Civic Intelligence

PTA Baywood Elementary School

990 • Fiscal year 2018 • EIN 23-7017555

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 09, 2018

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

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

40th percentile

0.2%

Higher net margin than 40% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

46th percentile

0.2%

Faster asset growth than 46% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

58th percentile

8.3%

Faster revenue growth than 58% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$741,460

Up $1,731 (+0.2%) from 2017

Net Assets

Up

$741,460

Up $1,731 (+0.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$774,686

Up $59,182 (+8.3%) from 2017

Expenses

Up

$772,957

Up $5,020 (+0.7%) from 2017

Net Income

Up

$1,729

Up $54,162 (+103%) from 2017

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

2018

Assets$741,460
Liabilities$0
Net Assets$741,460

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

2018

Revenue$774,686
Expenses$772,957
Net Income$1,729
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 9, 2018
Return Version
2017v2.2
Gross Receipts
$892,052
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$739,729$741,460▲ $1,731
Cap Stk Tr Prin Current Funds$739,729$741,460▲ $1,731
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$739,729$741,460▲ $1,731
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$739,729$741,460▲ $1,731
Total Liabilities and Net Assets / Fund Balance$739,729$741,460▲ $1,731
Compensation and Service Providers

Board Members and Trustees

NameTitle
Julie KingCo-President
Lisa ShirleyCo-President
Jeff PeachinAuditor
Elisabeth C LoewCo-VP Fundraise
Maggie WhitmanCo-VP Fundraise
Beryl TangCo-VP Programs
Judy JeschkeCo-VP Programs
Jenny VitroCorr Secty
Cheryl HagedornFinancial Secty
Michele KetchamHistorian
Serene WilliamsParliamentarian
Johanna SmithRecording Secty
Heather BrienTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$494,703
Program Service Revenue
$15,380
Investment Income
$2,423
Other Revenue
$262,180
All Other Contributions
$45,540
Change in Net Assets
$1,729
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$723,148
Other Expenses$49,809
Total Fundraising Expense$567
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$723,148--$723,148
Other Expenses$10,211$567$567$11,345
Total Functional Expenses$771,823$567$567$772,957
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Baywood Elementary SchoolSan Mateo, CA-General PTA grants to school, teachers and service providers$723,148
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$347,061
Fundraising Direct Expenses$87,186
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Drive$412,949---
Auction - Live, Silent, Online$380,050$347,061-$347,061
Total Events$792,999$347,061$87,186$259,875
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
Heather Brien
Title
President
Signed
2018-11-09
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 Increases

Rounding = $2

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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt02
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Program Service Expenses
IRS990/OtherExpensesGrp/Desc1Miscellaneous Admninistrative
IRS990/OtherExpensesGrp/FundraisingAmt0567
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0567
IRS990/OtherExpensesGrp/ProgramServicesAmt038464
IRS990/OtherExpensesGrp/ProgramServicesAmt110211
IRS990/OtherExpensesGrp/TotalAmt038464
IRS990/OtherExpensesGrp/TotalAmt111345
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/Desc0Talent Show Revenue
IRS990/ProgramServiceRevenueGrp/Desc1Yearbook
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt012533
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12847
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt012533
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12847
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0468256
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0705801
IRS990/PYInvestmentIncomeAmt01702
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt062136
IRS990/PYOtherRevenueAmt0217955
IRS990/PYProgramServiceRevenueAmt027591
IRS990/PYRevenuesLessExpensesAmt0-52433
IRS990/PYTotalExpensesAmt0767937
IRS990/PYTotalRevenueAmt0715504
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01729
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt015380
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0446207
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0423957
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0446308
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0431285
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0356218
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02103975
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02423
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01702
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01588
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01349
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01285
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt08347
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0443423
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0380738
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0328351
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0366684
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0319400
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt01838596
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02423
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01702
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01588
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01349
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01285
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt08347
IRS990ScheduleA/InvestmentIncomeCYPct00.00210
IRS990ScheduleA/InvestmentIncomePYPct00.00200
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99790
IRS990ScheduleA/PublicSupportPY509Pct00.99800
IRS990ScheduleA/PublicSupportTotal509Amt03942571
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0889630
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0804695
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0774659
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0797969
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0675618
IRS990ScheduleA/Total509Grp/TotalAmt03942571
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0892053
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0806397
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0776247
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0799318
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0676903
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03950918
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0445938
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0412949
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt032989
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt087186
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fall Drive
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Auction - Live, Silent, Online
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0412949
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0380050
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0792999
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt0347061
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0347061
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0259875
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt011727
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt075459
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt087186
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0723148
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00

Document Assets

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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