Civic Intelligence

PTA California Congress of Parents Las Lomitas School

990 • Fiscal year 2020 • EIN 94-6172072

Aug 01, 2019 to Jul 31, 2020 • Filed on Oct 28, 2020

Organization ProfileNONE
299 Alameda DE Las PulgasAtherton, CA 94027-6469

(650) 854-5900

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

28th percentile

-10%

Higher net margin than 28% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

30th percentile

-7.1%

Faster asset growth than 30% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

81st percentile

24%

Faster revenue growth than 81% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$106,896

Down $8,214 (-7.1%) from 2019

Net Assets

Down

$106,896

Down $8,214 (-7.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin28th percentile

Revenue

Up

$79,130

Up $15,346 (+24%) from 2019

Expenses

Up

$87,344

Up $16,757 (+24%) from 2019

Net Income

Down

-$8,214

Down $1,411 (-21%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$150K$100K$50K$0Assets 2011: $40,948Liabilities 2011: $0Net Assets 2011: $40,9482011Assets 2012: $39,251Liabilities 2012: $0Net Assets 2012: $39,2512012Assets 2013: $39,691Liabilities 2013: $0Net Assets 2013: $39,6912013Assets 2014: $40,345Liabilities 2014: $0Net Assets 2014: $40,3452014Assets 2015: $40,461Liabilities 2015: $0Net Assets 2015: $40,4612015Assets 2016: $82,644Liabilities 2016: $0Net Assets 2016: $82,6442016Assets 2017: $126,449Liabilities 2017: $0Net Assets 2017: $126,4492017Assets 2018: $121,913Liabilities 2018: $0Net Assets 2018: $121,9132018Assets 2019: $115,110Liabilities 2019: $0Net Assets 2019: $115,1102019Assets 2020: $106,896Liabilities 2020: $0Net Assets 2020: $106,8962020Assets 2021: $102,505Liabilities 2021: $0Net Assets 2021: $102,5052021Assets 2022: $74,517Liabilities 2022: $0Net Assets 2022: $74,5172022Assets 2023: $53,503Liabilities 2023: $0Net Assets 2023: $53,5032023Assets 2025: $39,261Liabilities 2025: $0Net Assets 2025: $39,2612025

Highlighted filing

2020

Assets$106,896
Liabilities$0
Net Assets$106,896
Open 2020 Filing

Operations Trend

Revenue Growth81st percentile

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

$150K$100K$50K$0-$50KExpenses 2011: $60,2762011Expenses 2012: $51,6682012Expenses 2013: $50,9682013Revenue 2014: $47,883Expenses 2014: $47,229Net Income 2014: $6542014Revenue 2015: $53,315Expenses 2015: $53,199Net Income 2015: $1162015Revenue 2016: $105,440Expenses 2016: $63,257Net Income 2016: $42,1832016Revenue 2017: $76,376Expenses 2017: $32,571Net Income 2017: $43,8052017Revenue 2018: $55,617Expenses 2018: $60,153Net Income 2018: -$4,5362018Revenue 2019: $63,784Expenses 2019: $70,587Net Income 2019: -$6,8032019Revenue 2020: $79,130Expenses 2020: $87,344Net Income 2020: -$8,2142020Revenue 2021: $47,188Expenses 2021: $51,579Net Income 2021: -$4,3912021Revenue 2022: $45,432Expenses 2022: $73,420Net Income 2022: -$27,9882022Revenue 2023: $13,567Expenses 2023: $34,581Net Income 2023: -$21,0142023Revenue 2025: $16,769Expenses 2025: $21,574Net Income 2025: -$4,8052025

Highlighted filing

2020

Revenue$79,130
Expenses$87,344
Net Income-$8,214
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Oct 28, 2020
Return Version
2019v5.1
Gross Receipts
$88,128
Mission and Program Overview

