Civic Intelligence

Davidson Middle School PTA

990EZ • Fiscal year 2019 • EIN 94-6171692

Aug 01, 2018 to Jul 31, 2019 • Filed on Oct 08, 2019

Organization ProfileN/A
280 Woodland AveSan Rafael, CA 94901-5045

(415) 456-4441

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

37th percentile

-1.7%

Higher net margin than 37% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

38th percentile

-3.6%

Faster asset growth than 38% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

63rd percentile

9.9%

Faster revenue growth than 63% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$71,819

Down $2,646 (-3.6%) from 2018

Net Assets

Down

$71,819

Down $2,646 (-3.6%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin37th percentile

Revenue

Up

$159,917

Up $14,350 (+9.9%) from 2018

Expenses

Up

$162,563

Up $11,378 (+7.5%) from 2018

Net Income

Up

-$2,646

Up $2,972 (+53%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$150K$100K$50K$0Assets 2011: $103,092Liabilities 2011: $02011Assets 2012: $53,641Liabilities 2012: $0Net Assets 2012: $53,6412012Assets 2013: $57,663Liabilities 2013: $0Net Assets 2013: $57,6632013Assets 2014: $20,110Liabilities 2014: $0Net Assets 2014: $20,1102014Assets 2015: $61,081Liabilities 2015: $0Net Assets 2015: $61,0812015Assets 2016: $64,954Liabilities 2016: $0Net Assets 2016: $64,9542016Assets 2017: $80,083Liabilities 2017: $0Net Assets 2017: $80,0832017Assets 2018: $74,465Liabilities 2018: $0Net Assets 2018: $74,4652018Assets 2019: $71,819Net Assets 2019: $71,8192019Assets 2020: $0Net Assets 2020: $02020

Highlighted filing

2019

Assets$71,819
Liabilities-
Net Assets$71,819
Open 2019 Filing

Operations Trend

Revenue Growth63rd percentile

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

$200K$100K$0-$100KRevenue 2011: $97,020Expenses 2011: $72,311Net Income 2011: $24,7092011Revenue 2012: $83,947Expenses 2012: $133,398Net Income 2012: -$49,4512012Revenue 2013: $93,292Expenses 2013: $89,270Net Income 2013: $4,0222013Revenue 2014: $90,851Expenses 2014: $128,404Net Income 2014: -$37,5532014Revenue 2015: $122,853Expenses 2015: $81,882Net Income 2015: $40,9712015Revenue 2016: $107,070Expenses 2016: $103,197Net Income 2016: $3,8732016Revenue 2017: $152,908Expenses 2017: $137,779Net Income 2017: $15,1292017Revenue 2018: $145,567Expenses 2018: $151,185Net Income 2018: -$5,6182018Revenue 2019: $159,917Expenses 2019: $162,563Net Income 2019: -$2,6462019Revenue 2020: $3,708Expenses 2020: $75,527Net Income 2020: -$71,8192020

Highlighted filing

2019

Revenue$159,917
Expenses$162,563
Net Income-$2,646
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Oct 8, 2019
Return Version
2018v3.1
Gross Receipts
$162,784
Mission and Program Overview

Mission

To raise funds for the davidson middle school.

Program Services

DescriptionGrantsExpenses
PROVIDE EQUIPMENT AND PROFESSIONAL SERVICES FOR THE ENGLISH, MATH, SCIENCE, ART, MUSIC, SOCIAL STUDIES AND COMPUTER DEPARTMENTS AT DAVIDSON MIDDLE SCHOOL FOR THE BENEFIT OF APPROXIMATELY 900 STUDENTS.-$161,202
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
JO POCOCKPresidentPT$0--
MICHELENE MOAYEDIVice Preside-$0--
CATHERINE HEALYSecretary-$0--
BOB MARCUCCIPrincipal-$0--
PATRICIA GREENTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Davidson Middle School Pta
EIN
94-6171692
Phone
4154564441
Address
280 WOODLAND AVE, SAN RAFAEL, CA 94901-5045

Signing Officer

Name
Patricia Green
Title
Treasurer
Phone
4154564441
Signed
2019-10-08

Preparer

Firm
Jannisse Hull Cpas
Address
1500 GRANT AVE STE 200, NOVATO, CA 94945
Preparer
Tamara S Hull
Phone
4158985300
Raw XML Appendix147 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE FUNDS FOR THE DAVIDSON MIDDLE SCHOOL.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0161202
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02867
IRS990EZ/SpecialEventsNetIncomeLossAmt010747
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0162563
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IRS990EZ/TotalRevenueAmt0159917
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE TAXPAYER PROVIDED FUNDS TO DAVIDSON MIDDLE SCHOOL SO THEY COULD CONTINUE VALUABLE EDUCATIONAL PROGRAMS. THE DAVIDSON MIDDLE SCHOOL PTA EXISTS TO SUPPORT DAVIDSON MIDDLE SCHOOL WITH THESE EDUCATIONAL PROGRAMS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE SUPPORTED ORGANIZATION PROVIDES EDUCATIONAL PROGRAMS TO MIDDLE SCHOOL AGED CHILDREN. WITHOUT THE TAXPAYER'S SUPPORT, THE SUPPORTED ORGANIZATION WOULD HAVE CONTINUED TO PROVIDE AS MANY PROGRAMS AS POSSIBLE THROUGH OTHER MEANS. THE SCHOOL EXISTS TO PROVIDE THESE OPPORTUNITIES TO STUDENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION E, LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 2B
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
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ReturnHeader/BuildTS02020-01-14 16:20:31Z
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ReturnHeader/Filer/EIN0946171692
ReturnHeader/Filer/PhoneNum04154564441
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.37.240.203
ReturnHeader/FilingSecurityInformation/IPDt02019-10-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:09:19
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942697002
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JANNISSE HULL CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01500 GRANT AVE STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NOVATO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094945
ReturnHeader/PreparerPersonGrp/PhoneNum04158985300
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TAMARA S HULL
ReturnHeader/ReturnTs02019-10-08T14:09:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-08-01
ReturnHeader/TaxPeriodEndDt02019-07-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$71,819
Liabilities
-
Net assets
$71,819
Revenue
$159,917
Expenses
$162,563
Net income
-$2,646
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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