Civic Intelligence

Stanley Middle School PTA

990 • Fiscal year 2014 • EIN 94-2627356

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 11, 2014

3455 School Street94549

(925) 283-6282

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

9th percentile

-40%

Higher net margin than 9% 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

10th percentile

-42%

Faster asset growth than 10% of similar nonprofits.

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

Revenue Growth

83rd percentile

43%

Faster revenue growth than 83% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2014

Assets

Down

$272,545

Down $200,557 (-42%) from 2013

Net Assets

Down

$272,545

Down $200,557 (-42%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

$488,689

No earlier filing loaded for comparison.

Expenses

Up

$683,265

Up $240,934 (+54%) from 2013

Net Income

-$194,576

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $476,587Liabilities 2011: $200Net Assets 2011: $476,3872011Assets 2012: $557,868Liabilities 2012: $0Net Assets 2012: $557,8682012Assets 2013: $473,102Liabilities 2013: $0Net Assets 2013: $473,1022013Assets 2014: $272,545Liabilities 2014: $0Net Assets 2014: $272,5452014Assets 2015: $316,735Liabilities 2015: $0Net Assets 2015: $316,7352015Assets 2016: $296,236Liabilities 2016: $0Net Assets 2016: $296,2362016Assets 2017: $306,528Liabilities 2017: $0Net Assets 2017: $306,5282017Assets 2018: $327,436Liabilities 2018: $0Net Assets 2018: $327,4362018Assets 2019: $310,852Liabilities 2019: $0Net Assets 2019: $310,8522019Assets 2020: $263,227Liabilities 2020: $0Net Assets 2020: $263,2272020Assets 2021: $188,412Liabilities 2021: $0Net Assets 2021: $188,4122021Assets 2022: $232,782Liabilities 2022: $0Net Assets 2022: $232,7822022Assets 2023: $270,743Liabilities 2023: $0Net Assets 2023: $270,7432023Assets 2024: $259,534Liabilities 2024: $0Net Assets 2024: $259,5342024Assets 2025: $261,364Liabilities 2025: $0Net Assets 2025: $261,3642025

Highlighted filing

2014

Assets$272,545
Liabilities$0
Net Assets$272,545

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $346,920Expenses 2011: $339,767Net Income 2011: $7,1532011Revenue 2012: $239,956Expenses 2012: $158,545Net Income 2012: $81,4112012Expenses 2013: $442,3312013Revenue 2014: $488,689Expenses 2014: $683,265Net Income 2014: -$194,5762014Revenue 2015: $361,187Expenses 2015: $315,980Net Income 2015: $45,2072015Revenue 2016: $343,084Expenses 2016: $363,583Net Income 2016: -$20,4992016Revenue 2017: $308,885Expenses 2017: $298,593Net Income 2017: $10,2922017Revenue 2018: $338,149Expenses 2018: $317,241Net Income 2018: $20,9082018Revenue 2019: $218,937Expenses 2019: $235,521Net Income 2019: -$16,5842019Revenue 2020: $151,595Expenses 2020: $185,570Net Income 2020: -$33,9752020Revenue 2021: $77,405Expenses 2021: $132,501Net Income 2021: -$55,0962021Revenue 2022: $233,458Expenses 2022: $189,088Net Income 2022: $44,3702022Revenue 2023: $243,521Expenses 2023: $205,520Net Income 2023: $38,0012023Revenue 2024: $301,132Expenses 2024: $312,341Net Income 2024: -$11,2092024Revenue 2025: $324,865Expenses 2025: $323,897Net Income 2025: $9682025

Highlighted filing

2014

Revenue$488,689
Expenses$683,265
Net Income-$194,576
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 11, 2014
Return Version
2013v3.1
Gross Receipts
$488,689
Mission and Program Overview

Mission

The Mission of the Stanley Middle School PTA follows the mission of the California State PTA: "To positively impact the lives of all children and families by representing our members and empowering and supporting them with skills in advocacy, leadership, and communication."

