Civic Intelligence

Baldwin Elementary PTA

990EZ • Fiscal year 2023 • EIN 20-5353360

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

Organization Profilewww.jbes.srvusd.k12.ca.us/JBPTAmeeting
741 Brookside DriveDanville, CA 94526

(925) 855-5200

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

11th percentile

-45%

Higher net margin than 11% 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

20th percentile

-25%

Faster asset growth than 20% of similar nonprofits.

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

Revenue Growth

56th percentile

9.9%

Faster revenue growth than 56% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$59,640

Down $19,677 (-25%) from 2022

Net Assets

Down

$59,640

Down $19,677 (-25%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin11th percentile

Revenue

Up

$43,449

Up $3,928 (+9.9%) from 2022

Expenses

Up

$63,126

Up $31,843 (+102%) from 2022

Net Income

Down

-$19,677

Down $27,915 (-339%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$80K$60K$40K$20K$0Assets 2011: $66,333Liabilities 2011: $02011Assets 2012: $63,086Liabilities 2012: $02012Assets 2013: $55,542Liabilities 2013: $02013Assets 2014: $64,883Net Assets 2014: $64,8832014Assets 2015: $58,715Liabilities 2015: $5,360Net Assets 2015: $53,3552015Assets 2016: $56,084Liabilities 2016: $5,360Net Assets 2016: $50,7242016Assets 2017: $65,877Net Assets 2017: $65,8772017Assets 2018: $74,686Net Assets 2018: $74,6862018Assets 2019: $65,946Net Assets 2019: $65,9462019Assets 2020: $73,146Net Assets 2020: $73,1462020Assets 2021: $71,079Net Assets 2021: $71,0792021Assets 2022: $79,317Net Assets 2022: $79,3172022Assets 2023: $59,640Net Assets 2023: $59,6402023Assets 2024: $44,869Net Assets 2024: $44,8692024Assets 2025: $34,291Net Assets 2025: $34,2912025

Highlighted filing

2023

Assets$59,640
Liabilities-
Net Assets$59,640
Open 2023 Filing

Operations Trend

Revenue Growth56th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $45,230Expenses 2011: $34,674Net Income 2011: $10,5562011Revenue 2012: $53,412Expenses 2012: $56,659Net Income 2012: -$3,2472012Revenue 2013: $42,096Expenses 2013: $49,640Net Income 2013: -$7,5442013Revenue 2014: $55,594Expenses 2014: $46,253Net Income 2014: $9,3412014Revenue 2015: $102,443Expenses 2015: $113,971Net Income 2015: -$11,5282015Revenue 2016: $78,576Expenses 2016: $81,207Net Income 2016: -$2,6312016Revenue 2017: $108,042Expenses 2017: $98,249Net Income 2017: $9,7932017Revenue 2018: $72,357Expenses 2018: $63,565Net Income 2018: $8,7922018Revenue 2019: $79,445Expenses 2019: $88,230Net Income 2019: -$8,7852019Revenue 2020: $54,074Expenses 2020: $46,874Net Income 2020: $7,2002020Revenue 2021: $15,340Expenses 2021: $16,861Net Income 2021: -$1,5212021Revenue 2022: $39,521Expenses 2022: $31,283Net Income 2022: $8,2382022Revenue 2023: $43,449Expenses 2023: $63,126Net Income 2023: -$19,6772023Revenue 2024: $43,229Expenses 2024: $58,000Net Income 2024: -$14,7712024Revenue 2025: $48,959Expenses 2025: $59,537Net Income 2025: -$10,5782025

Highlighted filing

2023

Revenue$43,449
Expenses$63,126
Net Income-$19,677
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 18, 2024
Return Version
2022v5.0
Gross Receipts
$43,449
Mission and Program Overview

Mission

The mission of the PTA is to positively impact the lives of all children and families by representing our members, and empowering and supporting them with skills in advocacy, leadership and communications.

Program Services

DescriptionGrantsExpenses
The goals of the California State PTA:1. Build awareness about the critical role of parents, families and PTAs/PTSAs in helping all children reach their full potential.2. Promote, increase and support membership.3. Promote, support and engage in advocacy on behalf of children, youth and families in our schools, communities, state and nation.4. Develop, strengthen and diversify leadership at all levels$20,460$61,886
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah SimpsonPresidentPT$0--
Jon WestlundExecutive VPPT$0--
Marisa YehTreasurerPT$0--
Noopur ChaudharySecretaryPT$0--
Kat BornFin SecretaryPT$0--
Dave LevieAuditorPT$0--
Katherin RichardsParliamentarian-$0--
Serena BakerInclusion/DiverPT$0--
Meridith NaslundCommunications-$0--
Courtney IharaHospitality-$0--
Amy GeraceServe Chair-$0--
Mandi NewtonSister School-$0--
Mairead SchwabHealth/Wellness-$0--
Joe RomagnaPrincipalPT$0--
Kathy CasottiTeacher Rep-$0--
Brittany BakusFamily Engageme-$0--
Rachel SilbermanExceptional Ed-$0--
Filing and Contact Details

