Civic Intelligence

Birch Lane Elementary PTA

990EZ • Fiscal year 2023 • EIN 23-7400575

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 12, 2023

Organization ProfileWWW.BIRCHLANEPTA.ORG
1600 Birch LaneDavis, CA 95618

(530) 757-5395

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$65,566

Down $17,675 (-21%) from 2022

Net Assets

Down

$65,566

Down $17,675 (-21%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Down

$33,776

Down $20,063 (-37%) from 2022

Expenses

Up

$51,451

Up $7,765 (+18%) from 2022

Net Income

Down

-$17,675

Down $27,828 (-274%) from 2022

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2012: $50,112Net Assets 2012: $50,1122012Assets 2013: $50,736Net Assets 2013: $50,7362013Assets 2014: $32,867Net Assets 2014: $32,8672014Assets 2015: $38,278Net Assets 2015: $38,2782015Assets 2017: $55,245Net Assets 2017: $55,2452017Assets 2018: $57,480Net Assets 2018: $57,4802018Assets 2019: $55,648Net Assets 2019: $55,6482019Assets 2020: $74,321Net Assets 2020: $74,3212020Assets 2021: $73,088Net Assets 2021: $73,0882021Assets 2022: $83,241Net Assets 2022: $83,2412022Assets 2023: $65,566Net Assets 2023: $65,5662023Assets 2024: $97,803Net Assets 2024: $97,8032024

Highlighted filing

2023

Assets$65,566
Liabilities-
Net Assets$65,566
Open 2023 Filing

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $81,366Expenses 2012: $66,378Net Income 2012: $14,9882012Revenue 2013: $66,207Expenses 2013: $65,583Net Income 2013: $6242013Revenue 2014: $49,972Expenses 2014: $67,841Net Income 2014: -$17,8692014Revenue 2015: $59,976Expenses 2015: $54,565Net Income 2015: $5,4112015Revenue 2017: $86,717Expenses 2017: $68,315Net Income 2017: $18,4022017Revenue 2018: $91,582Expenses 2018: $89,347Net Income 2018: $2,2352018Revenue 2019: $74,004Expenses 2019: $75,836Net Income 2019: -$1,8322019Revenue 2020: $74,236Expenses 2020: $55,563Net Income 2020: $18,6732020Revenue 2021: $29,054Expenses 2021: $30,287Net Income 2021: -$1,2332021Revenue 2022: $53,839Expenses 2022: $43,686Net Income 2022: $10,1532022Revenue 2023: $33,776Expenses 2023: $51,451Net Income 2023: -$17,6752023Revenue 2024: $68,777Expenses 2024: $36,540Net Income 2024: $32,2372024

Highlighted filing

2023

Revenue$33,776
Expenses$51,451
Net Income-$17,675
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 12, 2023
Return Version
2022v5.0
Gross Receipts
$52,106
Mission and Program Overview

Mission

Support of birch lane elementary school programs.

Provide funding and enrichment to students and families of birch lane elementary.

Program Services

DescriptionGrantsExpenses
APPROXIMATELY 700 ENROLLED STUDENTS, STAFF MEMBERS AND FACULTY AT BIRCH LANE ELEMENTARY WERE SERVED BY THE PTA DURING THE 22/23 SCHOOL YEAR IN THE FORM OF CLASSROOM AND PROGRAM SUPPORT.THE PTA FUNDED EACH CLASSROOM AS WELL AS PROGRAMS IN READING, ART, GARDEN, COUNSELING, SPEECH, SCIENCE AND PHYSICAL EDUCATION PROGRAMS BY PROVIDING THE FUNDS FOR CURRICULUM SUPPLIES AND EQUIPMENT. IN ADDITION, THE SCHOOL LIBRARY AS WELL AS CLASSROOM FIELD TRIPS, INTERMEDIATE STUDENT PLANNERS, CROSSING GUARDS, AND PLAYGROUND MONITORS WERE ALL FUNDED IN FULL OR IN PART BY THE PTA.MANY OF THE USUAL COMMUNITY BUILDING AND SCHOOL CLIMATE EDUCATION EVENTS WERE CANCELLED BUT THE PTA BEGAN PLANNING ALTERNATIVE WAYS TO KEEP THESE TWO ESSENTIAL ELEMENTS OF THE EDUCATION FUNCTIONING.-$51,451
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFF LEEPresident-$0--
RYAN BRADLEYVice President-$0--
ANDREA GRAYDirector-$0--
MELISSA BARBATOTreasurer-$0--
LAURA DOYLESecretary-$0--
ERIN MCDONOUGHDirector-$0--
LESLIE HOLEMAN-UMALIDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$12,293$12,293$879$11,414
Scholastic Book Fair$11,798$11,798$11,798$0
Total Events$30,461$30,461$18,330$12,131
Filing and Contact Details

Filer

Filer Name
Birch Lane Elementary Pta
EIN
23-7400575
Phone
5307575395
Address
1600 BIRCH LANE, DAVIS, CA 95618

Signing Officer

Name
Melissa Barbato
Title
Treasurer
Signed
2023-10-12
Discuss with paid preparer
Yes

