Civic Intelligence

Egbert W Beach Parents Organization

990EZ • Fiscal year 2021 • EIN 94-3100737

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 26, 2021

Organization ProfileN/A
100 Lake AvePiedmont, CA 94611-4340

(150) 653-1816

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

12th percentile

-47%

Higher net margin than 12% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

28th percentile

-8.0%

Faster asset growth than 28% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

17th percentile

-48%

Faster revenue growth than 17% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$263,241

Down $22,859 (-8.0%) from 2020

Net Assets

Down

$263,241

Down $22,859 (-8.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin12th percentile

Revenue

Down

$48,169

Down $45,145 (-48%) from 2020

Expenses

Down

$71,028

Down $5,896 (-7.7%) from 2020

Net Income

Down

-$22,859

Down $39,249 (-239%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$400K$300K$200K$100K$0Assets 2011: $291,631Liabilities 2011: $0Net Assets 2011: $291,6312011Assets 2012: $255,146Liabilities 2012: $0Net Assets 2012: $255,1462012Assets 2013: $235,653Liabilities 2013: $0Net Assets 2013: $235,6532013Assets 2014: $353,105Liabilities 2014: $0Net Assets 2014: $353,1052014Assets 2015: $398,097Liabilities 2015: $0Net Assets 2015: $398,0972015Assets 2016: $371,665Liabilities 2016: $0Net Assets 2016: $371,6652016Assets 2017: $347,244Liabilities 2017: $0Net Assets 2017: $347,2442017Assets 2018: $289,998Liabilities 2018: $651Net Assets 2018: $289,3472018Assets 2019: $269,710Liabilities 2019: $0Net Assets 2019: $269,7102019Assets 2020: $286,100Liabilities 2020: $0Net Assets 2020: $286,1002020Assets 2021: $263,241Liabilities 2021: $0Net Assets 2021: $263,2412021Assets 2022: $303,223Liabilities 2022: $0Net Assets 2022: $303,2232022Assets 2023: $329,085Liabilities 2023: $0Net Assets 2023: $329,0852023Assets 2024: $353,096Net Assets 2024: $353,0962024

Highlighted filing

2021

Assets$263,241
Liabilities$0
Net Assets$263,241
Open 2021 Filing

Operations Trend

Revenue Growth17th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $459,144Expenses 2011: $371,538Net Income 2011: $87,6062011Revenue 2012: $443,553Expenses 2012: $480,038Net Income 2012: -$36,4852012Revenue 2013: $461,012Expenses 2013: $480,505Net Income 2013: -$19,4932013Revenue 2014: $584,065Expenses 2014: $466,613Net Income 2014: $117,4522014Revenue 2015: $641,975Expenses 2015: $596,983Net Income 2015: $44,9922015Revenue 2016: $260,645Expenses 2016: $287,077Net Income 2016: -$26,4322016Revenue 2017: $225,399Expenses 2017: $249,821Net Income 2017: -$24,4222017Revenue 2018: $221,132Expenses 2018: $279,029Net Income 2018: -$57,8972018Revenue 2019: $199,979Expenses 2019: $220,497Net Income 2019: -$20,5182019Revenue 2020: $93,314Expenses 2020: $76,924Net Income 2020: $16,3902020Revenue 2021: $48,169Expenses 2021: $71,028Net Income 2021: -$22,8592021Revenue 2022: $65,313Expenses 2022: $58,065Net Income 2022: $7,2482022Revenue 2023: $95,409Expenses 2023: $69,547Net Income 2023: $25,8622023Revenue 2024: $115,595Expenses 2024: $91,584Net Income 2024: $24,0112024

Highlighted filing

2021

Revenue$48,169
Expenses$71,028
Net Income-$22,859
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 26, 2021
Return Version
2020v4.0
Gross Receipts
$48,584
Mission and Program Overview

Mission

All activities are in support of the Egbert W. Beach Elementary School by providing activities programs or equipment that are not provided for in the Piedmont Unified School District budget.

Program Services

DescriptionGrantsExpenses
Direct grants are made to the Piedmont Unified School District to provide for staff and programs that the district is unable to fund.$56,230$56,230
The parents club supplements the elementary school curriculum by paying for programs that the school district cannot afford as well as offering a broad scope of after-school programs.$0$5,590
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ruchi MedhekarPresident-$0--
Amanda PelleVice President-$0--
Andrew WendelTreasurer-$0--
Holly BybeeSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Egbert W Beach Parents Organization
EIN
94-3100737
In Care Of
% John Jobst
Address
100 LAKE AVE, PIEDMONT, CA 94611-4340

Signing Officer

Name
Andrew Wendel
Title
Treasurer
Signed
2021-10-26
Discuss with paid preparer
Yes

Preparer

Firm
Reasonable LLC
Address
3645 Mount Diablo Boulevard, Suite C, Lafayette, CA 94549
Preparer
Betty Winnacker
Supplemental Narrative

