Civic Intelligence

Vallemar Parent Teacher Organization

990 • Fiscal year 2015 • EIN 94-2800093

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 05, 2016

377 Reina Del MarPacifica, CA 94044

(650) 738-6655

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

64th percentile

9.9%

Higher net margin than 64% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

63rd percentile

11%

Faster asset growth than 63% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$132,963

Up $12,954 (+11%) from 2014

Net Assets

$132,963

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$130,636

Up $16,203 (+14%) from 2014

Expenses

Up

$117,682

Up $14,255 (+14%) from 2014

Net Income

Up

$12,954

Up $1,948 (+18%) from 2014

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $113,811Net Assets 2010: $113,8112010Assets 2011: $89,332Net Assets 2011: $89,3322011Assets 2012: $77,664Net Assets 2012: $77,6642012Assets 2013: $109,003Net Assets 2013: $109,0032013Assets 2014: $120,009Liabilities 2014: $02014Assets 2015: $132,963Liabilities 2015: $0Net Assets 2015: $132,9632015Assets 2016: $81,808Liabilities 2016: $0Net Assets 2016: $81,8082016Assets 2017: $99,844Net Assets 2017: $99,8442017Assets 2018: $119,788Liabilities 2018: $0Net Assets 2018: $119,7882018Assets 2019: $131,826Liabilities 2019: $0Net Assets 2019: $131,8262019Assets 2020: $157,712Liabilities 2020: $0Net Assets 2020: $157,7122020Assets 2021: $161,528Liabilities 2021: $0Net Assets 2021: $161,5282021Assets 2022: $168,362Liabilities 2022: $0Net Assets 2022: $168,3622022Assets 2023: $178,845Liabilities 2023: $0Net Assets 2023: $178,8452023Assets 2024: $196,499Liabilities 2024: $0Net Assets 2024: $196,4992024

Highlighted filing

2015

Assets$132,963
Liabilities$0
Net Assets$132,963

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $103,768Expenses 2010: $93,092Net Income 2010: $10,6762010Revenue 2011: $107,769Expenses 2011: $132,248Net Income 2011: -$24,4792011Revenue 2012: $146,613Expenses 2012: $158,281Net Income 2012: -$11,6682012Revenue 2013: $96,174Expenses 2013: $52,752Net Income 2013: $43,4222013Revenue 2014: $114,433Expenses 2014: $103,427Net Income 2014: $11,0062014Revenue 2015: $130,636Expenses 2015: $117,682Net Income 2015: $12,9542015Revenue 2016: $173,573Expenses 2016: $224,728Net Income 2016: -$51,1552016Revenue 2017: $136,011Expenses 2017: $117,975Net Income 2017: $18,0362017Revenue 2018: $141,070Expenses 2018: $121,126Net Income 2018: $19,9442018Revenue 2019: $161,757Expenses 2019: $149,719Net Income 2019: $12,0382019Revenue 2020: $160,803Expenses 2020: $134,917Net Income 2020: $25,8862020Revenue 2021: $55,303Expenses 2021: $51,487Net Income 2021: $3,8162021Revenue 2022: $212,227Expenses 2022: $206,235Net Income 2022: $5,9922022Revenue 2023: $251,811Expenses 2023: $241,379Net Income 2023: $10,4322023Revenue 2024: $189,159Expenses 2024: $171,505Net Income 2024: $17,6542024

Highlighted filing

2015

Revenue$130,636
Expenses$117,682
Net Income$12,954
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 5, 2016
Return Version
2014v6.0
Gross Receipts
$216,085
Mission and Program Overview

Mission

We are a partnership between the vallemar school educational community and their families. Our purpose is to promote and support the education and wellbeing of vallemar students through programs, events, and services, and raising money to enhance the school environment.we are focused on strengthening the relationship between home and school by facilitating communication and encouraging productive engagement amongst parents, teachers, administrators, the school board, and the community.

To promote better understanding and a closer bond of cooperation between parents, faculty and staff, and to initiate and/or sponsor projects for the improvement of vallemar school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$120,009$132,963▲ $12,954
Cash and Non-Interest-Bearing Accounts-$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$120,009$132,963▲ $12,954
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$120,009$132,963▲ $12,954
Total Net Assets Fund Balance$120,009$132,963▲ $12,954
Total Liabilities and Net Assets / Fund Balance$120,009$132,963▲ $12,954
Compensation and Service Providers

