Civic Intelligence

PTA Baywood Elementary School

990 • Fiscal year 2017 • EIN 23-7017555

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 15, 2017

600 Alameda de las PulgasSan Mateo, CA 94402

(650) 312-7511

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

23rd percentile

-7.3%

Higher net margin than 23% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

20th percentile

-6.6%

Faster asset growth than 20% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

46th percentile

2.8%

Faster revenue growth than 46% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Down

$739,729

Down $52,435 (-6.6%) from 2016

Net Assets

Down

$739,729

Down $52,435 (-6.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$715,504

Up $19,774 (+2.8%) from 2016

Expenses

Up

$767,937

Up $91,164 (+13%) from 2016

Net Income

Down

-$52,433

Down $71,390 (-377%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $547,079Liabilities 2011: $0Net Assets 2011: $547,0792011Assets 2012: $570,687Liabilities 2012: $0Net Assets 2012: $570,6872012Assets 2013: $605,127Liabilities 2013: $0Net Assets 2013: $605,1272013Assets 2014: $641,565Liabilities 2014: $0Net Assets 2014: $641,5652014Assets 2015: $773,206Liabilities 2015: $0Net Assets 2015: $773,2062015Assets 2016: $792,164Liabilities 2016: $0Net Assets 2016: $792,1642016Assets 2017: $739,729Liabilities 2017: $0Net Assets 2017: $739,7292017Assets 2018: $741,460Liabilities 2018: $0Net Assets 2018: $741,4602018Assets 2019: $713,206Liabilities 2019: $0Net Assets 2019: $713,2062019Assets 2020: $705,043Liabilities 2020: $0Net Assets 2020: $705,0432020Assets 2021: $606,076Liabilities 2021: $0Net Assets 2021: $606,0762021Assets 2022: $715,218Liabilities 2022: $0Net Assets 2022: $715,2182022Assets 2023: $811,614Liabilities 2023: $0Net Assets 2023: $811,6142023Assets 2024: $846,028Liabilities 2024: $0Net Assets 2024: $846,0282024Assets 2025: $720,045Liabilities 2025: $0Net Assets 2025: $720,0452025

Highlighted filing

2017

Assets$739,729
Liabilities$0
Net Assets$739,729

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $426,4212011Expenses 2012: $497,5952012Expenses 2013: $561,9592013Revenue 2014: $599,896Expenses 2014: $563,458Net Income 2014: $36,4382014Revenue 2015: $699,036Expenses 2015: $567,365Net Income 2015: $131,6712015Revenue 2016: $695,730Expenses 2016: $676,773Net Income 2016: $18,9572016Revenue 2017: $715,504Expenses 2017: $767,937Net Income 2017: -$52,4332017Revenue 2018: $774,686Expenses 2018: $772,957Net Income 2018: $1,7292018Revenue 2019: $685,879Expenses 2019: $714,132Net Income 2019: -$28,2532019Revenue 2020: $709,443Expenses 2020: $717,606Net Income 2020: -$8,1632020Revenue 2021: $453,196Expenses 2021: $552,164Net Income 2021: -$98,9682021Revenue 2022: $494,962Expenses 2022: $385,823Net Income 2022: $109,1392022Revenue 2023: $616,394Expenses 2023: $519,996Net Income 2023: $96,3982023Revenue 2024: $527,360Expenses 2024: $492,946Net Income 2024: $34,4142024Revenue 2025: $470,803Expenses 2025: $596,786Net Income 2025: -$125,9832025

Highlighted filing

2017

Revenue$715,504
Expenses$767,937
Net Income-$52,433
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$806,398
Mission and Program Overview

Mission

To enrichen student education, particularly in the areas of cultural arts, visual arts, movements, physical education, technology, math, science and literacy. Promote parent and community involvement for the families at our school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$792,164$739,729▼ $52,435
Cap Stk Tr Prin Current Funds$792,164$739,729▼ $52,435
Savings and Temporary Cash Investments-$0-
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$792,164$739,729▼ $52,435
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$792,164$739,729▼ $52,435
Total Liabilities and Net Assets / Fund Balance$792,164$739,729▼ $52,435
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tiffany SilvaCo President
Julie FieldAuditor
Lisa ShirleyCo-Pres
Julie KingCo-VP Fundraise
Maggie WhitmanCo-VP Fundraise
Amy PlatzCo-VP Programs
Judi MazzolaCo-VP Programs
Jenny VitroCorr Secty
Susan ChinnFinancial Secty
Beryl TangHistorian
Serene WilliamsParliamentarian
Johanna SmithRecording Secty
Jeff PeachinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$468,256
Program Service Revenue
$27,591
Investment Income
$1,702
Other Revenue
$217,955
All Other Contributions
$42,130
Change in Net Assets
$-52,433
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$705,801
Other Expenses$62,136
Total Fundraising Expense$625
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$705,801--$705,801
Other Expenses$11,255$625$625$12,505
Total Functional Expenses$766,687$625$625$767,937
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Baywood Elementary SchoolSan Mateo, CA-General PTA grants to school, teachers and service providers$705,801
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$279,982
Fundraising Direct Expenses$64,401
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Drive$376,374---
Auction - Live, Silent, Online$326,252$279,982-$279,982
Total Events$702,626$279,982$64,401$215,581
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
Annual disclosure for covered persons
Yes
Backup withholding compliance
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

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

The PTA is a membership organization.

