Civic Intelligence

William Mckinley Elementary School PTA

EIN 13-4317995 • 501(c)3 • San Francisco, CA

Profile

The mission of the parent teacher association is to positively impact the lives of all the school's children and their families by representing the members and empowering and supporting them with skills in advocacy, leadership and communication.

1025 14th StreetSan Francisco, CA 94114

www.mckinleyschool.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

25th percentile

-17%

Higher net margin than 25% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

41st percentile

-8.0%

Faster asset growth than 41% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

15th percentile

-54%

Faster revenue growth than 15% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$575,689

Up $180,356 (+46%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$575,689

Up $180,356 (+46%) from 2023

Revenue

Down

$210,630

Down $7,151 (-3.3%) from 2023

Expenses

Down

$171,645

Down $82,409 (-32%) from 2023

Net Income

Up

$38,985

Up $75,258 (+207%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2012: $277,568Liabilities 2012: $0Net Assets 2012: $277,5682012Assets 2013: $314,947Liabilities 2013: $0Net Assets 2013: $314,9472013Assets 2014: $340,613Liabilities 2014: $0Net Assets 2014: $340,6132014Assets 2015: $408,328Liabilities 2015: $0Net Assets 2015: $408,3282015Assets 2016: $195,698Liabilities 2016: $0Net Assets 2016: $195,6982016Assets 2017: $178,890Liabilities 2017: $0Net Assets 2017: $178,8902017Assets 2018: $215,504Liabilities 2018: $0Net Assets 2018: $215,5042018Assets 2019: $196,727Liabilities 2019: $0Net Assets 2019: $196,7272019Assets 2020: $225,569Liabilities 2020: $0Net Assets 2020: $223,9102020Assets 2021: $246,930Net Assets 2021: $246,9302021Assets 2022: $429,635Liabilities 2022: $0Net Assets 2022: $429,6352022Assets 2023: $395,333Liabilities 2023: $0Net Assets 2023: $395,3332023Assets 2024: $575,689Liabilities 2024: $0Net Assets 2024: $575,6892024

Highlighted filing

2024

Assets$575,689
Liabilities$0
Net Assets$575,689

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200K-$400KRevenue 2012: $215,098Expenses 2012: $146,322Net Income 2012: $68,7762012Revenue 2013: $244,801Expenses 2013: $207,422Net Income 2013: $37,3792013Revenue 2014: $257,307Expenses 2014: $231,642Net Income 2014: $25,6652014Revenue 2015: $302,224Expenses 2015: $233,562Net Income 2015: $68,6622015Revenue 2016: $263,861Expenses 2016: $480,526Net Income 2016: -$216,6652016Revenue 2017: $319,680Expenses 2017: $337,129Net Income 2017: -$17,4492017Revenue 2018: $327,569Expenses 2018: $290,955Net Income 2018: $36,6142018Revenue 2019: $305,961Expenses 2019: $324,738Net Income 2019: -$18,7772019Revenue 2020: $319,863Expenses 2020: $291,022Net Income 2020: $28,8412020Revenue 2021: $113,559Expenses 2021: $92,198Net Income 2021: $21,3612021Revenue 2022: $468,937Expenses 2022: $287,229Net Income 2022: $181,7082022Revenue 2023: $217,781Expenses 2023: $254,054Net Income 2023: -$36,2732023Revenue 2024: $210,630Expenses 2024: $171,645Net Income 2024: $38,9852024

Highlighted filing

2024

Revenue$210,630
Expenses$171,645
Net Income$38,985

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$241,905
Mission and Program Overview

Mission

The mission of the parent teacher association is to positively impact the lives of all the school's children and their families by representing the members and empowering and supporting them with skills in advocacy, leadership and communication.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$395,333$338,461▼ $56,872
Savings and Temporary Cash Investments-$237,228-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$395,333$575,689▲ $180,356
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$395,333$575,689▲ $180,356
Total Net Assets Fund Balance$395,333$575,689▲ $180,356
Total Liabilities and Net Assets / Fund Balance$395,333$575,689▲ $180,356
Compensation and Service Providers

Board Members and Trustees

NameTitle
Brynne DutyPresident
Joy JonesExec Vice Pres
Justyna WrobelFinl Secretary
Russ ColeHistorian
Megan KennyParliamentarian
Aaron JohnsonSecretary
Deborah ParsonsTreasurer
Kelly GilleaseVP-Commun
Nefeli TsaloglouVP-Fundraising
Revenue and Support

