Civic Intelligence

PTA Ca Con Emerson Elementary School PTA

990 • Fiscal year 2020 • EIN 23-7009171

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 03, 2020

Organization Profileemerson.berkeleypta.org
2800 Forest AveBerkeley, CA 94705

(510) 644-6890

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

53rd percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

68th percentile

18%

Higher net margin than 68% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

58th percentile

9.7%

Faster asset growth than 58% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2020

Revenue Growth

67th percentile

2.9%

Faster revenue growth than 67% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2020

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$260,383

Up $53,146 (+26%) from 2019

Net Assets

Up

$260,383

Up $53,146 (+26%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin68th percentile

Revenue

Up

$296,424

Up $30,694 (+12%) from 2019

Expenses

Down

$243,278

Down $31,538 (-11%) from 2019

Net Income

Up

$53,146

Up $62,232 (+685%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$400K$300K$200K$100K$0Assets 2011: $65,052Liabilities 2011: $0Net Assets 2011: $65,0522011Assets 2012: $85,132Liabilities 2012: $0Net Assets 2012: $85,1322012Assets 2013: $49,970Liabilities 2013: $0Net Assets 2013: $49,9702013Assets 2016: $139,528Liabilities 2016: $0Net Assets 2016: $139,5282016Assets 2017: $185,187Liabilities 2017: $0Net Assets 2017: $185,1872017Assets 2018: $216,323Liabilities 2018: $0Net Assets 2018: $216,3232018Assets 2019: $207,237Liabilities 2019: $0Net Assets 2019: $207,2372019Assets 2020: $260,383Liabilities 2020: $0Net Assets 2020: $260,3832020Assets 2021: $266,776Liabilities 2021: $0Net Assets 2021: $266,7762021Assets 2022: $314,209Liabilities 2022: $0Net Assets 2022: $314,2092022Assets 2023: $162,333Liabilities 2023: $0Net Assets 2023: $162,3332023Assets 2024: $235,429Liabilities 2024: $0Net Assets 2024: $235,4292024Assets 2025: $284,146Liabilities 2025: $0Net Assets 2025: $284,1462025

Highlighted filing

2020

Assets$260,383
Liabilities$0
Net Assets$260,383
Open 2020 Filing

Operations Trend

Revenue Growth67th percentile

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

$400K$200K$0-$200KRevenue 2011: $103,046Expenses 2011: $120,259Net Income 2011: -$17,2132011Revenue 2012: $89,413Expenses 2012: $109,487Net Income 2012: -$20,0742012Revenue 2013: $131,656Expenses 2013: $166,818Net Income 2013: -$35,1622013Revenue 2016: $197,033Expenses 2016: $193,298Net Income 2016: $3,7352016Revenue 2017: $280,036Expenses 2017: $234,377Net Income 2017: $45,6592017Revenue 2018: $280,188Expenses 2018: $249,052Net Income 2018: $31,1362018Revenue 2019: $265,730Expenses 2019: $274,816Net Income 2019: -$9,0862019Revenue 2020: $296,424Expenses 2020: $243,278Net Income 2020: $53,1462020Revenue 2021: $172,622Expenses 2021: $166,229Net Income 2021: $6,3932021Revenue 2022: $211,428Expenses 2022: $163,995Net Income 2022: $47,4332022Revenue 2023: $244,949Expenses 2023: $396,825Net Income 2023: -$151,8762023Revenue 2024: $294,751Expenses 2024: $221,655Net Income 2024: $73,0962024Revenue 2025: $298,313Expenses 2025: $249,596Net Income 2025: $48,7172025

Highlighted filing

2020

Revenue$296,424
Expenses$243,278
Net Income$53,146
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 3, 2020
Return Version
2019v5.1
Gross Receipts
$301,985
Mission and Program Overview

Mission

To support children, parents and staff

to support children, parents and staff at Emerson Elementary School through enrichment activities, additional educational support and community wide activities

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$207,237$260,383▲ $53,146
Rtn Earn Endowment Incm Other Fnds$207,237$260,383▲ $53,146
Total Assets$207,237$260,383▲ $53,146
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$207,237$260,383▲ $53,146
Total Liabilities and Net Assets / Fund Balance$207,237$260,383▲ $53,146
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
David RosePresident
Lauren WillisAdvocacy
Shawna SuzukiCo Secretary
Tesilya HanauerCo Secretary
Jen PetrucelliCommunications
Christina WinnickiCommunity Building
Crystal GoldsmithCommunity Outreach
Elif Kale-LostuvaliCommunity Outreach
Katy DavidEquity Liaison
Michael SchumakerEquity Liaison
Vivian WhiteEquity Liaison
Chris MerhigeParliamentarian
Scott HofmeisterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$171,970
Program Service Revenue
$111,783
Investment Income
$0
Other Revenue
$12,671
All Other Contributions
$148,785
Change in Net Assets
$53,146
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$243,278
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
Other Expenses$15,730--$15,730
Fees for Services Accounting-$450-$450
Information Technology-$312-$312
Insurance-$228-$228
Office Expenses-$87-$87
Total Functional Expenses$242,201$1,077$0$243,278
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$5,098
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walkathon$21,555-$5,098-
Total Events$21,555-$5,098$-5,098
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
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

“The PTA has parent and staff members”

Member election for additional members Part VI line 7A

“Members vote for the officers annually.”

Governing body decisions Part VI line 7B

“The operating budget is approved annually by the members.”

Form 990 governing body review Part VI line 11

“The officers will make the Form 990 available upon request.”

Conflict of interest policy compliance Part VI line 12C

“The PTA uses the CA State PTA Conflict of Interest policy.”

Governing documents etc available to public Part VI line 19

“All documents and financial data are available upon request.”

Filing and Contact Details

Filer

Filer Name
Emerson Elementary School PTA
EIN
23-7009171
Address
2800 Forest Ave, Berkeley, CA 94705
Doing Business As
PTA CA Con Emerson Elem Sch PT

Signing Officer

Name
Scott Hofmeister
Title
Treasurer
Phone
5106446890
Signed
2020-11-03
Discuss with paid preparer
Yes

Organization Details

Formed
1948
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
70

Preparer

Firm
Susan P Pines
Address
4109 Donald Dr, Palo Alto, CA 94306
Preparer
Susan P Pines
Phone
6504932314
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IRS990/ProgSrvcAccomActy3Grp/Desc0The PTA sponsored Family and Parnet Education activities including the Welcome Back BBQ, Multicultural events, monthly education meetings and other activities to foster community.
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IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The PTA has parent and staff members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Members vote for the officers annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The operating budget is approved annually by the members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The officers will make the Form 990 available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The PTA uses the CA State PTA Conflict of Interest policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5All documents and financial data are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
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IRS990/WebsiteAddressTxt0emerson.berkeleypta.org
IRS990/WhistleblowerPolicyInd0true
IRS990/WrittenPolicyOrProcedureInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Scott Hofmeister
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05106446890
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Emerson Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0EMER

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$260,383
Liabilities
$0
Net assets
$260,383
Revenue
$296,424
Expenses
$243,278
Net income
$53,146
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$2.98$2.50$0.49
2024Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$2.95$2.22$0.73
2023Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$2.45$3.97$1.52
2022Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$2.11$1.64$0.47
2021Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$1.73$1.66$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$2.96$2.43$0.53
2019Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$2.66$2.75$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$2.80$2.49$0.31
2017Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$2.80$2.34$0.46
2016Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$1.97$1.93$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.50$0.00$0.50$1.32$1.67$0.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.00$0.85$0.89$1.09$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.00$0.65$1.03$1.20$0.17