Civic Intelligence

Parkmead Elementary PTA Parent Teachers Association

990EZ • Fiscal year 2015 • EIN 68-0169543

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 11, 2015

Organization Profilewww.parkmeadpta.org
1920 Magnolia WayWalnut Creek, CA 94595

(925) 944-6858

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

75th percentile

18%

Higher net margin than 75% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

73rd percentile

22%

Faster asset growth than 73% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

81st percentile

35%

Faster revenue growth than 81% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$48,672

Up $8,679 (+22%) from 2014

Net Assets

Up

$48,672

Up $8,679 (+22%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin75th percentile

Revenue

Up

$47,671

Up $12,380 (+35%) from 2014

Expenses

Down

$38,992

Down $10,766 (-22%) from 2014

Net Income

Up

$8,679

Up $23,146 (+160%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$80K$60K$40K$20K$0Assets 2011: $50,335Liabilities 2011: $02011Assets 2012: $56,607Net Assets 2012: $56,6072012Assets 2014: $39,993Liabilities 2014: $0Net Assets 2014: $39,9932014Assets 2015: $48,672Liabilities 2015: $0Net Assets 2015: $48,6722015Assets 2016: $74,598Liabilities 2016: $0Net Assets 2016: $74,5982016Assets 2017: $32,548Liabilities 2017: $0Net Assets 2017: $32,5482017Assets 2018: $0Net Assets 2018: $02018

Highlighted filing

2015

Assets$48,672
Liabilities$0
Net Assets$48,672
Open 2015 Filing

Operations Trend

Revenue Growth81st percentile

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

$100K$50K$0-$50KRevenue 2011: $44,589Expenses 2011: $37,904Net Income 2011: $6,6852011Revenue 2012: $41,735Expenses 2012: $35,463Net Income 2012: $6,2722012Revenue 2014: $35,291Expenses 2014: $49,758Net Income 2014: -$14,4672014Revenue 2015: $47,671Expenses 2015: $38,992Net Income 2015: $8,6792015Revenue 2016: $75,991Expenses 2016: $50,065Net Income 2016: $25,9262016Revenue 2017: $865Expenses 2017: $42,915Net Income 2017: -$42,0502017Revenue 2018: $1,628Expenses 2018: $34,176Net Income 2018: -$32,5482018

Highlighted filing

2015

Revenue$47,671
Expenses$38,992
Net Income$8,679
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 11, 2015
Return Version
2014v5.0
Gross Receipts
$47,671
Mission and Program Overview

Mission

Parkmead elementary pta is dedicated to the continuous improvement of our childrens' education through the guidelines established by the california pta. We strive to keep parents informed about vital state and federal education issues, assist parents in developing the tools and skills of effective education advocacy, encourage individual and collective participation in the education process, and vigorously advocate on issues that are of concern to the local school community.

Program Services

DescriptionGrantsExpenses
PARKMEAD ELEMENTARY IS A K-5 SCHOOL IN THE WALNUT CREEK SCHOOL DISTRICT. WE ARE ONE OF FIVE ELEMENTARY SCHOOLS WITHIN THE DISTRICT AND HAVE EARNED THE STATE DISTINGUISED SCHOOL AWARD.PARKMEAD IS UNIQUE WITHIN THE WALNUT CREEK SCHOOL DISTRICT IN THAT IT INCLUDES BOTH THE COMMUNITY-BASED SCHOOL FOR STUDENTS WITHIN THE PARKMEAD ATTENDANCE AREA (PCS), AS WELL AS AN ALTERNATIVE SCHOOL - PARKMEAD ACTIVE LEARNING SCHOOL (PALS) - WHICH SERVES STUDENTS FROM THROUGHOUT THE SCHOOL DISTRICT.PROGRAMS SUPPORTED BY PTA:* SUPPORTING INSTRUCTIONAL PERSONNEL* PROVIDING FUNDS FOR EACH PCS TEACHER TO PURCHASE ADDITIONAL CLASSROOM SUPPLIES* PROVIDING GRANTS FOR TEACHERS TO PURCHASE TECHNOLOGY* PROVIDING FUNDS FOR STAFF DEVELOPMENT* PROVIDING GRADE LEVEL ENRICHMENT PROGRAMS SUCH AS YELLOW JACKET AND VISITS BY OUTSIDE PROGRAMS SUCH AS THE LINDSAY WILDLIFE MUSEUM.* PROVIDING SCHOLARSHIP FUNDS FOR STUDENT FIELD TRIPS SUCH AS OUTDOOR EDUCATION* PROVIDING FUNDS FOR PTA RELATED PROGRAM EXPENSES* PROVIDING EDUCATIONAL OPPORTUNITIES FOR PARENTS* ORGANIZING COMMUNITY BUILDING EVENTS FOR THE STUDENTS AND FAMILIES.$37,408-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID ST PETERVice President-$0--
REBECCA SHANKPresidentPT$0--
DAVID DILLONTreasurer-$0--
DANIEL HILLAuditor-$0--
ERIN LEWISSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Parkmead Elementary Pta
EIN
68-0169543
Phone
9259446858
Address
1920 MAGNOLIA WAY, WALNUT CREEK, CA 94595

Signing Officer

Name
David Dillon
Title
Treasurer
Signed
2015-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Putney-Klein-Associates Inc
Address
1243 Alpine Rd 219, Walnut Creek, CA 94596
Preparer
Jacqueline M Hershey
Phone
9259322612
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $49”

