Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2021 • EIN 20-5987365

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 15, 2021

395 Doherty DriveLarkspur, CA 94939

(415) 924-6200

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.20x

Higher debt load relative to assets than 82% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

93rd percentile

0.83x

Higher debt load relative to revenue than 93% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

9th percentile

-71%

Higher net margin than 9% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

20th percentile

-17%

Faster asset growth than 20% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

13th percentile

-61%

Faster revenue growth than 13% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$82,028

Down $17,369 (-17%) from 2020

Net Assets

Down

$65,829

Down $13,861 (-17%) from 2020

Liabilities

Down

$16,199

Down $3,508 (-18%) from 2020

Revenue

Down

$19,520

Down $30,493 (-61%) from 2020

Expenses

Up

$33,381

Up $240 (+0.7%) from 2020

Net Income

Down

-$13,861

Down $30,733 (-182%) from 2020

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $60,406Liabilities 2011: $02011Assets 2012: $69,277Liabilities 2012: $02012Assets 2013: $81,697Liabilities 2013: $02013Assets 2014: $83,900Liabilities 2014: $02014Assets 2015: $64,897Liabilities 2015: $02015Assets 2016: $73,290Liabilities 2016: $02016Assets 2017: $55,486Liabilities 2017: $02017Assets 2018: $54,171Liabilities 2018: $02018Assets 2019: $62,818Liabilities 2019: $02019Assets 2020: $99,397Liabilities 2020: $19,707Net Assets 2020: $79,6902020Assets 2021: $82,028Liabilities 2021: $16,199Net Assets 2021: $65,8292021Assets 2022: $102,114Liabilities 2022: $19,091Net Assets 2022: $83,0232022Assets 2023: $102,582Liabilities 2023: $02023Assets 2024: $100,936Liabilities 2024: $02024Assets 2025: $100,926Liabilities 2025: $0Net Assets 2025: $100,9262025

Highlighted filing

2021

Assets$82,028
Liabilities$16,199
Net Assets$65,829

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $45,409Expenses 2011: $41,274Net Income 2011: $4,1352011Revenue 2012: $45,298Expenses 2012: $36,427Net Income 2012: $8,8712012Revenue 2013: $43,508Expenses 2013: $31,088Net Income 2013: $12,4202013Revenue 2014: $47,867Expenses 2014: $45,664Net Income 2014: $2,2032014Revenue 2015: $50,620Expenses 2015: $69,623Net Income 2015: -$19,0032015Revenue 2016: $73,898Expenses 2016: $65,505Net Income 2016: $8,3932016Revenue 2017: $83,607Expenses 2017: $101,411Net Income 2017: -$17,8042017Revenue 2018: $90,769Expenses 2018: $92,084Net Income 2018: -$1,3152018Revenue 2019: $83,168Expenses 2019: $74,521Net Income 2019: $8,6472019Revenue 2020: $50,013Expenses 2020: $33,141Net Income 2020: $16,8722020Revenue 2021: $19,520Expenses 2021: $33,381Net Income 2021: -$13,8612021Revenue 2022: $86,834Expenses 2022: $69,310Net Income 2022: $17,5242022Revenue 2023: $96,234Expenses 2023: $78,690Net Income 2023: $17,5442023Revenue 2024: $58,857Expenses 2024: $60,503Net Income 2024: -$1,6462024Revenue 2025: $51,213Expenses 2025: $51,223Net Income 2025: -$102025

Highlighted filing

2021

Revenue$19,520
Expenses$33,381
Net Income-$13,861
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 15, 2021
Return Version
2020v4.0
Gross Receipts
$19,520
Mission and Program Overview

Mission

To support events and activities at Redwood High School.

Program Services

DescriptionGrantsExpenses
Actions to support: 1) Communications with students and parents, 2) School beautification, 3) Hospitality for special events, and 4) Education on special issues.$26,447$4,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Maria KallmeyerPresident-$0--
Martina SeremetisParlimentarian-$0--
Doug BartaTreasurer-$0--
Julie CookSecretary-$0--
Kim SichelExec. Vice Pres-$0--
Jennifer SilvaCo VP Parent Ed-$0--
Diane KahnHistorian-$0--
Crista MorrowAuditor-$0--
Skye SeilerCo VP Parent Ed-$0--
Filing and Contact Details

Filer

Filer Name
Redwood High PTSA
EIN
20-5987365
Phone
4159246200
Address
395 Doherty Drive, Larkspur, CA 94939

Signing Officer

Name
Doug Barta
Title
Treasurer
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Smith & Company CPA
Address
1527 Fifth Avenue, San Rafael, CA 94901
Preparer
Lawrence S Smith CPA
Phone
4154585100
Supplemental Narrative

