Civic Intelligence

John F Kennedy Middle PTA

990 • Fiscal year 2018 • EIN 94-6184131

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 07, 2018

Refreshing map…

821 Bubb RoadCupertino, CA 95014

(408) 253-1525

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

81st percentile

38%

Faster asset growth than 81% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

10th percentile

-48%

Faster revenue growth than 10% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$88,016

Up $24,007 (+38%) from 2017

Net Assets

Up

$88,016

Up $24,007 (+38%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$160,246

Down $146,676 (-48%) from 2017

Expenses

Down

$136,239

Down $140,635 (-51%) from 2017

Net Income

Down

$24,007

Down $6,041 (-20%) from 2017

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $10,150Liabilities 2011: $02011Assets 2012: $28,987Liabilities 2012: $0Net Assets 2012: $28,9872012Assets 2013: $19,656Liabilities 2013: $0Net Assets 2013: $19,6562013Assets 2014: $39,550Liabilities 2014: $02014Assets 2015: $32,859Liabilities 2015: $02015Assets 2016: $33,961Liabilities 2016: $0Net Assets 2016: $33,9612016Assets 2017: $64,009Liabilities 2017: $0Net Assets 2017: $64,0092017Assets 2018: $88,016Liabilities 2018: $0Net Assets 2018: $88,0162018Assets 2019: $114,978Liabilities 2019: $0Net Assets 2019: $114,9782019Assets 2020: $152,688Liabilities 2020: $0Net Assets 2020: $152,6882020Assets 2021: $97,761Liabilities 2021: $0Net Assets 2021: $97,7612021Assets 2022: $153,356Liabilities 2022: $0Net Assets 2022: $153,3562022Assets 2023: $218,671Liabilities 2023: $0Net Assets 2023: $218,6712023Assets 2024: $228,582Liabilities 2024: $0Net Assets 2024: $228,5822024Assets 2025: $208,623Liabilities 2025: $0Net Assets 2025: $208,6232025

Highlighted filing

2018

Assets$88,016
Liabilities$0
Net Assets$88,016

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $80,466Expenses 2011: $81,133Net Income 2011: -$6672011Revenue 2012: $92,191Expenses 2012: $73,354Net Income 2012: $18,8372012Revenue 2013: $98,978Expenses 2013: $78,309Net Income 2013: $20,6692013Revenue 2014: $133,040Expenses 2014: $113,146Net Income 2014: $19,8942014Revenue 2015: $172,536Expenses 2015: $179,227Net Income 2015: -$6,6912015Revenue 2016: $181,173Expenses 2016: $180,071Net Income 2016: $1,1022016Revenue 2017: $306,922Expenses 2017: $276,874Net Income 2017: $30,0482017Revenue 2018: $160,246Expenses 2018: $136,239Net Income 2018: $24,0072018Revenue 2019: $167,733Expenses 2019: $140,771Net Income 2019: $26,9622019Revenue 2020: $141,975Expenses 2020: $104,263Net Income 2020: $37,7122020Revenue 2021: $47,463Expenses 2021: $102,390Net Income 2021: -$54,9272021Revenue 2022: $115,392Expenses 2022: $59,797Net Income 2022: $55,5952022Revenue 2023: $160,298Expenses 2023: $94,983Net Income 2023: $65,3152023Revenue 2024: $86,088Expenses 2024: $76,177Net Income 2024: $9,9112024Revenue 2025: $77,652Expenses 2025: $97,611Net Income 2025: -$19,9592025

Highlighted filing

2018

Revenue$160,246
Expenses$136,239
Net Income$24,007
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 7, 2018
Return Version
2017v2.0
Gross Receipts
$162,512
Mission and Program Overview

Mission

To enhance the lives of children and their families by providing support to Kennedy Middle School.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$3,443$68,450▲ $65,007
Cash and Non-Interest-Bearing Accounts$60,566$19,566▼ $41,000
Total Assets$64,009$88,016▲ $24,007
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$64,009$88,016▲ $24,007
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$64,009$88,016▲ $24,007
Total Liabilities and Net Assets / Fund Balance$64,009$88,016▲ $24,007
Compensation and Service Providers

Board Members and Trustees

NameTitle
Vidya SinhaPresident
Jerry LiuExecutive Vice President
Cynthia TsuchidaAuditor
Kavya ShahHistorian
Kelly YangParliamentarian
Vicki ZouSecretary
Mary Ann KimmTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$125,710
Program Service Revenue
$35,084
Investment Income
$7
Other Revenue
$-555
All Other Contributions
$0
Change in Net Assets
$24,007
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$136,239
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$36,561$3,545-$40,106
Other Expenses$14,305$0$0$14,305
Office Expenses-$1,176-$1,176
Insurance-$228-$228
Total Functional Expenses$131,290$4,949$0$136,239
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$2,266
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Direct Donation$95,334$95,334$2,266$93,068
Corporate Match$28,911$28,911$0$28,911
Total Events$124,245$124,245$2,266$121,979
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The Form 990 was reviewed by a president, vice president, and a treasurer for its accuracy and completeness before filing.

