Civic Intelligence

Reed Union School District PTA

EIN 94-6083305 • 501(c)3 • Tiburon, CA

Profile

Support reed union school district

277-a Karen WayTiburon, CA 94920

www.reedschools.org/DOMAIN/103

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

66th percentile

8.0%

Faster asset growth than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

80th percentile

34%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$367,204

Up $27,049 (+8.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$367,204

Up $27,049 (+8.0%) from 2023

Revenue

Up

$179,707

Up $45,977 (+34%) from 2023

Expenses

Up

$152,658

Up $41,868 (+38%) from 2023

Net Income

Up

$27,049

Up $4,109 (+18%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2011: $196,374Liabilities 2011: $4,728Net Assets 2011: $191,6462011Assets 2012: $126,227Liabilities 2012: $4,805Net Assets 2012: $121,4222012Assets 2013: $153,043Liabilities 2013: $4,703Net Assets 2013: $148,3402013Assets 2014: $180,693Liabilities 2014: $0Net Assets 2014: $180,6932014Assets 2015: $230,834Liabilities 2015: $0Net Assets 2015: $230,8342015Assets 2016: $258,277Liabilities 2016: $0Net Assets 2016: $258,2772016Assets 2017: $266,290Liabilities 2017: $0Net Assets 2017: $266,2902017Assets 2018: $338,660Liabilities 2018: $0Net Assets 2018: $338,6602018Assets 2019: $324,775Liabilities 2019: $0Net Assets 2019: $324,7752019Assets 2020: $297,259Liabilities 2020: $0Net Assets 2020: $297,2592020Assets 2021: $278,977Liabilities 2021: $1,646Net Assets 2021: $277,3312021Assets 2022: $317,215Liabilities 2022: $0Net Assets 2022: $317,2152022Assets 2023: $340,155Liabilities 2023: $0Net Assets 2023: $340,1552023Assets 2024: $367,204Liabilities 2024: $0Net Assets 2024: $367,2042024

Highlighted filing

2024

Assets$367,204
Liabilities$0
Net Assets$367,204

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $152,303Expenses 2011: $92,869Net Income 2011: $59,4342011Revenue 2012: $202,348Expenses 2012: $273,866Net Income 2012: -$71,5182012Revenue 2013: $213,213Expenses 2013: $193,748Net Income 2013: $19,4652013Revenue 2014: $246,863Expenses 2014: $206,731Net Income 2014: $40,1322014Revenue 2015: $260,431Expenses 2015: $210,290Net Income 2015: $50,1412015Revenue 2016: $215,240Expenses 2016: $187,797Net Income 2016: $27,4432016Revenue 2017: $225,657Expenses 2017: $208,309Net Income 2017: $17,3482017Revenue 2018: $234,017Expenses 2018: $172,827Net Income 2018: $61,1902018Revenue 2019: $174,617Expenses 2019: $188,806Net Income 2019: -$14,1892019Revenue 2020: $159,882Expenses 2020: $187,400Net Income 2020: -$27,5182020Revenue 2021: $100,031Expenses 2021: $121,045Net Income 2021: -$21,0142021Revenue 2022: $140,985Expenses 2022: $140,257Net Income 2022: $7282022Revenue 2023: $133,730Expenses 2023: $110,790Net Income 2023: $22,9402023Revenue 2024: $179,707Expenses 2024: $152,658Net Income 2024: $27,0492024

Highlighted filing

2024

Revenue$179,707
Expenses$152,658
Net Income$27,049

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$1.80$1.53$0.27
2023Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$1.34$1.11$0.23
2022Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$1.41$1.40$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.79$0.02$2.77$1.00$1.21$0.21
2020Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$1.60$1.87$0.28
2019Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$1.75$1.89$0.14
2018Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$2.34$1.73$0.61
2017Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$2.26$2.08$0.17
2016Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$2.15$1.88$0.27
2015Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$2.60$2.10$0.50
2014Summary only. Only limited summary data is available for this year.$1.81$0.00$1.81$2.47$2.07$0.40
2013Summary only. Only limited summary data is available for this year.$1.53$0.05$1.48$2.13$1.94$0.19
2012Summary only. Only limited summary data is available for this year.$1.26$0.05$1.21$2.02$2.74$0.72
2011Summary only. Only limited summary data is available for this year.$1.96$0.05$1.92$1.52$0.93$0.59
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jun 10, 2025
Return Version
2023v6.0
Gross Receipts
$179,707
Mission and Program Overview

Mission

Support Reed Union School District

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$237,230$259,360▲ $22,130
Savings and Temporary Cash Investments$102,925$107,844▲ $4,919
Rtn Earn Endowment Incm Other Fnds$22,940$49,989▲ $27,049
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$340,155$367,204▲ $27,049
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$340,155$367,204▲ $27,049
Total Liabilities and Net Assets / Fund Balance$340,155$367,204▲ $27,049
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mickey HubbellPresident
Amy KaufmanAuditor
Megan PirschExec VP
Toni LeeMembership
Jessica EtcheversSecretary
Matt BarronTreasurer
Garrett HardenVice Treasurer Bel Aire
Elaine MooreVice Treasurer Del Mar
Liana JohnsonVice Treasurer Reed
Tracey PaullVP Bel Aire
Argavan NilforoushVP Del Mar
Michelle ThomsenVP Reed
Revenue and Support

