Civic Intelligence

Tierra Linda Middle School PTA

990EZ • Fiscal year 2016 • EIN 94-3358486

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 01, 2016

Organization ProfileWWW.TIERRALINDASCHOOL.ORG
750 Dartmouth AvenueSan Carlos, CA 94070

(650) 508-7370

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

41st percentile

-0.1%

Higher net margin than 41% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

45th percentile

-0.1%

Faster asset growth than 45% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$45,910

Down $63 (-0.1%) from 2015

Net Assets

Down

$45,910

Down $63 (-0.1%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin41st percentile

Revenue

Up

$89,704

Up $8,527 (+11%) from 2015

Expenses

Up

$89,767

Up $17,358 (+24%) from 2015

Net Income

Down

-$63

Down $8,831 (-101%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$60K$40K$20K$0Assets 2012: $37,038Net Assets 2012: $37,0382012Assets 2013: $37,483Net Assets 2013: $37,4832013Assets 2014: $37,205Net Assets 2014: $37,2052014Assets 2015: $45,973Net Assets 2015: $45,9732015Assets 2016: $45,910Net Assets 2016: $45,9102016Assets 2017: $48,930Liabilities 2017: $02017Assets 2018: $28,184Net Assets 2018: $28,1842018Assets 2019: $29,272Net Assets 2019: $29,2722019Assets 2020: $52,821Net Assets 2020: $52,8212020Assets 2021: $51,724Net Assets 2021: $51,7242021Assets 2022: $53,580Net Assets 2022: $53,5802022Assets 2023: $59,574Net Assets 2023: $59,5742023Assets 2024: $44,359Liabilities 2024: $02024Assets 2025: $27,760Net Assets 2025: $27,7602025

Highlighted filing

2016

Assets$45,910
Liabilities-
Net Assets$45,910
Open 2016 Filing

Operations Trend

Revenue Growth64th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $79,424Expenses 2012: $63,624Net Income 2012: $15,8002012Revenue 2013: $69,602Expenses 2013: $69,157Net Income 2013: $4452013Revenue 2014: $95,700Expenses 2014: $100,000Net Income 2014: -$4,3002014Revenue 2015: $81,177Expenses 2015: $72,409Net Income 2015: $8,7682015Revenue 2016: $89,704Expenses 2016: $89,767Net Income 2016: -$632016Revenue 2017: $64,470Expenses 2017: $61,450Net Income 2017: $3,0202017Revenue 2018: $76,974Expenses 2018: $97,718Net Income 2018: -$20,7442018Revenue 2019: $71,340Expenses 2019: $70,252Net Income 2019: $1,0882019Revenue 2020: $84,642Expenses 2020: $61,093Net Income 2020: $23,5492020Revenue 2021: $53,603Expenses 2021: $54,700Net Income 2021: -$1,0972021Revenue 2022: $94,739Expenses 2022: $92,883Net Income 2022: $1,8562022Revenue 2023: $89,525Expenses 2023: $83,532Net Income 2023: $5,9932023Revenue 2024: $74,442Expenses 2024: $89,657Net Income 2024: -$15,2152024Revenue 2025: $83,492Expenses 2025: $100,090Net Income 2025: -$16,5982025

Highlighted filing

2016

Revenue$89,704
Expenses$89,767
Net Income-$63
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 1, 2016
Return Version
2015v2.1
Gross Receipts
$89,704
Mission and Program Overview

Mission

CHARITABLE / EDUCATION

Program Services

DescriptionGrantsExpenses
OTHER CHARITABLE / EDUCATION PROGRAM SERVICES-$88,682
CLASSROOM SUPPORT FUNDS--
SAFETY AND HEALTH INITIAIVE--
STUDENT SUPPORT, SUCH AS SCHOLARSHIPS--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMIE BAXTERAuditor-$0--
GIGI LUKEPresident-$0--
ANNIE MAYOSSTreasurer-$0--
CARI SCHNAPPVP - Scef-$0--
CRISTINA MEEKSSecretary-$0--
JESSICA KNAPPAUHistorian-$0--
Filing and Contact Details

Filer

Filer Name
Tierra Linda Middle School Pta
EIN
94-3358486
Phone
6505087370
Address
750 DARTMOUTH AVENUE, SAN CARLOS, CA 94070

Signing Officer

Name
Gigi Luke
Title
President
Phone
6505087370
Signed
2016-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Joseph V Dalli CPA a Prof Corporation
Address
540 RALSTON AVE SUITE J, BELMONT, CA 94002
Preparer
Joseph Dalli
Phone
6505961500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Escrip 4,973 interest 8 total 4,981”

Form 990-ez, Part I, Line 16

“Expenses office 434 insurance 216 6th grade book bingo 138 8th grade ceremony 3,803 8th grade graduation 9,004 apparel expense 10,465 art expenses 1,331 classroom op fund 18,445 clubs 1,233 directory 731 enrichment projects 1,695 events 3,895 gala grade level 3,434 healthy cities tutoring 1,000 honorariums 250 hospitality 962 library 2,726 membership exp 2,697 music programs 1,500 orchestra 719 parent education 1,226 principal/ counselor fund 3,823 safetyu/ emerg prep 5,000 scholarships 4,475 school beautification 1,201 student recognition 879 taxes 35 teacher appreciation 689 teacher development 792 wolf pack run exp 6,569 total 89,367”

