Davidson Middle School PTA

990EZ • Fiscal year 2014 • EIN 94-6171692

Aug 01, 2013 to Jul 31, 2014 • Filed on Aug 31, 2015

Organization Profile N/A

280 Woodland Ave94901-5045

(415) 456-4441

Siviq Scores

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

0.00x

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

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

0.00x

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

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

-41%

Higher net margin than 9% of similar nonprofits.

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

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

-65%

Faster asset growth than 6% of similar nonprofits.

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

-2.6%

Faster revenue growth than 43% of similar nonprofits.

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

Balance Sheet

Liabilities / Assets55th percentile

Assets

Down

$20,110

Down $37,553 (-65%) from 2013

Net Assets

Down

$20,110

Down $37,553 (-65%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin9th percentile

Revenue

Down

$90,851

Down $2,441 (-2.6%) from 2013

Expenses

$128,404

Up $39,134 (+44%) from 2013

Net Income

Down

-$37,553

Down $41,575 (-1034%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

Highlighted filing

2014

Assets$20,110

Liabilities$0

Net Assets$20,110

Open 2014 Filing

Operations Trend

Revenue Growth43rd percentile

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

Highlighted filing

2014

Revenue$90,851

Expenses$128,404

Net Income-$37,553

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Aug 1, 2013 to Jul 31, 2014
Signed: Aug 31, 2015
Return Version: 2013v4.0
Gross Receipts: $90,851

Mission and Program Overview

Mission

To raise funds for the davidson middle school.

To raise funds for the davidson middle school

Program Services

Description	Grants	Expenses
PROVIDE EQUIPMENT AND PROFESSIONAL SERVICES FOR THE ENGLISH, MATH, SCIENCE, ART, MUSIC, SOCIAL STUDIES, COMPUTER DEPARTMENTS AT DAVIDSON MIDDLE SCHOOL FOR THE BENEFIT OF APPROXIMATELY 900 STUDENTS.	$121,890	$0

Compensation and Service Providers

Top Officer Pay74th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
MARCELLA HAUSER	Co-President	PT	$0	-	-
JUDY TUATAGALOA	Co-President	PT	$0	-	-
MURIEL BALLARD	Past President	PT	$0	-	-
HARRIET MACLEAN	Executive VP	-	$0	-	-
LINDA ROLAND	Treasurer	-	$0	-	-
MICHELLE YAMPOLSKY	Secretary	-	$0	-	-
MELANIE WELLBELOVED	Parent Line	-	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Event 1	$17,737	$17,737	-	$17,737
Event 2	$8,618	$8,618	-	$8,618
Total Events	$33,840	$33,840	-	$33,840

Filing and Contact Details

Filer

EIN: 94-6171692
Phone: 4154564441

Signing Officer

Name: Lise-lotte Smith
Title: Treasurer
Phone: 4156024954
Signed: 2015-08-31
Discuss with paid preparer: Yes

Preparer

Preparer: Alex N Caldwell
Phone: 4154565500

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: interest income. Amount: 98.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: school curriculums, extracurricular activities, technology. Grantee name: davidson middle school. Grantee address: 280 woodland avenue san rafael, ca 94901. Grantee relationship: local middle school. Property description: cash. Date of gift: 09/15/13. Amount given: 121,890.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: directory and newsletter. Amount: 1,275. Description: administrative expenses. Amount: 5,239. Total to form 990-ez, line 16: 6,514.”

