Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2017 • EIN 68-0074181

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 07, 2017

3000 Pine Valley RoadSan Ramon, CA 94583

(925) 479-7700

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

16th percentile

-19%

Higher net margin than 16% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

27th percentile

-11%

Faster asset growth than 27% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

39th percentile

-5.6%

Faster revenue growth than 39% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$48,750

Down $6,137 (-11%) from 2016

Net Assets

Down

$48,750

Down $6,137 (-11%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$31,900

Down $1,887 (-5.6%) from 2016

Expenses

Up

$38,037

Up $11,358 (+43%) from 2016

Net Income

Down

-$6,137

Down $13,245 (-186%) from 2016

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2016: $54,887Net Assets 2016: $54,8872016Assets 2017: $48,750Net Assets 2017: $48,7502017Assets 2018: $53,441Net Assets 2018: $53,4412018Assets 2019: $57,767Net Assets 2019: $57,7672019Assets 2024: $107,893Net Assets 2024: $107,8932024Assets 2025: $115,397Net Assets 2025: $115,3972025

Highlighted filing

2017

Assets$48,750
Liabilities-
Net Assets$48,750

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2016: $33,787Expenses 2016: $26,679Net Income 2016: $7,1082016Revenue 2017: $31,900Expenses 2017: $38,037Net Income 2017: -$6,1372017Revenue 2018: $62,193Expenses 2018: $57,502Net Income 2018: $4,6912018Revenue 2019: $55,160Expenses 2019: $50,834Net Income 2019: $4,3262019Revenue 2024: $61,518Expenses 2024: $35,071Net Income 2024: $26,4472024Revenue 2025: $63,181Expenses 2025: $55,621Net Income 2025: $7,5602025

Highlighted filing

2017

Revenue$31,900
Expenses$38,037
Net Income-$6,137
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 7, 2017
Return Version
2016v3.0
Gross Receipts
$31,900
Mission and Program Overview

Mission

Pine Valley PTA is an organization of parents, teachers and students working together to positively impact the lives of Pine Valley students and their families.

Program Services

DescriptionGrantsExpenses
Pine Valley PTA coordinates and hosts educational and community-based events during the school year, such as:Welcome CoffeeStaff and Teacher AppreciationHealth and Wellness WeekInclusion and Diversity FaireRun for Education (along with the SRVEF)Honor Roll & Student of the Month RecognitionReflectionsDine for PineBox Tops for EducationSister School ProgramPTA Advocacy at the Local and State Levels8th Grade DanceOpen House BBQ$29,457-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Melanie HansenPresident-$0--
Julie BurlingameVice President-$0--
Becky HarmonVP Parent Engag-$0--
Amy SarokinTreasurer-$0--
Lyndi KolloSecretary-$0--
Melissa BrownFin. Secretary-$0--
Margret RoobolAuditor-$0--
Donna BrownParliamentarian-$0--
Jason LawPrincipal-$0--
Gerri PetersonStaff Liason-$0--
Filing and Contact Details

Filer

Filer Name
Pine Valley PTA
EIN
68-0074181
Phone
9254797700
Address
3000 Pine Valley Road, San Ramon, CA 94583

Signing Officer

Name
Amy Sarokin
Title
Treasurer
Signed
2017-08-07
Discuss with paid preparer
Yes

Preparer

Firm
Regalia & Associates CPAs
Address
103 Town Country Dr Ste K, Danville, CA 94526
Preparer
Douglas W Regalia
Phone
9253140390
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

Class of Activity: School Support | Donee's Name: Pine Valley Middle School | Donee's Address: 3000 Pine Valley Road San Ramon CA 94583 | Relationship of Donee: Middle School 6-8 | Cash Amount Given: $7348

Other Expenses.1002

Office Expenses $956

Other Expenses.1012

Insurance $221

Other Expenses.1

8th Grade Party $9601

Other Expenses.2

Student Enrichment $3307

Other Expenses.3

Winter Concert Dinner $2484

Other Expenses.4

School Support $2031

Other Expenses.5

Staff Appreciation $1022

Other Expenses.6

Inclusion & Diversity $1000

Other Expenses.7

Credit Card & Bank Fees $926

Other Expenses.8

Community Events $885

Other Expenses.9

Open House BBQ $606

Other Expenses.10

PTA Programs $348

Other Expenses.11

Hospitality $196

Other Expenses.12

Recognition Breakfast $99

Other Expenses.13

Taxes & Licenses $45

Other Expenses.14

Health and Safety $30

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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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP Parent Engag
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: School Support | Donee's Name: Pine Valley Middle School | Donee's Address: 3000 Pine Valley Road San Ramon CA 94583 | Relationship of Donee: Middle School 6-8 | Cash Amount Given: $7348
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $956
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $221
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt38th Grade Party $9601
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Student Enrichment $3307
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Winter Concert Dinner $2484
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6School Support $2031
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Staff Appreciation $1022
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Inclusion & Diversity $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Credit Card & Bank Fees $926
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Community Events $885
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Open House BBQ $606
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12PTA Programs $348
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Hospitality $196
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Recognition Breakfast $99
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Taxes & Licenses $45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Health and Safety $30
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.14
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Amy Sarokin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Pine Valley PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PTA Calif Congress of Parents
ReturnHeader/Filer/BusinessNameControlTxt0PINE
ReturnHeader/Filer/EIN0680074181
ReturnHeader/Filer/PhoneNum09254797700
ReturnHeader/Filer/USAddress/AddressLine1Txt03000 Pine Valley Road
ReturnHeader/Filer/USAddress/CityNm0San Ramon
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094583
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Regalia & Associates CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0103 Town Country Dr Ste K
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Danville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094526
ReturnHeader/PreparerPersonGrp/PhoneNum09253140390
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Douglas W Regalia
ReturnHeader/ReturnTs02017-08-07T09:30:06-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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