Civic Intelligence

Golden View Elementary PTA PTA California Congress Parentsteachers

990EZ • Fiscal year 2024 • EIN 68-0189358

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 26, 2024

Organization Profilegles-srvusd-ca.schoolloop.com/PTA
5025 Canyon Crest DriveSan Ramon, CA 94582

(925) 855-2700

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

20th percentile

-18%

Higher net margin than 20% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

31st percentile

-11%

Faster asset growth than 31% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

46th percentile

0.0%

Faster revenue growth than 46% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$40,559

Down $5,127 (-11%) from 2023

Net Assets

Down

$40,559

Down $5,127 (-11%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin20th percentile

Revenue

Up

$27,943

Up $2 (+0.0%) from 2023

Expenses

Up

$33,070

Up $7,464 (+29%) from 2023

Net Income

Down

-$5,127

Down $7,462 (-320%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$80K$60K$40K$20K$0Assets 2012: $56,857Liabilities 2012: $02012Assets 2013: $48,719Net Assets 2013: $48,7192013Assets 2014: $65,564Net Assets 2014: $65,5642014Assets 2015: $75,029Net Assets 2015: $75,0292015Assets 2016: $73,620Net Assets 2016: $73,6202016Assets 2017: $46,996Net Assets 2017: $46,9962017Assets 2018: $66,228Net Assets 2018: $66,2282018Assets 2019: $79,222Net Assets 2019: $79,2222019Assets 2020: $25,886Net Assets 2020: $25,8862020Assets 2021: $35,455Net Assets 2021: $35,4552021Assets 2022: $43,351Net Assets 2022: $43,3512022Assets 2023: $45,686Net Assets 2023: $45,6862023Assets 2024: $40,559Net Assets 2024: $40,5592024

Highlighted filing

2024

Assets$40,559
Liabilities-
Net Assets$40,559
Open 2024 Filing

Operations Trend

Revenue Growth46th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2012: $89,101Expenses 2012: $73,972Net Income 2012: $15,1292012Revenue 2013: $99,676Expenses 2013: $107,814Net Income 2013: -$8,1382013Revenue 2014: $99,758Expenses 2014: $82,913Net Income 2014: $16,8452014Revenue 2015: $98,623Expenses 2015: $89,158Net Income 2015: $9,4652015Revenue 2016: $84,506Expenses 2016: $85,932Net Income 2016: -$1,4262016Revenue 2017: $83,202Expenses 2017: $109,826Net Income 2017: -$26,6242017Revenue 2018: $84,841Expenses 2018: $65,609Net Income 2018: $19,2322018Revenue 2019: $92,595Expenses 2019: $79,625Net Income 2019: $12,9702019Revenue 2020: $39,179Expenses 2020: $92,515Net Income 2020: -$53,3362020Revenue 2021: $16,892Expenses 2021: $7,323Net Income 2021: $9,5692021Revenue 2022: $27,254Expenses 2022: $19,358Net Income 2022: $7,8962022Revenue 2023: $27,941Expenses 2023: $25,606Net Income 2023: $2,3352023Revenue 2024: $27,943Expenses 2024: $33,070Net Income 2024: -$5,1272024

Highlighted filing

2024

Revenue$27,943
Expenses$33,070
Net Income-$5,127
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 26, 2024
Return Version
2023v5.1
Gross Receipts
$31,804
Mission and Program Overview

Mission

Golden View Elementary School PTA is dedicated to the continuous improvement of our children's 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
The Golden View Elementary Parent Teacher Association is a vital part of our school community. The PTAs mission is to speak on behalf of all children to organizations that make decisions affecting children, to assist parents in developing the skills they need to nurture children, and to promote parent and public involvement in schools and communities.The Golden View PTA is proud to partner with the Golden View School administration, staff, parents, and the Golden View Gator Education Fund to enhance the learning experience for every student at Golden View Elementary. The PTA provides valuable enrichment programs like Breakfast Book Club and Reflections.$1,100$28,835
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Meredith MorfordPresidentPT$0--
Ashley HunterVice PresidentPT$0--
Erica SchmiererSecretary-$0--
Bakul BanthiaTreasurer-$0--
Lauren SommerParliamentarian-$0--
Filing and Contact Details

Filer

Filer Name
Golden View Elementary PTA
EIN
68-0189358
Phone
9258552700
Address
5025 Canyon Crest Drive, San Ramon, CA 94582

Signing Officer

Name
Bakul Banthia
Title
Treasurer
Phone
9258552700
Signed
2024-09-26
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.1001

“Advertising and Promotion $947”

Other Expenses.1012

“Insurance $282”

Other Expenses.1

“Family Nights $9465”

Other Expenses.2

“Carnival Expense $7401”

Other Expenses.3

“Gator Gives Back Expense $4156”

Other Expenses.4

“Teacher and Staff Appreciation $2364”

Other Expenses.5

“Administrative $1437”

Other Expenses.6

“Direct Lobbying Expense $999”