Board Members and Trustees

NameTitle
Charlotte AllenCo-president
Dan MauerVice President
Jamie WardenVice President
Noel Gallo3-5 Parent Rep
Francesca Moore6-8 Parent Rep
Megan ReedK-2 Parent Rep
Kaitlyn PanizzaParent Council
Antonia UrbinaPgm Coordinator
Brandy VasquezSecretary
Doreen MurphySecretary
Lorraine WhitleyTreasurer
Melanie RiveraTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$17,829
Program Service Revenue
$51,481
Investment Income
$0
Other Revenue
$61,326
All Other Contributions
$17,829
Change in Net Assets
$12,954
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$117,682
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$10,085--$10,085
Other Expenses$9,432--$9,432
Conferences and Meetings-$5,551-$5,551
Office Expenses-$2,818-$2,818
Insurance-$974-$974
Information Technology-$606-$606
Fees for Services Accounting-$400-$400
Total Functional Expenses$107,333$10,349$0$117,682
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$146,775
Fundraising Direct Expenses$85,449
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Class Specific Fundraising$44,716$44,716$42,092$2,624
Auction$27,676$27,676$9,009$18,667
Total Events$141,265$141,265$80,886$60,379
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
No
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
No
Other officer compensation reviewed
No
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 11B: Form 990 Review Process

Form 990 is reviewed by the president and treasurer before filing.

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

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Vallemar Parent-teacher Organization
EIN
94-2800093
Phone
6507386655
Address
377 REINA DEL MAR, PACIFICA, CA 94044

Signing Officer

Name
Melanie Rivera
Title
Treasurer
Signed
2016-02-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charlotte Allen
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Good & Fowler LLP
Address
262 Grand Avenue, South San Francisco, CA 94080
Preparer
Bruce J Wright
Phone
6508727600
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IRS990/Form990PartVIISectionAGrp/PersonNm0CHARLOTTE ALLEN
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
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IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer
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IRS990/MissionDesc0The Vallemar Parent Teacher Organization is a partnership between the Vallemar School Educational Community and their families. The VPTO strives to enrich each student's educational experience so they may aspire to academic excellence and develop social-emotional intelligence. We support family participation; promote fundraising; work cooperatively with community groups; and foster a sense of community in the Pacifica School District.
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IRS990/OtherExpensesGrp/Desc0AFTER SCHOOL PROGRAMS
IRS990/OtherExpensesGrp/Desc1MUSIC PROGRAM
IRS990/OtherExpensesGrp/Desc2SCHOOL-WIDE FUNDING
IRS990/OtherExpensesGrp/Desc3TEACHER FUNDS
IRS990/OtherExpensesGrp/ProgramServicesAmt047284
IRS990/OtherExpensesGrp/ProgramServicesAmt122031
IRS990/OtherExpensesGrp/ProgramServicesAmt218501
IRS990/OtherExpensesGrp/ProgramServicesAmt39432
IRS990/OtherExpensesGrp/TotalAmt047284
IRS990/OtherExpensesGrp/TotalAmt122031
IRS990/OtherExpensesGrp/TotalAmt218501
IRS990/OtherExpensesGrp/TotalAmt39432
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0CHARLOTTE ALLEN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0AFTER SCHOOL PROGRAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt051481
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt051481
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt023029
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0103427
IRS990/PYOtherRevenueAmt065856
IRS990/PYProgramServiceRevenueAmt025548
IRS990/PYRevenuesLessExpensesAmt011006
IRS990/PYTotalExpensesAmt0103427
IRS990/PYTotalRevenueAmt0114433
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt012954
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0120009
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0132963
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt017829
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt023029
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt019027
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt021305
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt014671
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt095861
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0685
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0590
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01275
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0198256
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0160509
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0175714
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0124623
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt083844
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0742946
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0685
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0590
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01275
IRS990ScheduleA/InvestmentIncomeCYPct00.00150
IRS990ScheduleA/InvestmentIncomePYPct00.00310
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99850
IRS990ScheduleA/PublicSupportPY509Pct00.99690
IRS990ScheduleA/PublicSupportTotal509Amt0838807
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0216085
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0183538
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0194741
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0145928
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt098515
IRS990ScheduleA/Total509Grp/TotalAmt0838807
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0216085
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0183538
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0194741
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0146613
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt099105
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0840082
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt080886
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CLASS SPECIFIC FUNDRAISING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt044716
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt027676
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt068873
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0141265
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt044716
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt027676
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt068873
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0141265
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt060379
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt029785
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt080886
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt042092
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09009
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt07
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE PRESIDENT AND TREASURER BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0120009
IRS990/TotalAssetsEOYAmt0132963
IRS990/TotalAssetsGrp/BOYAmt0120009
IRS990/TotalAssetsGrp/EOYAmt0132963
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt017829

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$0.00$1.96$1.89$1.72$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.00$1.79$2.52$2.41$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.00$1.68$2.12$2.06$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.55$0.51$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.00$1.58$1.61$1.35$0.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.00$1.32$1.62$1.50$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$1.41$1.21$0.20
2017Detailed filing. Detailed filing data is available for this year.$1.00$1.00$1.36$1.18$0.18
2016Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$1.74$2.25$0.51
2015Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$1.31$1.18$0.13
2014Summary only. Only limited summary data is available for this year.$1.20$0.00$1.14$1.03$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$1.09$0.96$0.53$0.43
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.78$1.47$1.58$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.89$1.08$1.32$0.24
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$1.14$1.04$0.93$0.11
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits