Civic Intelligence

Cragmont School PTA

EIN 23-7015673 • 501(c)3 • Berkeley, CA

Profile

Cragmont School PTA 23-7015673 Form 990-EZ part III: Organizations Primary Purpose Parent Teacher organization which directly supports student programs at our affiliated elementary school For 990-EZ Part III Program Service Accomplishments -Providing classroom and program support for 23 classrooms, 400+ students, 300+ families in the school community -In the 2014-2015 School year, we provided services, supplies, and funding for gardening, art, sports, reading, technology and translation. - The PTA organized educational programs for familes, afterschool electives, and special programs to build community and celebrate diversity in our school

830 Regal RoadBerkeley, CA 94708

www.cragmont.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 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

81st percentile

29%

Higher net margin than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

80th percentile

26%

Faster asset growth than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

52nd percentile

0.5%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Assets

Up

$248,729

Up $50,256 (+25%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$248,729

Up $50,256 (+25%) from 2024

Revenue

Up

$170,456

Up $29,184 (+21%) from 2024

Expenses

Up

$120,200

Up $21,827 (+22%) from 2024

Net Income

Up

$50,256

Up $7,357 (+17%) from 2024

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2015: $255,877Liabilities 2015: $0Net Assets 2015: $255,8772015Assets 2016: $306,731Liabilities 2016: $0Net Assets 2016: $306,7312016Assets 2017: $273,318Liabilities 2017: $0Net Assets 2017: $273,3182017Assets 2018: $229,773Liabilities 2018: $0Net Assets 2018: $229,7732018Assets 2019: $186,981Liabilities 2019: $0Net Assets 2019: $186,9812019Assets 2020: $221,589Liabilities 2020: $0Net Assets 2020: $221,5892020Assets 2022: $170,884Liabilities 2022: $0Net Assets 2022: $170,8842022Assets 2023: $155,574Liabilities 2023: $0Net Assets 2023: $155,5742023Assets 2024: $198,473Liabilities 2024: $0Net Assets 2024: $198,4732024Assets 2025: $248,729Liabilities 2025: $0Net Assets 2025: $248,7292025

Highlighted filing

2025

Assets$248,729
Liabilities$0
Net Assets$248,729

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2015: $160,825Expenses 2015: $140,059Net Income 2015: $20,7662015Revenue 2016: $176,086Expenses 2016: $125,232Net Income 2016: $50,8542016Revenue 2017: $190,890Expenses 2017: $224,303Net Income 2017: -$33,4132017Revenue 2018: $186,788Expenses 2018: $230,333Net Income 2018: -$43,5452018Revenue 2019: $212,822Expenses 2019: $255,614Net Income 2019: -$42,7922019Revenue 2020: $240,368Expenses 2020: $205,760Net Income 2020: $34,6082020Revenue 2022: $138,419Expenses 2022: $109,341Net Income 2022: $29,0782022Revenue 2023: $168,637Expenses 2023: $183,947Net Income 2023: -$15,3102023Revenue 2024: $141,272Expenses 2024: $98,373Net Income 2024: $42,8992024Revenue 2025: $170,456Expenses 2025: $120,200Net Income 2025: $50,2562025

Highlighted filing

2025

Revenue$170,456
Expenses$120,200
Net Income$50,256

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 3, 2025
Return Version
2024v5.2
Gross Receipts
$217,348
Mission and Program Overview

Mission

Cragmont School PTA 23-7015673 Form 990-EZ part III: Organizations Primary Purpose Parent Teacher organization which directly supports student programs at our affiliated elementary school For 990-EZ Part III Program Service Accomplishments -Providing classroom and program support for 23 classrooms, 400+ students, 300+ families in the school community -In the 2014-2015 School year, we provided services, supplies, and funding for gardening, art, sports, reading, technology and translation. - The PTA organized educational programs for familes, afterschool electives, and special programs to build community and celebrate diversity in our school

To complement academic curriculum, the PTA contributes towards hiring of educators and staff to focus on the whole child at Cragmont, including arts, dance, and music.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$198,473$248,729▲ $50,256
Rtn Earn Endowment Incm Other Fnds$198,473$248,729▲ $50,256
Total Assets$198,473$248,729▲ $50,256
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$198,473$248,729▲ $50,256
Total Liabilities and Net Assets / Fund Balance$198,473$248,729▲ $50,256
Compensation and Service Providers

