Civic Intelligence

Longfellow Elementary PTA

990EZ • Fiscal year 2015 • EIN 94-6172144

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 13, 2015

755 Morse StreetSan Francisco, CA 94112

(415) 469-4730

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

10th percentile

-37%

Higher net margin than 10% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

20th percentile

-21%

Faster asset growth than 20% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

44th percentile

-2.6%

Faster revenue growth than 44% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$98,661

Down $25,476 (-21%) from 2014

Net Assets

Down

$98,661

Down $25,476 (-21%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$68,384

Down $1,827 (-2.6%) from 2014

Expenses

Up

$93,670

Up $54,969 (+142%) from 2014

Net Income

Down

-$25,286

Down $56,796 (-180%) from 2014

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $43,219Liabilities 2011: $02011Assets 2012: $51,087Liabilities 2012: $02012Assets 2013: $92,627Liabilities 2013: $02013Assets 2014: $124,137Liabilities 2014: $0Net Assets 2014: $124,1372014Assets 2015: $98,661Liabilities 2015: $0Net Assets 2015: $98,6612015Assets 2016: $89,919Liabilities 2016: $0Net Assets 2016: $89,9192016Assets 2017: $87,038Liabilities 2017: $0Net Assets 2017: $87,0382017Assets 2018: $101,746Liabilities 2018: $0Net Assets 2018: $101,7462018Assets 2019: $34,212Liabilities 2019: $0Net Assets 2019: $34,2122019Assets 2020: $93,676Liabilities 2020: $0Net Assets 2020: $93,6762020Assets 2021: $93,824Liabilities 2021: $0Net Assets 2021: $93,8242021Assets 2022: $102,457Liabilities 2022: $0Net Assets 2022: $102,4572022Assets 2023: $104,973Liabilities 2023: $0Net Assets 2023: $104,9732023Assets 2024: $98,857Liabilities 2024: $0Net Assets 2024: $98,8572024

Highlighted filing

2015

Assets$98,661
Liabilities$0
Net Assets$98,661

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $49,331Expenses 2011: $50,869Net Income 2011: -$1,5382011Revenue 2012: $62,394Expenses 2012: $55,123Net Income 2012: $7,2712012Revenue 2013: $56,484Expenses 2013: $15,129Net Income 2013: $41,3552013Revenue 2014: $70,211Expenses 2014: $38,701Net Income 2014: $31,5102014Revenue 2015: $68,384Expenses 2015: $93,670Net Income 2015: -$25,2862015Revenue 2016: $34,929Expenses 2016: $43,671Net Income 2016: -$8,7422016Revenue 2017: $34,121Expenses 2017: $36,952Net Income 2017: -$2,8312017Revenue 2018: $49,040Expenses 2018: $34,332Net Income 2018: $14,7082018Revenue 2019: $40,061Expenses 2019: $107,595Net Income 2019: -$67,5342019Revenue 2020: $74,824Expenses 2020: $15,360Net Income 2020: $59,4642020Revenue 2021: $7,577Expenses 2021: $7,429Net Income 2021: $1482021Revenue 2022: $24,901Expenses 2022: $16,268Net Income 2022: $8,6332022Revenue 2023: $38,943Expenses 2023: $36,427Net Income 2023: $2,5162023Revenue 2024: $31,583Expenses 2024: $37,699Net Income 2024: -$6,1162024

Highlighted filing

2015

Revenue$68,384
Expenses$93,670
Net Income-$25,286
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 13, 2015
Return Version
2014v5.0
Gross Receipts
$88,766
Mission and Program Overview

Mission

Positively impact lives of all children

Promote welfare for the children

Program Services

DescriptionGrantsExpenses
ARTS PROGRAM ENCOURAGE ALL STUDENTS TO ENJOY AND LEARN ABOUT THE ARTS BERKELEY REPERTORY THEATER AND SAN FRANCISCO OPERA GUILD-$25,640
TEACHER CLASSROOM SUPPORT FOR BOOKS MATERIALS AND SUPPLIES-$13,255
STUDENT SUPPORT ENRICHMENT EDUCATION STUDENT ACTIVITEIS FOR ALL GRADES GRADUATIONS AND GRADUATION LUNCHEON FOR 5TH GRADERS-$10,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joshua BlockPresidentPT$0--
MARTI MAESSecretaryPT$0--
Maryanne HugoTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Chcltsshrts$35,827$35,827$18,208$17,619
Carnival$8,292$8,292$2,174$6,118
Total Events$44,119$44,119$20,382$23,737
Filing and Contact Details

Filer

Filer Name
Longfellow Elementary PTA
EIN
94-6172144
Address
755 Morse Street, San Francisco, CA 94112

