Civic Intelligence

Sherman Elementary PTA

990 • Fiscal year 2014 • EIN 94-3351039

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 21, 2014

1651 Union Street94123

(415) 749-3530

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

6th percentile

-62%

Higher net margin than 6% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

6th percentile

-62%

Faster asset growth than 6% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

49th percentile

1.3%

Faster revenue growth than 49% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2014

Assets

Down

$113,214

Down $184,474 (-62%) from 2013

Net Assets

Down

$113,214

Down $184,474 (-62%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

$295,410

No earlier filing loaded for comparison.

Expenses

Up

$479,884

Up $384,842 (+405%) from 2013

Net Income

-$184,474

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $123,912Liabilities 2011: $0Net Assets 2011: $123,9122011Assets 2012: $147,464Liabilities 2012: $0Net Assets 2012: $147,4642012Assets 2013: $297,688Liabilities 2013: $0Net Assets 2013: $297,6882013Assets 2014: $113,214Liabilities 2014: $0Net Assets 2014: $113,2142014Assets 2015: $113,748Liabilities 2015: $0Net Assets 2015: $113,7482015Assets 2016: $122,756Liabilities 2016: $0Net Assets 2016: $122,7562016Assets 2017: $144,601Liabilities 2017: $0Net Assets 2017: $144,6012017Assets 2018: $191,981Liabilities 2018: $0Net Assets 2018: $191,9812018Assets 2019: $135,032Liabilities 2019: $0Net Assets 2019: $135,0322019Assets 2020: $331,101Liabilities 2020: $0Net Assets 2020: $331,1012020Assets 2021: $331,787Liabilities 2021: $0Net Assets 2021: $331,7872021Assets 2022: $338,809Liabilities 2022: $0Net Assets 2022: $338,8092022Assets 2023: $355,305Liabilities 2023: $0Net Assets 2023: $355,3052023Assets 2024: $401,189Liabilities 2024: $0Net Assets 2024: $401,1892024

Highlighted filing

2014

Assets$113,214
Liabilities$0
Net Assets$113,214

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $286,269Expenses 2011: $254,642Net Income 2011: $31,6272011Revenue 2012: $287,982Expenses 2012: $264,430Net Income 2012: $23,5522012Expenses 2013: $95,0422013Revenue 2014: $295,410Expenses 2014: $479,884Net Income 2014: -$184,4742014Revenue 2015: $286,102Expenses 2015: $285,568Net Income 2015: $5342015Revenue 2016: $261,871Expenses 2016: $252,863Net Income 2016: $9,0082016Revenue 2017: $263,393Expenses 2017: $246,500Net Income 2017: $16,8932017Revenue 2018: $271,946Expenses 2018: $228,615Net Income 2018: $43,3312018Revenue 2019: $240,957Expenses 2019: $300,644Net Income 2019: -$59,6872019Revenue 2020: $331,729Expenses 2020: $135,660Net Income 2020: $196,0692020Revenue 2021: $193,125Expenses 2021: $192,440Net Income 2021: $6852021Revenue 2022: $229,594Expenses 2022: $169,151Net Income 2022: $60,4432022Revenue 2023: $228,170Expenses 2023: $221,674Net Income 2023: $6,4962023Revenue 2024: $214,018Expenses 2024: $171,435Net Income 2024: $42,5832024

Highlighted filing

2014

Revenue$295,410
Expenses$479,884
Net Income-$184,474
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 21, 2014
Return Version
2013v3.0
Gross Receipts
$318,242
Mission and Program Overview

Mission

Fund school enrichment programs and facilitate community events.

