Civic Intelligence

Coleman Elementary School PTO

990 • Fiscal year 2018 • EIN 45-1347568

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 24, 2019

Organization ProfileN/A
800 Belle AveSan Rafael, CA 94901

(415) 485-2420

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

52nd percentile

4.0%

Higher net margin than 52% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

55th percentile

4.2%

Faster asset growth than 55% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

61st percentile

8.9%

Faster revenue growth than 61% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$206,389

Up $8,299 (+4.2%) from 2017

Net Assets

Up

$206,389

Up $8,299 (+4.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin52nd percentile

Revenue

Up

$209,837

Up $17,190 (+8.9%) from 2017

Expenses

Down

$201,538

Down $39,250 (-16%) from 2017

Net Income

Up

$8,299

Up $56,440 (+117%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$400K$300K$200K$100K$0Assets 2012: $171,584Liabilities 2012: $02012Assets 2013: $186,124Liabilities 2013: $0Net Assets 2013: $186,1242013Assets 2014: $186,509Liabilities 2014: $0Net Assets 2014: $186,5092014Assets 2015: $207,029Liabilities 2015: $0Net Assets 2015: $207,0292015Assets 2016: $246,231Liabilities 2016: $0Net Assets 2016: $246,2312016Assets 2017: $198,090Liabilities 2017: $0Net Assets 2017: $198,0902017Assets 2018: $206,389Liabilities 2018: $0Net Assets 2018: $206,3892018Assets 2019: $195,481Liabilities 2019: $0Net Assets 2019: $195,4812019Assets 2020: $177,372Net Assets 2020: $177,3722020Assets 2021: $240,525Net Assets 2021: $240,5252021Assets 2022: $239,420Net Assets 2022: $239,4202022Assets 2023: $289,165Liabilities 2023: $2,082Net Assets 2023: $287,0832023Assets 2024: $358,365Liabilities 2024: $0Net Assets 2024: $358,3652024

Highlighted filing

2018

Assets$206,389
Liabilities$0
Net Assets$206,389
Open 2018 Filing

Operations Trend

Revenue Growth61st percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $176,482Expenses 2012: $4,898Net Income 2012: $171,5842012Revenue 2013: $221,032Expenses 2013: $206,492Net Income 2013: $14,5402013Revenue 2014: $203,048Expenses 2014: $202,663Net Income 2014: $3852014Revenue 2015: $200,706Expenses 2015: $180,186Net Income 2015: $20,5202015Revenue 2016: $228,445Expenses 2016: $189,243Net Income 2016: $39,2022016Revenue 2017: $192,647Expenses 2017: $240,788Net Income 2017: -$48,1412017Revenue 2018: $209,837Expenses 2018: $201,538Net Income 2018: $8,2992018Revenue 2019: $207,271Expenses 2019: $218,179Net Income 2019: -$10,9082019Revenue 2020: $175,411Expenses 2020: $193,520Net Income 2020: -$18,1092020Revenue 2021: $108,040Expenses 2021: $44,887Net Income 2021: $63,1532021Revenue 2022: $115,568Expenses 2022: $116,673Net Income 2022: -$1,1052022Revenue 2023: $234,771Expenses 2023: $186,431Net Income 2023: $48,3402023Revenue 2024: $206,007Expenses 2024: $134,725Net Income 2024: $71,2822024

Highlighted filing

2018

Revenue$209,837
Expenses$201,538
Net Income$8,299
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 24, 2019
Return Version
2017v2.2
Gross Receipts
$231,228
Mission and Program Overview

Mission

To support the education of children at coleman elementary school in san rafael, ca by fostering relationships between the school, parents, and teachers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$198,084$206,307▲ $8,223
Prepaid Expenses and Deferred Charges$6$82▲ $76
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-
Total Assets$198,090$206,389▲ $8,299
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$198,090$206,389▲ $8,299
Total Net Assets Fund Balance$198,090$206,389▲ $8,299
Total Liabilities and Net Assets / Fund Balance$198,090$206,389▲ $8,299
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Kelly FranklinPresident
Mike TaylorPrincipal
Rebecca MarwickSecretary
Jon HavemanTreasurer
Rebecca AlexisVP Events
Kelli KellyVP Fundraising
Abby PledgerVP of Comm
Revenue and Support

