Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2024 • EIN 94-6174751

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 02, 2024

Organization Profilewestmontptsa.org
4805 Westmont AvenueCampbell, CA 95008

(408) 639-0985

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

58th percentile

5.4%

Higher net margin than 58% of similar nonprofits.

2024 filings • 501(c)7 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

2024 filings • 501(c)7 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$21,903

Down $441 (-2.0%) from 2010

Net Assets

$21,903

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin58th percentile

Revenue

Up

$61,094

Up $33,738 (+123%) from 2010

Expenses

Up

$57,824

Up $28,657 (+98%) from 2010

Net Income

Up

$3,270

Up $5,081 (+281%) from 2010

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$40K$30K$20K$10K$0Assets 2010: $22,344Liabilities 2010: $02010Assets 2024: $21,903Net Assets 2024: $21,9032024Assets 2025: $30,108Net Assets 2025: $30,1082025

Highlighted filing

2024

Assets$21,903
Liabilities-
Net Assets$21,903
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80K$60K$40K$20K$0-$20KRevenue 2010: $27,356Expenses 2010: $29,167Net Income 2010: -$1,8112010Revenue 2024: $61,094Expenses 2024: $57,824Net Income 2024: $3,2702024Revenue 2025: $67,596Expenses 2025: $59,391Net Income 2025: $8,2052025

Highlighted filing

2024

Revenue$61,094
Expenses$57,824
Net Income$3,270
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 2, 2024
Return Version
2023v5.1
Gross Receipts
$61,094
Mission and Program Overview

Mission

We are part of the foundation of our public-education system and a trusted messenger to millions of members, parents, families, educators and allied agencies throughout the state. PTA is the nations largest volunteer-led child-advocacy association working to drive improvements in the education, health and well-being of all children and families

Program Services

DescriptionGrantsExpenses
Grad Night is an all-night drug and alcohol-free celebration for our graduates on the night of graduation. Graduates enjoy a fun night of Dancing, Food, Drinks, Go Carts, Bumper Boats, Mini Golf and Arcade Games-$35,559
The organiztion sponsors and hosts events to support students, teachers and staff.-$22,265
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jamie KellyPresidentPT$0--
Jennifer JodoinTreasurerPT$0--
Shelley SakhujaVP HospitalityPT$0--
Jennifer HolbrookSecretaryPT$0--
Allie HansenCommunicationsPT$0--
Stacey SeiboldParliamentarianPT$0--
Berta YeeGr Nt ChairPT$0--
Filing and Contact Details

Filer

Filer Name
Westmont High School PTA
EIN
94-6174751
Phone
4086390985
Address
4805 Westmont Avenue, Campbell, CA 95008

Signing Officer

Name
Jennifer Jodoin
Title
Treasurer
Signed
2024-10-02
Discuss with paid preparer
Yes

Preparer

Firm
Robert W Hayes CPA
Address
4820 Harwood Rd Ste 150, San Jose, CA 95124
Preparer
Robert W Hayes CPA
Phone
4088666506
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $1069”

Other Expenses.1002

“Office Expenses $68”

Other Expenses.1007

“Conferences, Conventions, and Meetings $3315”

Other Expenses.1012

“Insurance $332”

Other Expenses.1

“Grad Night Expense $34935”

Other Expenses.2

“Scholarships and awards $10803”

Other Expenses.3

“Renaissance program $2211”

Other Expenses.4

“Bank and PayPal fees $1347”

Other Expenses.5

“Wellness $622”

Raw XML Appendix136 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/CityNm0Campbell
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095008
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Berta Yee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP Hospitality
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Parliamentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Gr Nt Chair
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt054702
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt0500
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Grad Night is an all-night drug and alcohol-free celebration for our graduates on the night of graduation. Graduates enjoy a fun night of Dancing, Food, Drinks, Go Carts, Bumper Boats, Mini Golf and Arcade Games
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The organiztion sponsors and hosts events to support students, teachers and staff.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035559
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt122265
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt061094
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0https://westmontptsa.org/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $1069
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $68
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $3315
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $332
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Grad Night Expense $34935
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Scholarships and awards $10803
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Renaissance program $2211
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Bank and PayPal fees $1347
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Wellness $622
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
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ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0946174751
ReturnHeader/Filer/PhoneNum04086390985
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ReturnHeader/PreparerPersonGrp/PhoneNum04088666506
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert W Hayes CPA
ReturnHeader/ReturnTs02024-10-02T15:57:04-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,903
Liabilities
-
Net assets
$21,903
Revenue
$61,094
Expenses
$57,824
Net income
$3,270
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$30.1$30.1$67.6$59.4$8.21
2024Detailed filing. Detailed filing data is available for this year.$21.9$21.9$61.1$57.8$3.27
2010Summary only. Only limited summary data is available for this year.$22.3$0.00$27.4$29.2$1.81