Other Expenses.1012

“Insurance $209”

Other Expenses.1

“TEACHER EXPENSES $19092”

Other Expenses.2

“Student enrichment programs $17486”

Other Expenses.3

“REFLECTIONS $403”

Other Expenses.4

“PARENT EDUCATION $181”

Other Expenses.5

“5th grade gift to school $98”

Other Expenses.6

“PTA RELATED COPYING $82”

Other Expenses.7

“ADVOCACY DAY $80”

Other Expenses.8

“FILING FEES $50”

Other Expenses.9

“Kindergarten welcome event $48”

Other Expenses.10

“LEGISLATION $20”

Other Expenses.11

“BANK SERVICE CHARGES $12”

Raw XML Appendix188 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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IRS990EZ/PrimaryExemptPurposeTxt0PARKMEAD ELEMENTARY PTA IS DEDICATED TO THE CONTINUOUS IMPROVEMENT OF OUR CHILDRENS' EDUCATION THROUGH THE GUIDELINES ESTABLISHED BY THE CALIFORNIA PTA. WE STRIVE TO KEEP PARENTS INFORMED ABOUT VITAL STATE AND FEDERAL EDUCATION ISSUES, ASSIST PARENTS IN DEVELOPING THE TOOLS AND SKILLS OF EFFECTIVE EDUCATION ADVOCACY, ENCOURAGE INDIVIDUAL AND COLLECTIVE PARTICIPATION IN THE EDUCATION PROCESS, AND VIGOROUSLY ADVOCATE ON ISSUES THAT ARE OF CONCERN TO THE LOCAL SCHOOL COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PARKMEAD ELEMENTARY IS A K-5 SCHOOL IN THE WALNUT CREEK SCHOOL DISTRICT. WE ARE ONE OF FIVE ELEMENTARY SCHOOLS WITHIN THE DISTRICT AND HAVE EARNED THE STATE DISTINGUISED SCHOOL AWARD.PARKMEAD IS UNIQUE WITHIN THE WALNUT CREEK SCHOOL DISTRICT IN THAT IT INCLUDES BOTH THE COMMUNITY-BASED SCHOOL FOR STUDENTS WITHIN THE PARKMEAD ATTENDANCE AREA (PCS), AS WELL AS AN ALTERNATIVE SCHOOL - PARKMEAD ACTIVE LEARNING SCHOOL (PALS) - WHICH SERVES STUDENTS FROM THROUGHOUT THE SCHOOL DISTRICT.PROGRAMS SUPPORTED BY PTA:* SUPPORTING INSTRUCTIONAL PERSONNEL* PROVIDING FUNDS FOR EACH PCS TEACHER TO PURCHASE ADDITIONAL CLASSROOM SUPPLIES* PROVIDING GRANTS FOR TEACHERS TO PURCHASE TECHNOLOGY* PROVIDING FUNDS FOR STAFF DEVELOPMENT* PROVIDING GRADE LEVEL ENRICHMENT PROGRAMS SUCH AS YELLOW JACKET AND VISITS BY OUTSIDE PROGRAMS SUCH AS THE LINDSAY WILDLIFE MUSEUM.* PROVIDING SCHOLARSHIP FUNDS FOR STUDENT FIELD TRIPS SUCH AS OUTDOOR EDUCATION* PROVIDING FUNDS FOR PTA RELATED PROGRAM EXPENSES* PROVIDING EDUCATIONAL OPPORTUNITIES FOR PARENTS* ORGANIZING COMMUNITY BUILDING EVENTS FOR THE STUDENTS AND FAMILIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt037408
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $49
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $209
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TEACHER EXPENSES $19092
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3STUDENT ENRICHMENT PROGRAMS $17486
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4REFLECTIONS $403
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PARENT EDUCATION $181
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt65TH GRADE GIFT TO SCHOOL $98
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PTA RELATED COPYING $82
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ADVOCACY DAY $80
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9FILING FEES $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10KINDERGARTEN WELCOME EVENT $48
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11LEGISLATION $20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12BANK SERVICE CHARGES $12
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
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ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID DILLON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PARKMEAD ELEMENTARY PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PARENT-TEACHERS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0PARK
ReturnHeader/Filer/EIN0680169543
ReturnHeader/Filer/PhoneNum09259446858
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ReturnHeader/Filer/USAddress/CityNm0WALNUT CREEK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094595
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01243 Alpine Rd 219
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Walnut Creek
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094596
ReturnHeader/PreparerPersonGrp/PhoneNum09259322612
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jacqueline M Hershey
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-11T11:38:07-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,672
Liabilities
$0
Net assets
$48,672
Revenue
$47,671
Expenses
$38,992
Net income
$8,679
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$1.63$34.2$32.5
2017Detailed filing. Detailed filing data is available for this year.$32.5$0.00$32.5$0.87$42.9$42.1
2016Detailed filing. Detailed filing data is available for this year.$74.6$0.00$74.6$76.0$50.1$25.9
2015Detailed filing. Detailed filing data is available for this year.$48.7$0.00$48.7$47.7$39.0$8.68
2014Detailed filing. Detailed filing data is available for this year.$40.0$0.00$40.0$35.3$49.8$14.5
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$56.6$56.6$41.7$35.5$6.27
2011Summary only. Only limited summary data is available for this year.$50.3$0.00$44.6$37.9$6.69