Civic Intelligence

Burton Valley Elementary PTA PTA California Congress Parents Teachers

990 • Fiscal year 2021 • EIN 94-2627343

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 13, 2021

561 Merriewood DriveLafayette, CA 94549

(925) 927-3550

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

53rd percentile

11%

Higher net margin than 53% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

57th percentile

11%

Faster asset growth than 57% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

12th percentile

-64%

Faster revenue growth than 12% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$125,430

Up $12,621 (+11%) from 2020

Net Assets

Up

$125,430

Up $12,621 (+11%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$111,571

Down $196,023 (-64%) from 2020

Expenses

Down

$99,199

Down $218,878 (-69%) from 2020

Net Income

Up

$12,372

Up $22,855 (+218%) from 2020

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $515,142Liabilities 2010: $0Net Assets 2010: $515,1422010Assets 2012: $560,942Liabilities 2012: $0Net Assets 2012: $560,9422012Assets 2013: $492,980Liabilities 2013: $0Net Assets 2013: $492,9802013Assets 2014: $217,834Liabilities 2014: $0Net Assets 2014: $217,8342014Assets 2015: $233,168Liabilities 2015: $0Net Assets 2015: $233,1682015Assets 2016: $238,422Liabilities 2016: $0Net Assets 2016: $238,4222016Assets 2017: $281,388Liabilities 2017: $0Net Assets 2017: $281,3882017Assets 2018: $309,982Liabilities 2018: $0Net Assets 2018: $309,9822018Assets 2019: $248,162Net Assets 2019: $309,9822019Assets 2020: $112,809Liabilities 2020: $0Net Assets 2020: $112,8092020Assets 2021: $125,430Liabilities 2021: $0Net Assets 2021: $125,4302021Assets 2022: $141,409Liabilities 2022: $0Net Assets 2022: $141,4092022Assets 2023: $132,880Liabilities 2023: $0Net Assets 2023: $132,8802023Assets 2024: $120,406Liabilities 2024: $0Net Assets 2024: $120,4062024Assets 2025: $117,470Liabilities 2025: $0Net Assets 2025: $117,4702025

Highlighted filing

2021

Assets$125,430
Liabilities$0
Net Assets$125,430

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $494,4662010Revenue 2012: $568,449Expenses 2012: $534,874Net Income 2012: $33,5752012Expenses 2013: $554,3992013Revenue 2014: $483,244Expenses 2014: $749,144Net Income 2014: -$265,9002014Revenue 2015: $480,763Expenses 2015: $471,435Net Income 2015: $9,3282015Revenue 2016: $483,879Expenses 2016: $474,021Net Income 2016: $9,8582016Revenue 2017: $494,169Expenses 2017: $451,203Net Income 2017: $42,9662017Revenue 2018: $550,908Expenses 2018: $522,966Net Income 2018: $27,9422018Revenue 2019: $02019Revenue 2020: $307,594Expenses 2020: $318,077Net Income 2020: -$10,4832020Revenue 2021: $111,571Expenses 2021: $99,199Net Income 2021: $12,3722021Revenue 2022: $330,562Expenses 2022: $314,691Net Income 2022: $15,8712022Revenue 2023: $145,431Expenses 2023: $153,960Net Income 2023: -$8,5292023Revenue 2024: $160,976Expenses 2024: $173,450Net Income 2024: -$12,4742024Revenue 2025: $146,515Expenses 2025: $149,451Net Income 2025: -$2,9362025

Highlighted filing

2021

Revenue$111,571
Expenses$99,199
Net Income$12,372
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 13, 2021
Return Version
2020v4.0
Gross Receipts
$113,522
Mission and Program Overview

Mission

The Burton Valley PTA plays a significant role in financially supporting our school. We fundraise during the school year, including hot lunch, eScrip, and Gift Wrap. Generous donations to the Burton Valley PTA continue to fund the following: Teachers Assistants in every classroom; Physical Education for all students; Assemblies; Kids Connection; Technology Supplies and Infrastructure; Library Supplies; and many other Basic Education Supplies.

