Civic Intelligence

PTA California Congress of Parents

EIN 94-2731769 • 501(c)3 • Pleasant Hill, CA

Profile

To support and enrich educational opportunties of the students of strandwood elementary, increase parent participation and educate parents.

416 Gladys DrivePleasant Hill, CA 94523

www.strandwoodpta.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

26th percentile

-16%

Higher net margin than 26% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

40th percentile

-9.8%

Faster asset growth than 40% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

71st percentile

19%

Faster revenue growth than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$362,082

Down $39,296 (-9.8%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$362,082

Down $39,296 (-9.8%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin26th percentile

Revenue

Up

$245,691

Up $38,811 (+19%) from 2024

Expenses

Up

$284,987

Up $103,851 (+57%) from 2024

Net Income

Down

-$39,296

Down $65,040 (-253%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $162,382Liabilities 2010: $48,579Net Assets 2010: $113,8032010Assets 2011: $189,497Net Assets 2011: $189,4972011Assets 2012: $221,707Liabilities 2012: $02012Assets 2013: $236,658Net Assets 2013: $236,6582013Assets 2014: $243,773Liabilities 2014: $0Net Assets 2014: $243,7732014Assets 2015: $197,097Net Assets 2015: $197,0972015Assets 2016: $154,479Net Assets 2016: $154,4792016Assets 2017: $181,268Liabilities 2017: $0Net Assets 2017: $181,2682017Assets 2018: $170,496Net Assets 2018: $170,4962018Assets 2019: $192,837Liabilities 2019: $0Net Assets 2019: $192,8372019Assets 2020: $206,269Net Assets 2020: $206,2692020Assets 2021: $184,340Liabilities 2021: $02021Assets 2022: $258,550Net Assets 2022: $258,5502022Assets 2023: $369,982Liabilities 2023: $0Net Assets 2023: $369,9822023Assets 2024: $401,378Liabilities 2024: $0Net Assets 2024: $401,3782024Assets 2025: $362,082Liabilities 2025: $0Net Assets 2025: $362,0822025

Highlighted filing

2025

Assets$362,082
Liabilities$0
Net Assets$362,082
Open 2025 Filing

Operations Trend

Revenue Growth71st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2010: $135,812Expenses 2010: $88,252Net Income 2010: $47,5602010Revenue 2011: $133,245Expenses 2011: $109,002Net Income 2011: $24,2432011Revenue 2012: $149,692Expenses 2012: $117,482Net Income 2012: $32,2102012Revenue 2013: $156,153Expenses 2013: $141,202Net Income 2013: $14,9512013Revenue 2014: $165,475Expenses 2014: $158,360Net Income 2014: $7,1152014Revenue 2015: $132,065Expenses 2015: $178,741Net Income 2015: -$46,6762015Revenue 2016: $160,691Expenses 2016: $203,309Net Income 2016: -$42,6182016Revenue 2017: $169,399Expenses 2017: $142,610Net Income 2017: $26,7892017Revenue 2018: $168,197Expenses 2018: $179,917Net Income 2018: -$11,7202018Revenue 2019: $169,627Expenses 2019: $147,293Net Income 2019: $22,3342019Revenue 2020: $137,369Expenses 2020: $123,937Net Income 2020: $13,4322020Revenue 2021: $68,442Expenses 2021: $90,371Net Income 2021: -$21,9292021Revenue 2022: $170,881Expenses 2022: $97,355Net Income 2022: $73,5262022Revenue 2023: $248,212Expenses 2023: $135,611Net Income 2023: $112,6012023Revenue 2024: $206,880Expenses 2024: $181,136Net Income 2024: $25,7442024Revenue 2025: $245,691Expenses 2025: $284,987Net Income 2025: -$39,2962025

