Civic Intelligence

Terrell Elementary School PTA

EIN 94-6174636 • 501(c)3 • San Jose, CA

Profile

Terrell Elementary PTA is dedicated to the continuous improvement of our childrens education through the guidelines established by the California PTA. The organization's primary exempt purpose is to improve and enrich the educational experience for the students at Terrell Elementary School.

3925 Pearl AvenueSan Jose, CA 95136

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

84th percentile

36%

Higher net margin than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

21st percentile

-43%

Faster revenue growth than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$96,583

Up $9,732 (+11%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin84th percentile

Revenue

Down

$27,076

Down $20,636 (-43%) from 2019

Expenses

Down

$17,344

Down $10,089 (-37%) from 2019

Net Income

Down

$9,732

Down $10,547 (-52%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

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

$100K$50K$0Assets 2011: $25,376Liabilities 2011: $02011Assets 2012: $20,972Net Assets 2012: $20,9722012Assets 2013: $16,796Net Assets 2013: $16,7962013Assets 2014: $36,131Net Assets 2014: $36,1312014Assets 2015: $42,611Net Assets 2015: $42,6112015Assets 2016: $44,196Liabilities 2016: $02016Assets 2017: $43,537Net Assets 2017: $43,5372017Assets 2018: $66,572Net Assets 2018: $66,5722018Assets 2019: $86,851Liabilities 2019: $02019Assets 2020: $96,583Liabilities 2020: $02020

Highlighted filing

2020

Assets$96,583
Liabilities$0
Net Assets-
Open 2020 Filing

Operations Trend

Revenue Growth21st percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $39,388Expenses 2011: $49,540Net Income 2011: -$10,1522011Revenue 2012: $40,891Expenses 2012: $45,295Net Income 2012: -$4,4042012Revenue 2013: $37,926Expenses 2013: $42,102Net Income 2013: -$4,1762013Revenue 2014: $46,175Expenses 2014: $26,840Net Income 2014: $19,3352014Revenue 2015: $48,661Expenses 2015: $42,181Net Income 2015: $6,4802015Revenue 2016: $43,459Expenses 2016: $41,874Net Income 2016: $1,5852016Revenue 2017: $42,575Expenses 2017: $43,234Net Income 2017: -$6592017Revenue 2018: $48,401Expenses 2018: $25,366Net Income 2018: $23,0352018Revenue 2019: $47,712Expenses 2019: $27,433Net Income 2019: $20,2792019Revenue 2020: $27,076Expenses 2020: $17,344Net Income 2020: $9,7322020

Highlighted filing

2020

Revenue$27,076
Expenses$17,344
Net Income$9,732
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$96,583
Liabilities
$0
Net assets
-
Revenue
$27,076
Expenses
$17,344
Net income
$9,732
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Summary only. Only limited summary data is available for this year.$96.6$0.00$27.1$17.3$9.73
2019Summary only. Only limited summary data is available for this year.$86.9$0.00$47.7$27.4$20.3
2018Detailed filing. Detailed filing data is available for this year.$66.6$66.6$48.4$25.4$23.0
2017Detailed filing. Detailed filing data is available for this year.$43.5$43.5$42.6$43.2$0.66
2016Summary only. Only limited summary data is available for this year.$44.2$0.00$43.5$41.9$1.59
2015Detailed filing. Detailed filing data is available for this year.$42.6$42.6$48.7$42.2$6.48
2014Detailed filing. Detailed filing data is available for this year.$36.1$36.1$46.2$26.8$19.3
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.8$16.8$37.9$42.1$4.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.0$21.0$40.9$45.3$4.40
2011Summary only. Only limited summary data is available for this year.$25.4$0.00$39.4$49.5$10.2
Latest Detailed Filing

The latest 2020 filing currently has summary financial data only. Showing the latest detailed filing from 2018 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 15, 2019
Return Version
2017v2.2
Gross Receipts
$87,933
Mission and Program Overview

Mission

Terrell Elementary PTA is dedicated to the continuous improvement of our childrens education through the guidelines established by the California PTA. The organization's primary exempt purpose is to improve and enrich the educational experience for the students at Terrell Elementary School.

Program Services

DescriptionGrantsExpenses
Science Camp$7,500-
Music for Minors$6,000-
All Other Programs for the Benefit of Students$4,793-
Student Field Trips$3,295-
Choir Concert$2,162-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer BegicPresidentPT$0--
Tiffany MoragaVice PresidentPT$0--
Crystal ReynaTreasurerPT$0--
Tina CortezSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walkathon$27,344$27,344$5,024$22,320
Cookie Dough$23,502$23,502$13,258$10,244
Total Events$83,891$83,891$39,532$44,359
Filing and Contact Details

Filer

Filer Name
Pta California Congress of Parents Teach
EIN
94-6174636
Phone
4085356255
Address
3925 PEARL AVENUE, SAN JOSE, CA 95136

Signing Officer

Name
Crystal Reyna
Title
Treasurer
Signed
2019-01-15
Discuss with paid preparer
Yes

Preparer

Firm
Sj Tax Consulting LLC
Address
5993 BURCHELL CT, SAN JOSE, CA 95120-3815
Preparer
Stephen Jimenez
Phone
4088241355
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Science Camp $7500”

Other Expenses.2

“Music for Minors $6000”

Other Expenses.3

“All Other Programs $4793”

Other Expenses.4

“Student Field Trips $3295”

Other Expenses.5

“Choir Concert $2162”

Other Expenses.6

“Teacher Appreciation $558”

Other Expenses.7

“Insurance $228”

Other Expenses.8

“Operating Exp $36”

Other Expenses.9

“Bank Fees $26”

Raw XML Appendix193 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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ReturnHeader/BuildTS02019-02-21 02:37:17Z
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