInd00
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IRS990EZ/PrintingPublicationsPostageAmt01724
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt043032
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IRS990EZ/TypeOfOrganizationOtherDesc0Non-Profit
IRS990EZ/TypeOfOrganizationOtherInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Credit card expense;2183|Insurance expense;459|Accounting and audit expense;634|Child care expense;360|General operating and misc expense;290^Total;3926^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Raymond Yue
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06505753813
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CA Congress - Juana Briones PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0942907754
ReturnHeader/Filer/PhoneNum04083292158
ReturnHeader/Filer/USAddress/AddressLine1Txt04100 Orme Street
ReturnHeader/Filer/USAddress/CityNm0Palo Alto
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094306
ReturnHeader/ReturnTs02015-10-13T00:52:52-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$46.6$46.6$52.1$72.3$20.2
2024Detailed filing. Detailed filing data is available for this year.$66.7$66.7$47.0$69.9$22.9
2023Detailed filing. Detailed filing data is available for this year.$89.6$89.6$58.1$60.3$2.25
2022Detailed filing. Detailed filing data is available for this year.$91.8$91.8$66.2$35.8$30.4
2021Detailed filing. Detailed filing data is available for this year.$61.4$61.4$35.7$42.1$6.40
2020Detailed filing. Detailed filing data is available for this year.$70.2$0.00$70.2$70.5$63.6$6.90
2019Detailed filing. Detailed filing data is available for this year.$52.3$52.3$77.6$69.1$8.56
2018Summary only. Only limited summary data is available for this year.$43.7$0.00$58.3$52.4$5.94
2017Detailed filing. Detailed filing data is available for this year.$37.8$0.00$37.8$48.0$28.5$19.5
2016Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$46.8$43.2$3.60
2015Detailed filing. Detailed filing data is available for this year.$14.1$0.00$14.1$37.2$56.0$18.7
2014Detailed filing. Detailed filing data is available for this year.$32.9$0.00$32.9$41.0$55.8$14.7
2013Summary only. Only limited summary data is available for this year.$47.4$0.00$57.4$68.1$10.7
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$57.3$57.3$48.6$55.9$7.39
2011Summary only. Only limited summary data is available for this year.$64.7$0.00$63.1$54.9$8.18