Civic Intelligence

Sherman Elementary PTA

990 • Fiscal year 2017 • EIN 94-3351039

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 16, 2017

1651 Union StreetSan Francisco, CA 94123

(415) 749-3530

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

57th percentile

6.4%

Higher net margin than 57% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

70th percentile

18%

Faster asset growth than 70% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

49th percentile

0.6%

Faster revenue growth than 49% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$144,601

Up $21,845 (+18%) from 2016

Net Assets

Up

$144,601

Up $21,845 (+18%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$263,393

Up $1,522 (+0.6%) from 2016

Expenses

Down

$246,500

Down $6,363 (-2.5%) from 2016

Net Income

Up

$16,893

Up $7,885 (+88%) from 2016

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

2017

Assets$144,601
Liabilities$0
Net Assets$144,601

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

2017

Revenue$263,393
Expenses$246,500
Net Income$16,893
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 16, 2017
Return Version
2016v3.0
Gross Receipts
$276,803
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$122,756$144,601▲ $21,845
Savings and Temporary Cash Investments$25,000$95,018▲ $70,018
Cash and Non-Interest-Bearing Accounts$97,276$49,583▼ $47,693
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$122,756$144,601▲ $21,845
Other Assets Total$480$0▼ $480
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$122,756$144,601▲ $21,845
Total Liabilities and Net Assets / Fund Balance$122,756$144,601▲ $21,845
Compensation and Service Providers

Board Members and Trustees

NameTitle
Denise WellsCommunity Outreach Chair
Melissa WhiteLegislative Chair
Victoria SlackSafety Chair
Alex AranoffPresident
Angelica PhillipsSupporting Vice President, Events
Dennis BelogorskyVice President (communicat
Vivian NevinVice President (events)
Christy HerutyVice President (fundraisin
Jennifer DerrickAuditor
Laurie WagerCurriculum and Instruction
Alex OrlandFinancial Secretary
Deidre NajjarGarden Classroom Committee
Liz LaPorteHistorian
Rutuja KhanzodeParliamentarian
Lisa LevinPrincipal
Rebecca LinserSecretary
Robert HarrisTeacher Representative
Juliana WuTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$174,767
Program Service Revenue
$1,155
Investment Income
$17
Other Revenue
$87,454
All Other Contributions
$172,050
Change in Net Assets
$16,893
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$196,000
Other Expenses$50,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$196,000--$196,000
Other Expenses$3,067--$3,067
Office Expenses-$2,845-$2,845
Fees for Services Accounting-$775-$775
Conferences and Meetings-$289-$289
Fees for Services Legal-$75-$75
Total Functional Expenses$242,516$3,984$0$246,500
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
San Francisco Unified School DistrictSan Francisco, CA-Funds to Pay Teacher Salaries and Benefits for Sy 2016-2017$196,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$100,864
Fundraising Direct Expenses$13,410
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$84,304$83,702$11,229$72,473
Pumpkin Festival$6,489$6,489$1,116$5,373
Total Events$101,466$100,864$13,410$87,454
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
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 11B

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

Filer Name
Sherman Elementary PTA
EIN
94-3351039
Phone
4157493530
Address
1651 Union Street, San Francisco, CA 94123

Signing Officer

Name
Alex Aranoff
Title
President
Phone
4157493530
Signed
2017-10-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alex Aranoff
Formed
2000
Legal Domicile
CA
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
180

Preparer

Firm
Richard T Dwyer & Co
Address
1350 Old Bayshore Hwy Ste 510, Burlingame, CA 94010
Preparer
Bryan Blythe
Phone
6503427163
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT (EVENTS)
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT (COMMUNICAT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4PARLIAMENTARIAN
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IRS990/Form990PartVIISectionAGrp/TitleTxt6COMMUNITY OUTREACH CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE PRESIDENT (FUNDRAISIN
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IRS990/Form990PartVIISectionAGrp/TitleTxt13GARDEN CLASSROOM COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14CURRICULUM AND INSTRUCTION
IRS990/Form990PartVIISectionAGrp/TitleTxt15Supporting Vice President, Events
IRS990/Form990PartVIISectionAGrp/TitleTxt16Legislative Chair
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IRS990/OtherExpensesGrp/Desc0EDUCATIONAL SUPPLY SUPP
IRS990/OtherExpensesGrp/Desc1CAUF TECHNOLOGY INITIAT
IRS990/OtherExpensesGrp/Desc2COMMUNITY ACTIVITIES EX
IRS990/OtherExpensesGrp/Desc3LITERACY INITIATIVES
IRS990/OtherExpensesGrp/ProgramServicesAmt032781
IRS990/OtherExpensesGrp/ProgramServicesAmt17500
IRS990/OtherExpensesGrp/ProgramServicesAmt23168
IRS990/OtherExpensesGrp/ProgramServicesAmt33067
IRS990/OtherExpensesGrp/TotalAmt032781
IRS990/OtherExpensesGrp/TotalAmt17500
IRS990/OtherExpensesGrp/TotalAmt23168
IRS990/OtherExpensesGrp/TotalAmt33067
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Alex Aranoff
IRS990/PriorPeriodAdjustmentsAmt04952
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0COMMUNITY ACTIVITIES I
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01155
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01155
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0197585
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0202500
IRS990/PYInvestmentIncomeAmt012
IRS990/PYOtherExpensesAmt050363
IRS990/PYOtherRevenueAmt064274
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt09008
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0252863
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0261871
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt016893
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01155
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0122756
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0144601
IRS990/SavingsAndTempCashInvstGrp/BOYAmt025000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt095018
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0174767
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0197585
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0210018
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0291909
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0242818
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01117097
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt017
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt012
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt054
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0100
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0357326
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt058
IRS990ScheduleA/OtherIncome170Grp/TotalAmt058
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99990
IRS990ScheduleA/PublicSupportPY170Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt01117097
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0174767
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0197585
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0210018
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0291909
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0242818
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01117097
IRS990ScheduleA/TotalSupportAmt01117255
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/CharitableContributionsTotAmt0602
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0602
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013410
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PUMPKIN FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt084304
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06489
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt010673
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0101466
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt083702
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06489
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt010673
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0100864
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt087454
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01065
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013410
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011229
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01116
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt08
IRS990ScheduleG/GamingWithNonmembersInd00
IRS990ScheduleG/LicensedInd01
IRS990ScheduleG/LicenseSuspendedEtcInd00
IRS990ScheduleG/MemberOfOtherEntityInd00
IRS990ScheduleG/StatesWhereGamingConductedCd0CA
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0196000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FUNDS TO PAY TEACHER SALARIES AND BENEFITS FOR SY 2016-2017
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SAN FRANCISCO UNIFIED SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0555 FRANKLIN STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094102
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 11b
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/TotalAssetsBOYAmt0122756
IRS990/TotalAssetsEOYAmt0144601

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