Form 990-ez, Part II, Line 26

“OTHER LIABILITIES 0 0”

Form 990-ez, Part III, Line 31

“Other charitable / education program services”

Raw XML Appendix154 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ANNIE MAYOSS
IRS990EZ/BooksInCareOfDetail/PhoneNum06505961500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0C/O PO BOX 66
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BELMONT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094002
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt045973
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt045910
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt012580
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-63
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0400
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt045973
IRS990EZ/Form990TotalAssetsGrp/EOYAmt045910
IRS990EZ/GrossReceiptsAmt089704
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05326
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt045973
IRS990EZ/NetAssetsOrFundBalancesEOYAmt045910
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt045973
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt045910
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMIE BAXTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GIGI LUKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANNIE MAYOSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CARI SCHNAPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CRISTINA MEEKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JESSICA KNAPPAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP - SCEF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5HISTORIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt089367
IRS990EZ/OtherRevenueTotalAmt04981
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE / EDUCATION
IRS990EZ/ProgramServiceRevenueAmt066817
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CLASSROOM SUPPORT FUNDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SAFETY AND HEALTH INITIAIVE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2STUDENT SUPPORT, SUCH AS SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3OTHER CHARITABLE / EDUCATION PROGRAM SERVICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt088682
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt089767
IRS990EZ/TotalProgramServiceExpensesAmt088682
IRS990EZ/TotalRevenueAmt089704
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.TIERRALINDASCHOOL.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt012580
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt012753
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt015462
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01587
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05322
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt047704
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt077124
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt068424
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt080238
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt068015
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt074102
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0367903
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0415607
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt089704
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt081177
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt095700
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt069602
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt079424
IRS990ScheduleA/Total509Grp/TotalAmt0415607
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt089704
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt081177
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt095700
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt069602
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt079424
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0415607
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ESCRIP 4,973 INTEREST 8 TOTAL 4,981
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 434 INSURANCE 216 6TH GRADE BOOK BINGO 138 8TH GRADE CEREMONY 3,803 8TH GRADE GRADUATION 9,004 APPAREL EXPENSE 10,465 ART EXPENSES 1,331 CLASSROOM OP FUND 18,445 CLUBS 1,233 DIRECTORY 731 ENRICHMENT PROJECTS 1,695 EVENTS 3,895 GALA GRADE LEVEL 3,434 HEALTHY CITIES TUTORING 1,000 HONORARIUMS 250 HOSPITALITY 962 LIBRARY 2,726 MEMBERSHIP EXP 2,697 MUSIC PROGRAMS 1,500 ORCHESTRA 719 PARENT EDUCATION 1,226 PRINCIPAL/ COUNSELOR FUND 3,823 SAFETYU/ EMERG PREP 5,000 SCHOLARSHIPS 4,475 SCHOOL BEAUTIFICATION 1,201 STUDENT RECOGNITION 879 TAXES 35 TEACHER APPRECIATION 689 TEACHER DEVELOPMENT 792 WOLF PACK RUN EXP 6,569 TOTAL 89,367
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER LIABILITIES 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER CHARITABLE / EDUCATION PROGRAM SERVICES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GIGI LUKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06505087370
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TIERRA LINDA MIDDLE SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0TIER
ReturnHeader/Filer/EIN0943358486
ReturnHeader/Filer/PhoneNum06505087370
ReturnHeader/Filer/USAddress/AddressLine1Txt0750 DARTMOUTH AVENUE
ReturnHeader/Filer/USAddress/CityNm0SAN CARLOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094070
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271713747
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOSEPH V DALLI CPA A PROF CORPORATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0540 RALSTON AVE SUITE J
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELMONT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094002
ReturnHeader/PreparerPersonGrp/PhoneNum06505961500
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH DALLI
ReturnHeader/ReturnTs02016-11-15T13:54:00-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,910
Liabilities
-
Net assets
$45,910
Revenue
$89,704
Expenses
$89,767
Net income
-$63
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.28$0.28$0.83$1.00$0.17
2024Summary only. Only limited summary data is available for this year.$0.44$0.00$0.74$0.90$0.15
2023Detailed filing. Detailed filing data is available for this year.$0.60$0.60$0.90$0.84$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.54$0.54$0.95$0.93$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.52$0.52$0.54$0.55$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.53$0.53$0.85$0.61$0.24
2019Detailed filing. Detailed filing data is available for this year.$0.29$0.29$0.71$0.70$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.28$0.28$0.77$0.98$0.21
2017Summary only. Only limited summary data is available for this year.$0.49$0.00$0.64$0.61$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.46$0.46$0.90$0.90$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.46$0.46$0.81$0.72$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.37$0.37$0.96$1.00$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.37$0.70$0.69$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.37$0.79$0.64$0.16