Civic Intelligence

Grant Elem PTA California Congress Of

990EZ • Fiscal year 2020 • EIN 94-6172214

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 27, 2020

Organization Profilewww.grantelementary.org
200 Grant AvenuePetaluma, CA 94952

(707) 778-4742

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

26th percentile

-12%

Higher net margin than 26% 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

-7.6%

Faster asset growth than 30% of similar nonprofits.

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

Revenue Growth

52nd percentile

-12%

Faster revenue growth than 52% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$148,124

Down $12,182 (-7.6%) from 2019

Net Assets

Down

$148,124

Down $12,182 (-7.6%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin26th percentile

Revenue

Down

$99,887

Down $13,102 (-12%) from 2019

Expenses

Up

$112,069

Up $28,718 (+34%) from 2019

Net Income

Down

-$12,182

Down $41,820 (-141%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$200K$150K$100K$50K$0Assets 2011: $162,740Liabilities 2011: $02011Assets 2012: $124,739Net Assets 2012: $124,7392012Assets 2013: $98,547Liabilities 2013: $02013Assets 2014: $97,136Net Assets 2014: $97,1362014Assets 2015: $111,079Liabilities 2015: $02015Assets 2016: $108,225Liabilities 2016: $02016Assets 2017: $114,327Liabilities 2017: $02017Assets 2018: $130,668Net Assets 2018: $130,6682018Assets 2019: $160,306Net Assets 2019: $160,3062019Assets 2020: $148,124Net Assets 2020: $148,1242020Assets 2021: $111,577Net Assets 2021: $111,5772021Assets 2022: $119,792Net Assets 2022: $119,7922022Assets 2023: $121,547Net Assets 2023: $121,5472023Assets 2024: $135,453Liabilities 2024: $02024

Highlighted filing

2020

Assets$148,124
Liabilities-
Net Assets$148,124
Open 2020 Filing

Operations Trend

Revenue Growth52nd percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $123,441Expenses 2011: $62,680Net Income 2011: $60,7612011Revenue 2012: $46,554Expenses 2012: $84,555Net Income 2012: -$38,0012012Revenue 2013: $81,336Expenses 2013: $107,528Net Income 2013: -$26,1922013Revenue 2014: $100,138Expenses 2014: $101,723Net Income 2014: -$1,5852014Revenue 2015: $83,186Expenses 2015: $69,512Net Income 2015: $13,6742015Revenue 2016: $87,049Expenses 2016: $89,914Net Income 2016: -$2,8652016Revenue 2017: $92,762Expenses 2017: $86,660Net Income 2017: $6,1022017Revenue 2018: $108,349Expenses 2018: $92,008Net Income 2018: $16,3412018Revenue 2019: $112,989Expenses 2019: $83,351Net Income 2019: $29,6382019Revenue 2020: $99,887Expenses 2020: $112,069Net Income 2020: -$12,1822020Revenue 2021: $26,078Expenses 2021: $67,309Net Income 2021: -$41,2312021Revenue 2022: $87,907Expenses 2022: $79,692Net Income 2022: $8,2152022Revenue 2023: $96,504Expenses 2023: $94,749Net Income 2023: $1,7552023Revenue 2024: $133,598Expenses 2024: $119,817Net Income 2024: $13,7812024

Highlighted filing

2020

Revenue$99,887
Expenses$112,069
Net Income-$12,182
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 27, 2020
Return Version
2019v5.0
Gross Receipts
$118,959
Mission and Program Overview

Mission

To support and enhance the education and programs at grant school

Program Services

DescriptionGrantsExpenses
FUNDED INDIVIDUAL REQUESTS FOR CLASSROOMS, ENHANCEMENTS FOR CLASSROOM AND CURRICULUM, FIELD TRIPS, TEACHER ALLOTMENTS AND AFTERSCHOOL PROGRAMS$51,690-
STUDENT AND STAFF ENHANCEMENTS INCLUDING COMPUTERS & EQUIPMENT, RELAYS, YEARBOOKS AND STAFF APPRECIATION$32,341-
FUNDED PROGRAMS FOR STUDENTS OF GRANT SCHOOL INCLUDING ASSEMBLIES, MUSIC AND ART EDUCATION, ENRICHMENT INSTRUCTION, PHYSICAL FITNESS, LIVING HISTORY EXPERIENCES, SCIENCE AND TECHNOLOGY$22,403-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ISABEL MELARAPresident-$0--
LISA JOHNSONVice President-$0--
ALICE ARCHERSecretary-$0--
ALICE CRYSDALECo Treasurer-$0--
MEGAN KELLYTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction Night$39,391$39,391$8,853$30,538
Jog-a-thon$35,759$35,759$1,214$34,545
Total Events$94,866$94,866$15,826$79,040
Filing and Contact Details

