Civic Intelligence

Bay Area Parent Leadership Action Network Plan

EIN 26-2618507 • 501(c)3 • Oakland, CA

Profile

Bay Area Parent Leadership Action Network (PLAN) works to empower parents to transform schools so that all children can have access to an excellent education.

360 Grand Avenue 397Oakland, CA 94610

www.parentaction.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

67th percentile

0.01x

Higher debt load relative to assets than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

83rd percentile

0.10x

Higher debt load relative to revenue than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

3rd percentile

-853%

Higher net margin than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

99th percentile

$180,056

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 706.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

20th percentile

-48%

Faster asset growth than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

8th percentile

-87%

Faster revenue growth than 8% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$454,068

Down $142,109 (-24%) from 2023

Liabilities

Down

$2,594

Down $4,278 (-62%) from 2023

Net Assets

Down

$451,474

Down $137,831 (-23%) from 2023

Revenue

Down

$199,464

Down $457,274 (-70%) from 2023

Expenses

Down

$337,295

Down $347,456 (-51%) from 2023

Net Income

Down

-$137,831

Down $109,818 (-392%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2014: $307,248Liabilities 2014: $17,099Net Assets 2014: $290,1492014Assets 2015: $244,228Liabilities 2015: $29,010Net Assets 2015: $215,2182015Assets 2016: $210,025Liabilities 2016: $19,990Net Assets 2016: $190,0352016Assets 2017: $563,511Liabilities 2017: $22,554Net Assets 2017: $540,9572017Assets 2018: $458,658Liabilities 2018: $25,529Net Assets 2018: $433,1292018Assets 2019: $372,847Liabilities 2019: $23,862Net Assets 2019: $348,9852019Assets 2020: $211,117Liabilities 2020: $81,420Net Assets 2020: $129,6972020Assets 2021: $634,178Liabilities 2021: $256,801Net Assets 2021: $377,3772021Assets 2022: $632,911Liabilities 2022: $56,125Net Assets 2022: $576,7862022Assets 2023: $596,177Liabilities 2023: $6,872Net Assets 2023: $589,3052023Assets 2024: $454,068Liabilities 2024: $2,594Net Assets 2024: $451,4742024

Highlighted filing

2024

Assets$454,068
Liabilities$2,594
Net Assets$451,474

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2014: $572,017Expenses 2014: $492,365Net Income 2014: $79,6522014Revenue 2015: $589,544Expenses 2015: $664,475Net Income 2015: -$74,9312015Revenue 2016: $543,451Expenses 2016: $568,634Net Income 2016: -$25,1832016Revenue 2017: $948,899Expenses 2017: $597,977Net Income 2017: $350,9222017Revenue 2018: $623,913Expenses 2018: $731,741Net Income 2018: -$107,8282018Revenue 2019: $670,459Expenses 2019: $754,603Net Income 2019: -$84,1442019Revenue 2020: $522,980Expenses 2020: $707,376Net Income 2020: -$184,3962020Revenue 2021: $1,046,554Expenses 2021: $798,874Net Income 2021: $247,6802021Revenue 2022: $1,149,594Expenses 2022: $950,185Net Income 2022: $199,4092022Revenue 2023: $656,738Expenses 2023: $684,751Net Income 2023: -$28,0132023Revenue 2024: $199,464Expenses 2024: $337,295Net Income 2024: -$137,8312024

Highlighted filing

2024

Revenue$199,464
Expenses$337,295
Net Income-$137,831

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 22, 2025
Return Version
2023v6.0
Gross Receipts
$199,464
Mission and Program Overview

Mission

We develop the parent leaders who partner with school districts and individual schools to build the power of parents, families, and communities to understand and transform how schools work for student success.

Bay Area Parent Leadership Action Network (PLAN) develops the leadership and builds the power of parents to transform school so that all students achieve their student success.

Program Services

DescriptionGrantsExpenses
While the PLAN Organization hiatused during the summer of 2023, the Board of Directors engaged the Jeweld Legacy Group (JLG) to conduct a comprehensive assessment of Bay Area PLAN as an overall organization, exploring and identifying it's strengths as well as areas where challenges hindered it's ability to operate to its full capacity. In collaboration with JLG, the PLAN Board helped set the tone and expectations for the thorough assessment process that included A) Conducting a desk review of policies and procedures from HR, Finance, Contracts, Programs, Operations, Mission, Vision, and PLANs latest Theory of Change; B) Engaging with the following PLAN Stateholders: Leadership, Board, former staff, clients/consumers, funders, as well as partner agencies; and afterwards C) Prepare a summary report for the PLAN Board to share reflections about the inquiry process to assist the Board in developing actionable priorities based on key findings. The full completion of this process and initial actions on the preliminary findings continued the Fall and early December of 2023.-$83,840
In the Winter of 2023 and through the Spring of 2024, based on the organizational assessment findings, recommendations, and several Board of Directors meetings, a complete reorganization of the BA PLAN was agree to and supported by PLAN Funders, beginning March 1, 2024 with an Interim Executive Director. Additionally, PLAN's Primary Coalition Partner, the Oakland Education Association continued educating families and staff about the strength & benefits of the Community Schools Model in OUSD.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Belinda BellingerCo-Exec. DirectorFT$105,816-$105,816
Pecolia ManigoCo-Exec. DirectorFT$33,446-$33,446
Liz SukBoard Chair-$0--
Kim-Shree MaufasTreasurer-$0--
Monica GreenSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Bay Area Parent Leadership Action
EIN
26-2618507
Phone
5104447526
Address
360 Grand Avenue 397, Oakland, CA 94610