Revenue Composition

Contributions and Grants
$142,226
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$68,404
All Other Contributions
$141,316
Change in Net Assets
$38,985
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$171,645
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
Fees for Services Other$137,753--$137,753
All Other Expenses$7,805$3,013-$10,818
Other Expenses$3,000$5,577-$3,000
Information Technology-$353-$353
Office Expenses-$186-$186
Total Functional Expenses$162,516$9,129$0$171,645
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$99,679
Fundraising Direct Expenses$31,275
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dogfest$80,534$80,534$31,275$49,259
Read-a-thon$19,145$19,145-$19,145
Total Events$99,679$99,679$31,275$68,404
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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 tax return is prepared by an accountant. After completion of saidreturns, the organization is sent a draft of the tax returns to be reviewed andexamined. The organization makes copies of the returns and distributes to thoseindividuals charged with governance. Those individuals at that time can review andif applicable discuss any line items in the return with the accountant. If all items are found to be acceptable, the accountant will complete the tax process by e-filing the returns or preparing the forms to be paper-filed with the designated governmental agencies. If the tax returns are paper-filed, the tax returns are signed by the organization, stamped with certified return receipt and timely placed in the mail for filing.

Form 990, Part VI, Section C, Line 19

Governing documents are available for public inspection at the principal place of business.

Filing and Contact Details

Filer

Filer Name
WILLIAM McKINLEY ELEMENTARY SCHOOL PTA
EIN
13-4317995
Phone
4152416300
Address
1025 14th Street, San Francisco, CA 94114

Signing Officer

Name
Deborah Parsons
Title
Treasurer
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deborah Parsons
Formed
2005
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
50

Preparer

Firm
Madeleine M Rocamora
Address
2540 Marina Boulevard, San Leandro, CA 94577
Preparer
Madeleine M Rocamora EA
Phone
9258582857
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

adjustment to include CD = $115552

Form 990, Part XI, Line 9

Adjustment to reconcile to book = $25819

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IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0237228
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0142226
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0191631
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0457563
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0119756
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0300389
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01211565
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt05
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt099679
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt056939
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt062521
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03494
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt019468
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0242101
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/PublicSupportPY509Pct01.00000
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IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0241905
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0248570
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0520084
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0123250
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0319857
IRS990ScheduleA/Total509Grp/TotalAmt01453666
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0241905
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0248570
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01453671
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Dogfest
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Read-a-thon
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt019145
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt080534
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt099679
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt068404
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt031275
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt031275
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TAX RETURN IS PREPARED BY AN ACCOUNTANT. AFTER COMPLETION OF SAIDRETURNS, THE ORGANIZATION IS SENT A DRAFT OF THE TAX RETURNS TO BE REVIEWED ANDEXAMINED. THE ORGANIZATION MAKES COPIES OF THE RETURNS AND DISTRIBUTES TO THOSEINDIVIDUALS CHARGED WITH GOVERNANCE. THOSE INDIVIDUALS AT THAT TIME CAN REVIEW ANDIF APPLICABLE DISCUSS ANY LINE ITEMS IN THE RETURN WITH THE ACCOUNTANT. IF ALL ITEMS ARE FOUND TO BE ACCEPTABLE, THE ACCOUNTANT WILL COMPLETE THE TAX PROCESS BY E-FILING THE RETURNS OR PREPARING THE FORMS TO BE PAPER-FILED WITH THE DESIGNATED GOVERNMENTAL AGENCIES. IF THE TAX RETURNS ARE PAPER-FILED, THE TAX RETURNS ARE SIGNED BY THE ORGANIZATION, STAMPED WITH CERTIFIED RETURN RECEIPT AND TIMELY PLACED IN THE MAIL FOR FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE PRINCIPAL PLACE OF BUSINESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2adjustment to include CD = $115552
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Adjustment to reconcile to book = $25819
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 XI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, Line 9
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0162516
IRS990/TotalFunctionalExpensesGrp/TotalAmt0171645
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0395333
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0575689
IRS990/TotalProgramServiceExpensesAmt0162516
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0210630
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0395333
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0575689
IRS990/TravelGrp/TotalAmt00
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IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01025 14th Street
IRS990/USAddress/CityNm0San Francisco
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094114
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IRS990/WebsiteAddressTxt0www.mckinleyschool.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true

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