Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

EIN 94-2931862 • 501(c)3 • Fremont, CA

Profile

Support for school & students at brookvale elementary school.

3400 Nicolet AveFremont, CA 94536

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

71st percentile

17%

Higher net margin than 71% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

88th percentile

56%

Faster asset growth than 88% of similar nonprofits.

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

Revenue Growth

79th percentile

32%

Faster revenue growth than 79% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$19,175

Up $6,907 (+56%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue61st percentileNet Margin71st percentile

Revenue

Up

$41,608

Up $10,022 (+32%) from 2016

Expenses

Up

$34,701

Up $4,400 (+15%) from 2016

Net Income

Up

$6,907

Up $5,622 (+438%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

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

$20K$15K$10K$5.0K$0Assets 2011: $14,783Liabilities 2011: $02011Assets 2012: $10,371Net Assets 2012: $10,3712012Assets 2013: $0Liabilities 2013: $0Net Assets 2013: $02013Assets 2015: $10,983Liabilities 2015: $0Net Assets 2015: $10,9832015Assets 2016: $12,268Liabilities 2016: $02016Assets 2017: $19,175Liabilities 2017: $02017

Highlighted filing

2017

Assets$19,175
Liabilities$0
Net Assets-
Open 2017 Filing

Operations Trend

Revenue Growth79th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $23,464Expenses 2011: $26,784Net Income 2011: -$3,3202011Revenue 2012: $20,825Expenses 2012: $25,237Net Income 2012: -$4,4122012Revenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2015: $31,066Expenses 2015: $28,497Net Income 2015: $2,5692015Revenue 2016: $31,586Expenses 2016: $30,301Net Income 2016: $1,2852016Revenue 2017: $41,608Expenses 2017: $34,701Net Income 2017: $6,9072017

Highlighted filing

2017

Revenue$41,608
Expenses$34,701
Net Income$6,907
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$19,175
Liabilities
$0
Net assets
-
Revenue
$41,608
Expenses
$34,701
Net income
$6,907
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Summary only. Only limited summary data is available for this year.$19.2$0.00$41.6$34.7$6.91
2016Summary only. Only limited summary data is available for this year.$12.3$0.00$31.6$30.3$1.29
2015Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$31.1$28.5$2.57
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.00$0.00$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.4$10.4$20.8$25.2$4.41
2011Summary only. Only limited summary data is available for this year.$14.8$0.00$23.5$26.8$3.32
Latest Detailed Filing

The latest 2017 filing currently has summary financial data only. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 3, 2016
Return Version
2014v6.0
Gross Receipts
$34,050
Mission and Program Overview

Mission

Support for school & students at brookvale elementary school.

Program Services

DescriptionGrantsExpenses
STUDENT/SCHOOL SUPPORT AND EDUCATION.$26,782-
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LUCIA DIAZPresident-$0--
NICOLE RUSHVice President-$0--
UTHRA SRINIVASANTreasurer-$0--
ELIZABETH LONGSecretary-$0--
SONALI AULAKHAuditor-$0--
JEANNA ROBERTSHistorian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bronco Gallop$27,382$27,382$2,984$24,398
Total Events$27,382$27,382$2,984$24,398
Filing and Contact Details

Filer

Filer Name
Brookvale Elementary School Pta
EIN
94-2931862
Phone
2016003372
Address
3400 NICOLET AVE, FREMONT, CA 94536

Signing Officer

Name
Uthra Srinivasan
Title
Treasurer
Signed
2016-02-03
Discuss with paid preparer
Yes

Preparer

Firm
Carol J Vernaci EA
Address
3761 Smith St, Union City, CA 94587-2611
Preparer
Carol J Vernaci EA
Phone
5104710510
Supplemental Narrative

Additional Explanations

Other Expenses.1

“CLASSROOM EXPENSE $19692”

Other Expenses.2

“SCHOOL ACTIVITIES $5425”

Other Expenses.3

“SCHOLARSHIP $1715”

Other Expenses.4

“OPERATING EXPENSE $1665”

Raw XML Appendix169 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/PhoneNum02016003372
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FREMONT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094536
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08414
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010983
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06668
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02569
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt010983
IRS990EZ/FundraisingGrossIncomeAmt027382
IRS990EZ/GrossReceiptsAmt034050
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08414
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010983
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08414
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010983
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LUCIA DIAZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NICOLE RUSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2UTHRA SRINIVASAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ELIZABETH LONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SONALI AULAKH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JEANNA ROBERTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Historian
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt028497
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT FOR SCHOOL & STUDENTS AT BROOKVALE ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT/SCHOOL SUPPORT AND EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt026782
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02984
IRS990EZ/SpecialEventsNetIncomeLossAmt024398
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028497
IRS990EZ/TotalProgramServiceExpensesAmt026782
IRS990EZ/TotalRevenueAmt031066
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06668
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03812
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02817
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01421
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02146
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt016864
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt027382
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt025804
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt023504
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt021175
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt021318
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0119183
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0136047
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt034050
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt029616
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt022596
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt023464
IRS990ScheduleA/Total509Grp/TotalAmt0136047
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt034050
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt029616
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt026321
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt022596
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt023464
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0136047
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt02984
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BRONCO GALLOP
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027382
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027382
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027382
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027382
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt024398
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02984
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02984
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASSROOM EXPENSE $19692
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOOL ACTIVITIES $5425
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOLARSHIP $1715
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OPERATING EXPENSE $1665
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0UTHRA SRINIVASAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BROOKVALE ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0BROO
ReturnHeader/Filer/EIN0942931862
ReturnHeader/Filer/PhoneNum02016003372
ReturnHeader/Filer/USAddress/AddressLine1Txt03400 NICOLET AVE
ReturnHeader/Filer/USAddress/CityNm0FREMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094536
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Carol J Vernaci EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03761 Smith St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Union City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0945872611
ReturnHeader/PreparerPersonGrp/PhoneNum05104710510
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carol J Vernaci EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-02-03T14:01:49-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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