PTA California Congress of Parents Teachers & Students Inc

990 • Fiscal year 2020 • EIN 54-2173518

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 29, 2021

Organization Profile N/A

1575 15th StreetSan Francisco, CA 94103

(415) 241-6280

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

$102,657

Up $18,546 (+22%) from 2019

Net Assets

$102,657

Up $18,546 (+22%) from 2019

Liabilities

Flat

Flat from 2019

Revenue And Expenses

Revenue

Down

$63,390

Down $1,187 (-1.8%) from 2019

Expenses

$44,845

Up $19,747 (+79%) from 2019

Net Income

Down

$18,545

Down $20,934 (-53%) from 2019

Historical Trend

Balance Sheet Trend

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

Highlighted filing

2020

Assets$102,657

Liabilities$0

Net Assets$102,657

Open 2020 Filing

Operations Trend

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

Highlighted filing

2020

Revenue$63,390

Expenses$44,845

Net Income$18,545

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2019 to Jun 30, 2020
Signed: Apr 29, 2021
Return Version: 2019v5.0
Gross Receipts: $65,325

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	$84,111	$102,657	▲ $18,546
Cap Stk Tr Prin Current Funds	$84,111	$102,657	▲ $18,546
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	$84,111	$102,657	▲ $18,546
Other Assets Total	-	$0	-
Liabilities
Total Liabilities	$0	$0	→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance	$84,111	$102,657	▲ $18,546
Total Liabilities and Net Assets / Fund Balance	$84,111	$102,657	▲ $18,546

Compensation and Service Providers

Board Members and Trustees

Name	Title
Raphael Lopez	President
Dana Cano	Secretary
Daniel Gallisa	Treasurer

Revenue and Support

Revenue Composition

Contributions and Grants: $54,240
Program Service Revenue: $0
Investment Income: $11
Other Revenue: $9,139
All Other Contributions: $52,560
Change in Net Assets: $18,545

Expenses and Functional Allocation

Major Expense Lines

Line Item	Amount
Other Expenses	$44,845
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	$5,310	$2,642	-	$7,952
Other Expenses	$4,615	-	-	$4,615
Fees for Services Accounting	-	$583	-	$583
Total Functional Expenses	$41,620	$3,225	$0	$44,845

Fundraising, Events, and Gaming

Fundraising activities: No
Gaming activities: No
Professional fundraiser used: No

Fundraising and Gaming Totals

Line Item	Amount
Fundraising Gross Income	$11,074
Fundraising Direct Expenses	$1,935
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 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, 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: Daniel Gallisa
Title: Treasurer
Signed: 2021-04-29
Discuss with paid preparer: Yes

Organization Details

Principal Officer: Raphael Lopez
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 EA
Phone: 4157285406

Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E: Other Expenses

“Annual Fund: Column (A) - Total = $750; Column (B) - Program Services = $0; Column (C) - Management & General = $750; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Classroom Art Program: Column (A) - Total = $689; Column (B) - Program Services = $689; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Educaitonal Material: Column (A) - Total = $2743; Column (B) - Program Services = $2743; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Flags: Column (A) - Total = $139; Column (B) - Program Services = $139; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Parent School Tour Expense: Column (A) - Total = $132; Column (B) - Program Services = $0; Column (C) - Management & General = $132; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Physical Plant Improvements: Column (A) - Total = $892; Column (B) - Program Services = $892; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Principal's Discretionary Fund: Column (A) - Total = $711; Column (B) - Program Services = $711; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“PTA Dues: Column (A) - Total = $504; Column (B) - Program Services = $0; Column (C) - Management & General = $504; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“PTA General Meeting Expense: Column (A) - Total = $996; Column (B) - Program Services = $0; Column (C) - Management & General = $996; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“PTA Operations: Column (A) - Total = $260; Column (B) - Program Services = $0; Column (C) - Management & General = $260; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Staff Appreciation: Column (A) - Total = $136; Column (B) - Program Services = $136; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Rounding = $1”

