Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2021 • EIN 94-3302025

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 15, 2021

300 28th AveSan Mateo, CA 94403-2405

(650) 312-7551

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

14th percentile

-36%

Higher net margin than 14% 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

22nd percentile

-15%

Faster asset growth than 22% of similar nonprofits.

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

Revenue Growth

13th percentile

-60%

Faster revenue growth than 13% of similar nonprofits.

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

Assets

Down

$76,827

Down $13,377 (-15%) from 2020

Net Assets

$76,827

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$37,513

Down $56,884 (-60%) from 2020

Expenses

Down

$50,890

Down $11,293 (-18%) from 2020

Net Income

Down

-$13,377

Down $45,591 (-142%) from 2020

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $33,937Net Assets 2011: $33,9372011Assets 2012: $41,932Net Assets 2012: $41,9322012Assets 2013: $39,007Liabilities 2013: $02013Assets 2014: $21,242Liabilities 2014: $02014Assets 2015: $8,325Liabilities 2015: $02015Assets 2016: $8,695Liabilities 2016: $02016Assets 2017: $20,196Liabilities 2017: $02017Assets 2018: $25,881Liabilities 2018: $02018Assets 2019: $57,635Liabilities 2019: $02019Assets 2020: $90,204Liabilities 2020: $02020Assets 2021: $76,827Liabilities 2021: $0Net Assets 2021: $76,8272021Assets 2022: $89,237Liabilities 2022: $0Net Assets 2022: $89,2372022Assets 2023: $105,488Liabilities 2023: $0Net Assets 2023: $105,4882023Assets 2024: $97,508Liabilities 2024: $0Net Assets 2024: $97,5082024

Highlighted filing

2021

Assets$76,827
Liabilities$0
Net Assets$76,827

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $83,407Expenses 2011: $87,217Net Income 2011: -$3,8102011Revenue 2012: $107,806Expenses 2012: $99,811Net Income 2012: $7,9952012Revenue 2013: $102,504Expenses 2013: $105,429Net Income 2013: -$2,9252013Revenue 2014: $92,597Expenses 2014: $110,362Net Income 2014: -$17,7652014Revenue 2015: $85,917Expenses 2015: $98,834Net Income 2015: -$12,9172015Revenue 2016: $91,706Expenses 2016: $91,336Net Income 2016: $3702016Revenue 2017: $105,931Expenses 2017: $93,894Net Income 2017: $12,0372017Revenue 2018: $88,142Expenses 2018: $82,458Net Income 2018: $5,6842018Revenue 2019: $91,331Expenses 2019: $59,223Net Income 2019: $32,1082019Revenue 2020: $94,397Expenses 2020: $62,183Net Income 2020: $32,2142020Revenue 2021: $37,513Expenses 2021: $50,890Net Income 2021: -$13,3772021Revenue 2022: $92,500Expenses 2022: $80,090Net Income 2022: $12,4102022Revenue 2023: $86,581Expenses 2023: $70,330Net Income 2023: $16,2512023Revenue 2024: $50,791Expenses 2024: $58,771Net Income 2024: -$7,9802024

Highlighted filing

2021

Revenue$37,513
Expenses$50,890
Net Income-$13,377
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$37,513
Mission and Program Overview

Mission

Financial support and community activities for Beresford Elementary School.

Parent Teacher Association

Program Services

DescriptionGrantsExpenses
Poster Programs: Provide during school educational enrichment such as art and academic support, and many educational field trips for all students.-$42,765
Family and Community Events: nack to School BBQ, Fall Fair, Stem Night, Literacy Night, Boiok Fairs, PTA Meetings, Enrichment Presentations, Dancy Party, Sitirit wear, and Yearbk.-$1,414
Staff and School Support: Classroom supplies for all teachers, site improvements, staff appreciation gifts, lunches,classroom nbooks, techology, PE Euiptment and educational.-$1,186
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Meredith NassihiPresidentPT$0--
Kelly FancatoreSecretary-$0--
Kathy De LeonFinancial Secretary-$0--
Vera Dinov ZivanovicTreasurer-$0--
Beth KeeferParliamentarian-$0--
Joelle YeeCommunications Chair-$0--
Lisa LarsenMembership Chair-$0--
Sara WinterRoom Parent Coordinator-$0--
Sue-Ellen AtkinsonHistorian-$0--
Alli RossAuditor-$0--
Lauren BottaniTeacher Liaison-$0--
Erin FelixSchool Principal-$0--
Filing and Contact Details

Filer

Filer Name
Beresford Elementary School PTA
EIN
94-3302025
Address
300 28th Ave, San Mateo, CA 94403-2405

Signing Officer

Name
Sign Here
Title
Officer
Phone
6503127551
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Phillips Tax Professionals
Address
PO Box 6006, San Mateo, CA 94403
Preparer
Katie Phillips
Phone
6503416006
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description AmountPoster Programs, Support, Events 48,167

Description of other assets Part II line 24

Category Beginning of Year End of YearOther Assets 10,750 10,750

Raw XML Appendix209 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/ExplanationTxt1Category Beginning of Year End of YearOther Assets 10,750 10,750
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ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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.$0.98$0.00$0.98$0.51$0.59$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.87$0.70$0.16
2022Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.93$0.80$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.38$0.51$0.13
2020Summary only. Only limited summary data is available for this year.$0.90$0.00$0.94$0.62$0.32
2019Summary only. Only limited summary data is available for this year.$0.58$0.00$0.91$0.59$0.32
2018Summary only. Only limited summary data is available for this year.$0.26$0.00$0.88$0.82$0.06
2017Summary only. Only limited summary data is available for this year.$0.20$0.00$1.06$0.94$0.12
2016Summary only. Only limited summary data is available for this year.$0.09$0.00$0.92$0.91$0.00
2015Summary only. Only limited summary data is available for this year.$0.08$0.00$0.86$0.99$0.13
2014Summary only. Only limited summary data is available for this year.$0.21$0.00$0.93$1.10$0.18
2013Summary only. Only limited summary data is available for this year.$0.39$0.00$1.03$1.05$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.42$1.08$1.00$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.34$0.83$0.87$0.04