To represent its members and to empower and support them with skills in advocacy, leadership, and communication to positively impact the lives of all children and families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$297,688$113,214▼ $184,474
Savings and Temporary Cash Investments$49,861$85,929▲ $36,068
Cash and Non-Interest-Bearing Accounts$245,827$27,095▼ $218,732
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$297,688$113,214▼ $184,474
Other Assets Total$2,000$190▼ $1,810
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$297,688$113,214▼ $184,474
Total Liabilities and Net Assets / Fund Balance$297,688$113,214▼ $184,474
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kirsten VernonFundraising Chair
Tiersa NureyevGreen Team Chair
Denise WellsMembership Outreach Chair
Heather Rothertjanet KunzePresident
Debbie MacleodVice President (communicat
Amanda Gross TuftVice President (events)
Marc AndrewsAuditor
Jennifer IsaacsonFinancial Secretary
Tatjana E ReichHistorian
Melissa MountainParliamentarian
Christy HerutySecretary
Shelley BernikerSupporting VP (events)
Kat KleinTeacher 1
Frances RabbittTeacher 2
Katie EvenTeacher 3
Gaylen KimbellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$291,909
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$3,501
All Other Contributions
$227,820
Change in Net Assets
$-184,474
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$293,732
Other Expenses$186,152
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$293,732--$293,732
Office Expenses-$17,287-$17,287
Other Expenses$4,291--$4,291
All Other Expenses$1,773--$1,773
Insurance-$830-$830
Fees for Services Accounting-$725-$725
Total Functional Expenses$461,042$18,842$0$479,884
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
---Funds to Pay Teacher Salaries and Benefits for Sy 2013-2014$293,732
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$22,832
Fundraising Gross Income$22,832
Gaming Gross Income$960
Gaming Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$70,519$12,126$11,486$640
Event 2$2,874---
Total Events$84,099$22,832$22,832$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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 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, Section B, Line 11

Form 990 reviewed and approved by the board members prior to its filing.

Form 990, Part VI, Section B, Line 12C

Conflict of interest policy available upon request.

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST.

Filing and Contact Details

Filer

EIN
94-3351039
Phone
4157493530

Signing Officer

Name
Heather Rothert
Title
President
Phone
4157493530
Signed
2014-10-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Heather Rothert
Formed
2000
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
180

Preparer

Preparer
Bryan Blythe
Phone
6503427163
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT (EVENTS)
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT (COMMUNICAT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SUPPORTING VP (EVENTS)
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IRS990/Form990PartVIISectionAGrp/TitleTxt12FINANCIAL SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt14TEACHER 2
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IRS990/PYOtherExpensesAmt095042
IRS990/PYOtherRevenueAmt02394
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0150224
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt095042
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0245266
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-184474
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02541
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0297688
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0113214
IRS990/SavingsAndTempCashInvstGrp/BOYAmt049861
IRS990/SavingsAndTempCashInvstGrp/EOYAmt085929
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0291909
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0242818
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0253970
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0253556
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0178226
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01220479
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt054
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt062
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0236
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0945
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01297
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0300713
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt010
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt02478
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02488
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99690
IRS990ScheduleA/PublicSupportPY170Pct00.99450
IRS990ScheduleA/PublicSupportTotal170Amt01220479
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0291909
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0242818
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0253970
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0253556
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0178226
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01220479
IRS990ScheduleA/TotalSupportAmt01224264
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleG/CharitableDistributionRqrInd00
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt061267
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt058393
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt02874
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022832
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt070519
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt02874
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt010706
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt084099
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012126
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt010706
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt022832
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt011346
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt022832
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011486
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt09
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt0960
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt0960
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt0960
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd00
IRS990ScheduleG/GamingWithNonmembersInd00
IRS990ScheduleG/LicensedInd01
IRS990ScheduleG/LicenseSuspendedEtcInd00
IRS990ScheduleG/MemberOfOtherEntityInd00
IRS990ScheduleG/StatesWhereGamingConductedCd0CA
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0293732
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FUNDS TO PAY TEACHER SALARIES AND BENEFITS FOR SY 2013-2014
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10SAN FRANCISCO UNIFIED SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10555 FRANKLIN STREET
IRS990ScheduleI/RecipientTable/USAddress/City0SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/State0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode094102
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 REVIEWED AND APPROVED BY THE BOARD MEMBERS PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0297688
IRS990/TotalAssetsEOYAmt0113214
IRS990/TotalAssetsGrp/BOYAmt0297688
IRS990/TotalAssetsGrp/EOYAmt0113214
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0291909
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018842
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0461042
IRS990/TotalFunctionalExpensesGrp/TotalAmt0479884
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0297688
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0113214
IRS990/TotalOtherCompensationAmt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$2.14$1.71$0.43
2023Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$2.28$2.22$0.06
2022Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$2.30$1.69$0.60
2021Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$1.93$1.92$0.01
2020Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$3.32$1.36$1.96
2019Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$2.41$3.01$0.60
2018Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$2.72$2.29$0.43
2017Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$2.63$2.47$0.17
2016Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$2.62$2.53$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$2.86$2.86$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$2.95$4.80$1.84
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.98$0.00$2.98$0.95
2012Summary only. Only limited summary data is available for this year.$1.47$0.00$1.47$2.88$2.64$0.24
2011Summary only. Only limited summary data is available for this year.$1.24$0.00$1.24$2.86$2.55$0.32