Civic Intelligence

PTA Baywood Elementary School

990 • Fiscal year 2023 • EIN 23-7017555

Jul 01, 2022 to Jun 30, 2023 • Filed on Dec 05, 2023

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

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

68th percentile

16%

Higher net margin than 68% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

68th percentile

13%

Faster asset growth than 68% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

68th percentile

25%

Faster revenue growth than 68% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Up

$811,614

Up $96,396 (+13%) from 2022

Net Assets

Up

$811,614

Up $96,396 (+13%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$616,394

Up $121,432 (+25%) from 2022

Expenses

Up

$519,996

Up $134,173 (+35%) from 2022

Net Income

Down

$96,398

Down $12,741 (-12%) from 2022

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

2023

Assets$811,614
Liabilities$0
Net Assets$811,614

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

2023

Revenue$616,394
Expenses$519,996
Net Income$96,398
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 5, 2023
Return Version
2022v5.0
Gross Receipts
$673,113
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$715,218$811,614▲ $96,396
Cap Stk Tr Prin Current Funds$715,218$811,614▲ $96,396
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$715,218$811,614▲ $96,396
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$715,218$811,614▲ $96,396
Total Liabilities and Net Assets / Fund Balance$715,218$811,614▲ $96,396
Compensation and Service Providers

Board Members and Trustees

NameTitle
Stephen FloorPresident
Ava CamposVice President
Emily SullivanVice President
Felipe AguilarVice President
Megan BrownellVice President
Sabrina YavilVice President
Sarah WilsonVice President
Whitney ArgyresVice President
Kerri WeyerExec Vice Pres
Abbie WishartFaculty Rep
Joe GodfreyFin'l Reviewer
Elisha NedwickFinancial Secty
Morgan AielloHistorian
Manvi MakerParliamentarian
Amanda DriscollSch. Principal
Purnima ManiSecretary
Amy RadovichTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$462,673
Program Service Revenue
$6,174
Investment Income
$11,086
Other Revenue
$136,461
All Other Contributions
$53,141
Change in Net Assets
$96,398
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$451,483
Other Expenses$68,513
Total Fundraising Expense$497
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$451,483--$451,483
Other Expenses$8,952$497$497$9,946
Total Functional Expenses$519,002$497$497$519,996
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Baywood Elementary SchoolSan Mateo, CA-General PTA grants to school, teachers and service providers$451,483
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$182,558
Fundraising Direct Expenses$53,719
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Drive$409,532-$10,145-
Auction$170,924$170,924$43,574$127,350
Total Events$592,090$182,558$53,719$128,839
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, Section A, Line 6

The PTA is a membership organization.

Form 990, Part VI, Section A, Line 7A

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, Section A, Line 7B

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, Section B, Line 11B

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

Form 990, Part VI, Section C, Line 19

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
Stephen Floor
Title
President
Signed
2023-12-05
Discuss with paid preparer
Yes

Organization Details

Formed
1939
Legal Domicile
CA
Voting Board Members
17
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
Phone
6504122210
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Rounding = -$2

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IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Exec Vice Pres
IRS990/Form990PartVIISectionAGrp/TitleTxt4Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt5President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Vice President
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IRS990/Form990PartVIISectionAGrp/TitleTxt16Vice President
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IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt011086
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011086
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0715218
IRS990/NetAssetsOrFundBalancesEOYAmt0811614
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0117205
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0128839
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/ExclusionAmt07622
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt07622
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-2
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Program Service Expenses
IRS990/OtherExpensesGrp/Desc1Miscellaneous Admninistrative
IRS990/OtherExpensesGrp/FundraisingAmt0497
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0497
IRS990/OtherExpensesGrp/ProgramServicesAmt058567
IRS990/OtherExpensesGrp/ProgramServicesAmt18952
IRS990/OtherExpensesGrp/TotalAmt058567
IRS990/OtherExpensesGrp/TotalAmt19946
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/Desc0Back to School
IRS990/ProgramServiceRevenueGrp/Desc1Fifth Grade Advancement
IRS990/ProgramServiceRevenueGrp/Desc2Yearbook
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0240
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15675
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2259
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0240
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15675
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2259
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0440519
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0334035
IRS990/PYInvestmentIncomeAmt0851
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt051788
IRS990/PYOtherRevenueAmt046090
IRS990/PYProgramServiceRevenueAmt07502
IRS990/PYRevenuesLessExpensesAmt0109139
IRS990/PYTotalExpensesAmt0385823
IRS990/PYTotalRevenueAmt0494962
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt096398
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0156721
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0462673
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0440519
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0453885
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0492091
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0451343
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02300511
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt011086
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0851
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01002
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02474
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03193
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt018606
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt029751
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt011788
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt011838
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0259660
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0324195
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0637232
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt011086
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0851
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01002
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02474
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03193
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt018606
IRS990ScheduleA/InvestmentIncomeCYPct00.00630
IRS990ScheduleA/InvestmentIncomePYPct00.00300
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99370
IRS990ScheduleA/PublicSupportPY509Pct00.99700
IRS990ScheduleA/PublicSupportTotal509Amt02937743
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0492424
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0452307
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0465723
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0751751
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0775538
IRS990ScheduleA/Total509Grp/TotalAmt02937743
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0503510
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0453158

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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