Civic Intelligence

Millbrae Meadows PTO

990EZ • Fiscal year 2022 • EIN 81-2636718

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 11, 2022

1101 Helen DriveMillbrae, CA 94030

(650) 583-7590

Siviq Scores

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

Liabilities / Assets

94th percentile

0.89x

Higher debt load relative to assets than 94% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

95th percentile

0.95x

Higher debt load relative to revenue than 95% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

24th percentile

-13%

Higher net margin than 24% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

48th percentile

0.0%

Faster asset growth than 48% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

47th percentile

6.4%

Faster revenue growth than 47% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Flat

$77,645

Flat from 2021

Net Assets

Down

-$6,314

Down $10,270 (-260%) from 2021

Liabilities

Down

$68,858

Down $5,894 (-7.9%) from 2021

Revenue

Up

$72,641

Up $4,350 (+6.4%) from 2021

Expenses

Up

$81,848

Up $16,027 (+24%) from 2021

Net Income

Down

-$9,207

Down $11,677 (-473%) from 2021

Historical Trend

Balance Sheet Trend

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

$100K$50K$0-$50KAssets 2016: $28,626Liabilities 2016: $02016Assets 2017: $33,531Net Assets 2017: $33,5312017Assets 2018: $68,656Liabilities 2018: $508Net Assets 2018: $68,1482018Assets 2019: $67,293Liabilities 2019: $1,466Net Assets 2019: $65,8302019Assets 2020: $74,850Liabilities 2020: $73,364Net Assets 2020: $74,8982020Assets 2021: $77,645Liabilities 2021: $74,752Net Assets 2021: $3,9562021Assets 2022: $77,645Liabilities 2022: $68,858Net Assets 2022: -$6,3142022Assets 2023: $30,496Net Assets 2023: $30,4962023Assets 2024: $34,144Net Assets 2024: $34,1442024Assets 2025: $48,147Net Assets 2025: $48,1472025

Highlighted filing

2022

Assets$77,645
Liabilities$68,858
Net Assets-$6,314

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2016: $33,368Expenses 2016: $4,742Net Income 2016: $28,6262016Revenue 2017: $87,999Expenses 2017: $83,094Net Income 2017: $4,9052017Revenue 2018: $150,421Expenses 2018: $115,804Net Income 2018: $34,6172018Revenue 2019: $110,569Expenses 2019: $112,887Net Income 2019: -$2,3182019Revenue 2020: $88,362Expenses 2020: $79,291Net Income 2020: $9,0712020Revenue 2021: $68,291Expenses 2021: $65,821Net Income 2021: $2,4702021Revenue 2022: $72,641Expenses 2022: $81,848Net Income 2022: -$9,2072022Revenue 2023: $51,284Expenses 2023: $90,283Net Income 2023: -$38,9992023Revenue 2024: $81,816Expenses 2024: $78,168Net Income 2024: $3,6482024Revenue 2025: $77,560Expenses 2025: $63,557Net Income 2025: $14,0032025

Highlighted filing

2022

Revenue$72,641
Expenses$81,848
Net Income-$9,207
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 11, 2022
Return Version
2021v4.2
Gross Receipts
$76,673
Mission and Program Overview

Mission

To provide financial support to teachers and students at meadows elementary school in millbrae, california.

Program Services

DescriptionGrantsExpenses
PROVISION OF FUNDS FOR VARIOUS CLASSROOM SUPPLIES AND ACTIVITIES TO SUPPLEMENT PUBLIC FUNDING.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELE WENCo-President-$0--
JIN LEECo-President-$0--
JAMIE WONGTreasurer-$0--
CAREY PARKERSecretary-$0--
AVA LAURORAVP Communications-$0--
JEN PEDROZACo-VP Fundraising-$0--
AMANDA LAIDLAWCo-VP Fundraising-$0--
ANGELA HUICo-VP Membership-$0--
CATHERINE LAMCo-VP Membership-$0--
KINNEY FONGCo-VP Student Affair-$0--
MICHELLE ESQUIVELCo-VP Student Affair-$0--
HEATHER GUERREROMember At Large-$0--
JESSICA PANOUTSOPOULOSMember At Large-$0--
JOANN MCWILLIAMSMember At Large-$0--
SASAI ZHANGMember At Large-$0--
NANCY BONGParliamentarian-$0--
Filing and Contact Details