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$473,102$272,545▼ $200,557
Savings and Temporary Cash Investments-$0-
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$473,102$272,545▼ $200,557
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$473,102$272,545▼ $200,557
Total Net Assets Fund Balance$473,102$272,545▼ $200,557
Total Liabilities and Net Assets / Fund Balance$473,102$272,545▼ $200,557
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tony LaFrancePresident
Martha WoodardAsst Treasurer
Lizzie PattonCrrsp Secretary
Julie HurdExecutive VP
Katie SolomonHistorian
Angela KetchemParliamentarian
Jamie CronkRecording Secty
Jenny SousaTeacher Rep
Cynthia CurcuroTreasurer
Helen BequetteVP Legislation
Annette RobisonWays & Means
Revenue and Support

Revenue Composition

Contributions and Grants
$200,708
Program Service Revenue
$287,837
Investment Income
$144
Other Revenue
$0
All Other Contributions
$186,038
Change in Net Assets
$-194,576
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$683,265
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$376,708$7,710-$384,418
Other Expenses$47,680--$47,680
Payments to Affiliates$4,956--$4,956
Fees for Services Accounting-$682-$682
Office Expenses-$335-$335
Insurance-$292-$292
Total Functional Expenses$674,246$9,019$0$683,265
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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 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

Members of the PTA include parents, teachers and students of Stanley Middle School in San Ramon, California.

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

Form 990 is prepared by an outside tax professional. The form is then reviewed bya member of the board of directors. After a full review, the final version of the tax return is made available to all members of the organization's voting body. A member of the board 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

There are no employees. The activities of the PTA are carried out by an all-volunteer Board of Directors and other volunteers.

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

There are no employees. The activities of the PTA are carried out by an all-volunteer Board of Directors and other volunteers.

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 it is available for viewing as an electronic copy) and are also available at the organization's office in lafayette, california (for a physical inspection).

Filing and Contact Details

Filer

EIN
94-2627356
Phone
9252836282

Signing Officer

Name
Julie Hurd
Title
President 2014-2015
Signed
2014-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tony LaFrance
Formed
1975
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
30

Preparer

Preparer
Douglas W Regalia
Phone
9253140390
Supplemental Narrative

Additional Explanations

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

Other program services 4: outside activities------------------the pta supports several activities for the promotion of school unity. Among other things, this includes funding for wildcat wear, family socials, magazine drive and other fundraising activities. Additionally, the pta supports local bond measures, the objective of which is to enhance state funding of school activities.

Form 990, Part IX, Line 24E: Other Expenses

Bank/Credit card/paypal fees: Column (A) - Total = $7593; Column (B) - Program Services = $0; Column (C) - Management & General = $7593; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Before & After School Programs: Column (A) - Total = $23600; Column (B) - Program Services = $23600; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Classroom Enrichment: Column (A) - Total = $27200; Column (B) - Program Services = $27200; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Communication: Column (A) - Total = $2058; Column (B) - Program Services = $2058; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Counselling Support: Column (A) - Total = $11060; Column (B) - Program Services = $11060; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Emergency Preparedness: Column (A) - Total = $11864; Column (B) - Program Services = $11864; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Financial Assistance: Column (A) - Total = $5497; Column (B) - Program Services = $5497; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Library: Column (A) - Total = $5000; Column (B) - Program Services = $5000; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Life Skills: Column (A) - Total = $45541; Column (B) - Program Services = $45541; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Math Support: Column (A) - Total = $30000; Column (B) - Program Services = $30000; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Meetings & Socials: Column (A) - Total = $10543; Column (B) - Program Services = $10543; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Mobile Cart: Column (A) - Total = $22986; Column (B) - Program Services = $22986; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Morning & Jazz Cafes: Column (A) - Total = $23720; Column (B) - Program Services = $23720; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

One Book One School: Column (A) - Total = $1354; Column (B) - Program Services = $1354; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Other Programs/Other Expenses: Column (A) - Total = $6576; Column (B) - Program Services = $6576; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Parcel Tax/Bond Campaign: Column (A) - Total = $18628; Column (B) - Program Services = $18628; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

PE Shirts: Column (A) - Total = $17920; Column (B) - Program Services = $17920; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Postage and Shipping: Column (A) - Total = $117; Column (B) - Program Services = $0; Column (C) - Management & General = $117; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

PTA Administrative Expenses: Column (A) - Total = $1166; Column (B) - Program Services = $1166; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Reserve Spend down: Column (A) - Total = $3820; Column (B) - Program Services = $3820; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Sports Stipend: Column (A) - Total = $6667; Column (B) - Program Services = $6667; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Stanley Community Build: Column (A) - Total = $2109; Column (B) - Program Services = $2109; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Student ID: Column (A) - Total = $23060; Column (B) - Program Services = $23060; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Student Socials-Picnics: Column (A) - Total = $46660; Column (B) - Program Services = $46660; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Student/Parent Enrichment: Column (A) - Total = $968; Column (B) - Program Services = $968; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Wildcat Wear: Column (A) - Total = $9757; Column (B) - Program Services = $9757; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Wildcats On Stage Expenses: Column (A) - Total = $18954; Column (B) - Program Services = $18954; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Other Changes In Net Assets Or Fund Balances - Other Decreases

