Civic Intelligence

Alamo Elementary School PTA

990EZ • Fiscal year 2020 • EIN 94-2605294

Jul 01, 2019 to Jun 30, 2020 • Filed on Jan 12, 2022

Organization Profilewww.friendsofalamo.org
250 - 23rd AvenueSan Francisco, CA 94121

(415) 750-8456

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

54th percentile

8.0%

Higher net margin than 54% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

53rd percentile

5.8%

Faster asset growth than 53% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

50th percentile

-14%

Faster revenue growth than 50% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$141,898

Up $7,783 (+5.8%) from 2019

Net Assets

Up

$141,898

Up $7,783 (+5.8%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin54th percentile

Revenue

Down

$94,928

Down $15,582 (-14%) from 2019

Expenses

Down

$87,377

Down $18,962 (-18%) from 2019

Net Income

Up

$7,551

Up $3,380 (+81%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$200K$150K$100K$50K$0Assets 2012: $58,418Liabilities 2012: $02012Assets 2013: $21,392Liabilities 2013: $02013Assets 2014: $59,755Liabilities 2014: $850Net Assets 2014: $58,9052014Assets 2015: $90,994Net Assets 2015: $90,9942015Assets 2016: $110,756Net Assets 2016: $110,7562016Assets 2017: $112,392Net Assets 2017: $112,3922017Assets 2018: $129,944Net Assets 2018: $129,9442018Assets 2019: $134,115Net Assets 2019: $134,1152019Assets 2020: $141,898Net Assets 2020: $141,8982020Assets 2021: $129,124Net Assets 2021: $129,1242021Assets 2022: $187,302Net Assets 2022: $187,3022022Assets 2023: $188,235Net Assets 2023: $188,2352023Assets 2024: $198,139Net Assets 2024: $198,1392024

Highlighted filing

2020

Assets$141,898
Liabilities-
Net Assets$141,898
Open 2020 Filing

Operations Trend

Revenue Growth50th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $48,759Expenses 2012: $78,085Net Income 2012: -$29,3262012Revenue 2013: $108,061Expenses 2013: $148,369Net Income 2013: -$40,3082013Revenue 2014: $107,242Expenses 2014: $69,729Net Income 2014: $37,5132014Revenue 2015: $102,371Expenses 2015: $70,282Net Income 2015: $32,0892015Revenue 2016: $119,034Expenses 2016: $99,272Net Income 2016: $19,7622016Revenue 2017: $111,398Expenses 2017: $115,153Net Income 2017: -$3,7552017Revenue 2018: $107,036Expenses 2018: $89,484Net Income 2018: $17,5522018Revenue 2019: $110,510Expenses 2019: $106,339Net Income 2019: $4,1712019Revenue 2020: $94,928Expenses 2020: $87,377Net Income 2020: $7,5512020Revenue 2021: $21,857Expenses 2021: $34,348Net Income 2021: -$12,4912021Revenue 2022: $98,615Expenses 2022: $46,721Net Income 2022: $51,8942022Revenue 2023: $84,646Expenses 2023: $84,549Net Income 2023: $972023Revenue 2024: $65,969Expenses 2024: $54,065Net Income 2024: $11,9042024

Highlighted filing

2020

Revenue$94,928
Expenses$87,377
Net Income$7,551
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jan 12, 2022
Return Version
2019v5.0
Gross Receipts
$112,255
Mission and Program Overview

Mission

The mission of the organization is to positively impact the lives of all children and families

Program Services

DescriptionGrantsExpenses
Raising funds for educational programs$78,198-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rachel GeePresident-$0--
Natalie NotaneyVice President-$0--
Danielle WillmsSecretary-$0--
Carlos PozaFmr Treasurer-$0--
Christine KoVP - Comm-$0--
David WongVP-Fundraising-$0--
Eva HolmanCommunity-$0--
Brian LombardoFin Secretary-$0--
Joshua SwitzkyTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$20,540$20,540$11,583$8,957
Spellathon$20,009$20,009$215$19,794
Total Events$49,749$49,749$17,327$32,422
Filing and Contact Details

