Civic Intelligence

Pleasanton Partnerships in Education

EIN 94-3046738 • 501(c)3 • Pleasanton, CA

Profile

Support of pleasanton schools

5758 W Las Positas BlvdPleasanton, CA 94588

www.ppie.org

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

29th percentile

-4.6%

Higher net margin than 29% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

60th percentile

$85,000

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 9.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

13th percentile

-14%

Faster asset growth than 13% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

32nd percentile

-3.0%

Faster revenue growth than 32% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$261,086

Down $43,319 (-14%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$261,086

Down $43,319 (-14%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin29th percentile

Revenue

Down

$940,648

Down $28,832 (-3.0%) from 2023

Expenses

Down

$983,967

Down $21,969 (-2.2%) from 2023

Net Income

Down

-$43,319

Down $6,863 (-19%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth13th percentile

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

$600K$400K$200K$0Assets 2010: $555,350Liabilities 2010: $480,856Net Assets 2010: $74,4942010Assets 2011: $144,110Liabilities 2011: $53,101Net Assets 2011: $91,0092011Assets 2012: $174,243Liabilities 2012: $0Net Assets 2012: $174,2432012Assets 2013: $111,264Liabilities 2013: $0Net Assets 2013: $111,2642013Assets 2014: $107,358Liabilities 2014: $0Net Assets 2014: $107,3582014Assets 2015: $135,743Liabilities 2015: $0Net Assets 2015: $135,7432015Assets 2016: $81,620Liabilities 2016: $0Net Assets 2016: $81,6202016Assets 2017: $118,316Liabilities 2017: $0Net Assets 2017: $118,3162017Assets 2018: $139,200Liabilities 2018: $0Net Assets 2018: $139,2002018Assets 2019: $179,381Liabilities 2019: $0Net Assets 2019: $179,3812019Assets 2020: $339,943Liabilities 2020: $0Net Assets 2020: $339,9432020Assets 2021: $345,127Liabilities 2021: $0Net Assets 2021: $345,1272021Assets 2022: $340,861Liabilities 2022: $0Net Assets 2022: $340,8612022Assets 2023: $304,405Liabilities 2023: $0Net Assets 2023: $304,4052023Assets 2024: $261,086Liabilities 2024: $0Net Assets 2024: $261,0862024

Highlighted filing

2024

Assets$261,086
Liabilities$0
Net Assets$261,086
Open 2024 Filing

Operations Trend

Revenue Growth32nd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2010: $86,489Expenses 2010: $124,572Net Income 2010: -$38,0832010Revenue 2011: $108,020Expenses 2011: $107,094Net Income 2011: $9262011Revenue 2012: $478,196Expenses 2012: $448,063Net Income 2012: $30,1332012Expenses 2013: $676,0252013Revenue 2014: $674,094Expenses 2014: $678,000Net Income 2014: -$3,9062014Revenue 2015: $681,037Expenses 2015: $652,652Net Income 2015: $28,3852015Revenue 2016: $689,923Expenses 2016: $744,046Net Income 2016: -$54,1232016Revenue 2017: $662,604Expenses 2017: $620,888Net Income 2017: $41,7162017Revenue 2018: $714,142Expenses 2018: $693,258Net Income 2018: $20,8842018Revenue 2019: $826,893Expenses 2019: $786,712Net Income 2019: $40,1812019Revenue 2020: $1,005,196Expenses 2020: $844,634Net Income 2020: $160,5622020Revenue 2021: $955,420Expenses 2021: $950,236Net Income 2021: $5,1842021Revenue 2022: $985,228Expenses 2022: $989,494Net Income 2022: -$4,2662022Revenue 2023: $969,480Expenses 2023: $1,005,936Net Income 2023: -$36,4562023Revenue 2024: $940,648Expenses 2024: $983,967Net Income 2024: -$43,3192024

