Civic Intelligence

Ulloa Elementary School PTA

EIN 94-3281678 • 501(c)3 • San Francisco, CA

Profile

The mission is to promote the welfare and education of children and families at Ulloa Elementary School through support of the Arts, Sciences, Technology, Engineering, Math and other Educational Materials.

2650 42nd AvenueSan Francisco, CA 94116

www.prosperb.com/ulloapta.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

73rd percentile

18%

Higher net margin than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

73rd percentile

16%

Faster asset growth than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

59th percentile

5.9%

Faster revenue growth than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$223,042

Up $30,000 (+16%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$223,042

Up $30,000 (+16%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin73rd percentile

Revenue

Up

$166,982

Up $9,240 (+5.9%) from 2024

Expenses

Down

$136,982

Down $69,395 (-34%) from 2024

Net Income

Up

$30,000

Up $78,635 (+162%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth73rd percentile

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

$300K$200K$100K$0Assets 2012: $137,875Liabilities 2012: $02012Assets 2013: $127,782Liabilities 2013: $0Net Assets 2013: $127,7822013Assets 2014: $136,690Liabilities 2014: $0Net Assets 2014: $136,6902014Assets 2015: $169,978Liabilities 2015: $0Net Assets 2015: $169,9782015Assets 2016: $215,326Liabilities 2016: $0Net Assets 2016: $215,3262016Assets 2017: $231,629Liabilities 2017: $0Net Assets 2017: $231,6292017Assets 2018: $219,842Liabilities 2018: $0Net Assets 2018: $219,8422018Assets 2019: $207,692Liabilities 2019: $0Net Assets 2019: $207,6922019Assets 2020: $184,967Liabilities 2020: $0Net Assets 2020: $184,9672020Assets 2021: $198,606Liabilities 2021: $0Net Assets 2021: $198,6062021Assets 2022: $174,582Liabilities 2022: $0Net Assets 2022: $174,5822022Assets 2023: $241,677Net Assets 2023: $241,6772023Assets 2024: $193,042Net Assets 2024: $193,0422024Assets 2025: $223,042Net Assets 2025: $223,0422025

Highlighted filing

2025

Assets$223,042
Liabilities-
Net Assets$223,042
Open 2025 Filing

Operations Trend

Revenue Growth59th percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $84,808Expenses 2012: $55,427Net Income 2012: $29,3812012Revenue 2013: $86,740Expenses 2013: $68,211Net Income 2013: $18,5292013Revenue 2014: $98,626Expenses 2014: $89,718Net Income 2014: $8,9082014Revenue 2015: $109,233Expenses 2015: $75,262Net Income 2015: $33,9712015Revenue 2016: $131,033Expenses 2016: $85,481Net Income 2016: $45,5522016Revenue 2017: $125,661Expenses 2017: $109,357Net Income 2017: $16,3042017Revenue 2018: $138,477Expenses 2018: $151,652Net Income 2018: -$13,1752018Revenue 2019: $118,670Expenses 2019: $130,821Net Income 2019: -$12,1512019Revenue 2020: $124,263Expenses 2020: $146,987Net Income 2020: -$22,7242020Revenue 2021: $79,846Expenses 2021: $66,209Net Income 2021: $13,6372021Revenue 2022: $165,395Expenses 2022: $192,885Net Income 2022: -$27,4902022Revenue 2023: $159,461Expenses 2023: $92,482Net Income 2023: $66,9792023Revenue 2024: $157,742Expenses 2024: $206,377Net Income 2024: -$48,6352024Revenue 2025: $166,982Expenses 2025: $136,982Net Income 2025: $30,0002025

Highlighted filing

2025

Revenue$166,982
Expenses$136,982
Net Income$30,000
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$223,042
Liabilities
-
Net assets
$223,042
Revenue
$166,982
Expenses
$136,982
Net income
$30,000
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.23$2.23$1.67$1.37$0.30
2024Detailed filing. Detailed filing data is available for this year.$1.93$1.93$1.58$2.06$0.49
2023Detailed filing. Detailed filing data is available for this year.$2.42$2.42$1.59$0.92$0.67
2022Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$1.65$1.93$0.27
2021Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.80$0.66$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$1.24$1.47$0.23
2019Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$1.19$1.31$0.12
2018Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$1.38$1.52$0.13
2017Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$1.26$1.09$0.16
2016Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$1.31$0.85$0.46
2015Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$1.09$0.75$0.34
2014Summary only. Only limited summary data is available for this year.$1.37$0.00$1.37$0.99$0.90$0.09
2013Summary only. Only limited summary data is available for this year.$1.28$0.00$1.28$0.87$0.68$0.19
2012Summary only. Only limited summary data is available for this year.$1.38$0.00$0.85$0.55$0.29
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 5, 2025
Return Version
2024v5.2
Gross Receipts
$168,688
Mission and Program Overview

Mission

The mission is to promote the welfare and education of children and families at Ulloa Elementary School through support of the Arts, Sciences, other Educational Materials.

The mission is to promote the welfare and education of children and families at Ulloa Elementary School through support of the Arts, Sciences, Technology, Engineering, Math and other Educational Materials.

Program Services

DescriptionGrantsExpenses
The PTA provides funds for distance learning technology, extra education materials, PE and computer programs, classroom enrichment activities, field trips and support for school supervised community events.-$134,828
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wendy YuPresident-$0--
Shannon JungVice President-$0--
Connie LiVice President-$0--
Tim ToySecretary-$0--
Rachel BolesFmrtreasurer-$0--
Eric WuTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk-A-Thon$65,966$65,966$995$64,971
Total Events$65,966$65,966$995$64,971
Filing and Contact Details

Filer

Filer Name
Ulloa Elementary School PTA
EIN
94-3281678
Phone
4157592841
Address
2650 42nd Avenue, San Francisco, CA 94116

Signing Officer

Name
Eric Wu
Title
Treasurer
Signed
2025-12-05
Discuss with paid preparer
Yes

Preparer

Firm
Madeleine M Rocamora
Address
2540 Marina Boulevard, San Leandro, CA 94577
Preparer
Madeleine M Rocamora EA
Phone
9258582857
Supplemental Narrative

Additional Explanations

Other Expenses.1003

“Information Technology $20”

Other Expenses.1

“Makers Space $35000”

Other Expenses.2

“Classroom Hardware Upgrade $27524”

Other Expenses.3

“Art Program $25000”

Other Expenses.4

“Teacher Reimbursements $21967”

Other Expenses.5

“Community School Events $4127”

Other Expenses.6

“Teacher Appreciation $3417”

Other Expenses.7

“PTA Admin $2040”

Other Expenses.8

“Principal's Fund $1405”

Other Expenses.9

“Graduation event $1388”

Other Expenses.10

“Blue Ribbon Celebration $69”

Other Expenses.11

“PTA Discretionary Fund $25”

Raw XML Appendix191 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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