Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990 • Fiscal year 2018 • EIN 54-2173518

Jul 01, 2017 to Jun 30, 2018 • Filed on May 03, 2019

Organization ProfileN/A
1575 15th StreetSan Francisco, CA 94103

(415) 241-6280

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$44,564

Down $5,646 (-11%) from 2017

Net Assets

Down

$44,564

Down $5,646 (-11%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses

Revenue

Up

$73,374

Up $18,270 (+33%) from 2017

Expenses

Up

$79,020

Up $66,968 (+556%) from 2017

Net Income

Down

-$5,646

Down $48,698 (-113%) from 2017

Historical Trend

Balance Sheet Trend

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

$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

2018

Assets$44,564
Liabilities$0
Net Assets$44,564
Open 2018 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$73,374
Expenses$79,020
Net Income-$5,646
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 3, 2019
Return Version
2017v2.2
Gross Receipts
$73,374
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$50,210$44,564▼ $5,646
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$50,210$44,564▼ $5,646
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$50,210$44,564▼ $5,646
Total Net Assets Fund Balance$50,210$44,564▼ $5,646
Total Liabilities and Net Assets / Fund Balance$50,210$44,564▼ $5,646
Compensation and Service Providers

Board Members and Trustees

NameTitle
Beth ClendeninPresident
Rafael LopezAuditor
Christine Pineda PortilloEvents Coord.
Dana CanoEvents Coord.
Andres TobarGeneral VP
Emily CooperGrants Cmte.
Mike BradyMemberships
Scott BarneySecretary
Smith PatrickSSC Liason
Priya SaraswatiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$73,369
Program Service Revenue
$0
Investment Income
$5
Other Revenue
$0
All Other Contributions
$62,638
Change in Net Assets
$-5,646
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$79,020
Total Fundraising Expense$3,797
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$4,268$1,848$1,379$7,495
Other Expenses$4,827-$2,418$2,418
Fees for Services Accounting-$489-$489
Total Functional Expenses$72,886$2,337$3,797$79,020
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 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
2019-05-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Naomi Lopez
Formed
2012
Legal Domicile
CA
Voting Board Members
10
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
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt097471
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt063042
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt097471
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt063042
IRS990ScheduleA/Total509Grp/TotalAmt0361754
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt073369
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt070332
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt097471
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt063042
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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/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Priya Saraswati
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-03
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/PreparerFirmGrp/PreparerFirmEIN0263748638

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$44,564
Liabilities
$0
Net assets
$44,564
Revenue
$73,374
Expenses
$79,020
Net income
-$5,646
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