Civic Intelligence

Malcolm X School PTA

990 • Fiscal year 2019 • EIN 94-3145183

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 13, 2019

1731 Prince StreetBerkeley, CA 94703

(510) 642-2042

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

78th percentile

23%

Higher net margin than 78% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

91st percentile

100%

Faster asset growth than 91% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

87th percentile

58%

Faster revenue growth than 87% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$171,308

Up $85,653 (+100%) from 2018

Net Assets

Up

$171,308

Up $85,653 (+100%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$379,706

Up $139,457 (+58%) from 2018

Expenses

Up

$294,053

Up $46,476 (+19%) from 2018

Net Income

Up

$85,653

Up $92,981 (+1269%) from 2018

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: $72,104Net Assets 2010: $72,1042010Assets 2011: $84,169Net Assets 2011: $84,1692011Assets 2012: $87,052Net Assets 2012: $87,0522012Assets 2013: $65,436Liabilities 2013: $0Net Assets 2013: $65,4362013Assets 2014: $156,871Liabilities 2014: $0Net Assets 2014: $156,8712014Assets 2015: $93,242Liabilities 2015: $0Net Assets 2015: $93,2422015Assets 2016: $109,483Liabilities 2016: $0Net Assets 2016: $109,4832016Assets 2017: $92,983Liabilities 2017: $0Net Assets 2017: $92,9832017Assets 2018: $85,655Liabilities 2018: $0Net Assets 2018: $85,6552018Assets 2019: $171,308Liabilities 2019: $0Net Assets 2019: $171,3082019Assets 2020: $166,311Liabilities 2020: $0Net Assets 2020: $166,3112020Assets 2021: $106,640Net Assets 2021: $106,6402021Assets 2022: $100,553Liabilities 2022: $0Net Assets 2022: $100,5532022Assets 2023: $68,695Liabilities 2023: $0Net Assets 2023: $68,6952023Assets 2024: $55,833Liabilities 2024: $0Net Assets 2024: $55,8332024

Highlighted filing

2019

Assets$171,308
Liabilities$0
Net Assets$171,308

Operations Trend

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

$400K$200K$0-$200KRevenue 2010: $116,513Expenses 2010: $116,832Net Income 2010: -$3192010Revenue 2011: $185,651Expenses 2011: $173,586Net Income 2011: $12,0652011Revenue 2012: $185,735Expenses 2012: $182,852Net Income 2012: $2,8832012Expenses 2013: $210,8602013Revenue 2014: $191,342Expenses 2014: $99,907Net Income 2014: $91,4352014Revenue 2015: $254,886Expenses 2015: $318,515Net Income 2015: -$63,6292015Revenue 2016: $277,116Expenses 2016: $260,875Net Income 2016: $16,2412016Revenue 2017: $270,390Expenses 2017: $286,890Net Income 2017: -$16,5002017Revenue 2018: $240,249Expenses 2018: $247,577Net Income 2018: -$7,3282018Revenue 2019: $379,706Expenses 2019: $294,053Net Income 2019: $85,6532019Revenue 2020: $212,074Expenses 2020: $217,071Net Income 2020: -$4,9972020Revenue 2021: $158,527Expenses 2021: $218,198Net Income 2021: -$59,6712021Revenue 2022: $226,514Expenses 2022: $232,601Net Income 2022: -$6,0872022Revenue 2023: $243,768Expenses 2023: $275,626Net Income 2023: -$31,8582023Revenue 2024: $348,406Expenses 2024: $361,268Net Income 2024: -$12,8622024

Highlighted filing

2019

Revenue$379,706
Expenses$294,053
Net Income$85,653
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$403,817
Mission and Program Overview

Mission

Improve education of students

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$85,655$171,308▲ $85,653
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$85,655$171,308▲ $85,653
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$85,655$171,308▲ $85,653
Total Net Assets Fund Balance$85,655$171,308▲ $85,653
Total Liabilities and Net Assets / Fund Balance$85,655$171,308▲ $85,653
Compensation and Service Providers

Board Members and Trustees

NameTitle
Deb BedoyaMember Chair
Mila RamjiawanOutreach Chair
Bhima SheridanPresident
Vicki DavisVice President
Jane Tunks Demel1st VP
Heather Ball2nd VP
Chelsea TollerCommunity Out
Jane LoganCommunity Out
Renee SalinasElac
Sara HouganGreen Team
Erika KopmanHistorian
Lily HowellInclusion Famil
Tenysa SantiagoMx News Team
Jennifer ShanoskiParliamentarian
Anna ShigetaRaffle
Megan BatesRainbow Familie
Sara KaplanRainbow Familie
Randall OrrRolling Drop-of
Robin Busch-WheatonRoom Parent COO
Tim O'KeefeSafe Routes
Maria MclaughlinSecretary
Phoebe MirelesT-shirts
Birgit GraeveVolunteer Coord
Hea Soon KangVolunteer Coord
Sidharth VermaWalk-a-thon
Emily PaulosWebsite Committ
Revenue and Support

Revenue Composition

Contributions and Grants
$85,586
Program Service Revenue
$135,314
Investment Income
$530
Other Revenue
$158,276
Change in Net Assets
$85,653
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$294,053
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$47,066$16,002-$63,068
Other Expenses$28,665--$28,665
Total Functional Expenses$278,051$16,002$0$294,053
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$182,387
Fundraising Direct Expenses$24,111
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction/dance Party$61,574$61,574$10,528$51,046
Raffle$55,784$55,784$4,656$51,128
Total Events$182,387$182,387$24,111$158,276
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
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
No
Conflict-of-interest policy
No
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

Tax returns are reviewed by the signing officer before filing.

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

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Malcolm X School Pta
EIN
94-3145183
Phone
5106422042
Address
1731 PRINCE STREET, BERKELEY, CA 94703

Signing Officer

Name
Katherine Rieger
Title
CFO
Signed
2019-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bhima Sheridan
Formed
1983
Legal Domicile
CA
Voting Board Members
26
Independent Board Members
26
Employees
0
Volunteers
40

Preparer

Firm
Bregante Company LLP CPAs
Address
301 Battery St 2 Mezzanine, San Francisco, CA 94111
Preparer
Jennifer L Ruth
Phone
4157771001
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E: Other Expenses

'17-'18 SGC FUNDING: Column (A) - Total = $1265; Column (B) - Program Services = $1265; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

ACADEMIC SUPPORT: Column (A) - Total = $21668; Column (B) - Program Services = $21668; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

BOARD EXPENSES: Column (A) - Total = $546; Column (B) - Program Services = $0; Column (C) - Management & General = $546; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

CLASSROOM DISBURSEMENTS: Column (A) - Total = $16136; Column (B) - Program Services = $16136; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

DIRECTORY: Column (A) - Total = $640; Column (B) - Program Services = $0; Column (C) - Management & General = $640; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

GENERAL OPERATING EXPENSE: Column (A) - Total = $3990; Column (B) - Program Services = $0; Column (C) - Management & General = $3990; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

IN/OUT SCHOOL PERFORMANCES: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

LITERACY COACH: Column (A) - Total = $3991; Column (B) - Program Services = $3991; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

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

Form 990, Part IX, Line 24E: Other Expenses

MX PROGRAM SUPPORT: Column (A) - Total = $1531; Column (B) - Program Services = $1531; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

PTA MEETINGS: Column (A) - Total = $8377; Column (B) - Program Services = $0; Column (C) - Management & General = $8377; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

SPRING FAIR: Column (A) - Total = $2449; Column (B) - Program Services = $0; Column (C) - Management & General = $2449; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

STAFF RETREAT: Column (A) - Total = $2475; Column (B) - Program Services = $2475; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

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IRS990/Form990PartVIISectionAGrp/PersonNm14Sidharth Verma
IRS990/Form990PartVIISectionAGrp/PersonNm15Tenysa Santiago
IRS990/Form990PartVIISectionAGrp/PersonNm16Emily Paulos
IRS990/Form990PartVIISectionAGrp/PersonNm17Phoebe Mireles
IRS990/Form990PartVIISectionAGrp/PersonNm18MARIA MCLAUGHLIN
IRS990/Form990PartVIISectionAGrp/PersonNm19Tim O'Keefe
IRS990/Form990PartVIISectionAGrp/PersonNm20Randall Orr
IRS990/Form990PartVIISectionAGrp/PersonNm21Sara Kaplan
IRS990/Form990PartVIISectionAGrp/PersonNm22Megan Bates
IRS990/Form990PartVIISectionAGrp/PersonNm23Lily Howell
IRS990/Form990PartVIISectionAGrp/PersonNm24Renee Salinas
IRS990/Form990PartVIISectionAGrp/PersonNm25Anna Shigeta
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/TitleTxt01ST VP
IRS990/Form990PartVIISectionAGrp/TitleTxt12ND VP
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Member Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt4President
IRS990/Form990PartVIISectionAGrp/TitleTxt5HISTORIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt6PARLIAMENTARIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt7VOLUNTEER COORD
IRS990/Form990PartVIISectionAGrp/TitleTxt8ROOM PARENT COO
IRS990/Form990PartVIISectionAGrp/TitleTxt9VOLUNTEER COORD
IRS990/Form990PartVIISectionAGrp/TitleTxt10GREEN TEAM
IRS990/Form990PartVIISectionAGrp/TitleTxt11COMMUNITY OUT
IRS990/Form990PartVIISectionAGrp/TitleTxt12COMMUNITY OUT
IRS990/Form990PartVIISectionAGrp/TitleTxt13OUTREACH CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt14WALK-A-THON
IRS990/Form990PartVIISectionAGrp/TitleTxt15MX NEWS TEAM
IRS990/Form990PartVIISectionAGrp/TitleTxt16WEBSITE COMMITT
IRS990/Form990PartVIISectionAGrp/TitleTxt17T-SHIRTS
IRS990/Form990PartVIISectionAGrp/TitleTxt18Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt19SAFE ROUTES
IRS990/Form990PartVIISectionAGrp/TitleTxt20ROLLING DROP-OF
IRS990/Form990PartVIISectionAGrp/TitleTxt21RAINBOW FAMILIE
IRS990/Form990PartVIISectionAGrp/TitleTxt22RAINBOW FAMILIE
IRS990/Form990PartVIISectionAGrp/TitleTxt23INCLUSION FAMIL
IRS990/Form990PartVIISectionAGrp/TitleTxt24ELAC
IRS990/Form990PartVIISectionAGrp/TitleTxt25RAFFLE
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IRS990/Form990TFiledInd0false
IRS990/FormationYr01983
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IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
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IRS990/FundraisingGrossIncomeAmt0182387
IRS990/GamingActivitiesInd0false
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IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0403817
IRS990/GroupExemptionNum00646
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
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IRS990/IndependentVotingMemberCnt026
IRS990/IndivRcvdGreaterThan100KCnt00
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IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InsuranceGrp/TotalAmt00
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IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0IMPROVE EDUCATION OF STUDENTS
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0158276
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0DANCE TEACHER
IRS990/OtherExpensesGrp/Desc1AFTER SCHOOL PROG TEACHER
IRS990/OtherExpensesGrp/Desc25TH GRADE FIELD TRIPS
IRS990/OtherExpensesGrp/Desc3PE COACHES
IRS990/OtherExpensesGrp/ProgramServicesAmt0120000
IRS990/OtherExpensesGrp/ProgramServicesAmt151806
IRS990/OtherExpensesGrp/ProgramServicesAmt230514
IRS990/OtherExpensesGrp/ProgramServicesAmt328665
IRS990/OtherExpensesGrp/TotalAmt0120000
IRS990/OtherExpensesGrp/TotalAmt151806
IRS990/OtherExpensesGrp/TotalAmt230514
IRS990/OtherExpensesGrp/TotalAmt328665
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IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0BHIMA SHERIDAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PTA COUNCIL X-PLUS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0135314
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0135314
IRS990/ProgSrvcAccomActy2Grp/Desc0CLASSROOM GRANTS & PROGRAM SUPPORT

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$3.48$3.61$0.13
2023Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$2.44$2.76$0.32
2022Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$2.27$2.33$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.07$1.07$1.59$2.18$0.60
2020Summary only. Only limited summary data is available for this year.$1.66$0.00$1.66$2.12$2.17$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$3.80$2.94$0.86
2018Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$2.40$2.48$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$2.70$2.87$0.17
2016Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$2.77$2.61$0.16
2015Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$2.55$3.19$0.64
2014Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$1.91$1.00$0.91
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.00$0.65$2.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.87$1.86$1.83$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.84$1.86$1.74$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.72$1.17$1.17$0.00