Civic Intelligence

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

990EZ • Fiscal year 2016 • EIN 94-2907754

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 30, 2016

4100 Orme StreetPalo Alto, CA 94306

(650) 575-3813

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

60th percentile

7.7%

Higher net margin than 60% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

76th percentile

27%

Faster asset growth than 76% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

77th percentile

26%

Faster revenue growth than 77% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$17,921

Up $3,791 (+27%) from 2015

Net Assets

Up

$17,921

Up $3,791 (+27%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$46,846

Up $9,634 (+26%) from 2015

Expenses

Down

$43,245

Down $12,709 (-23%) from 2015

Net Income

Up

$3,601

Up $22,343 (+119%) from 2015

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

2016

Assets$17,921
Liabilities$0
Net Assets$17,921

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

2016

Revenue$46,846
Expenses$43,245
Net Income$3,601
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 30, 2016
Return Version
2015v2.1
Gross Receipts
$67,906
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.$30,558$0
Grants for site improvement, library books, noontime activities, community building activities$8,862$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heewon ParkPresidentPT$0--
Michelle ChenExecutive Vice President-$0--
Suzanne WaxmanSecretaryPT$0--
Raymond YueTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Harvest Festival$21,752$21,752$9,221$12,531
Yearbook$5,454$5,454$5,578$-124
Total Events$33,434$33,434$19,792$13,642
Filing and Contact Details

Filer

Filer Name
PTA CA Congress - Juana Briones PTA
EIN
94-2907754
Phone
6505753813
Address
4100 Orme Street, Palo Alto, CA 94306

Signing Officer

Name
Raymond Yue
Title
Treasurer
Phone
6505753813
Signed
2016-09-30
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Description;Amount^Credit card expense;1341|Insurance expense;466|Accounting and audit expense;25|General Operating and misc expense;523^Total;2355^

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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum06505753813
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04100 Orme Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Palo Alto
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0943063106
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014320
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017921
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IRS990EZ/ContributionsGiftsGrantsEtcAmt031255
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Heewon Park
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Raymond Yue
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Executive Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt02355
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Purpose is to support students, staff and parents
IRS990EZ/PrintingPublicationsPostageAmt01470
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Grants to teachers and staff for instructional supplies, enrichment activities, curriculum support and assemblies.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Grants for site improvement, library books, noontime activities, community building activities
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt030558
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt18862
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt019792
IRS990EZ/SpecialEventsNetIncomeLossAmt013642
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt043245
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt046846
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherDesc0Non-Profit
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt033095
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt027274
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt030357
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt039704
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt022668
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0153098
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt040
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt071
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt095
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0222
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt034806
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt034431
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt033669
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt032722
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt046969
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0182597
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt011
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt071
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt095
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0222
IRS990ScheduleA/InvestmentIncomeCYPct00.00066
IRS990ScheduleA/InvestmentIncomePYPct00.0011
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99934
IRS990ScheduleA/PublicSupportPY509Pct00.9989
IRS990ScheduleA/PublicSupportTotal509Amt0335695
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt067901
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt061705
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt064026
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt072426
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt069637
IRS990ScheduleA/Total509Grp/TotalAmt0335695
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt067906
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt061716
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt064066
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt072497
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt069732
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0335917
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019792
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Harvest Festival
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Yearbook
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021752
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05454
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06228
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt033434
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021752
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05454
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06228
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013642
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04993
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019792
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09221
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05578
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Credit card expense;1341|Insurance expense;466|Accounting and audit expense;25|General Operating and misc expense;523^Total;2355^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Raymond Yue
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06505753813
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CA Congress - Juana Briones PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0942907754
ReturnHeader/Filer/PhoneNum06505753813
ReturnHeader/Filer/USAddress/AddressLine1Txt04100 Orme Street
ReturnHeader/Filer/USAddress/CityNm0Palo Alto
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094306
ReturnHeader/ReturnTs02016-09-18T01:50:06-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits