Civic Intelligence

Henry Ford Elementary School PTA

990EZ • Fiscal year 2017 • EIN 68-0487106

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 08, 2017

2498 Massachusetts AvenueRedwood City, CA 94061

(650) 365-3283

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

39th percentile

-0.4%

Higher net margin than 39% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

61st percentile

9.3%

Faster asset growth than 61% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

56th percentile

5.3%

Faster revenue growth than 56% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$52,088

Up $4,426 (+9.3%) from 2016

Net Assets

Up

$52,088

Up $4,426 (+9.3%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$54,019

Up $2,721 (+5.3%) from 2016

Expenses

Up

$54,242

Up $8,821 (+19%) from 2016

Net Income

Down

-$223

Down $6,100 (-104%) from 2016

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $16,756Liabilities 2011: $02011Assets 2012: $23,857Liabilities 2012: $02012Assets 2013: $29,810Liabilities 2013: $02013Assets 2014: $30,332Net Assets 2014: $30,3322014Assets 2015: $41,785Net Assets 2015: $41,7852015Assets 2016: $47,662Net Assets 2016: $47,6622016Assets 2017: $52,088Net Assets 2017: $52,0882017Assets 2018: $71,192Net Assets 2018: $71,1922018Assets 2019: $90,273Net Assets 2019: $90,2732019Assets 2020: $117,865Net Assets 2020: $117,8652020Assets 2021: $133,883Liabilities 2021: $02021Assets 2023: $152,521Liabilities 2023: $0Net Assets 2023: $152,5212023Assets 2024: $148,707Liabilities 2024: $0Net Assets 2024: $148,7072024Assets 2025: $118,501Liabilities 2025: $0Net Assets 2025: $118,5012025

Highlighted filing

2017

Assets$52,088
Liabilities-
Net Assets$52,088

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $58,903Expenses 2011: $59,513Net Income 2011: -$6102011Revenue 2012: $66,155Expenses 2012: $58,853Net Income 2012: $7,3022012Revenue 2013: $27,566Expenses 2013: $21,613Net Income 2013: $5,9532013Revenue 2014: $43,711Expenses 2014: $43,189Net Income 2014: $5222014Revenue 2015: $50,478Expenses 2015: $39,025Net Income 2015: $11,4532015Revenue 2016: $51,298Expenses 2016: $45,421Net Income 2016: $5,8772016Revenue 2017: $54,019Expenses 2017: $54,242Net Income 2017: -$2232017Revenue 2018: $65,721Expenses 2018: $46,617Net Income 2018: $19,1042018Revenue 2019: $66,221Expenses 2019: $47,140Net Income 2019: $19,0812019Revenue 2020: $73,083Expenses 2020: $45,491Net Income 2020: $27,5922020Revenue 2021: $45,946Expenses 2021: $29,928Net Income 2021: $16,0182021Revenue 2023: $73,327Expenses 2023: $56,974Net Income 2023: $16,3532023Revenue 2024: $72,588Expenses 2024: $76,402Net Income 2024: -$3,8142024Revenue 2025: $58,550Expenses 2025: $88,756Net Income 2025: -$30,2062025

Highlighted filing

2017

Revenue$54,019
Expenses$54,242
Net Income-$223
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 8, 2017
Return Version
2016v3.0
Gross Receipts
$84,300
Mission and Program Overview

Mission

Henry ford elementary school pta organizes and schedules parent/teacher events to raise funds for school needs. The funds are used for subsidizing teacher salaries in technology and resource programs, pe, music, arts and outdoor education.

Henry Ford Elementary School PTA organizes and schedule parent/teacher events to raise funds for school needs. The funds are used for subsidizing teacher salaries in Technology and Resource programs, PE, Music, Arts and Outdoor Education.The PTA also tracks and maintains programs for corporate donations that includes Target, AmazonSmile and Box-Tops for Education.

Program Services

DescriptionGrantsExpenses
Henry Ford Elementary School PTA organizes and schedule parent/teacher events to raise funds for school needs. The funds are used for subsidizing teacher salaries in Technology and Resource programs, PE, Music, Arts and Outdoor Education.The PTA also tracks and maintains programs for corporate donations that includes Target, AmazonSmile and Box-Tops for Education.$54,242-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Colleen LewcockPresident-$0--
Corinne TsuiVice President-$0--
Andy KingTreasurer-$0--
Janet LawsonSecretary-$0--
Jeff WaiteDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pasta Dinner$29,018$29,018$2,509$26,509
Outdoor Ed$12,361$12,361$13,063$-702
Total Events$58,927$58,927$23,858$35,069
Filing and Contact Details

Filer

Filer Name
Henry Ford Elementary School PTA
EIN
68-0487106
Phone
6503653283
Address
2498 Massachusetts Avenue, Redwood City, CA 94061

Signing Officer

Name
Jeff Waite
Title
Director
Signed
2017-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Arthur J Ortiz & Associates Inc
Address
PO Box 302, San Carlos, CA 94070
Preparer
Arthur J Ortiz
Phone
6505912198
Supplemental Narrative

Additional Explanations

Other Expenses.1012

Insurance $373

Other Expenses.1

Resource Teachers $16712

Other Expenses.2

PE $16000

Other Expenses.3

Field Trips $9000

Other Expenses.4

Student Benefits $3775

Other Expenses.5

Supplies $2345

Other Expenses.6

Bank & credit card charges $160

Other Expenses.7

Teacher Appreciation $87

Other Expenses.8

Tax & License $35

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Resource Teachers $16712
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PE $16000
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ReturnHeader/BusinessOfficerGrp/PersonNm0Jeff Waite
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Henry Ford Elementary School PTA
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ReturnHeader/Filer/EIN0680487106
ReturnHeader/Filer/PhoneNum06503653283
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ReturnHeader/Filer/USAddress/ZIPCd094061
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ReturnHeader/PreparerPersonGrp/PhoneNum06505912198
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Arthur J Ortiz
ReturnHeader/ReturnTs02017-11-08T11:17:16-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.59$0.89$0.30
2024Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.73$0.76$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.73$0.57$0.16
2021Summary only. Only limited summary data is available for this year.$1.34$0.00$0.46$0.30$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.18$1.18$0.73$0.45$0.28
2019Detailed filing. Detailed filing data is available for this year.$0.90$0.90$0.66$0.47$0.19
2018Detailed filing. Detailed filing data is available for this year.$0.71$0.71$0.66$0.47$0.19
2017Detailed filing. Detailed filing data is available for this year.$0.52$0.52$0.54$0.54$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.48$0.48$0.51$0.45$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.42$0.42$0.50$0.39$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.30$0.30$0.44$0.43$0.01
2013Summary only. Only limited summary data is available for this year.$0.30$0.00$0.28$0.22$0.06
2012Summary only. Only limited summary data is available for this year.$0.24$0.00$0.66$0.59$0.07
2011Summary only. Only limited summary data is available for this year.$0.17$0.00$0.59$0.60$0.01