Civic Intelligence

PTA Baywood Elementary School

990 • Fiscal year 2020 • EIN 23-7017555

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

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.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

35th percentile

-1.2%

Higher net margin than 35% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

30th percentile

-1.1%

Faster asset growth than 30% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

57th percentile

3.4%

Faster revenue growth than 57% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Down

$705,043

Down $8,163 (-1.1%) from 2019

Net Assets

Down

$705,043

Down $8,163 (-1.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$709,443

Up $23,564 (+3.4%) from 2019

Expenses

Up

$717,606

Up $3,474 (+0.5%) from 2019

Net Income

Up

-$8,163

Up $20,090 (+71%) from 2019

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

2020

Assets$705,043
Liabilities$0
Net Assets$705,043

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

2020

Revenue$709,443
Expenses$717,606
Net Income-$8,163
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 30, 2020
Return Version
2019v5.0
Gross Receipts
$754,225
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$713,206$705,043▼ $8,163
Cap Stk Tr Prin Current Funds$713,206$705,043▼ $8,163
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$713,206$705,043▼ $8,163
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$713,206$705,043▼ $8,163
Total Liabilities and Net Assets / Fund Balance$713,206$705,043▼ $8,163
Compensation and Service Providers

Board Members and Trustees

NameTitle
Anna KwokPresident
Elisabeth C LoewAuditor
Cheryl HagedornEx VP
Connie GeorgeFaculty Rep
Adam VarroFinancial Sec.
Heather PeddieParliamentarian
Amanda DriscollSch. Principal
Joanne ZuccaSecretary
Dheeban SengottaianTreasurer
Kerri WeyerVP Comm.
Heather BrienVP Fundraising
Jamie DobelVP Fundraising
Jasmine LiVP of Tech
Adelina FinnVP Outreach
Hillary DwightVP Programs
Lauren RilletVP Programs
Revenue and Support

Revenue Composition

Contributions and Grants
$495,777
Program Service Revenue
$21,229
Investment Income
$2,474
Other Revenue
$189,963
All Other Contributions
$18,683
Change in Net Assets
$-8,163
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$667,611
Other Expenses$49,995
Total Fundraising Expense$686
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$667,611--$667,611
Other Expenses$12,355$686$686$13,727
Total Functional Expenses$716,234$686$686$717,606
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Baywood Elementary SchoolSan Mateo, CA-General PTA grants to school, teachers and service providers$667,611
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$212,182
Fundraising Direct Expenses$29,388
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Drive$446,750---
Auction$238,840$212,182-$212,182
Total Events$685,590$212,182$29,388$182,794
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 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

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
Cheryl Hagedorn
Title
President
Signed
2020-11-30
Discuss with paid preparer
Yes

Organization Details

Formed
1939
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
2
Employees
0

Preparer

Firm
Lester D Laterza CPA
Address
2645 S El Camino Real Ste C, San Mateo, CA 94403
Preparer
Lester D Laterza CPA
Phone
6504122210
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IRS990ScheduleA/InvestmentIncomePYPct00.00250
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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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