Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2014 • EIN 94-1693168

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 17, 2014

Organization Profilewww.donaldsonwaypta.com
430 Donaldson Way94503

(415) 986-1124

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

59th percentile

7.4%

Higher net margin than 59% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

62nd percentile

9.7%

Faster asset growth than 62% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

55th percentile

4.9%

Faster revenue growth than 55% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$52,298

Up $4,644 (+9.7%) from 2013

Net Assets

$52,298

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin59th percentile

Revenue

Up

$62,525

Up $2,917 (+4.9%) from 2013

Expenses

Up

$57,881

Up $1,979 (+3.5%) from 2013

Net Income

Up

$4,644

Up $938 (+25%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$100K$50K$0Assets 2012: $43,948Liabilities 2012: $02012Assets 2013: $47,654Liabilities 2013: $02013Assets 2014: $52,298Net Assets 2014: $52,2982014Assets 2015: $32,820Liabilities 2015: $0Net Assets 2015: $32,8202015Assets 2016: $25,582Liabilities 2016: $0Net Assets 2016: $25,5822016Assets 2021: $79,614Liabilities 2021: $02021Assets 2022: $82,943Net Assets 2022: $82,9432022Assets 2023: $91,670Net Assets 2023: $91,6702023Assets 2024: $67,836Net Assets 2024: $67,8362024Assets 2025: $49,962Net Assets 2025: $49,9622025

Highlighted filing

2014

Assets$52,298
Liabilities-
Net Assets$52,298
Open 2014 Filing

Operations Trend

Revenue Growth55th percentile

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

$100K$50K$0-$50KRevenue 2012: $55,463Expenses 2012: $53,069Net Income 2012: $2,3942012Revenue 2013: $59,608Expenses 2013: $55,902Net Income 2013: $3,7062013Revenue 2014: $62,525Expenses 2014: $57,881Net Income 2014: $4,6442014Revenue 2015: $43,653Expenses 2015: $63,131Net Income 2015: -$19,4782015Revenue 2016: $33,499Expenses 2016: $40,737Net Income 2016: -$7,2382016Revenue 2021: $28,661Expenses 2021: $13,327Net Income 2021: $15,3342021Revenue 2022: $49,469Expenses 2022: $46,017Net Income 2022: $3,4522022Revenue 2023: $65,639Expenses 2023: $56,912Net Income 2023: $8,7272023Revenue 2024: $62,834Expenses 2024: $86,668Net Income 2024: -$23,8342024Revenue 2025: $64,057Expenses 2025: $81,931Net Income 2025: -$17,8742025

Highlighted filing

2014

Revenue$62,525
Expenses$57,881
Net Income$4,644
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 17, 2014
Return Version
2013v3.1
Gross Receipts
$62,525
Mission and Program Overview

Mission

Classroom curriculum support, file dtrip, school assemblies book fairs, technology supplies,\community building events and safety support

The mission of the donaldson way pta is toe positively impact the lives of teh children and families by representing our members and empowering and supporting them with skills in advocacy, leadership and communication.our goal is to enhance the quality of our students' education. We provide community outreach, hold fundraisers and host events aimed at building our academic community.

Program Services

DescriptionGrantsExpenses
IN 2013/2014 SCHOOL YEAR, WE PROVIDED MORE THAN $23,000 IN DIRECT SUPPORT TO ALL CLASSROOMS AND TEACHERS IN FORM OF SCHOOL SUPPLIES, BOOKS, TEACHING AID MATERIALS AND ABOUT 40 NEW IPADS.$38,031-
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD PETERSONPresident-$0--
ALAN B TRANTreasurer-$0--
CHRYSTAL JOHNSONSecretary-$0--
SUSAN PEREIRAVice President-$0--
Filing and Contact Details

Filer

EIN
94-1693168
Phone
4159861124

Signing Officer

Name
Alan B Tran
Title
Treasurer
Signed
2014-11-17
Discuss with paid preparer
Yes

Preparer

Preparer
Alan B Tran CPA
Phone
4159861124
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Fund raising program costs $18530”

Other Expenses.2

“New ipads for classrooms $14047”

Other Expenses.3

“Other direct program support $12689”

Other Expenses.4

“Classroom curriculum support $11295”

Other Expenses.5

“SUPPLIES $547”

Other Expenses.6

“Other operating exepsnes $484”

Other Expenses.7

“INSURANCE $202”

Other Expenses.8

“BANK SERVICE CHARGE $52”

