Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2023 • EIN 94-6183842

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 18, 2024

Organization ProfileN/A
130 Cambridge LaneSan Bruno, CA 94066

(650) 291-3552

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

13th percentile

-37%

Higher net margin than 13% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

56th percentile

4.3%

Faster asset growth than 56% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2023

Revenue Growth

68th percentile

24%

Faster revenue growth than 68% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$62,636

Flat from 2023

Net Assets

$62,636

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin13th percentile

Revenue

Flat

$33,416

Flat from 2023

Expenses

Flat

$45,882

Flat from 2023

Net Income

Flat

-$12,466

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$80K$60K$40K$20K$0Assets 2011: $54,768Liabilities 2011: $02011Assets 2012: $43,058Liabilities 2012: $02012Assets 2013: $34,416Liabilities 2013: $02013Assets 2014: $10,057Liabilities 2014: $02014Assets 2015: $14,523Liabilities 2015: $02015Assets 2019: $100Liabilities 2019: $02019Assets 2020: $23,204Liabilities 2020: $0Net Assets 2020: $23,2042020Assets 2021: $57,533Liabilities 2021: $0Net Assets 2021: $57,5332021Assets 2023: $62,636Net Assets 2023: $62,6362023Assets 2023: $62,636Liabilities 2023: $02023

Highlighted filing

2023

Assets$62,636
Liabilities-
Net Assets$62,636
Open 2023 Filing

Operations Trend

Revenue Growth68th percentile

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

$100K$50K$0-$50KRevenue 2011: $38,478Expenses 2011: $28,784Net Income 2011: $9,6942011Revenue 2012: $33,894Expenses 2012: $45,604Net Income 2012: -$11,7102012Revenue 2013: $31,275Expenses 2013: $39,917Net Income 2013: -$8,6422013Revenue 2014: $49,301Expenses 2014: $73,660Net Income 2014: -$24,3592014Revenue 2015: $37,931Expenses 2015: $33,463Net Income 2015: $4,4682015Revenue 2019: $63,628Expenses 2019: $36,853Net Income 2019: $26,7752019Revenue 2020: $45,603Expenses 2020: $11,710Net Income 2020: $33,8932020Revenue 2021: $21,724Expenses 2021: $27,395Net Income 2021: -$5,6712021Revenue 2023: $33,416Expenses 2023: $45,882Net Income 2023: -$12,4662023Revenue 2023: $33,416Expenses 2023: $45,882Net Income 2023: -$12,4662023

Highlighted filing

2023

Revenue$33,416
Expenses$45,882
Net Income-$12,466
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 18, 2024
Return Version
2022v5.0
Gross Receipts
$33,416
Mission and Program Overview

Mission

To positively impact the lives of all children and families.

Program Services

DescriptionGrantsExpenses
Family-school engagemtn for the students and their families by providing 1st day of school breakfast, open house hospitality, pancake breakfast, multicultural night, 5th grade promotion, etc.-$20,884
Field trips for the students.-$9,581
Yearbooks for students.-$7,501
Teacher support materials for all teachers, aides, librarian to better serve the students.-$6,650
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jessica LozadaPresidentPT$0--
Angela OngVice PresidentPT$0--
Stephanie JohnsonVice PresidentPT$0--
Nelly LozadaHistorianPT$0--
Nicole SilvestriVice PresidentPT$0--
Cherlee AsonVice PresidentPT$0--
Jason PollardTreasurerPT$0--
Marrisa TorresAuditorPT$0--
Selina TamSecretaryPT$0--
Linda MasonVice PresidentPT$0--
Neal ReiterFinancial SctryPT$0--
Filing and Contact Details

Filer

Filer Name
John Muir Elementary PTA
EIN
94-6183842
Phone
6502913552
Address
130 Cambridge Lane, San Bruno, CA 94066

Signing Officer

Name
Jason Pollard
Title
Treasurer
Signed
2024-09-18
Discuss with paid preparer
Yes

Preparer

Firm
Pollard Tax Company LLC
Address
1650 Borel Pl Ste 206, San Mateo, CA 94402
Preparer
Jason Pollard
Phone
6503152226
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $286”

Other Expenses.1012

“Insurance $272”

Other Expenses.1

“Events $20884”

Other Expenses.2

“Field Trips $9581”

Other Expenses.3

“Yearbooks $7501”

Other Expenses.4

“Supplies $7072”

Other Expenses.5

“Fees & Subscriptions $286”

Raw XML Appendix182 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Bruno
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094066
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt075102
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt062636
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03286
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-12466
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt033416
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05350
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt075102
IRS990EZ/NetAssetsOrFundBalancesEOYAmt062636
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt075102
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt85.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt105.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jessica Lozada
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Angela Ong
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Stephanie Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Nelly Lozada
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Nicole Silvestri
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Cherlee Ason
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Jason Pollard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Marrisa Torres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Selina Tam
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Linda Mason
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Neal Reiter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Financial Sctry
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt045882
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To positively impact the lives of all children and families.
IRS990EZ/ProgramServiceRevenueAmt024780
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Yearbooks for students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Teacher support materials for all teachers, aides, librarian to better serve the students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Family-school engagemtn for the students and their families by providing 1st day of school breakfast, open house hospitality, pancake breakfast, multicultural night, 5th grade promotion, etc.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Field trips for the students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07501
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16650
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt220884
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt39581
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt045882
IRS990EZ/TotalProgramServiceExpensesAmt044616
IRS990EZ/TotalRevenueAmt033416
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01678
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07850
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt017037
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt026565
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt026565
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01678
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt07850
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt017037
IRS990ScheduleA/Total509Grp/TotalAmt026565
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01678
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt07850
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt017037
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt026565
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $286
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $272
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Events $20884
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Field Trips $9581
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Yearbooks $7501
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Supplies $7072
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Fees & Subscriptions $286
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jason Pollard
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0John Muir Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0946183842
ReturnHeader/Filer/PhoneNum06502913552
ReturnHeader/Filer/USAddress/AddressLine1Txt0130 Cambridge Lane
ReturnHeader/Filer/USAddress/CityNm0San Bruno
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094066
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822664077
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Pollard Tax Company LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01650 Borel Pl Ste 206
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Mateo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094402
ReturnHeader/PreparerPersonGrp/PhoneNum06503152226
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jason Pollard
ReturnHeader/ReturnTs02024-09-18T09:44:22-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,636
Liabilities
-
Net assets
$62,636
Revenue
$33,416
Expenses
$45,882
Net income
-$12,466
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$62.6$62.6$33.4$45.9$12.5
2023Summary only. Only limited summary data is available for this year.$62.6$0.00$33.4$45.9$12.5
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.5$0.00$57.5$21.7$27.4$5.67
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.2$0.00$23.2$45.6$11.7$33.9
2019Summary only. Only limited summary data is available for this year.$0.10$0.00$63.6$36.9$26.8
2015Summary only. Only limited summary data is available for this year.$14.5$0.00$37.9$33.5$4.47
2014Summary only. Only limited summary data is available for this year.$10.1$0.00$49.3$73.7$24.4
2013Summary only. Only limited summary data is available for this year.$34.4$0.00$31.3$39.9$8.64
2012Summary only. Only limited summary data is available for this year.$43.1$0.00$33.9$45.6$11.7
2011Summary only. Only limited summary data is available for this year.$54.8$0.00$38.5$28.8$9.69