Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2019 • EIN 68-0074181

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 29, 2019

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

59th percentile

7.8%

Higher net margin than 59% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

59th percentile

8.1%

Faster asset growth than 59% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

32nd percentile

-11%

Faster revenue growth than 32% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$57,767

Up $4,326 (+8.1%) from 2018

Net Assets

Up

$57,767

Up $4,326 (+8.1%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$55,160

Down $7,033 (-11%) from 2018

Expenses

Down

$50,834

Down $6,668 (-12%) from 2018

Net Income

Down

$4,326

Down $365 (-7.8%) from 2018

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

2019

Assets$57,767
Liabilities-
Net Assets$57,767

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

2019

Revenue$55,160
Expenses$50,834
Net Income$4,326
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 29, 2019
Return Version
2018v3.1
Gross Receipts
$59,459
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$48,529$500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie BurlingamePresident-$0--
Ashley ReedVice President-$0--
Margret RoobolVP Parent Engag-$0--
Lyndi KolloTreasurer-$0--
Elise O'ConnellRec Secretary-$0--
Lisa GaffeyFin. Secretary-$0--
Sarah EvansAuditor-$0--
Jessica CorreaParliamentarian-$0--
Jason LawPrincipal-$0--
Gerri PetersonStaff Liason-$0--
Jacque BowmanStaff 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
Lyndi Kollo
Title
Treasurer
Phone
9254797700
Signed
2019-07-29
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

Other Expenses.1002

Office Expenses $1456

Other Expenses.1012

Insurance $305

Other Expenses.1

8th Grade Events $30905

Other Expenses.2

School Support $3319

Other Expenses.3

Credit Card & Bank Fees $1686

Other Expenses.4

PTA Programs $1211

Other Expenses.5

Staff Appreciation $1190

Other Expenses.6

Inclusion & Diversity $953

Other Expenses.7

Health and Safety $947

Other Expenses.8

Leadership $883

Other Expenses.9

Fundraiser Expenses $555

Other Expenses.10

Student Enrichment $545

Other Expenses.11

Hospitality $379

Other Expenses.12

Community Events $228

Other Expenses.13

Recognition Breakfast $132

Other Expenses.14

Taxes & Licenses $25

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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/TitleTxt3Treasurer
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1456
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $305
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3School Support $3319
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Credit Card & Bank Fees $1686
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PTA Programs $1211
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Health and Safety $947
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Fundraiser Expenses $555
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Community Events $228
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Recognition Breakfast $132
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Taxes & Licenses $25
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.14
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lyndi Kollo
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09254797700
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-29
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/PreparerFirmEIN0680260103
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/ReturnTs02019-07-29T11:35:34-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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