Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2020 • EIN 94-6183841

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 17, 2021

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

55th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

60th percentile

12%

Higher net margin than 60% of similar nonprofits.

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

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.

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

Asset Growth

55th percentile

7.2%

Faster asset growth than 55% of similar nonprofits.

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

Revenue Growth

61st percentile

-3.1%

Faster revenue growth than 61% of similar nonprofits.

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

Assets

Up

$199,943

Up $13,406 (+7.2%) from 2019

Net Assets

Up

$199,943

Up $13,406 (+7.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$114,521

Down $3,626 (-3.1%) from 2019

Expenses

Down

$101,115

Down $1,599 (-1.6%) from 2019

Net Income

Down

$13,406

Down $2,027 (-13%) from 2019

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

2020

Assets$199,943
Liabilities$0
Net Assets$199,943

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

2020

Revenue$114,521
Expenses$101,115
Net Income$13,406
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 17, 2021
Return Version
2019v5.0
Gross Receipts
$121,911
Mission and Program Overview

Mission

Enrichment of john muir school students

Program Services

DescriptionGrantsExpenses
PROVIDE FUNDING FOR MUSIC, ART, LIBRARY AND TECHNOLOGY INSTRUCTION$77,798-
PROVIDE FUNDING TO TEACHERS FOR CLASSROOM AND SCHOOL SUPPLIES$19,341-
PROVIDE FUNDING FOR THE WELFARE, SAFETY, AND EDUCATION OF ALL STUDENTS AND THE SURROUNDING COMMUNITY$352-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christina McClevePresidentPT$0--
Angela ArisawaSecretary-$0--
Julie ChangTreasurerPT$0--
Ruby LiaoTreasurerPT$0--
Ivy CheungEvents-$0--
Sylvia SiuMembership-$0--
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
Julie Chang
Title
Treasurer
Signed
2021-02-17
Discuss with paid preparer
Yes

Preparer

Firm
Meenakshi B Kandukuri CPA
Address
19925 STEVENS CREEK BLVD 100, CUPERTINO, CA 95014
Preparer
Meenakshi BKandukuriCPA
Phone
4084215144
Supplemental Narrative

Additional Explanations

Other Revenue.1

Boxtops for education $172

Other Revenue.2

Escrip, target , etc $157

Other Expenses.1012

Insurance $232

Other Expenses.1

Music,art,library & tech instr $77798

Other Expenses.2

Teacher classroom fund $19341

Other Expenses.3

Hospitality & ceef gala basket $2652

Other Expenses.4

ADMINISTRATIVE $740

Other Expenses.5

ONGOING PROGRAMS $352

Raw XML Appendix185 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
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0951293832
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0186537
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0199943
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IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/EngagedInExcessBenefitTransInd0false
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IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt010904
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IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt032
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01020
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0186537
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0186537
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Christina McCleve
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Angela Arisawa
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Julie Chang
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Ruby Liao
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Ivy Cheung
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Sylvia Siu
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Events
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Membership
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0101115
IRS990EZ/OtherRevenueTotalAmt0329
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 FUNDING FOR THE WELFARE, SAFETY, AND EDUCATION OF ALL STUDENTS AND THE SURROUNDING COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt077798
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt119341
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt2352
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07390
IRS990EZ/SpecialEventsNetIncomeLossAmt03514
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0101115
IRS990EZ/TotalProgramServiceExpensesAmt097491
IRS990EZ/TotalRevenueAmt0114521
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0www.cusdk8.org/muir
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0110646
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt090323
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt079804
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt072359
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt077030
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0430162
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt032
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt037
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt035
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0123
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt010904
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt040545
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt049056
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt029738
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt021038
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0151281
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt032
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt037
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt035
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0123
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt0581443
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0121550
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0130868
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0128860
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0102097
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt098068
IRS990ScheduleA/Total509Grp/TotalAmt0581443
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0121582
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0130905
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0128895
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0102113
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt098071
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0581566
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOXTOPS FOR EDUCATION $172
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ESCRIP, TARGET , ETC $157
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MUSIC,ART,LIBRARY & TECH INSTR $77798
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TEACHER CLASSROOM FUND $19341
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5HOSPITALITY & CEEF GALA BASKET $2652
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ADMINISTRATIVE $740
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ONGOING PROGRAMS $352
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
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Julie Chang
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-17
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/AddressLine1Txt019925 STEVENS CREEK BLVD 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CUPERTINO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095014
ReturnHeader/PreparerPersonGrp/PhoneNum04084215144
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Meenakshi BKandukuriCPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-02-17T05:39:47-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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Filings