Highlighted filing

2025

Revenue$245,691
Expenses$284,987
Net Income-$39,296
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$362,082
Liabilities
$0
Net assets
$362,082
Revenue
$245,691
Expenses
$284,987
Net income
-$39,296
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.62$0.00$3.62$2.46$2.85$0.39
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.01$0.00$4.01$2.07$1.81$0.26
2023Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$2.48$1.36$1.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.59$2.59$1.71$0.97$0.74
2021Summary only. Only limited summary data is available for this year.$1.84$0.00$0.68$0.90$0.22
2020Detailed filing. Detailed filing data is available for this year.$2.06$2.06$1.37$1.24$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.93$0.00$1.93$1.70$1.47$0.22
2018Detailed filing. Detailed filing data is available for this year.$1.70$1.70$1.68$1.80$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$1.69$1.43$0.27
2016Detailed filing. Detailed filing data is available for this year.$1.54$1.54$1.61$2.03$0.43
2015Detailed filing. Detailed filing data is available for this year.$1.97$1.97$1.32$1.79$0.47
2014Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$1.65$1.58$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.37$2.37$1.56$1.41$0.15
2012Summary only. Only limited summary data is available for this year.$2.22$0.00$1.50$1.17$0.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.89$1.89$1.33$1.09$0.24
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.62$0.49$1.14$1.36$0.88$0.48
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 4, 2025
Return Version
2024v5.2
Gross Receipts
$306,449
Mission and Program Overview

Mission

The strandwood pta is dedicated to providing programs, tools and an environment to inspire all students of strandwood elementary school to achieve their full potential.

To support and enrich educational opportunties of the students of strandwood elementary, increase parent participation and educate parents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$355,573$308,034▼ $47,539
Cash and Non-Interest-Bearing Accounts$45,805$54,047▲ $8,242
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$401,378$362,082▼ $39,296
Other Assets Total-$1-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$401,378$362,082▼ $39,296
Total Net Assets Fund Balance$401,378$362,082▼ $39,296
Total Liabilities and Net Assets / Fund Balance$401,378$362,082▼ $39,296
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Denise WrightOutreach Chair
Lydia GaliPresident
Laura McinerneyAsst VP Commun
Samantha SheldonAsst VP Hospit
Alicia FatesAsst VP Ways
Tannaz AlizadehAuditor
Keri BrownDei
Matt CammannDei
Hannah RobrechtEx Vice Pres
Jessica RovanperaFinancial Secrt
Marissa ShannonHistorian
Jennifer WilliamsParlimentarian
Leif UtlerPrincipal
Ashley HarveySecretary
Amber MccaffreyTeacher Liaison
Laura JohnTreasurer
Connie SithiVP Commun
Maura CrverichVP Hospitality
Dylan J WesternVP Programs
Jen NeboVP Way & Means
Revenue and Support

Revenue Composition

Contributions and Grants
$133,564
Program Service Revenue
$1,006
Investment Income
$12,461
Other Revenue
$98,660
All Other Contributions
$131,294
Change in Net Assets
$-39,296
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$284,987
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$52,697$11,099-$63,796
Other Expenses$38,714--$38,714
Fees for Services Other$873$1,740-$2,613
Information Technology-$2,033-$2,033
Fees for Services Accounting-$700-$700
Insurance-$288-$288
Total Functional Expenses$269,127$15,860$0$284,987
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$157,581
Fundraising Direct Expenses$58,437
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$77,255$77,255$33,311$43,944
Road Runner$33,716$33,716$3,924$29,792
Total Events$144,886$144,886$53,453$91,433
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
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
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Members of the organization (pta) consist of the students' parents and administrators of strandwood elementary.”

Form 990, Part VI, Section A, Line 7A

“A slate of proposed officers is compiled. The list is then voted on by all participating members of the strandwood elementary school pta.”

Form 990, Part VI, Section A, Line 7B

“In general, during a school year, the organzation (pta) conducts meetngs once a month. Durng each meeting, various school issues are being addressed and proposed solutions are beng discussed. Then, participating members vote to decide which actions should be taken for addressng a certan issue. The elected officers and the assigned volunteers carry out the act of votng.”

Form 990, Part VI, Section B, Line 11B

“Annual federal and state tax returns (including form 990/990ez and ca form 199) are prepared by an independent tax preparer. Each prepared annual tax return is then reviewed by the organizations members of the board. The organizations treasurer, upon the boards approval, signs and dates the e-file authorization forms and the tax returns are then electronically submtted to the department of the treasury and ca franchse tax board.”

