Liabilities / Assets
54th percentile
Tied with the lowest-debt nonprofits in its peer group.
PTA California Congress of Parents Teachers & Students Inc
990 • Fiscal year 2017 • EIN 54-2173518
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
54th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
97th percentile
Higher net margin than 97% of similar nonprofits.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
98th percentile
Faster asset growth than 98% of similar nonprofits.
Revenue Growth
23rd percentile
Faster revenue growth than 23% of similar nonprofits.
Balance Sheet
Assets
Up$50,210
Up $42,978 (+594%) from 2016
Net Assets
$50,210
No earlier filing loaded for comparison.
Liabilities
Flat$0
Flat from 2016
Revenue And Expenses
Revenue
Down$55,104
Down $13,892 (-20%) from 2016
Expenses
Down$12,052
Down $75,776 (-86%) from 2016
Net Income
Up$43,052
Up $61,884 (+329%) from 2016
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2016 to Jun 30, 2017
- Signed
- Feb 15, 2018
- Return Version
- 2016v3.0
- Gross Receipts
- $57,094
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
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cash and Non-Interest-Bearing Accounts | $7,232 | $50,210 | ▲ $42,978 |
| 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 | $7,232 | $50,210 | ▲ $42,978 |
| Other Assets Total | - | $0 | - |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $7,232 | $50,210 | ▲ $42,978 |
| Total Net Assets Fund Balance | $7,232 | $50,210 | ▲ $42,978 |
| Total Liabilities and Net Assets / Fund Balance | $7,232 | $50,210 | ▲ $42,978 |
Compensation and Service Providers
Board Members and Trustees
| Name | Title |
|---|---|
| Naomi Lopez | President |
| Jennifer Zubia | Auditor |
| Ana Cristina Velasquez | Executive VP |
| Kenia Miller | Executive VP |
| Priya Saraswati | Treasurer |
| Fred Hughes III | Treasurer -Back |
| Beth Clendenin | VP Events |
| Mildred Vega | VP Events |
| Abby Veeser | VP Membership |
| Gisela Alvarenga | VP Membership |
| Scott Barney | VP Membership |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $47,643
- Program Service Revenue
- $0
- Investment Income
- $2
- Other Revenue
- $7,459
- All Other Contributions
- $46,925
- Change in Net Assets
- $43,052
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $12,052 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| All Other Expenses | $955 | $1,610 | - | $2,565 |
| Other Expenses | $1,397 | $1,010 | - | $1,010 |
| Fees for Services Accounting | - | $179 | - | $179 |
| Total Functional Expenses | $7,911 | $4,141 | $0 | $12,052 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Fundraising Gross Income | $9,449 |
| Fundraising Direct Expenses | $1,990 |
| 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 Item | Beginning | End | Change |
|---|---|---|---|
| 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 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, Line 11B: Form 990 Review Process
“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, Line 19: Other Organization Documents Publicly Available
“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
- Priya Saraswati
- Title
- Treasurer
- Signed
- 2018-02-15
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Naomi Lopez
- Formed
- 2012
- Legal Domicile
- CA
- Voting Board Members
- 11
- 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 EA
- Phone
- 4157285406
Supplemental Narrative
Additional Explanations
Form 990, Part IX, Line 24E: Other Expenses
“5th Grade Yearbook: Column (A) - Total = $435; Column (B) - Program Services = $435; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”
Form 990, Part IX, Line 24E: Other Expenses
“Bank Charges & Fees : Column (A) - Total = $82; Column (B) - Program Services = $0; Column (C) - Management & General = $82; Column (D) - Fundraising = $0”
Form 990, Part IX, Line 24E: Other Expenses
“Insurance: Column (A) - Total = $45; Column (B) - Program Services = $0; Column (C) - Management & General = $45; Column (D) - Fundraising = $0”
Form 990, Part IX, Line 24E: Other Expenses
“Membership: Column (A) - Total = $748; Column (B) - Program Services = $0; Column (C) - Management & General = $748; Column (D) - Fundraising = $0”
Form 990, Part IX, Line 24E: Other Expenses
“School Apparel: Column (A) - Total = $449; Column (B) - Program Services = $0; Column (C) - Management & General = $449; Column (D) - Fundraising = $0”
Form 990, Part IX, Line 24E: Other Expenses
“Staff/Teacher Events: Column (A) - Total = $230; Column (B) - Program Services = $0; Column (C) - Management & General = $230; Column (D) - Fundraising = $0”
Form 990, Part IX, Line 24E: Other Expenses
“STEM: Column (A) - Total = $520; Column (B) - Program Services = $520; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”
Form 990, Part IX, Line 24E: Other Expenses
“Supplies: Column (A) - Total = $56; Column (B) - Program Services = $0; Column (C) - Management & General = $56; Column (D) - Fundraising = $0”
Form 990, Part XII, Line 1, Accounting Method used prepare Form 990
“Changing of Accounting Method from ACCRUAL to CASH”
Raw XML AppendixShowing 400 of 445 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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| IRS990/Desc | 0 | PTA 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, support for school supervised community events, and supplemental staffing for the children of the school. |
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| IRS990/ForeignFinancialAccountInd | 0 | false |
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| IRS990/MissionDesc | 0 | 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. |
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| IRS990/OtherExpensesGrp/Desc | 1 | SchoolWide Assemblies |
| IRS990/OtherExpensesGrp/Desc | 2 | PTA General Meetins |
| IRS990/OtherExpensesGrp/Desc | 3 | School Events |
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| IRS990/PrincipalOfficerNm | 0 | Naomi Lopez |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 5th Grade Yearbook: Column (A) - Total = $435; Column (B) - Program Services = $435; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Bank Charges & Fees : Column (A) - Total = $82; Column (B) - Program Services = $0; Column (C) - Management & General = $82; Column (D) - Fundraising = $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Insurance: Column (A) - Total = $45; Column (B) - Program Services = $0; Column (C) - Management & General = $45; Column (D) - Fundraising = $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Membership: Column (A) - Total = $748; Column (B) - Program Services = $0; Column (C) - Management & General = $748; Column (D) - Fundraising = $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | School Apparel: Column (A) - Total = $449; Column (B) - Program Services = $0; Column (C) - Management & General = $449; Column (D) - Fundraising = $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Staff/Teacher Events: Column (A) - Total = $230; Column (B) - Program Services = $0; Column (C) - Management & General = $230; Column (D) - Fundraising = $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | STEM: Column (A) - Total = $520; Column (B) - Program Services = $520; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Supplies: Column (A) - Total = $56; Column (B) - Program Services = $0; Column (C) - Management & General = $56; Column (D) - Fundraising = $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Changing of Accounting Method from ACCRUAL to CASH |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part VI, Line 11b: Form 990 Review Process |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part IX, Line 24e: Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990, Part IX, Line 24e: Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990, Part IX, Line 24e: Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990, Part IX, Line 24e: Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Form 990, Part IX, Line 24e: Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Form 990, Part IX, Line 24e: Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Form 990, Part IX, Line 24e: Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Form 990, Part IX, Line 24e: Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Form 990, Part XII, Line 1, Accounting Method used prepare Form 990 |
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Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $50,210
- Liabilities
- $0
- Net assets
- $50,210
- Revenue
- $55,104
- Expenses
- $12,052
- Net income
- $43,052