Filer

Filer Name
Millbrae Meadows Pto
EIN
81-2636718
Phone
6505837590
Address
1101 HELEN DRIVE, MILLBRAE, CA 94030

Signing Officer

Name
Jamie Wong
Title
Treasurer
Phone
6505837590
Signed
2022-11-11
Discuss with paid preparer
No

Preparer

Firm
Block Advisors
Address
130 SOUTH EL CAMINO REAL, MILLBRAE, CA 94030
Preparer
Daniel Mourgos
Phone
6506977225
Supplemental Narrative

Additional Explanations

Part I, Line 1

CORPORATE MATCHING

PART I, LINE 10: 80,441

Grants and similar amounts paid including: classroom supplies 12,848, 5th grade promotion 2,360, pricipal's descretionary fund 4,210, field trips 6,549, school enrichment 33,692 social events 1,933, staf appreciation 1,187, 5th grade scholarship 2,893, benevolent fund 2,000 campus improvement 10,036

Part I, Line 16

Other expenses: general and admin expenses 1,057

Part I, Line 6B

Gross income from fundraising: 38,607 as follows: misc fundraisiers 1,327, carnival 15,684, spirit wear sales 10, kindness fundraiser 21,586

PART I, LINE 6C: 4,032

Direct expenses from fundraiseres: carnival 3,221, spirit wear 35, kindess fudraiser 706, misc funraisers 70

Raw XML Appendix201 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/PersonNm0MICHELE WEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JIN LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMIE WONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CAREY PARKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AVA LAURORA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JEN PEDROZA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6AMANDA LAIDLAW
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KINNEY FONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MICHELLE ESQUIVEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11HEATHER GUERRERO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP COMMUNICATIONS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CO-VP FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CO-VP MEMBERSHIP
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11MEMBER AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12MEMBER AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13MEMBER AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14MEMBER AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15PARLIAMENTARIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01057
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FINANCIAL SUPPORT TO TEACHERS AND STUDENTS AT MEADOWS ELEMENTARY SCHOOL IN MILLBRAE, CALIFORNIA.
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleG/CharitableDistributionRqrInd0false
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IRS990ScheduleG/LicensedInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CORPORATE MATCHING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GRANTS AND SIMILAR AMOUNTS PAID INCLUDING: CLASSROOM SUPPLIES 12,848, 5TH GRADE PROMOTION 2,360, PRICIPAL'S DESCRETIONARY FUND 4,210, FIELD TRIPS 6,549, SCHOOL ENRICHMENT 33,692 SOCIAL EVENTS 1,933, STAF APPRECIATION 1,187, 5TH GRADE SCHOLARSHIP 2,893, BENEVOLENT FUND 2,000 CAMPUS IMPROVEMENT 10,036
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER EXPENSES: GENERAL AND ADMIN EXPENSES 1,057
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GROSS INCOME FROM FUNDRAISING: 38,607 AS FOLLOWS: MISC FUNDRAISIERS 1,327, CARNIVAL 15,684, SPIRIT WEAR SALES 10, KINDNESS FUNDRAISER 21,586
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DIRECT EXPENSES FROM FUNDRAISERES: CARNIVAL 3,221, SPIRIT WEAR 35, KINDESS FUDRAISER 706, MISC FUNRAISERS 70
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 10: 80,441
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART I, LINE 6B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART I, LINE 6C: 4,032
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMIE WONG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06505837590
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILLBRAE MEADOWS PTO
ReturnHeader/Filer/BusinessNameControlTxt0MILL
ReturnHeader/Filer/EIN0812636718
ReturnHeader/Filer/PhoneNum06505837590
ReturnHeader/Filer/USAddress/AddressLine1Txt01101 HELEN DRIVE
ReturnHeader/Filer/USAddress/CityNm0MILLBRAE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094030
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Block Advisors
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0130 SOUTH EL CAMINO REAL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILLBRAE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094030
ReturnHeader/PreparerPersonGrp/PhoneNum06506977225
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL MOURGOS
ReturnHeader/ReturnTs02022-11-11T19:24:24Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WONG
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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