Raw XML Appendix173 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/ActivitiesNotPreviouslyRptInd	0	0
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1	0	DAVIDSON MIDDLE SCHOOL PTA
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	4154852400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	280 WOODLAND AVE
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	SAN RAFAEL
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	949015045
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	57663
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	20110
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	56913
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/EngagedInExcessBenefitTransInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	-37553
IRS990EZ/FiledScheduleAInd	0	1
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	57663
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	20110
IRS990EZ/FundraisingGrossIncomeAmt	0	33840
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	121890
IRS990EZ/GrossReceiptsAmt	0	90851
IRS990EZ/GroupExemptionNum	0	0646
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/LobbyingActivitiesInd	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	57663
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	20110
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	57663
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	20110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	6.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	6.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	5.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	5	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	6	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	6	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	6	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	6	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	MARCELLA HAUSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	JUDY TUATAGALOA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	MURIEL BALLARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	HARRIET MACLEAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	LINDA ROLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	5	MICHELLE YAMPOLSKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	6	MELANIE WELLBELOVED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	EXECUTIVE VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	5	SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	6	PARENT LINE
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	6514
IRS990EZ/OtherRevenueTotalAmt	0	98
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	TO RAISE FUNDS FOR THE DAVIDSON MIDDLE SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	PROVIDE EQUIPMENT AND PROFESSIONAL SERVICES FOR THE ENGLISH, MATH, SCIENCE, ART, MUSIC, SOCIAL STUDIES, COMPUTER DEPARTMENTS AT DAVIDSON MIDDLE SCHOOL FOR THE BENEFIT OF APPROXIMATELY 900 STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	121890
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	0
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	0
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	33840
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	CA
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	128404
IRS990EZ/TotalProgramServiceExpensesAmt	0	0
IRS990EZ/TotalRevenueAmt	0	90851
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationAssocInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/CertificationInd	0	X
IRS990ScheduleA/Contribution35ControlledInd	0	0
IRS990ScheduleA/ContributionControllerInd	0	0
IRS990ScheduleA/ContributionFamilyInd	0	0
IRS990ScheduleA/SupportedOrganizationsTotalCnt	0	1
IRS990ScheduleA/SupportedOrgInformationGrp/EIN	0	946171692
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd	0	1
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc	0	6
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt	0	121890
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1	0	DAVIDSON MIDDLE SCHOOL SAN RAFAEL CA
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd	0	1
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd	0	1
IRS990ScheduleA/SupportingOrganization509a3Ind	0	X
IRS990ScheduleA/SupportingOrgType3FuncIntInd	0	X
IRS990ScheduleA/SupportSumAmt	0	121890
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	17737
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	8618
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt	0	7485
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	33840
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	17737
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt	0	8618
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt	0	7485
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	33840
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt	0	AUCTIONS
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt	0	SCRIP SALES
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	33840
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt	0	2
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	DESCRIPTION: INTEREST INCOME. AMOUNT: 98.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	ACTIVITY CLASSIFICATION: SCHOOL CURRICULUMS, EXTRACURRICULAR ACTIVITIES, TECHNOLOGY. GRANTEE NAME: DAVIDSON MIDDLE SCHOOL. GRANTEE ADDRESS: 280 WOODLAND AVENUE SAN RAFAEL, CA 94901. GRANTEE RELATIONSHIP: LOCAL MIDDLE SCHOOL. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 09/15/13. AMOUNT GIVEN: 121,890.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	DESCRIPTION: DIRECTORY AND NEWSLETTER. AMOUNT: 1,275. DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 5,239. TOTAL TO FORM 990-EZ, LINE 16: 6,514.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc	0	THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS	0	2016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	LISE-LOTTE SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4156024954
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	DAVIDSON MIDDLE SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt	0	DAVI
ReturnHeader/Filer/EIN	0	946171692
ReturnHeader/Filer/PhoneNum	0	4154564441
ReturnHeader/Filer/USAddress/AddressLine1	0	280 WOODLAND AVE
ReturnHeader/Filer/USAddress/City	0	SAN RAFAEL
ReturnHeader/Filer/USAddress/State	0	CA
ReturnHeader/Filer/USAddress/ZIPCode	0	949015045
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	942625391
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	FRIEDLANDER CHERWON CAPPER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	1101 FIFTH AVENUE SUITE 350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	SAN RAFAEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	94901
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4154565500
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2015-08-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	ALEX N CALDWELL
ReturnHeader/ReturnTs	0	2015-09-15T13:04:54-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-08-01
ReturnHeader/TaxPeriodEndDt	0	2014-07-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $20,110
Liabilities: $0
Net assets: $20,110
Revenue: $90,851
Expenses: $128,404
Net income: -$37,553

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2020Detailed filing. Detailed filing data is available for this year.	$0.00		$0.00	$0.04	$0.76	$0.72
2019Detailed filing. Detailed filing data is available for this year.	$0.72		$0.72	$1.60	$1.63	$0.03
2018Detailed filing. Detailed filing data is available for this year.	$0.74	$0.00	$0.74	$1.46	$1.51	$0.06
2017Detailed filing. Detailed filing data is available for this year.	$0.80	$0.00	$0.80	$1.53	$1.38	$0.15
2016Detailed filing. Detailed filing data is available for this year.	$0.65	$0.00	$0.65	$1.07	$1.03	$0.04
2015Detailed filing. Detailed filing data is available for this year.	$0.61	$0.00	$0.61	$1.23	$0.82	$0.41
2014Detailed filing. Detailed filing data is available for this year.	$0.20	$0.00	$0.20	$0.91	$1.28	$0.38
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.58	$0.00	$0.58	$0.93	$0.89	$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.54	$0.00	$0.54	$0.84	$1.33	$0.49
2011Summary only. Only limited summary data is available for this year.	$1.03	$0.00		$0.97	$0.72	$0.25