Civic Intelligence

Strawberry Point PTA

990 • Fiscal year 2020 • EIN 68-0453279

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 16, 2020

117 E Strawberry DriveMill Valley, CA 94941

(415) 389-9149

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

82nd percentile

36%

Higher net margin than 82% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

78th percentile

43%

Faster asset growth than 78% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

67th percentile

2.7%

Faster revenue growth than 67% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$168,397

Up $50,648 (+43%) from 2019

Net Assets

Up

$168,397

Up $50,648 (+43%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$142,312

Up $3,706 (+2.7%) from 2019

Expenses

Down

$91,664

Down $33,351 (-27%) from 2019

Net Income

Up

$50,648

Up $37,057 (+273%) from 2019

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2012: $106,738Liabilities 2012: $02012Assets 2013: $141,724Liabilities 2013: $0Net Assets 2013: $141,7242013Assets 2014: $95,581Liabilities 2014: $0Net Assets 2014: $95,5812014Assets 2015: $118,141Liabilities 2015: $0Net Assets 2015: $118,1412015Assets 2016: $101,732Liabilities 2016: $0Net Assets 2016: $101,7322016Assets 2017: $95,208Liabilities 2017: $0Net Assets 2017: $95,2082017Assets 2018: $104,158Liabilities 2018: $0Net Assets 2018: $104,1582018Assets 2019: $117,749Liabilities 2019: $0Net Assets 2019: $117,7492019Assets 2020: $168,397Liabilities 2020: $0Net Assets 2020: $168,3972020Assets 2021: $146,863Liabilities 2021: $0Net Assets 2021: $146,8632021Assets 2022: $138,019Liabilities 2022: $1,000Net Assets 2022: $137,0192022Assets 2023: $137,019Liabilities 2023: $0Net Assets 2023: $137,0192023Assets 2024: $102,350Liabilities 2024: $0Net Assets 2024: $102,3502024Assets 2025: $48,645Liabilities 2025: $0Net Assets 2025: $48,6452025

Highlighted filing

2020

Assets$168,397
Liabilities$0
Net Assets$168,397

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2012: $168,606Expenses 2012: $177,125Net Income 2012: -$8,5192012Revenue 2013: $201,438Expenses 2013: $166,452Net Income 2013: $34,9862013Revenue 2014: $199,040Expenses 2014: $245,183Net Income 2014: -$46,1432014Revenue 2015: $215,692Expenses 2015: $193,132Net Income 2015: $22,5602015Revenue 2016: $193,973Expenses 2016: $210,382Net Income 2016: -$16,4092016Revenue 2017: $169,908Expenses 2017: $176,432Net Income 2017: -$6,5242017Revenue 2018: $155,279Expenses 2018: $146,329Net Income 2018: $8,9502018Revenue 2019: $138,606Expenses 2019: $125,015Net Income 2019: $13,5912019Revenue 2020: $142,312Expenses 2020: $91,664Net Income 2020: $50,6482020Revenue 2021: $38,031Expenses 2021: $59,756Net Income 2021: -$21,7252021Revenue 2022: $81,236Expenses 2022: $91,080Net Income 2022: -$9,8442022Revenue 2023: $60,386Expenses 2023: $106,438Net Income 2023: -$46,0522023Revenue 2024: $51,015Expenses 2024: $91,017Net Income 2024: -$40,0022024Revenue 2025: $56,118Expenses 2025: $60,344Net Income 2025: -$4,2262025

Highlighted filing

2020

Revenue$142,312
Expenses$91,664
Net Income$50,648
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 16, 2020
Return Version
2019v5.1
Gross Receipts
$164,492
Mission and Program Overview

Mission

Provide funds to public school to enhance the programs and to facilitate close parent-teacher communication.