Additional Explanations

Part I, line 10

“| Activity:, Grantee Name:, Grantee Address:, Amount:, Relationship:| Classroom Support, Piedmont Unified School District, "701 Magnolia Avenue Piedmont CA 94611", $56230.00, None|”

Part I, line 16

“| Other Expenses:, Amount:| Enrichment Expenses, $5694.00| Teacher Appreciation, $3393.00| Insurance, $2684.00| Credit Card Fees, $1078.00| Filing Fees, $173.00| IT, $78.00| Bank Charges, $12.00| Fundraising expenses, $507.00|”

Raw XML Appendix165 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0John Jobst
IRS990EZ/BooksInCareOfDetail/PhoneNum01506531816
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 LAKE AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PIEDMONT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0946114340
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0286100
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0263241
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IRS990EZ/ContributionsGiftsGrantsEtcAmt026949
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-22859
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt056230
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0216
IRS990EZ/GrossReceiptsAmt048584
IRS990EZ/GrossSalesOfInventoryAmt0631
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InvestmentIncomeAmt022
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0286100
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0263241
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0286100
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0263241
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ruchi Medhekar
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Amanda Pelle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Andrew Wendel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Holly Bybee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt013619
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0All activities are in support of the Egbert W. Beach Elementary School by providing activities programs or equipment that are not provided for in the Piedmont Unified School District budget.
IRS990EZ/PrintingPublicationsPostageAmt01179
IRS990EZ/ProgramServiceRevenueAmt020982
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The parents club supplements the elementary school curriculum by paying for programs that the school district cannot afford as well as offering a broad scope of after-school programs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Direct grants are made to the Piedmont Unified School District to provide for staff and programs that the district is unable to fund.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt156230
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05590
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt156230
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt071028
IRS990EZ/TotalProgramServiceExpensesAmt061820
IRS990EZ/TotalRevenueAmt048169
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt026949
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt017651
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt024894
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt036857
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt026708
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0133059
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt064
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt065
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01155
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt082
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01388
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt021612
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt079191
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0152604
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0266523
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0198609
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0718539
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt064
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt065
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01155
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt082
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01388
IRS990ScheduleA/InvestmentIncomeCYPct00.00163
IRS990ScheduleA/InvestmentIncomePYPct00.0017
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99837
IRS990ScheduleA/PublicSupportPY509Pct00.9983
IRS990ScheduleA/PublicSupportTotal509Amt0851598
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt048561
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt096842
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0177498
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0303380
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0225317
IRS990ScheduleA/Total509Grp/TotalAmt0851598
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt048583
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt096906
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0177563
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0304535
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0225399
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0852986
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Activity:, Grantee Name:, Grantee Address:, Amount:, Relationship:| Classroom Support, Piedmont Unified School District, "701 Magnolia Avenue Piedmont CA 94611", $56230.00, None|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Other Expenses:, Amount:| Enrichment Expenses, $5694.00| Teacher Appreciation, $3393.00| Insurance, $2684.00| Credit Card Fees, $1078.00| Filing Fees, $173.00| IT, $78.00| Bank Charges, $12.00| Fundraising expenses, $507.00|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Andrew Wendel
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EGBERT W BEACH PARENTS ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0EGBE
ReturnHeader/Filer/EIN0943100737
ReturnHeader/Filer/ForeignPhoneNum05104275493
ReturnHeader/Filer/InCareOfNm0% John Jobst
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 LAKE AVE
ReturnHeader/Filer/USAddress/CityNm0PIEDMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0946114340
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0844312678
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Reasonable LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03645 Mount Diablo Boulevard
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0Suite C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lafayette
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094549
ReturnHeader/PreparerPersonGrp/ForeignPhoneNum09253853026
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Betty Winnacker
ReturnHeader/ReturnTs02021-10-26T02:51:14-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$263,241
Liabilities
$0
Net assets
$263,241
Revenue
$48,169
Expenses
$71,028
Net income
-$22,859
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.53$3.53$1.16$0.92$0.24
2023Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.95$0.70$0.26
2022Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.65$0.58$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.48$0.71$0.23
2020Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.93$0.77$0.16
2019Summary only. Only limited summary data is available for this year.$2.70$0.00$2.70$2.00$2.20$0.21
2018Summary only. Only limited summary data is available for this year.$2.90$0.01$2.89$2.21$2.79$0.58
2017Summary only. Only limited summary data is available for this year.$3.47$0.00$3.47$2.25$2.50$0.24
2016Summary only. Only limited summary data is available for this year.$3.72$0.00$3.72$2.61$2.87$0.26
2015Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$6.42$5.97$0.45
2014Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$5.84$4.67$1.17
2013Summary only. Only limited summary data is available for this year.$2.36$0.00$2.36$4.61$4.81$0.19
2012Summary only. Only limited summary data is available for this year.$2.55$0.00$2.55$4.44$4.80$0.36
2011Summary only. Only limited summary data is available for this year.$2.92$0.00$2.92$4.59$3.72$0.88