Signing Officer

Name
Maryanne Hugo
Title
Treasurer
Phone
4154694730
Signed
2015-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Dravals Inc
Address
2760 Junipero Serra Blvd, Daly City, CA 94015
Preparer
Daniel V Raval
Phone
6507575333
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description AmountSTATE TAX REFUND 60

Description of other expenses Part I line 16

Description AmountMISC ARTS PROGRAM + GREEN TEAM 35CLASS + FIELD TRIPS 5,000FAMILY FRIDAY FUN NIGHTS 396FAMILY GARDEN & CLEAN UP DAY 4455TH GRADE GRADUATION 676HOLIDAY GIFTS 895HOLIDAY GIFTS TEACHER / STAFF 2,035HOSPITALITY 184PHOTOGRAPHY OF SCHOOL PROGRAMS 39SAFE ROUTE TO SCHOOLS 296State Taxes 58Bank charges 36Wednesday Folders 516Supplies 121Office Water Cooler Expenses 313PTA Insurance 1,281PTA Principal's Dinner + chat 277PTA Meetings 140PTA Membership Ice Cream Party 58Costume T-Shirts 148NEWHALL GRANT EXPENSE 25,640DEAN WITTER GRAT EXPENSE 13,255TECHNOLOGY 33,003EQUIPMENT 7,993

Other changes in net assets or fund balances Part I line 20

Description AmountBOOK TO TAX ADJUSTMENTS (190)

Raw XML Appendix181 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/BooksInCareOfDetail/USAddress/CityNm0San Francisco
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Maryanne Hugo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/OtherChangesInNetAssetsAmt0-190
IRS990EZ/OtherExpensesTotalAmt092840
IRS990EZ/OtherRevenueTotalAmt060
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE WELFARE FOR THE CHILDREN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TEACHER CLASSROOM SUPPORT FOR BOOKS MATERIALS AND SUPPLIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STUDENT SUPPORT ENRICHMENT EDUCATION STUDENT ACTIVITEIS FOR ALL GRADES GRADUATIONS AND GRADUATION LUNCHEON FOR 5TH GRADERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ARTS PROGRAM ENCOURAGE ALL STUDENTS TO ENJOY AND LEARN ABOUT THE ARTS BERKELEY REPERTORY THEATER AND SAN FRANCISCO OPERA GUILD
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013255
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt225640
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt020382
IRS990EZ/SpecialEventsNetIncomeLossAmt023737
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt093670
IRS990EZ/TotalProgramServiceExpensesAmt048895
IRS990EZ/TotalRevenueAmt068384
IRS990EZ/TransactionWithControlEntInd0false
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.82070
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt055000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt030000
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt055000
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt068324
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt049331
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0306745
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt018208
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02174
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountSTATE TAX REFUND 60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountMISC ARTS PROGRAM + GREEN TEAM 35CLASS + FIELD TRIPS 5,000FAMILY FRIDAY FUN NIGHTS 396FAMILY GARDEN & CLEAN UP DAY 4455TH GRADE GRADUATION 676HOLIDAY GIFTS 895HOLIDAY GIFTS TEACHER / STAFF 2,035HOSPITALITY 184PHOTOGRAPHY OF SCHOOL PROGRAMS 39SAFE ROUTE TO SCHOOLS 296State Taxes 58Bank charges 36Wednesday Folders 516Supplies 121Office Water Cooler Expenses 313PTA Insurance 1,281PTA Principal's Dinner + chat 277PTA Meetings 140PTA Membership Ice Cream Party 58Costume T-Shirts 148NEWHALL GRANT EXPENSE 25,640DEAN WITTER GRAT EXPENSE 13,255TECHNOLOGY 33,003EQUIPMENT 7,993
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountBOOK TO TAX ADJUSTMENTS (190)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARYANNE HUGO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04154694730
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Longfellow Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0LONG
ReturnHeader/Filer/EIN0946172144
ReturnHeader/Filer/USAddress/AddressLine1Txt0755 Morse Street
ReturnHeader/Filer/USAddress/CityNm0San Francisco
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094112
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680599505
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DRAVALS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02760 Junipero Serra Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Daly City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094015
ReturnHeader/PreparerPersonGrp/PhoneNum06507575333
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daniel V Raval
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-16T17:08:06-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.32$0.38$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.39$0.36$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.25$0.16$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.08$0.07$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.75$0.15$0.59
2019Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.40$1.08$0.68
2018Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.49$0.34$0.15
2017Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.34$0.37$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.35$0.44$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.68$0.94$0.25
2014Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.70$0.39$0.32
2013Summary only. Only limited summary data is available for this year.$0.93$0.00$0.56$0.15$0.41
2012Summary only. Only limited summary data is available for this year.$0.51$0.00$0.62$0.55$0.07
2011Summary only. Only limited summary data is available for this year.$0.43$0.00$0.49$0.51$0.02