Signing Officer

Name
Kim-Shree Maufas
Title
Interim Exec. Director
Signed
2025-04-22
Discuss with paid preparer
Yes

Preparer

Firm
Crosby & Kaneda CPAs LLP
Address
548 Market St PMB 97503, San Francisco, CA 94104
Preparer
Tierna Jensen
Phone
5108352727
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $2852

Other Expenses.1002

Office Expenses $30069

Other Expenses.1005

Travel $893

Other Assets.1005

Accounts Receivable - Beginning $4042 Accounts Receivable - Ending $0

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $556 Prepaid Expenses and Deferred Charges - Ending $40

Other Assets.1

Deposits - Beginning $9965 Deposits - Ending $0

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $6872 Accounts Payable and Accrued Expenses - Ending $2594

Raw XML Appendix175 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0Stephanie Daniels
IRS990EZ/BooksInCareOfDetail/PhoneNum05104447526
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0360 Grand Avenue 397
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Oakland
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094610
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0581614
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0454028
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0190482
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-137831
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0179194
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0596177
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0454068
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0199464
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03982
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0589305
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0451474
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0589305
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0451474
IRS990EZ/OccupancyRentUtltsAndMaintAmt040250
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt033446
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt1105816
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Pecolia Manigo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Belinda Bellinger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Liz Suk
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kim-Shree Maufas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Monica Green
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-Exec. Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-Exec. Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt014563
IRS990EZ/OtherAssetsTotalDetail/EOYAmt040
IRS990EZ/OtherExpensesTotalAmt033814
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Bay Area Parent Leadership Action Network (PLAN) develops the leadership and builds the power of parents to transform school so that all students achieve their student success.
IRS990EZ/ProgramServiceRevenueAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0While the PLAN Organization hiatused during the summer of 2023, the Board of Directors engaged the Jeweld Legacy Group (JLG) to conduct a comprehensive assessment of Bay Area PLAN as an overall organization, exploring and identifying it's strengths as well as areas where challenges hindered it's ability to operate to its full capacity. In collaboration with JLG, the PLAN Board helped set the tone and expectations for the thorough assessment process that included A) Conducting a desk review of policies and procedures from HR, Finance, Contracts, Programs, Operations, Mission, Vision, and PLANs latest Theory of Change; B) Engaging with the following PLAN Stateholders: Leadership, Board, former staff, clients/consumers, funders, as well as partner agencies; and afterwards C) Prepare a summary report for the PLAN Board to share reflections about the inquiry process to assist the Board in developing actionable priorities based on key findings. The full completion of this process and initial actions on the preliminary findings continued the Fall and early December of 2023.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1In the Winter of 2023 and through the Spring of 2024, based on the organizational assessment findings, recommendations, and several Board of Directors meetings, a complete reorganization of the BA PLAN was agree to and supported by PLAN Funders, beginning March 1, 2024 with an Interim Executive Director. Additionally, PLAN's Primary Coalition Partner, the Oakland Education Association continued educating families and staff about the strength & benefits of the Community Schools Model in OUSD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt083840
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt084037
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt06872
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02594
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0337295
IRS990EZ/TotalProgramServiceExpensesAmt083840
IRS990EZ/TotalRevenueAmt0199464
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.bayareaplan.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0190482
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0598399
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01001236
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01002515
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0442538
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03235170
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02312
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02025
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0549
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0370
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0678
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05934
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0289745
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0500
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0500
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.51920
IRS990ScheduleA/PublicSupportPY170Pct00.49660
IRS990ScheduleA/PublicSupportTotal170Amt01683380
IRS990ScheduleA/SubstantialContributorsTotAmt01551790
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0190482
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0598399
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01001236
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01002515
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0442538
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03235170
IRS990ScheduleA/TotalSupportAmt03242104
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $2852
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $30069
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $893
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accounts Receivable - Beginning $4042 Accounts Receivable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Prepaid Expenses and Deferred Charges - Beginning $556 Prepaid Expenses and Deferred Charges - Ending $40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Deposits - Beginning $9965 Deposits - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Accounts Payable and Accrued Expenses - Beginning $6872 Accounts Payable and Accrued Expenses - Ending $2594
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Total Liabilities.1001
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kim-Shree Maufas
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Interim Exec. Dir.
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bay Area Parent Leadership Action
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Network PLAN
ReturnHeader/Filer/BusinessNameControlTxt0BAYA
ReturnHeader/Filer/EIN0262618507
ReturnHeader/Filer/PhoneNum05104447526
ReturnHeader/Filer/USAddress/AddressLine1Txt0360 Grand Avenue 397
ReturnHeader/Filer/USAddress/CityNm0Oakland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094610
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Crosby & Kaneda CPAs LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0548 Market St PMB 97503
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094104
ReturnHeader/PreparerPersonGrp/PhoneNum05108352727
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tierna Jensen
ReturnHeader/ReturnTs02025-04-22T15:43:10-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.