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

The PTA has a nominating committee who presents a recommended slate of potential governing body members to the full membership for approval. The nominating committee solicits nominations through public announcements.

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

All program services and fundraisers are approved by the members at the beginning of the fiscal/school year, and all financial documentation is presented to the membership for review and/or approval.

Form 990, Part VI, Line 11B: Form 990 Review Process

A pdf copy of the proposed return is circulated to the governing body for review and comment.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
PTA Baywood Elementary School
EIN
23-7017555
Phone
6503127511
Address
600 Alameda de las Pulgas, San Mateo, CA 94402

Signing Officer

Name
Lisa Shirley
Title
Co President
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
1939
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
0
Employees
0

Preparer

Firm
Schiltz & Laterza LLP
Address
1941 OFarrell St Suite 102, San Mateo, CA 94403
Preparer
Lester D Laterza CPA
Phone
6503495533
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

Rounding = -$2

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IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-2
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Program Service Expenses
IRS990/OtherExpensesGrp/Desc1Miscellaneous Admninistrative
IRS990/OtherExpensesGrp/FundraisingAmt0625
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0625
IRS990/OtherExpensesGrp/ProgramServicesAmt049631
IRS990/OtherExpensesGrp/ProgramServicesAmt111255
IRS990/OtherExpensesGrp/TotalAmt049631
IRS990/OtherExpensesGrp/TotalAmt112505
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Directory Sales
IRS990/ProgramServiceRevenueGrp/Desc1Talent Show Revenue
IRS990/ProgramServiceRevenueGrp/Desc2Yearbook
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04525
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt114785
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt28281
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04525
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt114785
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt28281
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt093044
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0623172
IRS990/PYInvestmentIncomeAmt01588
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt053601
IRS990/PYOtherRevenueAmt0573578
IRS990/PYProgramServiceRevenueAmt027520
IRS990/PYRevenuesLessExpensesAmt018957
IRS990/PYTotalExpensesAmt0676773
IRS990/PYTotalRevenueAmt0695730
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-52433
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt027591
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0423957
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0446308
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0431285
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0356218
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0324971
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01982739
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01702
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01588
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01349
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01285
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01628
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt07552
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0380738
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0328351
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0366684
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0319400
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0358890
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt01754063
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01702
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01588
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01349
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01285
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01628
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt07552
IRS990ScheduleA/InvestmentIncomeCYPct00.00200
IRS990ScheduleA/InvestmentIncomePYPct00.00220
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99800
IRS990ScheduleA/PublicSupportPY509Pct00.99780
IRS990ScheduleA/PublicSupportTotal509Amt03736802
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0804695
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0774659
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0797969
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0675618
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0683861
IRS990ScheduleA/Total509Grp/TotalAmt03736802
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0806397
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0776247
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0799318
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0676903
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0685489
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03744354
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0422644
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0376374
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt046270
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt064401
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fall Drive
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Auction - Live, Silent, Online
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt011944
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt011944
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0376374
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0326252
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0702626
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt0279982
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0279982
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0215581
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt052457
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt052457

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.20$0.00$7.20$4.71$5.97$1.26
2024Detailed filing. Detailed filing data is available for this year.$8.46$0.00$8.46$5.27$4.93$0.34
2023Detailed filing. Detailed filing data is available for this year.$8.12$0.00$8.12$6.16$5.20$0.96
2022Detailed filing. Detailed filing data is available for this year.$7.15$0.00$7.15$4.95$3.86$1.09
2021Detailed filing. Detailed filing data is available for this year.$6.06$0.00$6.06$4.53$5.52$0.99
2020Detailed filing. Detailed filing data is available for this year.$7.05$0.00$7.05$7.09$7.18$0.08
2019Detailed filing. Detailed filing data is available for this year.$7.13$0.00$7.13$6.86$7.14$0.28
2018Detailed filing. Detailed filing data is available for this year.$7.41$0.00$7.41$7.75$7.73$0.02
2017Detailed filing. Detailed filing data is available for this year.$7.40$0.00$7.40$7.16$7.68$0.52
2016Detailed filing. Detailed filing data is available for this year.$7.92$0.00$7.92$6.96$6.77$0.19
2015Detailed filing. Detailed filing data is available for this year.$7.73$0.00$7.73$6.99$5.67$1.32
2014Detailed filing. Detailed filing data is available for this year.$6.42$0.00$6.42$6.00$5.63$0.36
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.05$0.00$6.05$5.62
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.71$0.00$5.71$4.98
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.47$0.00$5.47$4.26