Additional Explanations

Other Expenses.1

Senior Expenses $6347

Other Expenses.2

19/20 School Year Expenses $4883

Other Expenses.3

Hospitality Expenses $4483

Other Expenses.4

Principal's Fund $4411

Other Expenses.5

Parent/Student Education $3198

Other Expenses.6

Administration $2934

Other Expenses.7

Student Support/Wellness $2500

Other Expenses.8

Online Directory/Mail $625

Total Liabilities.1

Grad Night Overages - Beginning $5277 Grad Night Overages - Ending $5277

Total Liabilities.2

Red FUND Account - Beginning $14430 Red FUND Account - Ending $10922

Raw XML Appendix187 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/CityNm0Larkspur
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094939
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt099397
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt082028
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0182
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-13861
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt04000
IRS990EZ/GrossReceiptsAmt019520
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt019338
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt079690
IRS990EZ/NetAssetsOrFundBalancesEOYAmt065829
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt079690
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt065829
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
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/PersonNm0Maria Kallmeyer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Martina Seremetis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Doug Barta
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Julie Cook
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kim Sichel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Jennifer Silva
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Diane Kahn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Crista Morrow
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Skye Seiler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Parlimentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Exec. Vice Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Co VP Parent Ed
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Co VP Parent Ed
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt029381
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To support events and activities at Redwood High School.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Actions to support: 1) Communications with students and parents, 2) School beautification, 3) Hospitality for special events, and 4) Education on special issues.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt026447
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt019707
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt016199
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt033381
IRS990EZ/TotalProgramServiceExpensesAmt026447
IRS990EZ/TotalRevenueAmt019520
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://tamdistrict.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt019467
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt044792
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt079024
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt081720
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt074136
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0299139
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt016
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt019
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt048
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt053
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt01230
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt09030
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt09459
IRS990ScheduleA/OtherIncome170Grp/TotalAmt019772
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.93790
IRS990ScheduleA/PublicSupportPY170Pct00.88960
IRS990ScheduleA/PublicSupportTotal170Amt0299139
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt019467
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt044792
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt079024
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt081720
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt074136
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0299139
IRS990ScheduleA/TotalSupportAmt0318959
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Senior Expenses $6347
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt119/20 School Year Expenses $4883
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Hospitality Expenses $4483
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Principal's Fund $4411
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Parent/Student Education $3198
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Administration $2934
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Student Support/Wellness $2500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Online Directory/Mail $625
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Grad Night Overages - Beginning $5277 Grad Night Overages - Ending $5277
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Red FUND Account - Beginning $14430 Red FUND Account - Ending $10922
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Doug Barta
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Redwood High PTSA
ReturnHeader/Filer/BusinessNameControlTxt0REDW
ReturnHeader/Filer/EIN0205987365
ReturnHeader/Filer/PhoneNum04159246200
ReturnHeader/Filer/USAddress/AddressLine1Txt0395 Doherty Drive
ReturnHeader/Filer/USAddress/CityNm0Larkspur
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094939
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331037826
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Smith & Company CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01527 Fifth Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Rafael
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094901
ReturnHeader/PreparerPersonGrp/PhoneNum04154585100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lawrence S Smith CPA
ReturnHeader/ReturnTs02021-11-15T11:58:40-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Doug
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Barta
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.51$0.51$0.00
2024Summary only. Only limited summary data is available for this year.$1.01$0.00$0.59$0.61$0.02
2023Summary only. Only limited summary data is available for this year.$1.03$0.00$0.96$0.79$0.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.19$0.83$0.87$0.69$0.18
2021Detailed filing. Detailed filing data is available for this year.$0.82$0.16$0.66$0.20$0.33$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.20$0.80$0.50$0.33$0.17
2019Summary only. Only limited summary data is available for this year.$0.63$0.00$0.83$0.75$0.09
2018Summary only. Only limited summary data is available for this year.$0.54$0.00$0.91$0.92$0.01
2017Summary only. Only limited summary data is available for this year.$0.55$0.00$0.84$1.01$0.18
2016Summary only. Only limited summary data is available for this year.$0.73$0.00$0.74$0.66$0.08
2015Summary only. Only limited summary data is available for this year.$0.65$0.00$0.51$0.70$0.19
2014Summary only. Only limited summary data is available for this year.$0.84$0.00$0.48$0.46$0.02
2013Summary only. Only limited summary data is available for this year.$0.82$0.00$0.44$0.31$0.12
2012Summary only. Only limited summary data is available for this year.$0.69$0.00$0.45$0.36$0.09
2011Summary only. Only limited summary data is available for this year.$0.60$0.00$0.45$0.41$0.04