Civic Intelligence

PTA California Congress of Parents Terrell El Terrell Elementary PTA

990EZ • Fiscal year 2015 • EIN 94-6174636

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 13, 2015

Organization ProfileN/A
4387 Glenpark DriveSan Jose, CA 95136

(408) 910-1906

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

69th percentile

13%

Higher net margin than 69% of similar nonprofits.

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

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% 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

70th percentile

18%

Faster asset growth than 70% of similar nonprofits.

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

Revenue Growth

57th percentile

5.4%

Faster revenue growth than 57% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$42,611

Up $6,480 (+18%) from 2014

Net Assets

Up

$42,611

Up $6,480 (+18%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin69th percentile

Revenue

Up

$48,661

Up $2,486 (+5.4%) from 2014

Expenses

Up

$42,181

Up $15,341 (+57%) from 2014

Net Income

Down

$6,480

Down $12,855 (-66%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$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

2015

Assets$42,611
Liabilities-
Net Assets$42,611
Open 2015 Filing

Operations Trend

Revenue Growth57th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$48,661
Expenses$42,181
Net Income$6,480
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 13, 2015
Return Version
2014v5.0
Gross Receipts
$101,079
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.

Terrell elementary school pta will manage responsibly the funds earned by parents, students, and staff so that an enriched educational experience is maintained for all.

Program Services

DescriptionGrantsExpenses
PROMOTING EDUCATION IN THE SCHOOL BY PROVIDING SUPPORT THROUGH VOLUNTEERS EFFORTS, SUBSIDIZING SCHOOL SUPPLIES AND EDUCATIONAL MATERIALS, AND PROVIDING LEARNING ACTIVITIES FOR ALL STUDENTS.$42,181-
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORI JENKINSExecutive VP-$0--
TANYA SMITHPresident-$0--
SARA ELLMANSecretary-$0--
LISA ESTRADATreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk-a-thon$35,861$35,861$6,455$29,406
Cookie Dough$28,511$28,511$17,096$11,415
Total Events$84,839$84,839$45,696$39,143
Filing and Contact Details

Filer

Filer Name
Terrell Elementary School Pta
EIN
94-6174636
Address
4387 GLENPARK DRIVE, SAN JOSE, CA 95136

Signing Officer

Name
Tanya Smith
Title
President
Signed
2015-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Kawamoto Weil & Company
Address
150 E Campbell Ave 201, Campbell, CA 95008
Preparer
Kenneth M Kawamoto
Phone
4083797300
Supplemental Narrative

Additional Explanations

Other Expenses.1

“PTA GENERAL $22487”

Other Expenses.2

“SCIENCE CAMP $14667”

Other Expenses.3

“ART ANGELS $4000”

Other Expenses.4

“BANK CHARGES $893”

Other Expenses.5

“CHOIR CONCERT $134”

Raw XML Appendix170 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/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive VP
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt042181
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TERRELL ELEMENTARY SCHOOL PTA WILL MANAGE RESPONSIBLY THE FUNDS EARNED BY PARENTS, STUDENTS, AND STAFF SO THAT AN ENRICHED EDUCATIONAL EXPERIENCE IS MAINTAINED FOR ALL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROMOTING EDUCATION IN THE SCHOOL BY PROVIDING SUPPORT THROUGH VOLUNTEERS EFFORTS, SUBSIDIZING SCHOOL SUPPLIES AND EDUCATIONAL MATERIALS, AND PROVIDING LEARNING ACTIVITIES FOR ALL STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt042181
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt052418
IRS990EZ/SpecialEventsNetIncomeLossAmt045878
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt042181
IRS990EZ/TotalProgramServiceExpensesAmt042181
IRS990EZ/TotalRevenueAmt048661
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02783
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02010
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0386
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0570
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0829
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06578
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt098296
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt073556
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt067668
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt038559
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0360277
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/PublicSupportTotal509Amt0366855
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0101079
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt084208
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PTA GENERAL $22487
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCIENCE CAMP $14667
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ART ANGELS $4000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK CHARGES $893
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHOIR CONCERT $134
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
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ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TANYA SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TERRELL ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0TERR
ReturnHeader/Filer/EIN0946174636
ReturnHeader/Filer/USAddress/AddressLine1Txt04387 GLENPARK DRIVE
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095136
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 E Campbell Ave 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Campbell
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095008
ReturnHeader/PreparerPersonGrp/PhoneNum04083797300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH M KAWAMOTO
ReturnHeader/ReturnTs02015-11-13T09:18:08-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,611
Liabilities
-
Net assets
$42,611
Revenue
$48,661
Expenses
$42,181
Net income
$6,480
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