Preparer

Firm
Wehner Accounting & Tax Inc
Address
2744 DEL RIO PLACE SUITE 200, DAVIS, CA 95618
Preparer
Matthew J Wehner CPA
Phone
5309081761
Supplemental Narrative

Additional Explanations

Other Expenses.1003

“Information Technology $440”

Other Expenses.1005

“Travel $5000”

Other Expenses.1012

“Insurance $272”

Other Expenses.1

“GARDEN PROGRAM $9945”

Other Expenses.2

“OUTSIDE SERVICES $9150”

Other Expenses.3

“ART PROGRAM $8000”

Other Expenses.4

“CLASSROOM EXPENSES $6100”

Other Expenses.5

“LIBRARY $3000”

Other Expenses.6

“Field trip expenses $2887”

Other Expenses.7

“GIFTS $2381”

Other Expenses.8

“EVENTS $1800”

Other Expenses.9

“miscellaneous $1100”

Other Expenses.10

“STUDENT EVENTS $483”

Other Expenses.11

“READING PROGRAM $200”

Other Expenses.12

“SUPPLIES $100”

Other Expenses.13

“FEES $20”

Other Expenses.15

“MEMBERSHIP FEES $5”

Raw XML Appendix219 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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0APPROXIMATELY 700 ENROLLED STUDENTS, STAFF MEMBERS AND FACULTY AT BIRCH LANE ELEMENTARY WERE SERVED BY THE PTA DURING THE 22/23 SCHOOL YEAR IN THE FORM OF CLASSROOM AND PROGRAM SUPPORT.THE PTA FUNDED EACH CLASSROOM AS WELL AS PROGRAMS IN READING, ART, GARDEN, COUNSELING, SPEECH, SCIENCE AND PHYSICAL EDUCATION PROGRAMS BY PROVIDING THE FUNDS FOR CURRICULUM SUPPLIES AND EQUIPMENT. IN ADDITION, THE SCHOOL LIBRARY AS WELL AS CLASSROOM FIELD TRIPS, INTERMEDIATE STUDENT PLANNERS, CROSSING GUARDS, AND PLAYGROUND MONITORS WERE ALL FUNDED IN FULL OR IN PART BY THE PTA.MANY OF THE USUAL COMMUNITY BUILDING AND SCHOOL CLIMATE EDUCATION EVENTS WERE CANCELLED BUT THE PTA BEGAN PLANNING ALTERNATIVE WAYS TO KEEP THESE TWO ESSENTIAL ELEMENTS OF THE EDUCATION FUNCTIONING.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE EDUCATION PROGRAMS PROVIDED BY BIRCH LANE ELEMENTARY ARE DIRECTLY SUPPORTED BY THE PTA.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE SCHOOL WOULD PROVIDE ALL OR PART OF THE ACTIVITIES PAID FOR BY THE PTA IF THE DISTRICT BUDGET WAS SUFFICIENT.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Information Technology $440
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $5000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $272
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GARDEN PROGRAM $9945
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OUTSIDE SERVICES $9150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ART PROGRAM $8000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CLASSROOM EXPENSES $6100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7LIBRARY $3000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FIELD TRIP EXPENSES $2887
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9GIFTS $2381
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10EVENTS $1800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11miscellaneous $1100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12STUDENT EVENTS $483
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13READING PROGRAM $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14SUPPLIES $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15FEES $20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16MEMBERSHIP FEES $5
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA BARBATO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-12
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ReturnHeader/Filer/EIN0237400575
ReturnHeader/Filer/PhoneNum05307575395
ReturnHeader/Filer/USAddress/AddressLine1Txt01600 BIRCH LANE
ReturnHeader/Filer/USAddress/CityNm0DAVIS
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814606951
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ReturnHeader/PreparerPersonGrp/PhoneNum05309081761
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Matthew J Wehner CPA
ReturnHeader/ReturnTs02023-10-12T05:52:46-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MELISSA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BARBATO
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$65,566
Liabilities
-
Net assets
$65,566
Revenue
$33,776
Expenses
$51,451
Net income
-$17,675
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$97.8$97.8$68.8$36.5$32.2
2023Detailed filing. Detailed filing data is available for this year.$65.6$65.6$33.8$51.5$17.7
2022Detailed filing. Detailed filing data is available for this year.$83.2$83.2$53.8$43.7$10.2
2021Detailed filing. Detailed filing data is available for this year.$73.1$73.1$29.1$30.3$1.23
2020Detailed filing. Detailed filing data is available for this year.$74.3$74.3$74.2$55.6$18.7
2019Detailed filing. Detailed filing data is available for this year.$55.6$55.6$74.0$75.8$1.83
2018Detailed filing. Detailed filing data is available for this year.$57.5$57.5$91.6$89.3$2.24
2017Detailed filing. Detailed filing data is available for this year.$55.2$55.2$86.7$68.3$18.4
2015Detailed filing. Detailed filing data is available for this year.$38.3$38.3$60.0$54.6$5.41
2014Detailed filing. Detailed filing data is available for this year.$32.9$32.9$50.0$67.8$17.9
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.7$50.7$66.2$65.6$0.62
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.1$50.1$81.4$66.4$15.0