Filer

Filer Name
Baldwin Elementary PTA
EIN
20-5353360
Phone
9258555200
Address
741 Brookside Drive, Danville, CA 94526

Signing Officer

Name
Jenny Dizon
Title
Treasurer
Phone
9258555200
Signed
2024-01-18
Discuss with paid preparer
Yes

Preparer

Firm
Regalia & Associates Cpas
Address
103 TOWN COUNTRY DR STE K, DANVILLE, CA 94526
Preparer
Dana Chavarria
Phone
9253140390
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.3

“Class of Activity: School Support | Donee's Name: San Ramon Valley USD | Donee's Address: 699 Old Orchard Drive Danville CA 94526 | Relationship of Donee: School District | Cash Amount Given: $20460”

Other Expenses.1002

“Office Expenses $72”

Other Expenses.1007

“Conferences, Conventions, and Meetings $120”

Other Expenses.1012

“Insurance $272”

Other Expenses.1

“Yearbook $8020”

Other Expenses.2

“Science Night $7125”

Other Expenses.3

“BOOK FAIR $6099”

Other Expenses.4

“Breakfast Book Club $5349”

Other Expenses.5

“Copier Lease $3740”

Other Expenses.6

“Holiday Kids Shop $3623”

Other Expenses.7

“Staff Support & Appreciation $2142”

Other Expenses.8

“Beach Bash $971”

Other Expenses.9

“Movie Night Expense $606”

Other Expenses.10

“Trunk or Treat $546”

Other Expenses.11

“Odyssey of the Mind $445”

Other Expenses.12

“Read-A-Thon/Reading Night $383”

Other Expenses.13

“Sister School Program $339”

Other Expenses.14

“Cougar Mascot Costume $290”

Other Expenses.15

“Hospitality $200”

Other Expenses.16

“Software License Fees $184”

Other Expenses.17

“Other Community Programs $124”

Other Expenses.18

“Other Student Programs $114”

Other Expenses.19

“Inclusion & Diversity $105”

Other Expenses.20

“Bank charges & fees $12”

Raw XML Appendix271 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/OfficerDirectorTrusteeEmplGrp/TitleTxt1Executive VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Fin Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Auditor
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Hospitality
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Health/Wellness
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15Family Engageme
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt16Exceptional Ed
IRS990EZ/OperateHospitalInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: School Support | Donee's Name: San Ramon Valley USD | Donee's Address: 699 Old Orchard Drive Danville CA 94526 | Relationship of Donee: School District | Cash Amount Given: $20460
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $72
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $272
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Yearbook $8020
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Science Night $7125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BOOK FAIR $6099
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Breakfast Book Club $5349
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Copier Lease $3740
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Holiday Kids Shop $3623
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Staff Support & Appreciation $2142
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Beach Bash $971
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Movie Night Expense $606
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Trunk or Treat $546
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Odyssey of the Mind $445
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Read-A-Thon/Reading Night $383
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Sister School Program $339
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Cougar Mascot Costume $290
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Hospitality $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Software License Fees $184
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Other Community Programs $124
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Other Student Programs $114
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Inclusion & Diversity $105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Bank charges & fees $12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Other Expenses.20
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Jenny Dizon
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09258555200
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Baldwin Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0BALD
ReturnHeader/Filer/EIN0205353360
ReturnHeader/Filer/PhoneNum09258555200
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ReturnHeader/Filer/USAddress/CityNm0Danville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REGALIA & ASSOCIATES CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0103 TOWN COUNTRY DR STE K
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094526
ReturnHeader/PreparerPersonGrp/PhoneNum09253140390
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dana Chavarria
ReturnHeader/ReturnTs02024-01-18T14:36:51-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jenny
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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
$59,640
Liabilities
-
Net assets
$59,640
Revenue
$43,449
Expenses
$63,126
Net income
-$19,677
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.34$0.34$0.49$0.60$0.11
2024Detailed filing. Detailed filing data is available for this year.$0.45$0.45$0.43$0.58$0.15
2023Detailed filing. Detailed filing data is available for this year.$0.60$0.60$0.43$0.63$0.20
2022Detailed filing. Detailed filing data is available for this year.$0.79$0.79$0.40$0.31$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.71$0.71$0.15$0.17$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.73$0.73$0.54$0.47$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.66$0.66$0.79$0.88$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.75$0.75$0.72$0.64$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.66$0.66$1.08$0.98$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.56$0.05$0.51$0.79$0.81$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.59$0.05$0.53$1.02$1.14$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.65$0.65$0.56$0.46$0.09
2013Summary only. Only limited summary data is available for this year.$0.56$0.00$0.42$0.50$0.08
2012Summary only. Only limited summary data is available for this year.$0.63$0.00$0.53$0.57$0.03
2011Summary only. Only limited summary data is available for this year.$0.66$0.00$0.45$0.35$0.11