Civic Intelligence

Joaquin Moraga Intermediate PTA

EIN 68-0477242 • 501(c)3 • Moraga, CA

Profile

PTA assists students, teachers and parents to create an engaging and inclusive environment that enables learning and community-building.

1010 Camino PabloMoraga, CA 94556

www.jmispta.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

62nd percentile

9.0%

Higher net margin than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

24th percentile

-33%

Faster revenue growth than 24% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$77,017

Up $7,755 (+11%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$77,017

Up $7,755 (+11%) from 2024

Revenue

Down

$85,860

Down $41,903 (-33%) from 2024

Expenses

Down

$78,105

Down $40,745 (-34%) from 2024

Net Income

Down

$7,755

Down $1,158 (-13%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2012: $65,115Liabilities 2012: $0Net Assets 2012: $65,1152012Assets 2013: $53,226Liabilities 2013: $0Net Assets 2013: $53,2262013Assets 2014: $45,958Liabilities 2014: $0Net Assets 2014: $45,9582014Assets 2015: $69,881Liabilities 2015: $0Net Assets 2015: $69,8812015Assets 2016: $91,095Liabilities 2016: $0Net Assets 2016: $91,0952016Assets 2017: $96,333Liabilities 2017: $0Net Assets 2017: $96,3332017Assets 2018: $112,494Liabilities 2018: $0Net Assets 2018: $112,4942018Assets 2019: $66,890Liabilities 2019: $0Net Assets 2019: $66,8902019Assets 2020: $59,897Liabilities 2020: $0Net Assets 2020: $59,8972020Assets 2021: $36,612Net Assets 2021: $36,6122021Assets 2022: $50,512Liabilities 2022: $0Net Assets 2022: $50,5122022Assets 2023: $60,349Liabilities 2023: $0Net Assets 2023: $60,3492023Assets 2024: $69,262Liabilities 2024: $0Net Assets 2024: $69,2622024Assets 2025: $77,017Liabilities 2025: $0Net Assets 2025: $77,0172025

Highlighted filing

2025

Assets$77,017
Liabilities$0
Net Assets$77,017

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2012: $402,839Expenses 2012: $499,241Net Income 2012: -$96,4022012Expenses 2013: $251,6492013Revenue 2014: $213,716Expenses 2014: $220,984Net Income 2014: -$7,2682014Revenue 2015: $233,380Expenses 2015: $209,457Net Income 2015: $23,9232015Revenue 2016: $245,109Expenses 2016: $223,895Net Income 2016: $21,2142016Revenue 2017: $264,421Expenses 2017: $259,183Net Income 2017: $5,2382017Revenue 2018: $266,760Expenses 2018: $250,599Net Income 2018: $16,1612018Revenue 2019: $265,765Expenses 2019: $311,369Net Income 2019: -$45,6042019Revenue 2020: $213,254Expenses 2020: $220,247Net Income 2020: -$6,9932020Revenue 2021: $15,548Expenses 2021: $31,744Net Income 2021: -$16,1962021Revenue 2022: $228,891Expenses 2022: $214,991Net Income 2022: $13,9002022Revenue 2023: $90,483Expenses 2023: $80,646Net Income 2023: $9,8372023Revenue 2024: $127,763Expenses 2024: $118,850Net Income 2024: $8,9132024Revenue 2025: $85,860Expenses 2025: $78,105Net Income 2025: $7,7552025

Highlighted filing

2025

Revenue$85,860
Expenses$78,105
Net Income$7,755

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.00$0.77$0.86$0.78$0.08
2024Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$1.28$1.19$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.90$0.81$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$2.29$2.15$0.14
2021Detailed filing. Detailed filing data is available for this year.$0.37$0.37$0.16$0.32$0.16
2020Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$2.13$2.20$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$2.66$3.11$0.46
2018Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$2.67$2.51$0.16
2017Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$2.64$2.59$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$2.45$2.24$0.21
2015Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$2.33$2.09$0.24
2014Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$2.14$2.21$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.00$0.53$2.52
2012Summary only. Only limited summary data is available for this year.$0.65$0.00$0.65$4.03$4.99$0.96
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$104,013
Mission and Program Overview

Mission

The PTA also assists parents in developing the skills of effective education advocacy, encourages individual and collective participation in the democratic process, and vigorously advocates on issues that are of concern to local schools.

JOAQUIN MORAGA INTERMEDIATE 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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$52,851$42,054▼ $10,797
Cash and Non-Interest-Bearing Accounts$16,411$34,963▲ $18,552
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$69,262$77,017▲ $7,755
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$69,262$75,506▲ $6,244
Net Assets With Donor Restrictions-$1,511-
Total Net Assets Fund Balance$69,262$77,017▲ $7,755
Total Liabilities and Net Assets / Fund Balance$69,262$77,017▲ $7,755
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jenny LallasMEF FR Chair
Dawn NovakPresident
Kim WatkinsFin Secretary
Gita KesirajuParliamentarian
Brent RubeyPrincipal
Katariina TuovinenSecretary
Kimberly PrastTreasurer
Lynn AndrewsVP Academics
Jennifer LaForceVP Community
Leah RigginsVP School Supp
Revenue and Support

Revenue Composition

Contributions and Grants
$31,209
Program Service Revenue
$63,689
Investment Income
$22
Other Revenue
$-9,060
All Other Contributions
$10,838
Change in Net Assets
$7,755
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$77,105
Grants and Similar Amounts Paid$1,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses-$3,413-$3,413
Payments to Affiliates$2,045--$2,045
Fees for Services Accounting-$1,410-$1,410
Information Technology-$1,022-$1,022
Grants to Domestic Orgs$1,000--$1,000
Other Expenses$935--$935
Insurance-$486-$486
Total Functional Expenses$71,774$6,331$0$78,105
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$18,153
Fundraising Gross Income$8,696
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fest & Color Run$11,111-$10,215-
Spring Fling$8,696$8,696$7,938$758
Total Events$19,807$8,696$18,153$-9,457
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

All parents who have children at the JOAQUIN MORAGA INTERMEDIATE School in Moraga, California are eligible to become members of the Parent-Teacher Association. Annual membership dues are $15, a portion of which it passed on to the Las Trampas Creek Council.

Form 990, Part VI, Section A, Line 7A

Members of the Parent-Teacher Association (parents) vote on a slate of volunteer candidates in order to determine the composition of the PTA Board Members.

Form 990, Part VI, Section B, Line 11B

Form 990 is prepared by an outside tax professional. The form is then reviewed bythe organization's treasurer. The final version of the tax return is provided to all members of the organization's voting body. The treasurer takes final responsibility to ensure that the return is submitted to the department of the treasury.

Form 990, Part VI, Section B, Line 12C

Members of the board of directors review all potential conflicts of interest atleast annually. All personnel and board members are required to disclose (inwriting) potential conflicts and any related party affiliations. Loans between theorganization and members of management and the board are strictly prohibited. Theorganization seeks full transparency on all relationships. Any potential conflicts (in fact or appearance) are discussed openly and resolved in accordance with the organization's policies and procedures.

Form 990, Part VI, Section C, Line 19

ALL OF THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND OTHER LEGALFILINGS ARE MAINTAINED IN A SECURE ENVIRONMENT AND HELD AVAILABLE FOR INSPECTION BYTAX AUTHORITIES AND THE GENERAL PUBLIC. TAX RETURNS ARE POSTED ANNUALLY TOWWW.GUIDESTAR.ORG (WHERE they are AVAILABLE FOR VIEWING AS ELECTRONIC COPIES) AND ARE ALSO AVAILABLE FOR A PHYSICAL INSPECTION AT THE ORGANIZATION'S OFFICE (AT THE SCHOOL) IN MORAGA, CALIFORNIA.

