Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2023 • EIN 90-0350703

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 14, 2023

1501 OFarrell StreetSan Francisco, CA 94115

(415) 749-2519

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

26th percentile

-11%

Higher net margin than 26% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

37th percentile

-6.0%

Faster asset growth than 37% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

25th percentile

-20%

Faster revenue growth than 25% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$80,984

Down $5,126 (-6.0%) from 2022

Net Assets

Down

$80,984

Down $5,126 (-6.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$46,645

Down $11,862 (-20%) from 2022

Expenses

Up

$51,772

Up $11,917 (+30%) from 2022

Net Income

Down

-$5,127

Down $23,779 (-127%) from 2022

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2014: $63,424Liabilities 2014: $0Net Assets 2014: $63,4242014Assets 2015: $55,404Liabilities 2015: $02015Assets 2016: $37,618Liabilities 2016: $02016Assets 2017: $37,224Liabilities 2017: $0Net Assets 2017: $37,2242017Assets 2018: $52,222Liabilities 2018: $02018Assets 2019: $76,880Net Assets 2019: $76,8802019Assets 2020: $59,894Net Assets 2020: $59,8942020Assets 2021: $42,309Net Assets 2021: $42,3092021Assets 2022: $86,110Liabilities 2022: $0Net Assets 2022: $86,1102022Assets 2023: $80,984Liabilities 2023: $0Net Assets 2023: $80,9842023Assets 2024: $118,719Liabilities 2024: $0Net Assets 2024: $118,7192024Assets 2025: $143,829Liabilities 2025: $0Net Assets 2025: $143,8292025

Highlighted filing

2023

Assets$80,984
Liabilities$0
Net Assets$80,984

Operations Trend

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

$100K$50K$0-$50KRevenue 2014: $68,342Expenses 2014: $56,650Net Income 2014: $11,6922014Revenue 2015: $55,961Expenses 2015: $63,981Net Income 2015: -$8,0202015Revenue 2016: $44,700Expenses 2016: $62,716Net Income 2016: -$18,0162016Revenue 2017: $52,271Expenses 2017: $52,665Net Income 2017: -$3942017Revenue 2018: $72,038Expenses 2018: $57,040Net Income 2018: $14,9982018Revenue 2019: $96,503Expenses 2019: $81,108Net Income 2019: $15,3952019Revenue 2020: $69,768Expenses 2020: $77,978Net Income 2020: -$8,2102020Revenue 2021: $27,755Expenses 2021: $45,665Net Income 2021: -$17,9102021Revenue 2022: $58,507Expenses 2022: $39,855Net Income 2022: $18,6522022Revenue 2023: $46,645Expenses 2023: $51,772Net Income 2023: -$5,1272023Revenue 2024: $99,504Expenses 2024: $61,769Net Income 2024: $37,7352024Revenue 2025: $95,944Expenses 2025: $70,834Net Income 2025: $25,1102025

Highlighted filing

2023

Revenue$46,645
Expenses$51,772
Net Income-$5,127
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$64,702
Mission and Program Overview

Mission

To support students, teachers and the community.

The mission of the Parent Teacher Association is to positively impact the lives of all children and families by representing the members by empowering and supporting them with skills in advocacy, leadership and communication.

Program Services

DescriptionGrantsExpenses
The mission of the Parent Teacher Association is to positively impact the lives of all children and families by representing the members by empowering and supporting them with skills in advocacy, leadership and communication. Classroom funds - $13672; Field trips - $6175; Green Team/garden - $26453; Staff appreciation - $873; Administration - $2992; Events - $1584$26,576$51,749
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Reiko AndoPresidentPT$0--
Maurice CavinessTreasurerPT$0--
Dawn MokuauVice President, CommunicationPT$0--
Kana KusumotoTreasury SecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair$11,125$11,125$9,629$1,496
Cherry Blossom Festival Parking Lot$9,102$9,102$0$9,102
Total Events$25,886$25,886$10,898$14,988
Filing and Contact Details

Filer

Filer Name
Rosa Parks Elementary School PTA
EIN
90-0350703
Phone
4157492519
Address
1501 OFarrell Street, San Francisco, CA 94115

Signing Officer

Name
Kyle Woodward
Title
Treasurer
Phone
6502813023
Signed
2023-11-14
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

This is phantom income due to cash-based accounting; $2272 - Returned payments (previous treasurer used cashier's checks); $972 - Merchandise returns

Form 990-EZ, Part I, Line 16

$13672 - Classroom/teacher reimbursements; $6175 - Field trips; $2991 - Administration; $1584 - Events; $1433 - Green Team reimbursements; $873 - Staff appreciation

Form 990-EZ, Part I, Line 20

$1 - Rounding offset

Raw XML Appendix214 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum04157493519
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01501 OFarrell Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Francisco
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt086110
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Reiko Ando
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Maurice Caviness
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Dawn Mokuau
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kana Kusumoto
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President, Communication
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasury Secretary
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt01
IRS990EZ/OtherExpensesTotalAmt026728
IRS990EZ/OtherRevenueTotalAmt03244
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0The mission of the Parent Teacher Association is to positively impact the lives of all children and families by representing the members by empowering and supporting them with skills in advocacy, leadership and communication.
IRS990EZ/PrintingPublicationsPostageAmt024
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The mission of the Parent Teacher Association is to positively impact the lives of all children and families by representing the members by empowering and supporting them with skills in advocacy, leadership and communication. Classroom funds - $13672; Field trips - $6175; Green Team/garden - $26453; Staff appreciation - $873; Administration - $2992; Events - $1584
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt026576
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt051749
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
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IRS990EZ/SpecialEventsNetIncomeLossAmt014988
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt051772
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IRS990EZ/TotalRevenueAmt046645
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0https://rosaparkssf.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt030199
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt034927
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt022854
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt016380
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt021223
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0125583
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt034503
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt030257
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt015363
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt057782
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0166197
IRS990ScheduleA/InvestmentIncomeCYPct00
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt079005
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0291780
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Cherry Blossom Festival Parking Lot
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01269
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt09102
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011125
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014988
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09629
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09629
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0This is phantom income due to cash-based accounting; $2272 - Returned payments (previous treasurer used cashier's checks); $972 - Merchandise returns
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1$13672 - Classroom/teacher reimbursements; $6175 - Field trips; $2991 - Administration; $1584 - Events; $1433 - Green Team reimbursements; $873 - Staff appreciation
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2$1 - Rounding offset
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/ProfilePasswordChangeInd0X
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kyle Woodward
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06502813023
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rosa Parks Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0ROSA
ReturnHeader/Filer/EIN0900350703
ReturnHeader/Filer/PhoneNum04157492519
ReturnHeader/Filer/USAddress/AddressLine1Txt01501 OFarrell Street
ReturnHeader/Filer/USAddress/CityNm0San Francisco
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094115
ReturnHeader/Form8822BAttachedInd0X
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/ReturnTs02023-11-15T01:27:22-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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