Filer

Filer Name
Alamo Elementary School PTA
EIN
94-2605294
Phone
4157508456
Address
250 - 23rd Avenue, San Francisco, CA 94121

Signing Officer

Name
Joshua Switzky
Title
Treasurer
Signed
2022-01-12
Discuss with paid preparer
Yes

Preparer

Firm
Madeleine M Rocamora
Address
2540 Marina Boulevard, San Leandro, CA 94577
Preparer
Madeleine M Rocamora EA
Phone
5109695873
Supplemental Narrative

Additional Explanations

Other Expenses.1003

“Information Technology $970”

Other Expenses.1

“Program Expenses $64978”

Other Expenses.2

“Bank Charges $7951”

Other Expenses.3

“Field trips $5376”

Other Expenses.4

“Teachers' Stipendss $5004”

Other Expenses.5

“Other Programs $856”

Other Expenses.6

“School Utilities $740”

Other Expenses.7

“Teacher Appreciation $576”

Other Expenses.8

“PTA Events $542”

Other Expenses.9

“Music and Arts $246”

Other Expenses.10

“Square Fees $78”

Other Expenses.11

“Taxes & Fees $60”

Other Assets.1010

“Inventories - Beginning $70 Inventories - Ending $70”

Raw XML Appendix219 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/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP - Comm
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Community
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Fin Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt070
IRS990EZ/OtherAssetsTotalDetail/EOYAmt070
IRS990EZ/OtherChangesInNetAssetsAmt0232
IRS990EZ/OtherExpensesTotalAmt087377
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IRS990EZ/ProgramServiceRevenueAmt01000
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt078198
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.friendsofalamo.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0110437
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0192
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Spellathon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020540
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Information Technology $970
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Program Expenses $64978
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bank Charges $7951
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Field trips $5376
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Teachers' Stipendss $5004
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Other Programs $856
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6School Utilities $740
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Teacher Appreciation $576
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PTA Events $542
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Music and Arts $246
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Square Fees $78
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Taxes & Fees $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Inventories - Beginning $70 Inventories - Ending $70
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Assets.1010
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Joshua Switzky
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Alamo Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0ALAM
ReturnHeader/Filer/EIN0942605294
ReturnHeader/Filer/PhoneNum04157508456
ReturnHeader/Filer/USAddress/AddressLine1Txt0250 - 23rd Avenue
ReturnHeader/Filer/USAddress/CityNm0San Francisco
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094121
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Madeleine M Rocamora
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02540 Marina Boulevard
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Leandro
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094577
ReturnHeader/PreparerPersonGrp/PhoneNum05109695873
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Madeleine M Rocamora EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-01-12T18:11:20-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$141,898
Liabilities
-
Net assets
$141,898
Revenue
$94,928
Expenses
$87,377
Net income
$7,551
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.98$1.98$0.66$0.54$0.12
2023Detailed filing. Detailed filing data is available for this year.$1.88$1.88$0.85$0.85$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.87$1.87$0.99$0.47$0.52
2021Detailed filing. Detailed filing data is available for this year.$1.29$1.29$0.22$0.34$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.42$1.42$0.95$0.87$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.34$1.34$1.11$1.06$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.30$1.30$1.07$0.89$0.18
2017Detailed filing. Detailed filing data is available for this year.$1.12$1.12$1.11$1.15$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.11$1.11$1.19$0.99$0.20
2015Detailed filing. Detailed filing data is available for this year.$0.91$0.91$1.02$0.70$0.32
2014Detailed filing. Detailed filing data is available for this year.$0.60$0.01$0.59$1.07$0.70$0.38
2013Summary only. Only limited summary data is available for this year.$0.21$0.00$1.08$1.48$0.40
2012Summary only. Only limited summary data is available for this year.$0.58$0.00$0.49$0.78$0.29