Board Members and Trustees

NameTitle
Whitney SmithPresident
Mio Tsubata-GonzalezCo VP Events
Rose SchweigFinancial Secretary
Jay KangHistorian
Carol ChoParliamentarian
Diana StockSecretary
Meredith AkiTeacher Rep
Lauren FongTreasurer
Kryselle EncarnacionVP Events
Dianna MullinsVP Fundraising
Revenue and Support

Revenue Composition

Contributions and Grants
$118,545
Program Service Revenue
$3,245
Investment Income
$0
Other Revenue
$48,666
All Other Contributions
$78,187
Change in Net Assets
$50,256

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table164$40,358Donor AdvisedBids
Total Noncash Contributions164$40,358-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$120,200
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$42,973--$42,973
Office Expenses-$4,177-$4,177
Total Functional Expenses$116,023$4,177$0$120,200
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$94,865
Fundraising Direct Expenses$45,578
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$85,418$45,060$5,220$39,840
Readathon$19,571$19,571-$19,571
Total Events$135,223$94,865$45,578$49,287
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 dues paying members

Member election for additional members Part VI line 7A

The members vote for the officers annually

Governing body decisions Part VI line 7B

The operating budget is approved annually by the members

Governing body meeting documentation Part VI line 8A

The secretary keeps minutes of all meetings and decisions made

Committee meeting documentation Part VI line 8B

Each committee keeps minutes and/or reports to the Officers

Form 990 governing body review Part VI line 11

The Officers will make the Form 990 available for review upon request

Conflict of interest policy compliance Part VI line 12C

The PTA uses the California State PTA Conflict of Interest policy

Governing documents etc available to public Part VI line 19

All governing documents and financial data are available for review upon request

Filing and Contact Details

Filer

Filer Name
Cragmont School PTA
EIN
23-7015673
In Care Of
% Lauren Fong
Phone
5106448810
Address
830 Regal Road, Berkeley, CA 94708
Doing Business As
PTA CA Congress Cragmont Schoo

Signing Officer

Name
Lauren Fong
Title
Treasurer
Phone
5106448810
Signed
2025-11-03
Discuss with paid preparer
No

Organization Details

Formed
1943
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
40

Preparer

Firm
Susan P Pines
Address
4109 Donald Dr, Palo Alto, CA 94306
Preparer
Susan P Pines
Phone
6504932314
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt093172
IRS990ScheduleA/Total509Grp/TotalAmt0850396
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0217348
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0190389
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0207086
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0142401
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt093172
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0850396
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt040358
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt040358
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt045578
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt019571
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt030234
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0135223
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt045060
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt019571
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt030234
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt049287
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt040358
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt040358
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05220
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IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0School Auction Donations
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0Donor AdvisedBids
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The PTA has dues paying members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The members vote for the officers annually
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The operating budget is approved annually by the members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The secretary keeps minutes of all meetings and decisions made
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Each committee keeps minutes and/or reports to the Officers
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The Officers will make the Form 990 available for review upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6The PTA uses the California State PTA Conflict of Interest policy
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7All governing documents and financial data are available for review 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/FormAndLineReferenceDesc3Governing body meeting documentation Part VI line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Governing documents etc available to public Part VI line 19
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0116023
IRS990/TotalFunctionalExpensesGrp/TotalAmt0120200
IRS990/TotalGrossUBIAmt049287
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0248729
IRS990/TotalOtherCompensationAmt00
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IRS990/TotalProgramServiceRevenueAmt03245
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02624
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0170456
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt049287
IRS990/TotalVolunteersCnt040
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0198473
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0248729
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IRS990/WebsiteAddressTxt0www.cragmont.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0LAUREN FONG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05106448810
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Cragmont School PTA
ReturnHeader/Filer/BusinessNameControlTxt0CRAG
ReturnHeader/Filer/EIN0237015673
ReturnHeader/Filer/InCareOfNm0% Lauren Fong
ReturnHeader/Filer/PhoneNum05106448810
ReturnHeader/Filer/USAddress/AddressLine1Txt0830 Regal Road
ReturnHeader/Filer/USAddress/CityNm0Berkeley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094708
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Susan P Pines
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04109 Donald Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Palo Alto
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094306
ReturnHeader/PreparerPersonGrp/PhoneNum06504932314
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN P PINES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-03T16:42:38-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01

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