Revenue Composition

Contributions and Grants
$138,051
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$71,786
All Other Contributions
$138,051
Change in Net Assets
$8,299
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$197,668
Grants and Similar Amounts Paid$3,870
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$109,894--$109,894
All Other Expenses$15,095$3,002-$18,097
Other Expenses$5,762--$5,762
Office Expenses-$4,924-$4,924
Grants to Domestic Orgs$3,870--$3,870
Fees for Services Accounting-$1,150-$1,150
Total Functional Expenses$192,462$9,076$0$201,538
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$83,540
Fundraising Direct Expenses$20,522
Gaming Gross Income$9,637
Gaming Direct Expenses$869
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Intl. Festival$46,242$46,242$9,473$36,769
Crab Feed$26,216$26,216$8,350$17,866
Total Events$79,109$79,109$18,827$60,282
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
Yes
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 7A: How Members or Shareholders Elect Governing Body

“Members elect governing body”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“Members approve the budget”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The form 990 is reviewed at a board meeting prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Annually board members complete and disclose any potential conflicts of interest on a board conflict of interest form.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All governing documents, policies, and financial information is made available upon written request as required by law.”

Filing and Contact Details

Filer

Filer Name
Coleman Elementary School Pto
EIN
45-1347568
Phone
4154852420
Address
800 BELLE AVE, SAN RAFAEL, CA 94901

Signing Officer

Name
Jon Haveman
Title
Treasurer
Signed
2019-01-24
Discuss with paid preparer
Yes

Organization Details

Formed
2011
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
50

Preparer

Firm
Mark Mumm CPA
Address
12655 Fiori Lane, Sebastopol, CA 95472-9571
Preparer
Mark Mumm
Phone
4154533341
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0138051
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0128958
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0144720
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0120284
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0131568
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0663581
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt09175
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98270
IRS990ScheduleA/PublicSupportPY170Pct00.99700
IRS990ScheduleA/PublicSupportTotal170Amt0663581
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0138051
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0128958
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0144720
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0120284
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0131568
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0663581
IRS990ScheduleA/TotalSupportAmt0675237
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt09637
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt02019
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt011656
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018827
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0INTL. FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CRAB FEED
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt046242
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt026216
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06651
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt079109
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt046242
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt026216
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06651
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt079109
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt060282
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01004
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018827
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09473
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08350
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS ELECT GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS APPROVE THE BUDGET
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS REVIEWED AT A BOARD MEETING PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUALLY BOARD MEMBERS COMPLETE AND DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST ON A BOARD CONFLICT OF INTEREST FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL INFORMATION IS MADE AVAILABLE UPON WRITTEN REQUEST AS REQUIRED BY LAW.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0198090
IRS990/TotalAssetsEOYAmt0206389
IRS990/TotalAssetsGrp/BOYAmt0198090
IRS990/TotalAssetsGrp/EOYAmt0206389
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0138051
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09076
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0192462
IRS990/TotalFunctionalExpensesGrp/TotalAmt0201538
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0198090
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0206389
IRS990/TotalProgramServiceExpensesAmt0192462
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt071786
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0209837
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0198090
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0206389
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0198090
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0206389
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JON HAVEMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COLEMAN ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0COLE
ReturnHeader/Filer/EIN0451347568
ReturnHeader/Filer/PhoneNum04154852420
ReturnHeader/Filer/USAddress/AddressLine1Txt0800 BELLE AVE
ReturnHeader/Filer/USAddress/CityNm0SAN RAFAEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094901
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474242498
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mark Mumm CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012655 Fiori Lane

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$206,389
Liabilities
$0
Net assets
$206,389
Revenue
$209,837
Expenses
$201,538
Net income
$8,299
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$2.06$1.35$0.71
2023Detailed filing. Detailed filing data is available for this year.$2.89$0.02$2.87$2.35$1.86$0.48
2022Detailed filing. Detailed filing data is available for this year.$2.39$2.39$1.16$1.17$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.41$2.41$1.08$0.45$0.63
2020Detailed filing. Detailed filing data is available for this year.$1.77$1.77$1.75$1.94$0.18
2019Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$2.07$2.18$0.11
2018Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$2.10$2.02$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$1.93$2.41$0.48
2016Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$2.28$1.89$0.39
2015Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$2.01$1.80$0.21
2014Summary only. Only limited summary data is available for this year.$1.87$0.00$1.87$2.03$2.03$0.00
2013Summary only. Only limited summary data is available for this year.$1.86$0.00$1.86$2.21$2.06$0.15
2012Summary only. Only limited summary data is available for this year.$1.72$0.00$1.76$0.05$1.72