Civic Intelligence

Sherman Elementary PTA

990 • Fiscal year 2021 • EIN 94-3351039

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 08, 2021

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.

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

37th percentile

0.4%

Higher net margin than 37% 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

42nd percentile

0.2%

Faster asset growth than 42% of similar nonprofits.

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

Revenue Growth

20th percentile

-42%

Faster revenue growth than 20% of similar nonprofits.

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

Assets

Up

$331,787

Up $686 (+0.2%) from 2020

Net Assets

Up

$331,787

Up $686 (+0.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$193,125

Down $138,604 (-42%) from 2020

Expenses

Up

$192,440

Up $56,780 (+42%) from 2020

Net Income

Down

$685

Down $195,384 (-100%) from 2020

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

2021

Assets$331,787
Liabilities$0
Net Assets$331,787

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

2021

Revenue$193,125
Expenses$192,440
Net Income$685
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 8, 2021
Return Version
2020v4.1
Gross Receipts
$197,818
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$331,101$331,787▲ $686
Cash and Non-Interest-Bearing Accounts$286,001$286,663▲ $662
Savings and Temporary Cash Investments$45,100$45,124▲ $24
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$331,101$331,787▲ $686
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$331,101$331,787▲ $686
Total Liabilities and Net Assets / Fund Balance$331,101$331,787▲ $686
Compensation and Service Providers

Board Members and Trustees

NameTitle
David TimbyCommunity Outreach Chair
Rebecca JohnsonPresident
Jessica CostanzoVice President (communicat
Supriya SharmaVice President (events)
Josh CallahanVice President (fundraisin
Keaton NguyenAuditor
VacantCurriculum Specialist
Sal BarrDiversity & Inclusion Chai
Hale WalkerFinancial Secretary
Anthony CoandoGarden Classroom Committee
Marissa AcreeParliamentarian
Helen ParkerPrincipal
Donna BadeSecretary
VacantTeacher Representative
Erika PaulTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$158,969
Program Service Revenue
$784
Investment Income
$23
Other Revenue
$33,349
All Other Contributions
$157,656
Change in Net Assets
$685
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$171,428
Other Expenses$21,012
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$171,428--$171,428
Office Expenses-$1,049-$1,049
Fees for Services Accounting-$800-$800
Other Expenses$325--$325
Insurance-$296-$296
Total Functional Expenses$190,295$2,145$0$192,440
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
San Francisco Unified School DistrictSan Francisco, CA-Funds to Pay Teacher Salaries and Benefits for Sy 2020-2021$171,428
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$38,042
Fundraising Direct Expenses$4,693
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$31,162$31,162$3,060$28,102
Other$5,394$5,394$700$4,694
Total Events$38,042$38,042$4,693$33,349
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 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, 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
Erika Paul
Title
Treasurer
Phone
4157493530
Signed
2021-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erika Paul
Formed
2000
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
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/Desc0SHERMAN PTA SUPPORTS SFUSD'S SHERMAN ELEMENTARY SCHOOL, ITS STUDENTS AND COMMUNITY BY PROVIDING FUNDS, ENABLING PROGRAMS AND SERVICES, ORGANIZING VOLUNTEERS, AND ENCOURAGING FAMILY/FACULTY ENGAGEMENT FOR STUDENT SUCCESS AND WELL-BEING.SHERMAN ELEMENTARY IS AN SFUSD K-5 SCHOOL LOCATED IN SAN FRANCISCO'S COW HOLLOW-MARINA DISTRICT. SHERMAN'S PROGRAMS WOULD NOT BE POSSIBLE WITHOUT A UNIQUE PARTNERSHIP BETWEEN THE SCHOOL SITE AND SHERMAN PTA TO LEVERAGE RESOURCES COLLABORATIVELY AND STRATEGICALLY. SHERMAN PTA PROVIDES DONATED FUNDS TO ENABLE CLASS-SIZE REDUCTION ACROSS ALL GRADES, A CREDENTIALED COMPUTER SCIENCE/TECHNOLOGY AND MATH TEACHER, TIER 2 LITERACY SUPPORT, RECESS TRAINING AND EQUIPMENT, SCIENCE/GARDEN ENRICHMENT, FIELD TRIPS, CLASSROOM SUPPLIES AND TEACHER PROFESSIONAL DEVELOPMENT, DANCE AND CULTURAL CELEBRATIONS. PTA PROGRAMS COMPLEMENT AND ENGAGE FAMILIES AROUND SITE BALANCED LITERACY PROGRAMS, MATH, SOCIAL STUDIES, NEXT-GENERATION SCIENCE CURRICULUM, AND SOCIAL EMOTIONAL SUPPORT.
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IRS990/PYOtherRevenueAmt0119222
IRS990/PYProgramServiceRevenueAmt09938
IRS990/PYRevenuesLessExpensesAmt0196069
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0135660
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0331729
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0685
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0784
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0331101
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0331787
IRS990/SavingsAndTempCashInvstGrp/BOYAmt045100
IRS990/SavingsAndTempCashInvstGrp/EOYAmt045124
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0158969
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0202544
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0149450
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0173528
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0174767
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0859258
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt023
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt025
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt028
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt029
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0122
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0528346
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0784
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt08001
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt071
IRS990ScheduleA/OtherIncome170Grp/TotalAmt08856
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98970
IRS990ScheduleA/PublicSupportPY170Pct00.99090
IRS990ScheduleA/PublicSupportTotal170Amt0859258
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0158969
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0202544
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0149450
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0173528
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0174767
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0859258
IRS990ScheduleA/TotalSupportAmt0868236
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/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04693
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0OTHER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt031162
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05394
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt01486
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt038042
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031162
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05394
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt01486
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt038042
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt033349
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0933
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04693
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03060
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0700
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0171428
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FUNDS TO PAY TEACHER SALARIES AND BENEFITS FOR SY 2020-2021
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0331101
IRS990/TotalAssetsEOYAmt0331787
IRS990/TotalAssetsGrp/BOYAmt0331101
IRS990/TotalAssetsGrp/EOYAmt0331787
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0158969
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02145
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0190295
IRS990/TotalFunctionalExpensesGrp/TotalAmt0192440
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0331101
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0331787
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0190295
IRS990/TotalProgramServiceRevenueAmt0784
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt033372
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0784
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0193125
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0180
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0331101
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0331787
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01651 UNION STREET

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