Other Expenses.9

“Taxes and business registratio $35”

Other Assets.1

“CHECK RETURN RECEIVABLE - Beginning $220 CHECK RETURN RECEIVABLE - Ending $0”

Raw XML Appendix153 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ALAN B TRAN
IRS990EZ/BooksInCareOfDetail/PhoneNum04159861124
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10534 PACIFIC AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/City0SAN FRANCISCO
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode094133
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt047434
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt052298
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt062525
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04644
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt047654
IRS990EZ/Form990TotalAssetsGrp/EOYAmt052298
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt062525
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt047654
IRS990EZ/NetAssetsOrFundBalancesEOYAmt052298
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt047654
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt052298
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RICHARD PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALAN B TRAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRYSTAL JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUSAN PEREIRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0220
IRS990EZ/OtherExpensesTotalAmt057881
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF THE DONALDSON WAY PTA IS TOE POSITIVELY IMPACT THE LIVES OF TEH CHILDREN AND FAMILIES BY REPRESENTING OUR MEMBERS AND EMPOWERING AND SUPPORTING THEM WITH SKILLS IN ADVOCACY, LEADERSHIP AND COMMUNICATION.OUR GOAL IS TO ENHANCE THE QUALITY OF OUR STUDENTS' EDUCATION. WE PROVIDE COMMUNITY OUTREACH, HOLD FUNDRAISERS AND HOST EVENTS AIMED AT BUILDING OUR ACADEMIC COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0IN 2013/2014 SCHOOL YEAR, WE PROVIDED MORE THAN $23,000 IN DIRECT SUPPORT TO ALL CLASSROOMS AND TEACHERS IN FORM OF SCHOOL SUPPLIES, BOOKS, TEACHING AID MATERIALS AND ABOUT 40 NEW IPADS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt038031
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt057881
IRS990EZ/TotalProgramServiceExpensesAmt038031
IRS990EZ/TotalRevenueAmt062525
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0http://www.donaldsonwaypta.com/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt062525
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt059608
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt055463
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0177596
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0177596
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt062525
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt059608
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt055463
IRS990ScheduleA/Total509Grp/TotalAmt0177596
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt062525
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt059608
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt055463
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0177596
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FUND RAISING PROGRAM COSTS $18530
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NEW IPADS FOR CLASSROOMS $14047
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER DIRECT PROGRAM SUPPORT $12689
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CLASSROOM CURRICULUM SUPPORT $11295
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPLIES $547
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OTHER OPERATING EXEPSNES $484
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INSURANCE $202
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANK SERVICE CHARGE $52
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TAXES AND BUSINESS REGISTRATIO $35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CHECK RETURN RECEIVABLE - Beginning $220 CHECK RETURN RECEIVABLE - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN B TRAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10DONALDSON WAY ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0DONA
ReturnHeader/Filer/EIN0941693168
ReturnHeader/Filer/PhoneNum04159861124
ReturnHeader/Filer/USAddress/AddressLine10430 DONALDSON WAY
ReturnHeader/Filer/USAddress/City0AMERICAN CANYON
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094503
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10TRANSTAR ACCOUNTANCY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10534 PACIFIC AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0941334643
ReturnHeader/PreparerPersonGrp/PhoneNum04159861124
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alan B Tran CPA
ReturnHeader/ReturnTs02014-11-17T15:12:34-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,298
Liabilities
-
Net assets
$52,298
Revenue
$62,525
Expenses
$57,881
Net income
$4,644
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$50.0$50.0$64.1$81.9$17.9
2024Detailed filing. Detailed filing data is available for this year.$67.8$67.8$62.8$86.7$23.8
2023Detailed filing. Detailed filing data is available for this year.$91.7$91.7$65.6$56.9$8.73
2022Detailed filing. Detailed filing data is available for this year.$82.9$82.9$49.5$46.0$3.45
2021Summary only. Only limited summary data is available for this year.$79.6$0.00$28.7$13.3$15.3
2016Detailed filing. Detailed filing data is available for this year.$25.6$0.00$25.6$33.5$40.7$7.24
2015Detailed filing. Detailed filing data is available for this year.$32.8$0.00$32.8$43.7$63.1$19.5
2014Detailed filing. Detailed filing data is available for this year.$52.3$52.3$62.5$57.9$4.64
2013Summary only. Only limited summary data is available for this year.$47.7$0.00$59.6$55.9$3.71
2012Summary only. Only limited summary data is available for this year.$43.9$0.00$55.5$53.1$2.39