Civic Intelligence

Walt Disney Elementary PTA

990EZ • Fiscal year 2024 • EIN 23-7252336

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 29, 2024

Organization ProfileN/A
3250 Pine Valley RoadSan Ramon, CA 94583

(925) 479-3900

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

8th percentile

-63%

Higher net margin than 8% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$24,520

No earlier filing loaded for comparison.

Net Assets

$24,520

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin8th percentile

Revenue

$8,151

No earlier filing loaded for comparison.

Expenses

$13,253

No earlier filing loaded for comparison.

Net Income

-$5,102

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30K$20K$10K$0Assets 2024: $24,520Net Assets 2024: $24,5202024

Highlighted filing

2024

Assets$24,520
Liabilities-
Net Assets$24,520
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15K$10K$5.0K$0-$5.0K-$10KRevenue 2024: $8,151Expenses 2024: $13,253Net Income 2024: -$5,1022024

Highlighted filing

2024

Revenue$8,151
Expenses$13,253
Net Income-$5,102
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 29, 2024
Return Version
2023v5.1
Gross Receipts
$8,151
Mission and Program Overview

Mission

To promote the welfare of children and youth in home, school, and community.

Program Services

DescriptionGrantsExpenses
Supported various programs during the year including 5th Grade Activities, Breakfast Book Club, Odyssey of the Mind, Science Garden, Variety Show, and a large school project.-$9,101
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robin AnglinPresident-$0--
Brenna TowneExec VP-$0--
Lesley Stewart K VeronsiNewsltr/Pub/Web-$0--
Kiley DinisPrograms-$0--
Vanessa NemcikSecretary-$0--
Adrienne YasudaTreasurer-$0--
Lyndsey BonettiMembership-$0--
Vannie HuynhFinancial Sect-$0--
Shubha LuthraFinan Reviewer-$0--
Filing and Contact Details

Filer

Filer Name
Walt Disney Elementary PTA
EIN
23-7252336
Phone
9254793900
Address
3250 Pine Valley Road, San Ramon, CA 94583

Signing Officer

Name
Adrienne Yasuda
Title
Treasurer
Signed
2024-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Terri T Crinnion CPA
Address
9481 Thunderbird Place, San Ramon, CA 94583
Preparer
Terri T Crinnion
Phone
9258285309
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $282”

Other Expenses.1

“Field Day & Inclusion T Shirts $6100”

Other Expenses.2

“Staff Appreciation $1912”

Other Expenses.3

“5th Grade Activities $1000”

Other Expenses.4

“Measure E & F Campaigns $999”

Other Expenses.5

“Science Garden $743”

Other Expenses.6

“Odyssey of the Mind $640”

Other Expenses.7

“Membership $500”

Other Expenses.8

“Breakfast Book Club $363”

Other Expenses.9

“Variety Show $255”

Other Expenses.10

“My PTEZ $143”

Other Expenses.11

“Bank Charges $129”

Other Expenses.12

“Event Supplies $70”

Other Expenses.13

“Recognition Council $47”

Other Expenses.14

“Zoom Fees $45”

Other Expenses.15

“Attny General Fee $25”

Raw XML Appendix201 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Robin Anglin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Brenna Towne
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lesley Stewart K Veronsi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kiley Dinis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Vanessa Nemcik
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Adrienne Yasuda
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Lyndsey Bonetti
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Vannie Huynh
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Shubha Luthra
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Exec VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Newsltr/Pub/Web
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Financial Sect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Finan Reviewer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt013253
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To promote the welfare of children and youth in home, school, and community.
IRS990EZ/ProgramServiceRevenueAmt03038
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09101
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt09101
IRS990EZ/TotalRevenueAmt08151
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05113
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt012180
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt012864
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt010329
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt024110
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt064596
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05113
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt012180
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt012864
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt010329
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt024110
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt064596
IRS990ScheduleA/TotalSupportAmt064596
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleC/CorrectionMadeInd0false
IRS990ScheduleC/DirectContactLegislatorsInd0false
IRS990ScheduleC/Form4720Filed4912TaxInd0false
IRS990ScheduleC/Form4720FiledSection4955TaxInd0false
IRS990ScheduleC/GrantsOtherOrganizationsAmt0999
IRS990ScheduleC/GrantsOtherOrganizationsInd0true
IRS990ScheduleC/MailingsMembersInd0false
IRS990ScheduleC/MediaAdvertisementsInd0false
IRS990ScheduleC/NotDescribedSection501c3Ind0false
IRS990ScheduleC/OtherActivitiesInd0false
IRS990ScheduleC/PaidStaffOrManagementInd0false
IRS990ScheduleC/PublicationsOrBroadcastInd0false
IRS990ScheduleC/RalliesDemonstrationsInd0false
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0Contribution to Measures E & F
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Part II-B, Line 1i - Other Activities Description
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc1Part IV - Additional Information
IRS990ScheduleC/TotalLobbyingExpendituresAmt0999
IRS990ScheduleC/VolunteersInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Field Day & Inclusion T Shirts $6100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Staff Appreciation $1912
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt35th Grade Activities $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Measure E & F Campaigns $999
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Science Garden $743
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Odyssey of the Mind $640
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Membership $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Breakfast Book Club $363
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Variety Show $255
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10My PTEZ $143
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Bank Charges $129
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Event Supplies $70
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Recognition Council $47
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Zoom Fees $45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Attny General Fee $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.15
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Adrienne Yasuda
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Walt Disney Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0237252336
ReturnHeader/Filer/PhoneNum09254793900
ReturnHeader/Filer/USAddress/AddressLine1Txt03250 Pine Valley Road
ReturnHeader/Filer/USAddress/CityNm0San Ramon
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094583
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205749730
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Terri T Crinnion CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09481 Thunderbird Place
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Ramon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094583
ReturnHeader/PreparerPersonGrp/PhoneNum09258285309
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Terri T Crinnion
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-10-29T10:37:00-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,520
Liabilities
-
Net assets
$24,520
Revenue
$8,151
Expenses
$13,253
Net income
-$5,102
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$24.5$24.5$8.15$13.3$5.10