Mission

To provide and support education to students at Las Lomitas School.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$115,110$106,896▼ $8,214
Cash and Non-Interest-Bearing Accounts$86,945$78,719▼ $8,226
Savings and Temporary Cash Investments$28,165$28,177▲ $12
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$115,110$106,896▼ $8,214
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$115,110$106,896▼ $8,214
Total Liabilities and Net Assets / Fund Balance$115,110$106,896▼ $8,214
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Katie GarlinghousePresident
Lindsay LouiePresident
Dana ShankFirst Vice President
Jen HirzelFirst Vice President
Jason MorimotoFinancial Secretary
Ashley FlomenbergHot Food
Miriam SternHot Food
Adrianne WonnacottParliamentarian
Lisa AbramsonSecretary
Joshua VeltmanTechnology
Tabbert TengTreasurer
Sandy SchroedlVolunteer Corrdinator
Revenue and Support

Revenue Composition

Contributions and Grants
$42,752
Program Service Revenue
$0
Investment Income
$12
Other Revenue
$36,366
All Other Contributions
$590
Change in Net Assets
$-8,214
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$87,344
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
Office Expenses-$1,350-$1,350
Fees for Services Accounting-$1,200-$1,200
Other Expenses$1,131--$1,131
All Other Expenses$908--$908
Total Functional Expenses$84,794$2,550$0$87,344
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$45,364
Fundraising Direct Expenses$8,998
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
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

“Provide the tax return for VP to review.”

Form 990, Part VI, Section C, line 19

“Las Lomitas PTA provides the info to the public.”

Filing and Contact Details

Filer

Filer Name
Pta California Congress of Parents
EIN
94-6172072
Phone
6508545900
Address
299 ALAMEDA DE LAS PULGAS, ATHERTON, CA 94027-6469

Signing Officer

Name
Jason Morimoto
Title
Treasurer
Phone
6507437028
Signed
2020-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jason Morimoto
Formed
1976
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
Wellings & Co
Address
695 Oak Grove Ave Suite 100, Menlo Park, CA 94025
Preparer
W Bruce Wellings
Phone
6503210622
Raw XML Appendix363 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/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2PARLIAMENTARIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3FIRST VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4FIRST VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Provide the tax return for VP to review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Las Lomitas PTA provides the info to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0106896
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt084794
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt036378
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt079130
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0115110
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0106896
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0299 ALAMEDA DE LAS PULGAS
IRS990/USAddress/CityNm0ATHERTON
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0940276469
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0NONE
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Jason Morimoto
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06507437028
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CALIFORNIA CONGRESS OF PARENTS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LAS LOMITAS SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0946172072
ReturnHeader/Filer/PhoneNum06508545900
ReturnHeader/Filer/USAddress/AddressLine1Txt0299 ALAMEDA DE LAS PULGAS
ReturnHeader/Filer/USAddress/CityNm0ATHERTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0940276469
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FF13DAB2042D7C9255F7B6AAFBE4831CB4A5638E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FF13DAB2042D7C9255F7B6AAFBE4831CB4A5638E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.95.12.105
ReturnHeader/FilingSecurityInformation/IPDt02020-10-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm014:54:02
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943235519
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wellings & Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0695 Oak Grove Ave Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Menlo Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094025
ReturnHeader/PreparerPersonGrp/PhoneNum06503210622
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0W Bruce Wellings
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-11T17:55:11-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-08-01
ReturnHeader/TaxPeriodEndDt02020-07-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$106,896
Liabilities
$0
Net assets
$106,896
Revenue
$79,130
Expenses
$87,344
Net income
-$8,214
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.17$0.22$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.14$0.35$0.21
2022Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.45$0.73$0.28
2021Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.47$0.52$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.79$0.87$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.64$0.71$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.56$0.60$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.76$0.33$0.44
2016Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$1.05$0.63$0.42
2015Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.53$0.53$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.48$0.47$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.00$0.40$0.51
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.00$0.39$0.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.00$0.41$0.60