Provide funds to publc school to enhance the programs and to faciliate close parent-teacher communication.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$117,749$168,397▲ $50,648
Total Assets$117,749$168,397▲ $50,648
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$117,749$168,397▲ $50,648
Total Net Assets Fund Balance$117,749$168,397▲ $50,648
Total Liabilities and Net Assets / Fund Balance$117,749$168,397▲ $50,648
Compensation and Service Providers

Board Members and Trustees

NameTitle
Alejandra PettersonPresident
Andrea WhitmoreAuditor
Sarah BurtonExecutive VP
Jen GeorgeFinancial Secretary
Ines G LehmanHistorian
Stephanie L TerryParliamentarian
Kari RestonSecretary
Mara LowryTreasurer
Fay GriffinVP Communications
Sarah C AventVP Environment
Ashley HaaseVP Fundraising
Lindsay CioffariVP Volunteers
Revenue and Support

Revenue Composition

Contributions and Grants
$5,792
Program Service Revenue
$0
Investment Income
$54
Other Revenue
$136,466
All Other Contributions
$4,962
Change in Net Assets
$50,648
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$81,627
Other Expenses$10,037
Total Fundraising Expense$3,169
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$81,627--$81,627
Other Expenses-$2,195$2,900$2,195
Fees for Services Accounting-$955-$955
Office Expenses--$269$269
Total Functional Expenses$81,627$6,868$3,169$91,664
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Strawberry Point Pub SchoolMill Valley, CA-Support Public School-
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$158,646
Fundraising Direct Expenses$22,180
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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, Section B, Line 11B

This tax return is reviewed by the treasurer.

Form 990, Part VI, Section C, Line 19

Available to general public upon request during regular school hours.

Filing and Contact Details

Filer

Filer Name
Strawberry Point Pta
EIN
68-0453279
Phone
4153899149
Address
117 E STRAWBERRY DRIVE, MILL VALLEY, CA 94941

Signing Officer

Name
Mara Lowry
Title
Treasurer
Phone
4153899149
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephanie Lorda Terry
Formed
2000
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Firm
Denning & Company
Address
999 FIFTH AVE SUITE 390, SAN RAFAEL, CA 94901
Preparer
Edward Sporl
Phone
4154591040
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IRS990ScheduleA/SupportSumAmt081627
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT PUBLIC SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0STRAWBERRY POINT PUB SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0680194373
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094941
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THIS TAX RETURN IS REVIEWED BY THE TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE TO GENERAL PUBLIC UPON REQUEST DURING REGULAR SCHOOL HOURS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0SUPPORT GIVEN
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0STRAWBERRY POINT PUBLIC SCHOOL
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt0168397
IRS990/TotalAssetsGrp/BOYAmt0117749
IRS990/TotalAssetsGrp/EOYAmt0168397
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt05792
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03169
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06868
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt081627
IRS990/TotalFunctionalExpensesGrp/TotalAmt091664
IRS990/TotalGrossUBIAmt054
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0117749
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0168397
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt081627
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0136466
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0142312
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt054
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0117749
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0168397
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0117 E STRAWBERRY DRIVE
IRS990/USAddress/CityNm0MILL VALLEY
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094941
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARA LOWRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04153899149
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STRAWBERRY POINT PTA
ReturnHeader/Filer/BusinessNameControlTxt0STRA
ReturnHeader/Filer/EIN0680453279
ReturnHeader/Filer/PhoneNum04153899149
ReturnHeader/Filer/USAddress/AddressLine1Txt0117 E STRAWBERRY DRIVE
ReturnHeader/Filer/USAddress/CityNm0MILL VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094941
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0059E7C1C7FE1B95F84B511DDD65901BBF64A5C84
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.37.168.158
ReturnHeader/FilingSecurityInformation/IPDt02020-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm015:37:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680424036
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DENNING & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0999 FIFTH AVE SUITE 390
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAFAEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094901

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.00$0.49$0.56$0.60$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.51$0.91$0.40
2023Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.60$1.06$0.46
2022Detailed filing. Detailed filing data is available for this year.$1.38$0.01$1.37$0.81$0.91$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.38$0.60$0.22
2020Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$1.42$0.92$0.51
2019Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$1.39$1.25$0.14
2018Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$1.55$1.46$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$1.70$1.76$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$1.94$2.10$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$2.16$1.93$0.23
2014Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$1.99$2.45$0.46
2013Summary only. Only limited summary data is available for this year.$1.42$0.00$1.42$2.01$1.66$0.35
2012Summary only. Only limited summary data is available for this year.$1.07$0.00$1.69$1.77$0.09