Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2014 • EIN 94-6171335

Jul 01, 2013 to Jun 30, 2014 • Filed on Aug 26, 2014

675 Gail Avenue94086

(408) 423-1098

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

75th percentile

18%

Higher net margin than 75% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

86th percentile

60%

Faster asset growth than 86% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

60th percentile

8.6%

Faster revenue growth than 60% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$20,235

Up $7,566 (+60%) from 2013

Net Assets

$20,235

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$41,641

Up $3,284 (+8.6%) from 2013

Expenses

Down

$34,075

Down $11,193 (-25%) from 2013

Net Income

Up

$7,566

Up $14,477 (+209%) from 2013

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $19,580Liabilities 2012: $02012Assets 2013: $12,669Liabilities 2013: $02013Assets 2014: $20,235Net Assets 2014: $20,2352014Assets 2015: $0Net Assets 2015: $18,0352015Assets 2016: $0Net Assets 2016: $24,9632016Assets 2017: $0Net Assets 2017: $30,1052017Assets 2020: $45,606Liabilities 2020: $02020Assets 2022: $29,699Net Assets 2022: $29,6992022Assets 2023: $28,883Net Assets 2023: $28,8832023Assets 2024: $27,105Net Assets 2024: $27,1052024Assets 2025: $36,758Net Assets 2025: $36,7582025

Highlighted filing

2014

Assets$20,235
Liabilities-
Net Assets$20,235

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $46,329Expenses 2012: $43,353Net Income 2012: $2,9762012Revenue 2013: $38,357Expenses 2013: $45,268Net Income 2013: -$6,9112013Revenue 2014: $41,641Expenses 2014: $34,075Net Income 2014: $7,5662014Revenue 2015: $33,622Expenses 2015: $35,822Net Income 2015: -$2,2002015Revenue 2016: $49,261Expenses 2016: $42,357Net Income 2016: $6,9042016Revenue 2017: $34,850Expenses 2017: $29,708Net Income 2017: $5,1422017Revenue 2020: $50,468Expenses 2020: $32,863Net Income 2020: $17,6052020Revenue 2022: $33,545Expenses 2022: $33,262Net Income 2022: $2832022Revenue 2023: $41,076Expenses 2023: $41,892Net Income 2023: -$8162023Revenue 2024: $32,366Expenses 2024: $34,144Net Income 2024: -$1,7782024Revenue 2025: $37,406Expenses 2025: $27,753Net Income 2025: $9,6532025

Highlighted filing

2014

Revenue$41,641
Expenses$34,075
Net Income$7,566
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Aug 26, 2014
Return Version
2013v3.1
Gross Receipts
$51,447
Mission and Program Overview

Mission

Educational Student Enrichment Charitable

To enhance the educational experience of students and their families at braly elementary school.

Program Services

DescriptionGrantsExpenses
BRALY SCHOOL - MUSIC PROGRAMS/STARTING ARTS$15,000$15,000
Classroom Activity Fund/ PBIS Prize Box$3,200$3,200
Science Camp Scholarship$1,100$1,100
Donation to 6th District Charity & 5th Grade Promotion$300$300
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Debbie MontenegroTrustee-$0--
Maribel AvelarTrustee-$0--
Angela QuizonTrustee-$0--
Joe HerringTrustee-$0--
Ruchita ShahTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$29,976$29,976$9,806$20,170
Total Events$29,976$29,976$9,806$20,170
Filing and Contact Details

Filer

EIN
94-6171335
Phone
4084231098

Signing Officer

Name
Ruchita Shah
Title
Treasurer
Signed
2014-08-26
Discuss with paid preparer
Yes

Preparer

Preparer
Kislay Banka
Phone
5622291220
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.3

Class of Activity: MUSIC & ARTS | Donee's Name: BRALY ELEMENTARY SCHOOL | Donee's Address: 675 GAIL AVENUE SUNNYVALE, CA 94086 | Cash Amount Given: $15000

Other Expenses.1012

Insurance $202

Other Expenses.1

Holiday Gift Shop $3944

Other Expenses.2

Yearbook $3335

Other Expenses.3

Social Nights $1258

Other Expenses.4

Membership Dues $995

Other Expenses.5

Popsicle Sales $934

Other Expenses.6

Year End Picnic $844

Other Expenses.7

Halloween Happening $562

Other Expenses.8

Meet & Greet Ice Cream $417

Other Expenses.9

Assemblies $400

Other Expenses.10

Back to School $352

Other Expenses.12

Red Ribbon Week $167

Other Expenses.13

Membership incentives $154

Other Expenses.14

Bank Service Charges $153

Other Expenses.15

Council dinner $150

Other Expenses.16

Kinder Meet & Greet $100

Other Expenses.17

Walk to School Day $57

Other Expenses.18

PTA training $30

Raw XML Appendix205 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/BooksInCareOfDetail/USAddress/City0SUNNYVALE
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode094086
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Debbie Montenegro
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Joe Herring
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Ruchita Shah
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt014054
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ENHANCE THE EDUCATIONAL EXPERIENCE OF STUDENTS AND THEIR FAMILIES AT BRALY ELEMENTARY SCHOOL.
IRS990EZ/PrintingPublicationsPostageAmt0248
IRS990EZ/ProgramServiceRevenueAmt018745
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BRALY SCHOOL - MUSIC PROGRAMS/STARTING ARTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Classroom Activity Fund/ PBIS Prize Box
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Donation to 6th District Charity & 5th Grade Promotion
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Science Camp Scholarship
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt13200
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt2300
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt31100
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015000
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt31100
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt020170
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034075
IRS990EZ/TotalProgramServiceExpensesAmt019600
IRS990EZ/TotalRevenueAmt041641
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01179
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02960
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt026490
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010868
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02096
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt043593
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt043593
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01179
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt026490
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt010868
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02096
IRS990ScheduleA/Total509Grp/TotalAmt043593
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01179
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02960
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt026490
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt010868
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02096
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt043593
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09806
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt029976
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt029976
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029976
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt029976
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020170
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09806
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09806
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: MUSIC & ARTS | Donee's Name: BRALY ELEMENTARY SCHOOL | Donee's Address: 675 GAIL AVENUE SUNNYVALE, CA 94086 | Cash Amount Given: $15000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $202
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Holiday Gift Shop $3944
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Yearbook $3335
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Social Nights $1258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Membership Dues $995
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Popsicle Sales $934
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Year End Picnic $844
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Halloween Happening $562
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Meet & Greet Ice Cream $417
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Assemblies $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Back to School $352
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Red Ribbon Week $167
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Membership incentives $154
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Bank Service Charges $153
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Council dinner $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Kinder Meet & Greet $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Walk to School Day $57
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18PTA training $30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.18
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RUCHITA SHAH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-26
ReturnHeader/Filer/BusinessName/BusinessNameLine10BRALY ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0BRAL
ReturnHeader/Filer/EIN0946171335
ReturnHeader/Filer/PhoneNum04084231098
ReturnHeader/Filer/USAddress/AddressLine10675 GAIL AVENUE
ReturnHeader/Filer/USAddress/City0SUNNYVALE
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094086
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10THE CHUGH FIRM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1015925 Carmenita Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Cerritos
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0907032206
ReturnHeader/PreparerPersonGrp/PhoneNum05622291220
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kislay Banka
ReturnHeader/ReturnTs02014-08-26T10:11:33-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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