Form 990, Part VI, Section B, Line 12C

“Members of the board of directors review all potential conflicts of interest at least annually. All personnel and board members are required to disclose (in writing) potential conficts and any relaed party affiliations. Loans between the organization and its members of the managment and the members of the board are stirctly prohibited. The organization seeks full transparency related to any such relationships. Any potential conflicts (in fact or appearance) are discussed openly and resolved in accordance with the organizations policies and procedures, and in accordance with applicable rules set out by california parent teacher association.”

Form 990, Part VI, Section B, Line 15B

“There are no employees. All strandwood elementary pta members are volunteers and do not receive compensation”

Form 990, Part VI, Section C, Line 19

“All of the organizations governing documents, financial statements and other legal filings are maintained in a secure environment and held available for inspection by tax authorities, other governmental agencies and the general public.all copies of the annually filed tax returns are posted to www.guidestar.org and available for a public review. In addition, original copies of these tax returns are available upon request at the organizations location in pleasant hill, ca. These copies of the tax returns are also posted to the organizations website.”

Filing and Contact Details

Filer

Filer Name
Pta CA Congress of Parents
EIN
94-2731769
Phone
9258580700
Address
416 GLADYS DRIVE, PLEASANT HILL, CA 94523

Signing Officer

Name
Jessica Rovanpera
Title
Treasurer
Signed
2025-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jen Nebo
Formed
1920
Legal Domicile
CA
Voting Board Members
20
Independent Board Members
19
Employees
0
Volunteers
147

Preparer

Firm
Phc Accountancy Group
Address
2255 MORELLO AVE SUITE 170, PLEASANT HILL, CA 94523
Preparer
Karin L Alexander CPA
Phone
9258271400
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“5TH GRADE FUND: Column (A) - Total = $24245; Column (B) - Program Services = $24245; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“ART ENRICHMENT: Column (A) - Total = $4296; Column (B) - Program Services = $4296; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“ASSEMBLIES: Column (A) - Total = $304; Column (B) - Program Services = $0; Column (C) - Management & General = $304; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“DIRECTED DONATIONS/CLASSROOM: Column (A) - Total = $2310; Column (B) - Program Services = $2310; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“END OF YEAR PICNIC: Column (A) - Total = $1232; Column (B) - Program Services = $1232; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“GARDENING/OUTDOOR: Column (A) - Total = $2903; Column (B) - Program Services = $2903; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“GROWING HEALTHY KIDS: Column (A) - Total = $7914; Column (B) - Program Services = $7914; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“LIBRARY SUPPORT: Column (A) - Total = $4198; Column (B) - Program Services = $4198; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“PTA HOSPITALITY: Column (A) - Total = $10795; Column (B) - Program Services = $0; Column (C) - Management & General = $10795; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“READING SUPPORT: Column (A) - Total = $1500; Column (B) - Program Services = $1500; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“STEM SUPPORT: Column (A) - Total = $4099; Column (B) - Program Services = $4099; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Raw XML AppendixShowing 400 of 596 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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IRS990/AccountsReceivableGrp/EOYAmt00
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IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt0131294
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt011099
IRS990/AllOtherExpensesGrp/ProgramServicesAmt052697
IRS990/AllOtherExpensesGrp/TotalAmt063796
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IRS990/BooksInCareOfDetail/PhoneNum09258580700
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0416 GLADYS DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0PLEASANT HILL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094523
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IRS990/CashNonInterestBearingGrp/BOYAmt045805
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IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt02321
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IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0133564
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt012461
IRS990/CYOtherExpensesAmt0284987
IRS990/CYOtherRevenueAmt098660
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IRS990/CYRevenuesLessExpensesAmt0-39296
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IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0THE PTA SPONSORS & MANAGES 50 SPECIAL PROGRAMS AND EVENTS SUCH AS ART, MUSIC, FIELD TRIPS, LIBRARY SUPPORT AND OUTDOOR EDUCATION/SPORTS
IRS990/DescribedInSection501c3Ind0true
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IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
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IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0700
IRS990/FeesForServicesAccountingGrp/TotalAmt0700
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