Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2022 • EIN 94-3024060

Jul 01, 2021 to Jun 30, 2022 • Filed on Apr 20, 2023

Organization Profileems-sfusd-ca.schoolloop.com
450 Church StreetSan Francisco, CA 94114

(415) 241-6344

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

96th percentile

80%

Higher net margin than 96% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

83rd percentile

47%

Faster asset growth than 83% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

13th percentile

-42%

Faster revenue growth than 13% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$106,445

Up $34,137 (+47%) from 2021

Net Assets

Up

$106,445

Up $34,137 (+47%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin96th percentile

Revenue

Down

$42,667

Down $30,873 (-42%) from 2021

Expenses

Down

$8,530

Down $121,548 (-93%) from 2021

Net Income

Up

$34,137

Up $90,675 (+160%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$200K$150K$100K$50K$0Assets 2015: $56,059Liabilities 2015: $02015Assets 2016: $80,460Liabilities 2016: $02016Assets 2017: $71,492Liabilities 2017: $02017Assets 2018: $80,863Liabilities 2018: $02018Assets 2019: $150,582Liabilities 2019: $02019Assets 2020: $133,874Liabilities 2020: $02020Assets 2021: $72,308Net Assets 2021: $72,3082021Assets 2022: $106,445Net Assets 2022: $106,4452022Assets 2023: $112,567Net Assets 2023: $112,5672023Assets 2024: $94,960Net Assets 2024: $94,9602024

Highlighted filing

2022

Assets$106,445
Liabilities-
Net Assets$106,445
Open 2022 Filing

Operations Trend

Revenue Growth13th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2015: $56,675Expenses 2015: $13,638Net Income 2015: $43,0372015Revenue 2016: $101,985Expenses 2016: $77,583Net Income 2016: $24,4022016Revenue 2017: $89,484Expenses 2017: $98,452Net Income 2017: -$8,9682017Revenue 2018: $99,135Expenses 2018: $89,764Net Income 2018: $9,3712018Revenue 2019: $87,194Expenses 2019: $17,595Net Income 2019: $69,5992019Revenue 2020: $43,352Expenses 2020: $60,060Net Income 2020: -$16,7082020Revenue 2021: $73,540Expenses 2021: $130,078Net Income 2021: -$56,5382021Revenue 2022: $42,667Expenses 2022: $8,530Net Income 2022: $34,1372022Revenue 2023: $63,324Expenses 2023: $57,202Net Income 2023: $6,1222023Revenue 2024: $31,782Expenses 2024: $50,655Net Income 2024: -$18,8732024

Highlighted filing

2022

Revenue$42,667
Expenses$8,530
Net Income$34,137
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Apr 20, 2023
Return Version
2021v4.1
Gross Receipts
$42,667
Mission and Program Overview

Mission

The organization's mission is to positively impact the lives of all children and families by representing the members and empowering and supporting them with skills in advocacy, leadership and communication.

Program Services

DescriptionGrantsExpenses
The organization's mission is to positively impact the lives of all children and families by representing the members and empowering and supporting them with skills in advocacy, leadership and communication.-$8,207
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dheyanira CalahorranoPresident-$0--
Marianne Mc CuneExec Vice Pres-$0--
Jane ZimmermanVP Commun-$0--
Beth ClendeninSecretary-$0--
Simon BertrangTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Everett Middle School Ptsa
EIN
94-3024060
Phone
4152416344
Address
450 CHURCH STREET, SAN FRANCISCO, CA 94114

Signing Officer

Name
Simon Bertrang
Title
Treasurer
Signed
2023-04-20
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.1012

“Insurance $283”

Other Expenses.1

“Science Enrichment $5000”

Other Expenses.2

“8th Grade $2183”

Other Expenses.3

“Positive Experience $894”

Other Expenses.4

“Sports Expenses $90”

Other Expenses.5

“Staff Appreciation $40”

Other Expenses.6

“Bank Fees $40”

Raw XML Appendix183 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt08530
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The organization's mission is to positively impact the lives of all children and families by representing the members and empowering and supporting them with skills in advocacy, leadership and communication.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08207
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt08530
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IRS990EZ/TotalRevenueAmt042667
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0ems-sfusd-ca.schoolloop.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt042666
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt073538
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt045006
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt089434
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0105650
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0356294
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt021
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt021
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0356294
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0105662
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0356315
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $283
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Science Enrichment $5000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28th Grade $2183
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Positive Experience $894
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Sports Expenses $90
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Staff Appreciation $40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank Fees $40
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Simon Bertrang
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EVERETT MIDDLE SCHOOL PTSA
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ReturnHeader/Filer/EIN0943024060
ReturnHeader/Filer/PhoneNum04152416344
ReturnHeader/Filer/USAddress/AddressLine1Txt0450 CHURCH STREET
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094114
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Madeleine M Rocamora
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02540 Marina Boulevard
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094577
ReturnHeader/PreparerPersonGrp/PhoneNum05109695873
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Madeleine M Rocamora EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-04-20T10:54:47-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Simon
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Bertrang
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$106,445
Liabilities
-
Net assets
$106,445
Revenue
$42,667
Expenses
$8,530
Net income
$34,137
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.95$0.95$0.32$0.51$0.19
2023Detailed filing. Detailed filing data is available for this year.$1.13$1.13$0.63$0.57$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.06$1.06$0.43$0.09$0.34
2021Detailed filing. Detailed filing data is available for this year.$0.72$0.72$0.74$1.30$0.57
2020Summary only. Only limited summary data is available for this year.$1.34$0.00$0.43$0.60$0.17
2019Summary only. Only limited summary data is available for this year.$1.51$0.00$0.87$0.18$0.70
2018Summary only. Only limited summary data is available for this year.$0.81$0.00$0.99$0.90$0.09
2017Summary only. Only limited summary data is available for this year.$0.71$0.00$0.89$0.98$0.09
2016Summary only. Only limited summary data is available for this year.$0.80$0.00$1.02$0.78$0.24
2015Summary only. Only limited summary data is available for this year.$0.56$0.00$0.57$0.14$0.43