The Mission of the Burton Valley Elementary PTA is To help support the activities of the Burton Valley Elementary School in Lafayette, California.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$81,394$94,012▲ $12,618
Savings and Temporary Cash Investments$31,415$31,418▲ $3
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$112,809$125,430▲ $12,621
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$112,809$125,430▲ $12,621
Total Net Assets Fund Balance$112,809$125,430▲ $12,621
Total Liabilities and Net Assets / Fund Balance$112,809$125,430▲ $12,621
Compensation and Service Providers

Board Members and Trustees

NameTitle
Samira AbramsPresident
Beth FahrnerVice President
Jennifer BirdseyAuditor
Sarah FairhurstEduc & Wellness
Jennifer RuhlHistorian
Dan RowleyImprovement
Rachel ForceLegislative Rep
Erica MasonLPIE Rep
Michelle McNeillLPIE Rep
Holly HigginsParliamentarian
Jennie DobiesParliamentarian
Meredith DolleyPrincipal
Sierra CulbertsonSecretary
Tina ClendeninTeacher Rep
Michael MayerTreasurer
Lacey WhiteVP Social
Sara CastilleVP Ways & Means
Revenue and Support

Revenue Composition

Contributions and Grants
$95,366
Program Service Revenue
$18,153
Investment Income
$3
Other Revenue
$-1,951
All Other Contributions
$70,486
Change in Net Assets
$12,372
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$81,782
Grants and Similar Amounts Paid$17,417
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$17,417--$17,417
All Other Expenses$666$1,980-$2,646
Office Expenses-$1,494-$1,494
Payments to Affiliates$1,254--$1,254
Other Expenses$1,176--$1,176
Fees for Services Accounting-$860-$860
Insurance-$258-$258
Total Functional Expenses$94,607$4,592$0$99,199
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lafayette Ptnrs in EducationLafayette, CA-Donation to the General Fund$17,417
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$1,951
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk-A-Thon$24,880-$763-
Total Events$24,880-$1,951$-1,951
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

All parents who have children at the Burton Valley Elementary School in Lafayette, California are eligible to be members of the Parent-Teacher Association, upon payment of annual dues. Membership is also open to staff at the school.

Form 990, Part VI, Line 11B: Form 990 Review Process

Form 990 is prepared by an outside tax professional. The form is then reviewed bythe organization's treasurer. After a full review, the final version of the tax return is provided to all members of the organization's voting body. A representative from the pta authorizes the final form 990 which is then e-filed with the internal revenue service.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Members of the board of directors review all potential conflicts of interest atleast annually. All personnel and board members are required to disclose (inwriting) potential conflicts and any related party affiliations. Loans between theorganization and members of management and the board are strictly prohibited. Theorganization seeks full transparency on all relationships. Any potential conflicts (in fact or appearance) are discussed openly and resolved in accordance with the organization's policies and procedures.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The PTA has no employees. The organization depends on the generous volunteer efforts of all of its board members.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

The PTA has no employees. The organization depends on the generous volunteer efforts of all of its board members.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

All of the organization's governing documents, financial statements and other legalfilings are maintained in a secure environment and held available for inspection bytax authorities and the general public. Tax returns are posted annually towww.guidestar.org (where they are available for viewing as electronic copies) and are also available for a physical inspection at the organization's office in lafayette, california.

Filing and Contact Details

Filer

Filer Name
Burton Valley Elementary Pta
EIN
94-2627343
Phone
9259273550
Address
561 Merriewood Drive, Lafayette, CA 94549

Signing Officer

Name
Jennifer Ruhl
Title
President
Phone
9259273550
Signed
2021-10-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Samira Abrams
Formed
1979
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
300

Preparer

Firm
Regalia & Associates Cpas
Address
103 TOWN COUNTRY DR STE K, DANVILLE, CA 94526
Preparer
Dana Chavarria
Phone
9253140390
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: HOT LUNCH AND RELATED PROGRAMS------------------------------THE PTA PROVIDES FINANCIAL SUPPORT FOR THE SCHOOL'S HOT LUNCH PROGRAM. Hot Lunch is a PTA-sponsored, parent-organized, and volunteer-dependent lunch program available to grades 1 through 5 at Burton Valley. The Burton Valley PTA, in partnership with Sodexho, offers a lunch, salad bar, and beverage program five days a week. Students use an Electronic Meal Card to acquire food available in Burton Valleys lunchroom. Children are always welcomed to bring lunch from home and purchase milk, water or juice. This program was not run during this fiscal year due to Covid. The program will resume in the next fiscal year with the re-opening of full time in-person school.

Other Changes In Net Assets Or Fund Balances - Other Increases

Prior Period Adjustment Income - voided checks = $249

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP Ways & Means
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP Social
IRS990/Form990PartVIISectionAGrp/TitleTxt6Legislative Rep
IRS990/Form990PartVIISectionAGrp/TitleTxt7Educ & Wellness
IRS990/Form990PartVIISectionAGrp/TitleTxt8Improvement
IRS990/Form990PartVIISectionAGrp/TitleTxt9Auditor
IRS990/Form990PartVIISectionAGrp/TitleTxt10Historian
IRS990/Form990PartVIISectionAGrp/TitleTxt11Parliamentarian
IRS990/Form990PartVIISectionAGrp/TitleTxt12Parliamentarian
IRS990/Form990PartVIISectionAGrp/TitleTxt13Principal
IRS990/Form990PartVIISectionAGrp/TitleTxt14LPIE Rep
IRS990/Form990PartVIISectionAGrp/TitleTxt15LPIE Rep
IRS990/Form990PartVIISectionAGrp/TitleTxt16Teacher Rep
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IRS990/OtherExpensesGrp/Desc1Program Expenses
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IRS990/PrincipalOfficerNm0Samira Abrams
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Ice Cream Social
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IRS990/ProgramServiceRevenueGrp/Desc2Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/Desc3Other Program Revenue
IRS990/ProgramServiceRevenueGrp/Desc4SpiritWear
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt16738
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3910
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IRS990/ProgSrvcAccomActy2Grp/Desc0ENRICHMENT---------------------ENRICHMENT FUNDS SUPPLEMENTED NEARLY ALL GRADE LEVELS WITH SPECIAL PROGRAMS, MATERIALS AND SUPPLIES OUTSIDE THE REGULAR SCOPE OF GRADE REQUIREMENTS. PTA ALSO SUPPORTED TEACHERS BY ENABLING THEM TO PURCHASE CLASS SUPPLIES AND BOOKS TO SUPPLEMENT SCHOOL RESOURCES.
IRS990/ProgSrvcAccomActy3Grp/Desc0MUSIC, SCIENCE, PHYSICAL EDUCATION, ASEP,AND PARENT/STUDENT ACTIVITIES-----------------------------------------THE PTA SUPPLEMENTS THE MUSIC, SCIENCE, AND PHYSICAL EDUCATIONAL PROGRAMS AT THE SCHOOL WHICH ENABLES THESE VITAL DEPARTMENTS TO EXPAND SERVICES. THE PTA FUNDS MANY ADDITIONAL PROGAMS AT THE SCHOOL INCLUDING FIELD TRIP SCHOLARSHIPS, AND PARENT/STUDENT COMMUNITY EVENTS. VOLUNTEERS SUPPORT PROGRAMS AS NEEDED.
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IRS990/PYTotalExpensesAmt0318077
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IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt031415
IRS990/SavingsAndTempCashInvstGrp/EOYAmt031418
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt081493
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt079094
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0130968
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0132214
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0226091
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0419940
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0361955
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$1.47$1.49$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$1.61$1.73$0.12
2023Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$1.45$1.54$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$3.31$3.15$0.16
2021Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$1.12$0.99$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$3.08$3.18$0.10
2019Detailed filing. Detailed filing data is available for this year.$2.48$3.10$0.00
2018Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$5.51$5.23$0.28
2017Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$4.94$4.51$0.43
2016Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$4.84$4.74$0.10
2015Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$4.81$4.71$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$4.83$7.49$2.66
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.93$0.00$4.93$5.54
2012Summary only. Only limited summary data is available for this year.$5.61$0.00$5.61$5.68$5.35$0.34
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.15$0.00$5.15$4.94