Other Expenses.7

“School and site supplies $719”

Other Expenses.8

“Other PTA Programs $583”

Other Expenses.9

“Bank Charges/Stripe Fees $442”

Other Expenses.10

“Hospitality $230”

Other Expenses.11

“Festival of Nations $214”

Other Expenses.12

“Principal's Fund $200”

Statement Note 1

“Our board for 2013-2014 isEsther Aviles PresidentKaren Fletcher Exec Vice PresidentKaren Barnes SecretaryTreasurer Julie ComaduranFinancial Secretary Kathy BarberiAuditor open”

Raw XML Appendix224 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/OfficerDirectorTrusteeEmplGrp/PersonNm0Meredith Morford
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lauren Sommer
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Parliamentarian
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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherExpensesTotalAmt029439
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Golden View Elementary School PTA is dedicated to the continuous improvement of our children's 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/ProgramServiceRevenueAmt010657
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Golden View Elementary Parent Teacher Association is a vital part of our school community. The PTAs mission is to speak on behalf of all children to organizations that make decisions affecting children, to assist parents in developing the skills they need to nurture children, and to promote parent and public involvement in schools and communities.The Golden View PTA is proud to partner with the Golden View School administration, staff, parents, and the Golden View Gator Education Fund to enhance the learning experience for every student at Golden View Elementary. The PTA provides valuable enrichment programs like Breakfast Book Club and Reflections.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01100
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IRS990EZ/TotalExpensesAmt033070
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationAssocInd0X
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt022544
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt086300
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt05464
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03
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IRS990ScheduleA/InvestmentIncomeCYPct00.00010
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
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IRS990ScheduleA/PublicSupportTotal509Amt0150384
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt043069
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0150402
IRS990ScheduleC/CorrectionMadeInd0false
IRS990ScheduleC/DirectContactLegislatorsInd0false
IRS990ScheduleC/Form4720Filed4912TaxInd0false
IRS990ScheduleC/Form4720FiledSection4955TaxInd0false
IRS990ScheduleC/GrantsOtherOrganizationsAmt0999
IRS990ScheduleC/GrantsOtherOrganizationsInd0true
IRS990ScheduleC/MailingsMembersInd0false
IRS990ScheduleC/MediaAdvertisementsInd0false
IRS990ScheduleC/NotDescribedSection501c3Ind0false
IRS990ScheduleC/OtherActivitiesInd0false
IRS990ScheduleC/PaidStaffOrManagementInd0false
IRS990ScheduleC/PublicationsOrBroadcastInd0false
IRS990ScheduleC/RalliesDemonstrationsInd0false
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0Golden View PTA contributed $999 to the local YES on E and F Parcel Tax Campaign.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Part II-B, Line 1i - Other Activities Description
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc1Part IV - Additional Information
IRS990ScheduleC/TotalLobbyingExpendituresAmt0999
IRS990ScheduleC/VolunteersInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $947
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Family Nights $9465
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Carnival Expense $7401
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Gator Gives Back Expense $4156
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Teacher and Staff Appreciation $2364
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Administrative $1437
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Direct Lobbying Expense $999
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8School and site supplies $719
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Other PTA Programs $583
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Bank Charges/Stripe Fees $442
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Hospitality $230
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Festival of Nations $214
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Principal's Fund $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Our board for 2013-2014 isEsther Aviles PresidentKaren Fletcher Exec Vice PresidentKaren Barnes SecretaryTreasurer Julie ComaduranFinancial Secretary Kathy BarberiAuditor open
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Statement Note 1
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bakul Banthia
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09258552700
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Golden View Elementary PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PTA CALIFORNIA CONGRESS PARENTSTEACHERS
ReturnHeader/Filer/BusinessNameControlTxt0GOLD
ReturnHeader/Filer/EIN0680189358
ReturnHeader/Filer/PhoneNum09258552700
ReturnHeader/Filer/USAddress/AddressLine1Txt05025 Canyon Crest Drive
ReturnHeader/Filer/USAddress/CityNm0San Ramon
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094582
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02024-09-26T14:11:50-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,559
Liabilities
-
Net assets
$40,559
Revenue
$27,943
Expenses
$33,070
Net income
-$5,127
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.41$0.41$0.28$0.33$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.46$0.46$0.28$0.26$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.43$0.43$0.27$0.19$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.35$0.35$0.17$0.07$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.26$0.26$0.39$0.93$0.53
2019Detailed filing. Detailed filing data is available for this year.$0.79$0.79$0.93$0.80$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.66$0.66$0.85$0.66$0.19
2017Detailed filing. Detailed filing data is available for this year.$0.47$0.47$0.83$1.10$0.27
2016Detailed filing. Detailed filing data is available for this year.$0.74$0.74$0.85$0.86$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.75$0.75$0.99$0.89$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.66$0.66$1.00$0.83$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.49$1.00$1.08$0.08
2012Summary only. Only limited summary data is available for this year.$0.57$0.00$0.89$0.74$0.15