Form 990, Part VI, Section C, Line 19

The bylaws is a governing document for the association which is provided upon request. It is also available at public shared drive hosted other than organization's web site. Hard copy of finance documents are distributed during the monthly association meeting and also provided offline upon request.

Filing and Contact Details

Filer

Filer Name
John F Kennedy Middle PTA
EIN
94-6184131
Phone
4082531525
Address
821 Bubb Road, Cupertino, CA 95014

Signing Officer

Name
Mary Ann Kimm
Title
Treasurer
Phone
4088889389
Signed
2018-10-07

Organization Details

Principal Officer
Vidya Sinha
Formed
1974
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
150
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Programs: $10,133 Spring Fest, Hospitality $8625, Graduation $5839, Parent Ed $4352, 7th/8th gr dances $4190, Kingdom $1413, Emergency Prep $1094, 6th gr socials $506, CEEF $250, Reflection $247, Pizza Night ($21), Color Run ($67). Management: Student Store $1825, Online Transaction Fees $816, Bank Charges $300, Operating Expenses $296, Misc. $189, Tax and filings $75, Bank Service $44

Raw XML AppendixShowing 400 of 471 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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IRS990/ProgramServiceRevenueGrp/Desc07th & 8th grade dance
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0Provided funds to Kennedy Middle School programs that benefit the quality of education.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0Support various program services through administrative activities and designated grants
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt03443
IRS990/SavingsAndTempCashInvstGrp/EOYAmt068450
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0126026
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0189888
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0173990
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0172525
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0100367
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0762796
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt022
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt034768
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt034768
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt022
IRS990ScheduleA/InvestmentIncomeCYPct00.00003
IRS990ScheduleA/InvestmentIncomePYPct00.00002
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99997
IRS990ScheduleA/PublicSupportPY509Pct00.99998
IRS990ScheduleA/PublicSupportTotal509Amt0797564
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0160794
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0189888
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0173990
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0172525
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0100367
IRS990ScheduleA/Total509Grp/TotalAmt0797564
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0160801
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0189892
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0173990
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0172536
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0100367
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0797586
IRS990/ScheduleBRequiredInd00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt02266
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Direct Donation
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Corporate Match
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt095334
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt028911
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0124245
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt095334
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt028911
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0124245
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0121979
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02266
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02266
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 was reviewed by a president, vice president, and a treasurer for its accuracy and completeness before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The bylaws is a governing document for the association which is provided upon request. It is also available at public shared drive hosted other than organization's web site. Hard copy of finance documents are distributed during the monthly association meeting and also provided offline upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Programs: $10,133 Spring Fest, Hospitality $8625, Graduation $5839, Parent Ed $4352, 7th/8th gr dances $4190, Kingdom $1413, Emergency Prep $1094, 6th gr socials $506, CEEF $250, Reflection $247, Pizza Night ($21), Color Run ($67). Management: Student Store $1825, Online Transaction Fees $816, Bank Charges $300, Operating Expenses $296, Misc. $189, Tax and filings $75, Bank Service $44
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt00
IRS990/TempOrPermanentEndowmentsInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.09$0.00$2.09$0.78$0.98$0.20
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.29$0.00$2.29$0.86$0.76$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.19$0.00$2.19$1.60$0.95$0.65
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$0.00$1.53$1.15$0.60$0.56
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.00$0.98$0.47$1.02$0.55
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.00$1.53$1.42$1.04$0.38
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.15$1.68$1.41$0.27
2018Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$1.60$1.36$0.24
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.00$0.64$3.07$2.77$0.30
2016Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$1.81$1.80$0.01
2015Summary only. Only limited summary data is available for this year.$0.33$0.00$1.73$1.79$0.07
2014Summary only. Only limited summary data is available for this year.$0.40$0.00$1.33$1.13$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.00$0.20$0.99$0.78$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.00$0.29$0.92$0.73$0.19
2011Summary only. Only limited summary data is available for this year.$0.10$0.00$0.80$0.81$0.01