Revenue Composition

Contributions and Grants
$69,033
Program Service Revenue
$110,611
Investment Income
$63
Other Revenue
$0
All Other Contributions
$36,211
Change in Net Assets
$27,049
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$152,658
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$35,446$7,987-$43,433
Other Expenses$10,106--$10,106
Total Functional Expenses$144,671$7,987$0$152,658
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$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
Backup withholding compliance
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
No
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

A copy of form 990 is available upon request

Form 990, Part VI, Section C, Line 19

The organization's governing documents are made available for public inspection upon request.

Filing and Contact Details

Filer

Filer Name
Reed Union School District Pta
EIN
94-6083305
Phone
4153831116
Address
277-A KAREN WAY, TIBURON, CA 94920

Signing Officer

Name
Matt Barron
Title
Treasurer
Phone
4153831116
Signed
2025-06-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matt Barron
Formed
1987
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
Lisa W Blair CPA
Address
81 BEACH RD, BELVEDERE, CA 94920-2388
Preparer
Lisa W Blair
Phone
4156721037
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Spirit wear expense: program service expenses 8,540. Management and general expenses 0. Fundraising expenses 0. Total expenses 8,540. Promoting healthy lifestyles: program service expenses 7,434. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,434. Parent education: program service expenses 6,300. Management and general expenses 0. Fundraising expenses 0. Total expenses 6,300. Bank charges: program service expenses 6,072. Management and general expenses 0. Fundraising expenses 0. Total expenses 6,072. Other g&a: program service expenses 0. Management and general expenses 4,748. Fundraising expenses 0. Total expenses 4,748. Dues & insurance: program service expenses 0. Management and general expenses 3,239. Fundraising expenses 0. Total expenses 3,239. Hospitality: program service expenses 2,795. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,795. Miscellaneous expenses: program service expenses 2,675. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,675. Field trips: program service expenses 1,630. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,630.

Raw XML Appendix384 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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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt049989
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0102925
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0107844
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OFFICERS OF RUSD PTA WERE NOT OFFICERS OF REED UNION SCHOOL DISTRICT, THE SUPPORTING ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PAGE 5, SECTION C
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0680194371
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0REED UNION SCHOOL DISTRICT
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF FORM 990 IS AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S GOVERNING DOCUMENTS ARE MADE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SPIRIT WEAR EXPENSE: PROGRAM SERVICE EXPENSES 8,540. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,540. PROMOTING HEALTHY LIFESTYLES: PROGRAM SERVICE EXPENSES 7,434. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,434. PARENT EDUCATION: PROGRAM SERVICE EXPENSES 6,300. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,300. BANK CHARGES: PROGRAM SERVICE EXPENSES 6,072. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,072. OTHER G&A: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,748. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,748. DUES & INSURANCE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,239. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,239. HOSPITALITY: PROGRAM SERVICE EXPENSES 2,795. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,795. MISCELLANEOUS EXPENSES: PROGRAM SERVICE EXPENSES 2,675. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,675. FIELD TRIPS: PROGRAM SERVICE EXPENSES 1,630. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,630.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0340155
IRS990/TotalAssetsEOYAmt0367204
IRS990/TotalAssetsGrp/BOYAmt0340155
IRS990/TotalAssetsGrp/EOYAmt0367204
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt069033
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07987
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0144671
IRS990/TotalFunctionalExpensesGrp/TotalAmt0152658
IRS990/TotalGrossUBIAmt063
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0340155
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0367204
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt0376
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt0376
IRS990/TotalProgramServiceExpensesAmt0144671
IRS990/TotalProgramServiceRevenueAmt0110611
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0110611
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0179707
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt063
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0340155
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0367204
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0277A KAREN WAY
IRS990/USAddress/CityNm0TIBURON
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094920
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.REEDSCHOOLS.ORG/DOMAIN/103
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MATT BARRON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04153831116
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0REED UNION SCHOOL DISTRICT PTA
ReturnHeader/Filer/BusinessNameControlTxt0REED
ReturnHeader/Filer/EIN0946083305
ReturnHeader/Filer/PhoneNum04153831116
ReturnHeader/Filer/USAddress/AddressLine1Txt0277-A KAREN WAY
ReturnHeader/Filer/USAddress/CityNm0TIBURON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094920
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273775681
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LISA W BLAIR CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt081 BEACH RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELVEDERE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0949202388
ReturnHeader/PreparerPersonGrp/PhoneNum04156721037
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA W BLAIR
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-06-10T19:27:59-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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