Filing and Contact Details

Filer

Filer Name
Joaquin Moraga Intermediate Pta
EIN
68-0477242
Phone
9253765943
Address
1010 Camino Pablo, MORAGA, CA 94556

Signing Officer

Name
Dawn Novak
Title
President
Phone
9253765943
Signed
2025-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dawn Novak
Formed
1995
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
50

Preparer

Firm
Regalia Berger & Berger Cpas
Address
103 TOWN COUNTRY DR STE K, DANVILLE, CA 94526
Preparer
Dana Chavarria
Phone
9253140390
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IRS990/MissionDesc0PTA assists students, teachers and parents to create an engaging and inclusive environment that enables learning and community-building.
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IRS990/OtherExpensesGrp/Desc0PTA PROGRAMS
IRS990/OtherExpensesGrp/Desc1STAFF SUPPORT
IRS990/OtherExpensesGrp/Desc2Direct Lobbying Expense
IRS990/OtherExpensesGrp/Desc3SCHOOL SUPPORT
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IRS990/OtherExpensesGrp/ProgramServicesAmt113173
IRS990/OtherExpensesGrp/ProgramServicesAmt22500
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IRS990/OtherExpensesGrp/TotalAmt22500
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Dawn Novak
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc08th GRADE PROMOTION
IRS990/ProgramServiceRevenueGrp/Desc1DANCE Class
IRS990/ProgramServiceRevenueGrp/Desc2DIRECTORIES
IRS990/ProgramServiceRevenueGrp/Desc3LEADERSHIP
IRS990/ProgramServiceRevenueGrp/Desc4Student Supply Boxes
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt029177
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt121145
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22680
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22680
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt34286
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IRS990/ProgSrvcAccomActy2Grp/Desc0OTHER PROGRAMS--------------ADDITIONAL PROGRAM SERVICES INCLUDE providing support FOR SCHOOL SPIRIT, SUCH AS SPIRITWEAR, SOCIAL EVENTS AND publishing the bi-weekly PTA newsletter and the annual student directory.
IRS990/ProgSrvcAccomActy3Grp/Desc0OUTSIDE ACTIVITIES------------------THE PTA SUPPORTS SEVERAL ACTIVITIES OUTSIDE OF REGULAR SCHOOL HOURS FOR STUDENT PARTICIPATION AND FOR THE PROMOTION OF SCHOOL UNITY. AMONG OTHER THINGS, THIS INCLUDES CREATIVE ARTS & WRITING, DANCE CLUB, GRADE LEVEL SOCIAL EVENTS,Teacher Appreciation, AND OTHER MISCELLANEOUS ACTIVITIES.
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IRS990/ReportOtherLiabilitiesInd0false
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IRS990/RevenueAmt063689
IRS990/RoyaltiesGrp/TotalAmt00
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt052851
IRS990/SavingsAndTempCashInvstGrp/EOYAmt042054
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt035554
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08680
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08829
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06432
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0483019
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IRS990ScheduleA/Total509Grp/TotalAmt0573723
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0104013
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt090483
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0573788
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IRS990ScheduleC/AvgGrassrootsNontaxableGrp/TotalAmt024957
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearAmt015621
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus1Amt023770
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus2Amt016129
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus3Amt044307
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/TotalAmt099827
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearAmt02500
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus1Amt02500
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus2Amt01000
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus3Amt05000
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/TotalAmt011000
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IRS990ScheduleC/Form4720FiledSection4955TaxInd0false
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IRS990ScheduleC/LobbyingCeilingAmt0149741
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IRS990ScheduleC/OtherExemptPurposeExpendGrp/FilingOrganizationsTotalAmt075605
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0THE JOAQUIN MORAGA INTERMEDIATE PTA CONTRIBUTED $5,000 to "Moraga PTA's For Quality Schools" for future parcel tax or bond measure campaigns.

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