Filer

Filer Name
Grant Elem Pta California Congress of
EIN
94-6172214
Phone
7077784742
Address
200 GRANT AVENUE, PETALUMA, CA 94952

Signing Officer

Name
Megan Kelly
Title
Treasurer
Signed
2020-10-27
Discuss with paid preparer
Yes

Preparer

Firm
John Schloetter & Co LLP
Address
5401 Old Redwood Hwy STE 101, Petaluma, CA 94954
Preparer
Darlene De Bernardi
Phone
7077622766
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Programs, grants & scholarship $106434”

Other Expenses.2

“MEMBERSHIP EXPENSE $926”

Other Expenses.3

“BANK CHARGES $814”

Other Expenses.4

“Pta supplies & training $681”

Other Expenses.5

“INSURANCE $464”

Raw XML Appendix195 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PETALUMA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ISABEL MELARA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LISA JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALICE ARCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALICE CRYSDALE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MEGAN KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Co Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0109319
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT AND ENHANCE THE EDUCATION AND PROGRAMS AT GRANT SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDED PROGRAMS FOR STUDENTS OF GRANT SCHOOL INCLUDING ASSEMBLIES, MUSIC AND ART EDUCATION, ENRICHMENT INSTRUCTION, PHYSICAL FITNESS, LIVING HISTORY EXPERIENCES, SCIENCE AND TECHNOLOGY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FUNDED INDIVIDUAL REQUESTS FOR CLASSROOMS, ENHANCEMENTS FOR CLASSROOM AND CURRICULUM, FIELD TRIPS, TEACHER ALLOTMENTS AND AFTERSCHOOL PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2STUDENT AND STAFF ENHANCEMENTS INCLUDING COMPUTERS & EQUIPMENT, RELAYS, YEARBOOKS AND STAFF APPRECIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt022403
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt151690
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt232341
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt019072
IRS990EZ/SpecialEventsNetIncomeLossAmt090561
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0112069
IRS990EZ/TotalProgramServiceExpensesAmt0106434
IRS990EZ/TotalRevenueAmt099887
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.grantelementary.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09305
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09036
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08011
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08127
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07675
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt042154
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt021
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt016
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt042
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0109633
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0125981
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0120473
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0111552
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0111717
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0579356
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt042
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0621510
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0118938
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0128484
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0119679
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0119392
IRS990ScheduleA/Total509Grp/TotalAmt0621510
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0118959
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0135033
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0128486
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0119680
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0119394
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0621552
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015826
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION NIGHT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0JOG-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039391
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt035759
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt019716
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt094866
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt039391
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt035759
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt019716
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt094866
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt079040
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt05759
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015826
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08853
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01214
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAMS, GRANTS & SCHOLARSHIP $106434
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERSHIP EXPENSE $926
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK CHARGES $814
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PTA SUPPLIES & TRAINING $681
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INSURANCE $464
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MEGAN KELLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GRANT ELEM PTA CALIFORNIA CONGRESS OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PARENTS & TEACHERS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0GRAN
ReturnHeader/Filer/EIN0946172214
ReturnHeader/Filer/PhoneNum07077784742
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 GRANT AVENUE
ReturnHeader/Filer/USAddress/CityNm0PETALUMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094952
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942616172
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0John Schloetter & Co LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05401 Old Redwood Hwy STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Petaluma
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094954
ReturnHeader/PreparerPersonGrp/PhoneNum07077622766
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DARLENE DE BERNARDI
ReturnHeader/ReturnTs02020-10-27T08:44:59-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$148,124
Liabilities
-
Net assets
$148,124
Revenue
$99,887
Expenses
$112,069
Net income
-$12,182
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$1.35$0.00$1.34$1.20$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.22$1.22$0.97$0.95$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$1.20$0.88$0.80$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$1.12$0.26$0.67$0.41
2020Detailed filing. Detailed filing data is available for this year.$1.48$1.48$1.00$1.12$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$1.60$1.13$0.83$0.30
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$1.31$1.08$0.92$0.16
2017Summary only. Only limited summary data is available for this year.$1.14$0.00$0.93$0.87$0.06
2016Summary only. Only limited summary data is available for this year.$1.08$0.00$0.87$0.90$0.03
2015Summary only. Only limited summary data is available for this year.$1.11$0.00$0.83$0.70$0.14
2014Detailed filing. Detailed filing data is available for this year.$0.97$0.97$1.00$1.02$0.02
2013Summary only. Only limited summary data is available for this year.$0.99$0.00$0.81$1.08$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$1.25$0.47$0.85$0.38
2011Summary only. Only limited summary data is available for this year.$1.63$0.00$1.23$0.63$0.61