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IRS990/ScheduleORequiredInd	0	true
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	Annual Fund: Column (A) - Total = $750; Column (B) - Program Services = $0; Column (C) - Management & General = $750; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	Classroom Art Program: Column (A) - Total = $689; Column (B) - Program Services = $689; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	Educaitonal Material: Column (A) - Total = $2743; Column (B) - Program Services = $2743; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	5	Flags: Column (A) - Total = $139; Column (B) - Program Services = $139; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	6	Parent School Tour Expense: Column (A) - Total = $132; Column (B) - Program Services = $0; Column (C) - Management & General = $132; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	7	Physical Plant Improvements: Column (A) - Total = $892; Column (B) - Program Services = $892; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	8	Principal's Discretionary Fund: Column (A) - Total = $711; Column (B) - Program Services = $711; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	9	PTA Dues: Column (A) - Total = $504; Column (B) - Program Services = $0; Column (C) - Management & General = $504; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	10	PTA General Meeting Expense: Column (A) - Total = $996; Column (B) - Program Services = $0; Column (C) - Management & General = $996; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	11	PTA Operations: Column (A) - Total = $260; Column (B) - Program Services = $0; Column (C) - Management & General = $260; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	12	Staff Appreciation: Column (A) - Total = $136; Column (B) - Program Services = $136; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	13	Rounding = $1
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 IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	11	Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	12	Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	13	Other Changes In Net Assets Or Fund Balances - Other Increases
IRS990/SchoolOperatingInd	0	false
IRS990/SignificantChangeInd	0	false
IRS990/SignificantNewProgramSrvcInd	0	false
IRS990/StatesWhereCopyOfReturnIsFldCd	0	CA
IRS990/SubjectToExcsTaxNetInvstIncInd	0	false
IRS990/SubjectToProxyTaxInd	0	false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990/TaxablePartyNotificationInd	0	false
IRS990/TaxExemptBondsInd	0	false
IRS990/TerminateOperationsInd	0	false
IRS990/TotalAssetsBOYAmt	0	84111
IRS990/TotalAssetsEOYAmt	0	102657
IRS990/TotalAssetsGrp/BOYAmt	0	84111
IRS990/TotalAssetsGrp/EOYAmt	0	102657
IRS990/TotalCompGreaterThan150KInd	0	false
IRS990/TotalContributionsAmt	0	54240
IRS990/TotalEmployeeCnt	0	0
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt	0	0
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt	0	3225
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt	0	41620
IRS990/TotalFunctionalExpensesGrp/TotalAmt	0	44845
IRS990/TotalGrossUBIAmt	0	0
IRS990/TotalLiabilitiesEOYAmt	0	0
IRS990/TotalLiabilitiesGrp/BOYAmt	0	0
IRS990/TotalLiabilitiesGrp/EOYAmt	0	0
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt	0	84111
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt	0	102657
IRS990/TotalProgramServiceExpensesAmt	0	41620
IRS990/TotalProgramServiceRevenueAmt	0	0
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt	0	11
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt	0	63390
IRS990/TotalVolunteersCnt	0	150
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt	0	84111
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt	0	102657
IRS990/TravelGrp/TotalAmt	0	0
IRS990/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990/TypeOfOrganizationAssocInd	0	X
IRS990/UnrelatedBusIncmOverLimitInd	0	false
IRS990/UponRequestInd	0	X
IRS990/USAddress/AddressLine1Txt	0	1575 15th Street
IRS990/USAddress/CityNm	0	San Francisco
IRS990/USAddress/StateAbbreviationCd	0	CA
IRS990/USAddress/ZIPCd	0	94103
IRS990/VotingMembersGoverningBodyCnt	0	3
IRS990/VotingMembersIndependentCnt	0	0
IRS990/WebsiteAddressTxt	0	N/A
IRS990/WhistleblowerPolicyInd	0	true
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Daniel Gallisa
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	MARSHALL ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt	0	MARS
ReturnHeader/Filer/EIN	0	542173518
ReturnHeader/Filer/PhoneNum	0	4152416280
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	1575 15th Street
ReturnHeader/Filer/USAddress/CityNm	0	San Francisco
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	94103
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	263748638
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Reliance Tax and Accounting Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	PO Box 210057
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	94121
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4157285406
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Ai J Zhang EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2021-04-29T17:15:00-07:00
ReturnHeader/ReturnTypeCd	0	990
ReturnHeader/TaxPeriodBeginDt	0	2019-07-01
ReturnHeader/TaxPeriodEndDt	0	2020-06-30
ReturnHeader/TaxYr	0	2019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing

Assets: $102,657
Liabilities: $0
Net assets: $102,657
Revenue: $63,390
Expenses: $44,845
Net income: $18,545

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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