Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2017 • EIN 94-6183841

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

6560 Hanover DriveSan Jose, CA 95129

(408) 252-5265

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

37th percentile

-1.1%

Higher net margin than 37% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

43rd percentile

-0.7%

Faster asset growth than 43% of similar nonprofits.

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

Revenue Growth

42nd percentile

-3.4%

Faster revenue growth than 42% of similar nonprofits.

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

Assets

Down

$150,198

Down $1,039 (-0.7%) from 2016

Net Assets

Down

$150,198

Down $1,039 (-0.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$92,466

Down $3,236 (-3.4%) from 2016

Expenses

Up

$93,505

Up $14,291 (+18%) from 2016

Net Income

Down

-$1,039

Down $17,527 (-106%) from 2016

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2012: $92,944Net Assets 2012: $92,9442012Assets 2013: $118,776Liabilities 2013: $0Net Assets 2013: $118,7762013Assets 2014: $125,480Liabilities 2014: $0Net Assets 2014: $125,4802014Assets 2015: $134,749Liabilities 2015: $0Net Assets 2015: $134,7492015Assets 2016: $151,237Liabilities 2016: $0Net Assets 2016: $151,2372016Assets 2017: $150,198Liabilities 2017: $0Net Assets 2017: $150,1982017Assets 2018: $171,104Liabilities 2018: $0Net Assets 2018: $171,1042018Assets 2019: $186,537Liabilities 2019: $0Net Assets 2019: $186,5372019Assets 2020: $199,943Liabilities 2020: $0Net Assets 2020: $199,9432020Assets 2021: $178,876Net Assets 2021: $178,8762021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2017

Assets$150,198
Liabilities$0
Net Assets$150,198

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2012: $96,225Expenses 2012: $95,542Net Income 2012: $6832012Revenue 2013: $127,928Expenses 2013: $102,096Net Income 2013: $25,8322013Revenue 2014: $119,899Expenses 2014: $113,195Net Income 2014: $6,7042014Revenue 2015: $108,328Expenses 2015: $99,059Net Income 2015: $9,2692015Revenue 2016: $95,702Expenses 2016: $79,214Net Income 2016: $16,4882016Revenue 2017: $92,466Expenses 2017: $93,505Net Income 2017: -$1,0392017Revenue 2018: $112,610Expenses 2018: $91,704Net Income 2018: $20,9062018Revenue 2019: $118,147Expenses 2019: $102,714Net Income 2019: $15,4332019Revenue 2020: $114,521Expenses 2020: $101,115Net Income 2020: $13,4062020Revenue 2021: $52,951Expenses 2021: $74,018Net Income 2021: -$21,0672021Revenue 2022: $18,589Expenses 2022: $197,465Net Income 2022: -$178,8762022

Highlighted filing

2017

Revenue$92,466
Expenses$93,505
Net Income-$1,039
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$103,093
Mission and Program Overview

Mission

Enrichment of john muir school students

Program Services

DescriptionGrantsExpenses
PROVIDE FUNDING FOR MUSIC, ART, LIBRARY AND TECHNOLOGY INSTRUCTION$71,551-
PROVIDE FUNDING TO TEACHERS FOR CLASSROOM AND SCHOOL SUPPLIES$14,362-
PROVIDE FUNDING FOR THE WELFARE, SAFETY, AND EDUCATION OF ALL STUDENTS AND THE SURROUNDING COMMUNITY$1,153-
PROVIDE PARENTS AND PTA MEMBERS WITH TRAINING AND DEVELOPMENT$538-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Melissa TaoPresident-$0--
Ling MengVice President-$0--
Diana JohnsonSecretary-$0--
Andrea BadgerTreasurerPT$0--
Akilyn RostegeVice President-$0--
QIUSHUANG ZHANGAuditor-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walkathon$17,299$17,299$628$16,671
Total Events$17,299$17,299$628$16,671
Filing and Contact Details

Filer

Filer Name
Muir Elementary PTA
EIN
94-6183841
Phone
4082525265
Address
6560 Hanover Drive, San Jose, CA 95129

Signing Officer

Name
Melissa Tao
Title
President
Signed
2018-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Meenakshi B Kandukuri CPA
Address
1067 QUEENSBROOK DR, SAN JOSE, CA 95129-3036
Preparer
Meenakshi B Kandukuri CPA
Phone
4084215144
Supplemental Narrative

Additional Explanations

Other Revenue.1

Escrip, target , etc $183

Other Revenue.2

Boxtops for education $35

Other Expenses.1012

Insurance $221

Other Expenses.1

Music,art,library & tech instr $71551

Other Expenses.2

Teacher classroom fund $14362

Other Expenses.3

ADMINISTRATIVE $5165

Other Expenses.4

ONGOING PROGRAMS $1153

Other Expenses.5

PTA/PARENT TRAINING $538

Other Expenses.6

Hospitality & ceef gala basket $455

Other Expenses.7

BANK CHARGES $60

Other Assets.1

SCRIP INVENTORY - Beginning $2467 SCRIP INVENTORY - Ending $0

Raw XML Appendix207 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/CityNm0San Jose
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Melissa Tao
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ling Meng
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Diana Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Andrea Badger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Akilyn Rostege
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5QIUSHUANG ZHANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5AUDITOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02467
IRS990EZ/OtherExpensesTotalAmt093505
IRS990EZ/OtherRevenueTotalAmt0218
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENRICHMENT OF JOHN MUIR SCHOOL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE FUNDING FOR MUSIC, ART, LIBRARY AND TECHNOLOGY INSTRUCTION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE FUNDING TO TEACHERS FOR CLASSROOM AND SCHOOL SUPPLIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE PARENTS AND PTA MEMBERS WITH TRAINING AND DEVELOPMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3PROVIDE FUNDING FOR THE WELFARE, SAFETY, AND EDUCATION OF ALL STUDENTS AND THE SURROUNDING COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt071551
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt114362
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt2538
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt31153
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt019111
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt093505
IRS990EZ/TotalProgramServiceExpensesAmt087604
IRS990EZ/TotalRevenueAmt092466
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0www.cusdk8.org/muir
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt072359
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt077030
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt070844
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt099986
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0111932
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0432151
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt077
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt029738
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt020430
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0154900
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt016
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt077
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IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00040
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0138479
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0132362
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0102113
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0138531
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Walkathon
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0628
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0628
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ESCRIP, TARGET , ETC $183
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOXTOPS FOR EDUCATION $35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $221
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MUSIC,ART,LIBRARY & TECH INSTR $71551
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TEACHER CLASSROOM FUND $14362
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ADMINISTRATIVE $5165
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ONGOING PROGRAMS $1153
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PTA/PARENT TRAINING $538
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8HOSPITALITY & CEEF GALA BASKET $455
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BANK CHARGES $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SCRIP INVENTORY - Beginning $2467 SCRIP INVENTORY - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.1
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Melissa Tao
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Muir Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0MUIR
ReturnHeader/Filer/EIN0946183841
ReturnHeader/Filer/PhoneNum04082525265
ReturnHeader/Filer/USAddress/AddressLine1Txt06560 Hanover Drive
ReturnHeader/Filer/USAddress/CityNm0San Jose
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095129
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MEENAKSHI B KANDUKURI CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01067 QUEENSBROOK DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0951293036
ReturnHeader/PreparerPersonGrp/PhoneNum04084215144
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Meenakshi B Kandukuri CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-15T17:53:51-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings