Civic Intelligence

Marshall Elementary School PTA

EIN 54-2173518 • 501(c)3 • San Francisco, CA

Profile

The mission is to promote the welfare and education of children and families at Marshall Elementary School through support of the Arts, Sciences, other Educational Materials.

1575 15th StreetSan Francisco, CA 94103

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

71st percentile

16%

Higher net margin than 71% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

75th percentile

17%

Faster asset growth than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

83%

Faster revenue growth than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$76,666

Up $11,292 (+17%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$76,666

Up $11,292 (+17%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin71st percentile

Revenue

Up

$70,204

Up $31,892 (+83%) from 2023

Expenses

Up

$58,914

Up $10,937 (+23%) from 2023

Net Income

Up

$11,290

Up $20,955 (+217%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

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

$150K$100K$50K$0Assets 2011: $17,592Liabilities 2011: $02011Assets 2012: $19,920Liabilities 2012: $02012Assets 2013: $16,333Liabilities 2013: $02013Assets 2014: $27,164Liabilities 2014: $02014Assets 2015: $26,064Liabilities 2015: $02015Assets 2016: $7,232Liabilities 2016: $02016Assets 2017: $50,210Liabilities 2017: $0Net Assets 2017: $50,2102017Assets 2018: $44,564Liabilities 2018: $0Net Assets 2018: $44,5642018Assets 2019: $84,111Liabilities 2019: $0Net Assets 2019: $84,1112019Assets 2020: $102,657Liabilities 2020: $0Net Assets 2020: $102,6572020Assets 2021: $110,384Liabilities 2021: $0Net Assets 2021: $110,3842021Assets 2022: $75,037Liabilities 2022: $0Net Assets 2022: $75,0372022Assets 2023: $65,374Liabilities 2023: $0Net Assets 2023: $65,3742023Assets 2024: $76,666Liabilities 2024: $0Net Assets 2024: $76,6662024

Highlighted filing

2024

Assets$76,666
Liabilities$0
Net Assets$76,666
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

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

$100K$50K$0-$50KRevenue 2011: $48,825Expenses 2011: $50,199Net Income 2011: -$1,3742011Revenue 2012: $59,828Expenses 2012: $57,499Net Income 2012: $2,3292012Revenue 2013: $58,960Expenses 2013: $62,547Net Income 2013: -$3,5872013Revenue 2014: $61,970Expenses 2014: $51,141Net Income 2014: $10,8292014Revenue 2015: $95,896Expenses 2015: $96,995Net Income 2015: -$1,0992015Revenue 2016: $68,996Expenses 2016: $87,828Net Income 2016: -$18,8322016Revenue 2017: $55,104Expenses 2017: $12,052Net Income 2017: $43,0522017Revenue 2018: $73,374Expenses 2018: $79,020Net Income 2018: -$5,6462018Revenue 2019: $64,577Expenses 2019: $25,098Net Income 2019: $39,4792019Revenue 2020: $63,390Expenses 2020: $44,845Net Income 2020: $18,5452020Revenue 2021: $46,966Expenses 2021: $39,239Net Income 2021: $7,7272021Revenue 2022: $57,556Expenses 2022: $92,904Net Income 2022: -$35,3482022Revenue 2023: $38,312Expenses 2023: $47,977Net Income 2023: -$9,6652023Revenue 2024: $70,204Expenses 2024: $58,914Net Income 2024: $11,2902024

Highlighted filing

2024

Revenue$70,204
Expenses$58,914
Net Income$11,290
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$76,666
Liabilities
$0
Net assets
$76,666
Revenue
$70,204
Expenses
$58,914
Net income
$11,290
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.70$0.59$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.38$0.48$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.58$0.93$0.35
2021Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.47$0.39$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.63$0.45$0.19
2019Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.65$0.25$0.39
2018Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.73$0.79$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.55$0.12$0.43
2016Summary only. Only limited summary data is available for this year.$0.07$0.00$0.69$0.88$0.19
2015Summary only. Only limited summary data is available for this year.$0.26$0.00$0.96$0.97$0.01
2014Summary only. Only limited summary data is available for this year.$0.27$0.00$0.62$0.51$0.11
2013Summary only. Only limited summary data is available for this year.$0.16$0.00$0.59$0.63$0.04
2012Summary only. Only limited summary data is available for this year.$0.20$0.00$0.60$0.57$0.02
2011Summary only. Only limited summary data is available for this year.$0.18$0.00$0.49$0.50$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$70,204
Mission and Program Overview

Mission

The mission is to promote the welfare and education of children and families at Marshall Elementary School through support of the Arts, Sciences, other Educational Materials.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$65,374$76,666▲ $11,292
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$65,374$76,666▲ $11,292
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$65,374$76,666▲ $11,292
Total Net Assets Fund Balance$65,374$76,666▲ $11,292
Total Liabilities and Net Assets / Fund Balance$65,374$76,666▲ $11,292
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Naomi FoxPresident
Danielle SwaneySecretary
Todd EngTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$70,198
Program Service Revenue
$0
Investment Income
$6
Other Revenue
$0
All Other Contributions
$68,679
Change in Net Assets
$11,290
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$58,914
Total Fundraising Expense$9,886
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$18,626$2,450$4,047$25,123
Other Expenses$4,431-$5,839$4,431
Fees for Services Accounting-$567-$567
Total Functional Expenses$46,011$3,017$9,886$58,914
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
No
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The tax returns are prepared by an accountant. After completion of the returns, the Organization is sent a draft of the tax returns to be reviewed and examined. The organization distributes copies of the tax returns to those individuals charged with governance. Those individuals at that time can review and if applicable discuss any line items in the return with the tax preparer. If all items are found to be acceptable, an affidavit is signed to authorize the accountant to process and e-file the tax returns to be filed with the designated governmental agencies. A final copy of the tax return is forwarded to all board members before the tax returns are filed.”

Form 990, Part VI, Section C, Line 19

“The conflict of interest policy and the organization's financial statements are available upon request. The Organization host Monthly general PTA meetings during school year. The Organization also have monthly board meetings to discuss events and budget related issues.”

Filing and Contact Details

Filer

Filer Name
Marshall Elementary School Pta
EIN
54-2173518
Phone
4152416280
Address
1575 15th Street, San Francisco, CA 94103

Signing Officer

Name
Naomi Fox
Title
President
Signed
2024-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Naomi Fox
Formed
2012
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
150

Preparer

Firm
Reliance Tax and Accounting Services
Address
PO Box 210057, San Francisco, CA 94121
Preparer
Ai J Zhang
Phone
4157285406
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“5th Grade graduation Fund: Column (A) - Total = $1176; Column (B) - Program Services = $1176; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Classroom Grants: Column (A) - Total = $1524; Column (B) - Program Services = $1524; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Culture and Caregiver Program: Column (A) - Total = $3125; Column (B) - Program Services = $3125; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“DDLN: Column (A) - Total = $3110; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $3110”

Form 990, Part IX, Line 24E

“Education Material : Column (A) - Total = $307; Column (B) - Program Services = $307; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Field Trips: Column (A) - Total = $3778; Column (B) - Program Services = $3778; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“General Reimburseavle Exp: Column (A) - Total = $15; Column (B) - Program Services = $0; Column (C) - Management & General = $15; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Kinder Garduation Fund: Column (A) - Total = $976; Column (B) - Program Services = $976; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Mission science workshop: Column (A) - Total = $1200; Column (B) - Program Services = $1200; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Movie Night: Column (A) - Total = $479; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $479”

Form 990, Part IX, Line 24E

“Office Supplies: Column (A) - Total = $51; Column (B) - Program Services = $0; Column (C) - Management & General = $51; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Principal's Discretionary Fund: Column (A) - Total = $1608; Column (B) - Program Services = $1608; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“PTA Meeting: Column (A) - Total = $2384; Column (B) - Program Services = $0; Column (C) - Management & General = $2384; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“PTA Operations: Column (A) - Total = $282; Column (B) - Program Services = $282; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Staff Appreciation: Column (A) - Total = $1150; Column (B) - Program Services = $1150; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Street Soccer : Column (A) - Total = $3500; Column (B) - Program Services = $3500; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Tamale Night: Column (A) - Total = $458; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $458”

Form 990, Part XI, Line 9

“Rounding = $2”

Raw XML Appendix377 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The mission is to promote the welfare and education of children and families at Marshall Elementary School through support of the Arts, Sciences, other Educational Materials.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt068679
IRS990/AllOtherExpensesGrp/FundraisingAmt04047
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02450
IRS990/AllOtherExpensesGrp/ProgramServicesAmt018626
IRS990/AllOtherExpensesGrp/TotalAmt025123
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Naomi Fox
IRS990/BooksInCareOfDetail/PhoneNum04152416280
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01575 15th Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0San Francisco
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094103
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt065374
IRS990/CashNonInterestBearingGrp/EOYAmt076666
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt070198
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt06
IRS990/CYOtherExpensesAmt058914
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt011290
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt058914
IRS990/CYTotalFundraisingExpenseAmt09886
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt070204
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0PTA Provides funds for extra educational materials, arts, music and dance programs, literacy (leveled guided readers, library books and resources), PE and computer programs, classroom enrichment activities, field trips, and support for school supervised community events.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt046011
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0567
IRS990/FeesForServicesAccountingGrp/TotalAmt0567
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0Todd Eng
IRS990/Form990PartVIISectionAGrp/PersonNm1Naomi Fox
IRS990/Form990PartVIISectionAGrp/PersonNm2Danielle Swaney
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02012
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt068679
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt070204
IRS990/GroupExemptionNum00646
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt06
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06
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/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt01519
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0The mission is to promote the welfare and education of children and families at Marshall Elementary School through support of the Arts, Sciences, other Educational Materials.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt065374
IRS990/NetAssetsOrFundBalancesEOYAmt076666
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt065374
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt076666
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt02
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Garden Program
IRS990/OtherExpensesGrp/Desc1Marshall Logo Products
IRS990/OtherExpensesGrp/Desc2Superstar Health
IRS990/OtherExpensesGrp/Desc3Grants - Targeted
IRS990/OtherExpensesGrp/FundraisingAmt05839
IRS990/OtherExpensesGrp/ProgramServicesAmt017954
IRS990/OtherExpensesGrp/ProgramServicesAmt15000
IRS990/OtherExpensesGrp/ProgramServicesAmt24431
IRS990/OtherExpensesGrp/TotalAmt017954
IRS990/OtherExpensesGrp/TotalAmt15839
IRS990/OtherExpensesGrp/TotalAmt25000
IRS990/OtherExpensesGrp/TotalAmt34431
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/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Naomi Fox
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt011290
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt070198
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt038814
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt057551
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt046954
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt055920
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0269437
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0269437
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt070198
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt038814
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt057551
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt046954
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt055920
IRS990ScheduleA/Total509Grp/TotalAmt0269437
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt070198
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt038814
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt057551
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt046954
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt055920
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0269437
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The tax returns are prepared by an accountant. After completion of the returns, the Organization is sent a draft of the tax returns to be reviewed and examined. The organization distributes copies of the tax returns to those individuals charged with governance. Those individuals at that time can review and if applicable discuss any line items in the return with the tax preparer. If all items are found to be acceptable, an affidavit is signed to authorize the accountant to process and e-file the tax returns to be filed with the designated governmental agencies. A final copy of the tax return is forwarded to all board members before the tax returns are filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The conflict of interest policy and the organization's financial statements are available upon request. The Organization host Monthly general PTA meetings during school year. The Organization also have monthly board meetings to discuss events and budget related issues.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25th Grade graduation Fund: Column (A) - Total = $1176; Column (B) - Program Services = $1176; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Classroom Grants: Column (A) - Total = $1524; Column (B) - Program Services = $1524; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Culture and Caregiver Program: Column (A) - Total = $3125; Column (B) - Program Services = $3125; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DDLN: Column (A) - Total = $3110; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $3110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Education Material : Column (A) - Total = $307; Column (B) - Program Services = $307; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Field Trips: Column (A) - Total = $3778; Column (B) - Program Services = $3778; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8General Reimburseavle Exp: Column (A) - Total = $15; Column (B) - Program Services = $0; Column (C) - Management & General = $15; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Kinder Garduation Fund: Column (A) - Total = $976; Column (B) - Program Services = $976; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Mission science workshop: Column (A) - Total = $1200; Column (B) - Program Services = $1200; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Movie Night: Column (A) - Total = $479; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $479
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Office Supplies: Column (A) - Total = $51; Column (B) - Program Services = $0; Column (C) - Management & General = $51; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Principal's Discretionary Fund: Column (A) - Total = $1608; Column (B) - Program Services = $1608; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14PTA Meeting: Column (A) - Total = $2384; Column (B) - Program Services = $0; Column (C) - Management & General = $2384; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15PTA Operations: Column (A) - Total = $282; Column (B) - Program Services = $282; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Staff Appreciation: Column (A) - Total = $1150; Column (B) - Program Services = $1150; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Street Soccer : Column (A) - Total = $3500; Column (B) - Program Services = $3500; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Tamale Night: Column (A) - Total = $458; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $458
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Rounding = $2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990, Part XI, Line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt065374
IRS990/TotalAssetsEOYAmt076666
IRS990/TotalAssetsGrp/BOYAmt065374
IRS990/TotalAssetsGrp/EOYAmt076666
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt070198
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt09886
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03017
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt046011
IRS990/TotalFunctionalExpensesGrp/TotalAmt058914
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt065374
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt076666
IRS990/TotalProgramServiceExpensesAmt046011
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt070204
IRS990/TotalVolunteersCnt0150
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt065374
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt076666
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01575 15th Street
IRS990/USAddress/CityNm0San Francisco
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094103
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0[email protected]
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Naomi Fox
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARSHALL ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0MARS
ReturnHeader/Filer/EIN0542173518
ReturnHeader/Filer/PhoneNum04152416280
ReturnHeader/Filer/USAddress/AddressLine1Txt01575 15th Street
ReturnHeader/Filer/USAddress/CityNm0San Francisco
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094103
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263748638
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Reliance Tax and Accounting Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 210057
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094121
ReturnHeader/PreparerPersonGrp/PhoneNum04157285406
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ai J Zhang
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-12T10:44:42-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.