Civic Intelligence

Ulloa Elementary School PTA

990 • Fiscal year 2021 • EIN 94-3281678

May 01, 2020 to Apr 30, 2021 • Filed on Sep 20, 2021

Organization Profilehttp.//ulloapta.org
2650 42nd AvenueSan Francisco, CA 94116

(415) 759-2841

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

61st percentile

17%

Higher net margin than 61% 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

52nd percentile

7.4%

Faster asset growth than 52% of similar nonprofits.

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

Revenue Growth

23rd percentile

-36%

Faster revenue growth than 23% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$198,606

Up $13,639 (+7.4%) from 2020

Net Assets

Up

$198,606

Up $13,639 (+7.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin61st percentile

Revenue

Down

$79,846

Down $44,417 (-36%) from 2020

Expenses

Down

$66,209

Down $80,778 (-55%) from 2020

Net Income

Up

$13,637

Up $36,361 (+160%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$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

2021

Assets$198,606
Liabilities$0
Net Assets$198,606
Open 2021 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$79,846
Expenses$66,209
Net Income$13,637
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2020 to Apr 30, 2021
Signed
Sep 20, 2021
Return Version
2020v4.0
Gross Receipts
$79,846
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$184,967$198,606▲ $13,639
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$184,967$198,606▲ $13,639
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$184,967$198,606▲ $13,639
Total Net Assets Fund Balance$184,967$198,606▲ $13,639
Total Liabilities and Net Assets / Fund Balance$184,967$198,606▲ $13,639
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Shannon JungPresident
Amee RuscheVice President
Anna LamVice President
Becky MahVice President
Eunice LamTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$79,846
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$79,846
Change in Net Assets
$13,637
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$66,209
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$4,591$1,154-$5,745
Other Expenses$3,235--$3,235
Fees for Services Accounting-$350-$350
Fees for Services Other-$50-$50
Total Functional Expenses$64,655$1,554$0$66,209
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
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
No
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, Line 11B: Form 990 Review Process

“The tax returns are prepared by an accountant. After completion of the returns, the Organization is sent a draft of the tax returns to be reviewed and examined. The organization distributes copies of the tax returns to those individuals charged with governance. Those individuals at that time can review and if applicable discuss any line items in the return with the tax preparer. If all items are found to be acceptable, an affidavit is signed to authorize the accountant to process and e-file the tax returns to be filed with the designated governmental agencies. A final copy of the tax return is forwarded to all board members after the tax returns are filed.”

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

“The conflict of interest policy and the organization's financial statements are available upon request.The organization host 2 to 3 general meetings per year.The Organization also have monthly board meetings to discuss events and budget related issues.”

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
Rachel Del Monte
Title
Treasurer
Signed
2021-09-20
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
CA
Voting Board Members
5
Independent Board Members
0
Employees
0
Volunteers
200

Preparer

Firm
Reliance Tax and Accounting Services
Address
PO Box 210057, San Francisco, CA 94121
Preparer
Ai J Zhang
Phone
4157285406
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Rounding = $2”

Raw XML Appendix360 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The tax returns are prepared by an accountant. After completion of the returns, the Organization is sent a draft of the tax returns to be reviewed and examined. The organization distributes copies of the tax returns to those individuals charged with governance. Those individuals at that time can review and if applicable discuss any line items in the return with the tax preparer. If all items are found to be acceptable, an affidavit is signed to authorize the accountant to process and e-file the tax returns to be filed with the designated governmental agencies. A final copy of the tax return is forwarded to all board members after the tax returns are filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The conflict of interest policy and the organization's financial statements are available upon request.The organization host 2 to 3 general meetings per year.The Organization also have monthly board meetings to discuss events and budget related issues.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Rounding = $2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Changes In Net Assets Or Fund Balances - Other Increases
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0184967
IRS990/TotalAssetsEOYAmt0198606
IRS990/TotalAssetsGrp/BOYAmt0184967
IRS990/TotalAssetsGrp/EOYAmt0198606
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt079846
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01554
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt064655
IRS990/TotalFunctionalExpensesGrp/TotalAmt066209
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0184967
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0198606
IRS990/TotalProgramServiceExpensesAmt064655
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt079846
IRS990/TotalVolunteersCnt0200
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0184967
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0198606
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02650 42nd Avenue
IRS990/USAddress/CityNm0San Francisco
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094116
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0http.//ulloapta.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rachel Del Monte
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ulloa Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0ULLO
ReturnHeader/Filer/EIN0943281678
ReturnHeader/Filer/PhoneNum04157592841
ReturnHeader/Filer/USAddress/AddressLine1Txt02650 42nd Avenue
ReturnHeader/Filer/USAddress/CityNm0San Francisco
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094116
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Reliance Tax and Accounting Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 210057
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094121
ReturnHeader/PreparerPersonGrp/PhoneNum04157285406
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ai J Zhang
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-09-30T13:59:43-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Rachel Del
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Monte
ReturnHeader/TaxPeriodBeginDt02020-05-01
ReturnHeader/TaxPeriodEndDt02021-04-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$198,606
Liabilities
$0
Net assets
$198,606
Revenue
$79,846
Expenses
$66,209
Net income
$13,637
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