Highlighted filing

2024

Revenue$940,648
Expenses$983,967
Net Income-$43,319
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$261,086
Liabilities
$0
Net assets
$261,086
Revenue
$940,648
Expenses
$983,967
Net income
-$43,319
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.94$0.98$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.00$0.30$0.97$1.01$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.99$0.99$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.96$0.95$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$1.01$0.84$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.83$0.79$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.71$0.69$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.66$0.62$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.69$0.74$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.68$0.65$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.67$0.68$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.00$0.11$0.68
2012Summary only. Only limited summary data is available for this year.$0.17$0.00$0.17$0.48$0.45$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.05$0.09$0.11$0.11$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.48$0.07$0.09$0.12$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 6, 2025
Return Version
2023v6.0
Gross Receipts
$1,059,850
Mission and Program Overview

Mission

Pleasanton Partnerships in Education Foundation, a community-based organization, exists to enhance learning experiences for students of the Pleasanton Unified School District through a partnership of business, education and the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$304,405$261,086▼ $43,319
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$304,405$261,086▼ $43,319
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$304,405$261,086▼ $43,319
Total Net Assets Fund Balance$304,405$261,086▼ $43,319
Total Liabilities and Net Assets / Fund Balance$304,405$261,086▼ $43,319

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$1,590$1,590
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseTotal
andrea wilsonExecutive DirectorFT$85,000$85,000

Board Members and Trustees

NameTitle
robin diasPresident
Susanne FreyDirector
amy shannonDirector
bill wheelerDirector
brian gentryDirector
cheryl atkindsDirector
david haglundDirector
helena jinDirector
kathy narumDirector
kelly frenchDirector
laurie whitelandDirector
mona sethiDirector
stephen hiltonSecretary
liz chengTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$658,281
Program Service Revenue
$0
Investment Income
$29,130
Other Revenue
$253,237
All Other Contributions
$605,927
Change in Net Assets
$-43,319

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported AmountValuation Method
Other Non Cash Contri Table$52,354Cost
Total Noncash Contributions$52,354-

Audited Revenue Reconciliation

Revenue per Audited Statements
$940,648
Total Revenue per Audited Statements
$940,648
Total Revenue per Form 990
$940,648
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$858,965
Salaries, Compensation, and Employee Benefits$92,051
Other Expenses$32,951
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$858,965--$858,965
Current Officers, Directors, Trustees, and Key Employees-$85,000-$85,000
Fees for Services Other$17,857$3,658-$21,515
Office Expenses-$7,658-$7,658
Other Salaries and Wages-$7,051-$7,051
Insurance-$3,778-$3,778
Total Functional Expenses$876,822$107,145$0$983,967

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$983,967
Total Expenses per Audited Statements$983,967
Total Expenses per Form 990$983,967
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Pleasanton SDPleasanton, CA-Pass through of funds$858,965
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$369,672
Fundraising Direct Expenses$119,202
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Run for Education$204,508$186,008$63,298$122,710
Fall Gall$217,518$183,664$11,179$172,485
Total Events$422,026$369,672$119,202$250,470
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
Audit committee
No
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
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, Section B, Line 11B

“The board reviews the financial information at its regularly scheduled board meetings.”

Form 990, Part VI, Section C, Line 19

“The organization will provide financial information to the general public upon request.”

Filing and Contact Details

Filer

Filer Name
Pleasanton Partnerships in Education
EIN
94-3046738
Phone
9254264435
Address
5758 W Las Positas Blvd, PLEASANTON, CA 94588

Signing Officer

Name
Andrea Wilson
Title
Executive Director
Signed
2025-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrea Wilson
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
1
Volunteers
305

Preparer

Firm
CWDL CPAs
Address
3131 Camino Del Rio North Ste 820, San Diego, CA 92108
Preparer
John Dominguez CPA
Phone
8585652700
Raw XML AppendixShowing 400 of 494 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12President
IRS990/Form990PartVIISectionAGrp/TitleTxt13Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt14Treasurer
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0PPIE SUPPORTS ALL FIFTEEN CAMPUSES RELATED TO THE PLEASANTON UNIFIED SCHOOL DISTRICT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section E, Line 1c: Explain How Organization Supports Government Entity
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