Prior year expenses = -$5981

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IRS990/Form990PartVIISectionAGrp/TitleTxt2Ways & Means
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP LEGISLATION
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Asst Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Recording Secty
IRS990/Form990PartVIISectionAGrp/TitleTxt7Crrsp Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt8Historian
IRS990/Form990PartVIISectionAGrp/TitleTxt9Parliamentarian
IRS990/Form990PartVIISectionAGrp/TitleTxt10Teacher Rep
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IRS990/MissionDesc0The Mission of the Stanley Middle School PTA follows the mission of the national PTA organization. PTA (Parent Teacher Association) was founded in 1897 during a time when children worked in factories, mines, and in the streets. Co-founder Alice McLellan Birney helped drive the program nationwide with the philosophy: "Let us have no more croaking as to what cannot be done; let us see what can be done, and above all see that it is done." Today, PTA's mission is to1. To promote the welfare of children and youth in home, school, community and place of worship 2. To raise the standards of home life 3. To secure adequate laws for the care and protection of children and youth 4. To bring into closer relation the home and the school, that parents and teachers may cooperate intelligently in the education of children and youth 5. To develop between educators and the general public such united efforts as will secure for all children and youth the highest advantages in physical, mental, social, an
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IRS990/ProgSrvcAccomActy2Grp/Desc0ENRICHMENT/ASSEMBLIES---------------------ASSEMBLIES HELD THROUGHOUT THE YEAR PROVIDED EDUCATIONAL ENRICHMENT FOR ALL STUDENTS ATTENDING STANLEY MIDDLE SCHOOL. ADDITIONAL 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. ADDITIONALLY, PTA SUPPORTED AND ORGANIZED ACTIVITIES FOR OTHER EDUCATIONAL PROGRAMS, SUCH AS LIFE SKILLS AND RELATED PROGRAMS.
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IRS990/ProgSrvcAccomActy3Grp/Desc0LIBRARY AND TECHNOLOGY----------------------THE PTA SUPPORTS LIBRARY AND TECHNOLOGY PROGRAMS AT THE SCHOOL BY PURCHASING ADDITIONAL MATERIALS. BOOKS, PERIODICALS, COMPUTERS AND SOFTWARE ARE UTILIZED BY VARIOUS STUDENTS AT ALL GRADE LEVELS.
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IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0During the fiscal year ended June 30, 2014, the Stanley Middle School PTA expended a net $18,628 relating to the Measure B campaign which, if passed, would result in parcel tax assessments for school funding. Payment was made to the "Yes on Measure B" Committee.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Part II-B, Line 1i - Other Activities Description
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: OUTSIDE ACTIVITIES------------------THE PTA SUPPORTS SEVERAL ACTIVITIES FOR THE PROMOTION OF SCHOOL UNITY. AMONG OTHER THINGS, THIS INCLUDES FUNDING FOR WILDCAT WEAR, FAMILY SOCIALS, MAGAZINE DRIVE AND OTHER FUNDRAISING ACTIVITIES. ADDITIONALLY, THE PTA SUPPORTS LOCAL BOND MEASURES, THE OBJECTIVE OF WHICH IS TO ENHANCE STATE FUNDING OF SCHOOL ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Members of the PTA include parents, teachers and students of Stanley Middle School in San Ramon, California.

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$3.25$3.24$0.01
2024Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$3.01$3.12$0.11
2023Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$2.44$2.06$0.38
2022Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$2.33$1.89$0.44
2021Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.77$1.33$0.55
2020Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$1.52$1.86$0.34
2019Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$2.19$2.36$0.17
2018Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$3.38$3.17$0.21
2017Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$3.09$2.99$0.10
2016Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$3.43$3.64$0.20
2015Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$3.61$3.16$0.45
2014Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$4.89$6.83$1.95
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.73$0.00$4.73$4.42
2012Summary only. Only limited summary data is available for this year.$5.58$0.00$5.58$2.40$1.59$0.81
2011Summary only. Only limited summary data is available for this year.$4.77$0.00$4.76$3.47$3.40$0.07