Civic Intelligence

Ruth Acty Elementary School PTA

990 • Fiscal year 2021 • EIN 94-6172263

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 11, 2021

Organization Profilejefferson.berkeleypta.org
1400 Ada StBerkeley, CA 94702

(510) 644-6298

Siviq Scores

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

Liabilities / Assets

69th percentile

0.03x

Higher debt load relative to assets than 69% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

74th percentile

0.05x

Higher debt load relative to revenue than 74% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

47th percentile

6.5%

Higher net margin than 47% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

47th percentile

3.6%

Faster asset growth than 47% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

16th percentile

-51%

Faster revenue growth than 16% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$248,286

Up $8,581 (+3.6%) from 2020

Net Assets

Up

$242,044

Up $8,581 (+3.7%) from 2020

Liabilities

Flat

$6,242

Flat from 2020

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin47th percentile

Revenue

Down

$131,143

Down $138,146 (-51%) from 2020

Expenses

Down

$122,562

Down $138,422 (-53%) from 2020

Net Income

Up

$8,581

Up $276 (+3.3%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$400K$300K$200K$100K$0Assets 2011: $130,860Liabilities 2011: $02011Assets 2012: $128,294Liabilities 2012: $02012Assets 2013: $125,010Liabilities 2013: $2112013Assets 2014: $169,413Liabilities 2014: $64,9982014Assets 2015: $161,439Liabilities 2015: $02015Assets 2016: $169,072Liabilities 2016: $02016Assets 2017: $227,978Liabilities 2017: $02017Assets 2018: $237,660Liabilities 2018: $02018Assets 2019: $231,400Liabilities 2019: $02019Assets 2020: $239,705Liabilities 2020: $6,242Net Assets 2020: $233,4632020Assets 2021: $248,286Liabilities 2021: $6,242Net Assets 2021: $242,0442021Assets 2022: $270,644Liabilities 2022: $6,242Net Assets 2022: $264,4022022Assets 2023: $238,500Liabilities 2023: $6,242Net Assets 2023: $232,2582023Assets 2024: $270,133Liabilities 2024: $0Net Assets 2024: $270,1332024Assets 2025: $311,542Liabilities 2025: $0Net Assets 2025: $311,5422025

Highlighted filing

2021

Assets$248,286
Liabilities$6,242
Net Assets$242,044
Open 2021 Filing

Operations Trend

Revenue Growth16th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $106,597Expenses 2011: $107,975Net Income 2011: -$1,3782011Revenue 2012: $101,110Expenses 2012: $80,055Net Income 2012: $21,0552012Revenue 2013: $99,854Expenses 2013: $103,350Net Income 2013: -$3,4962013Revenue 2014: $107,214Expenses 2014: $127,598Net Income 2014: -$20,3842014Revenue 2015: $145,236Expenses 2015: $151,719Net Income 2015: -$6,4832015Revenue 2016: $121,977Expenses 2016: $118,089Net Income 2016: $3,8882016Revenue 2017: $232,353Expenses 2017: $168,657Net Income 2017: $63,6962017Revenue 2018: $156,029Expenses 2018: $146,902Net Income 2018: $9,1272018Revenue 2019: $186,779Expenses 2019: $193,039Net Income 2019: -$6,2602019Revenue 2020: $269,289Expenses 2020: $260,984Net Income 2020: $8,3052020Revenue 2021: $131,143Expenses 2021: $122,562Net Income 2021: $8,5812021Revenue 2022: $190,515Expenses 2022: $168,157Net Income 2022: $22,3582022Revenue 2023: $223,177Expenses 2023: $255,321Net Income 2023: -$32,1442023Revenue 2024: $163,643Expenses 2024: $125,768Net Income 2024: $37,8752024Revenue 2025: $197,966Expenses 2025: $156,557Net Income 2025: $41,4092025

Highlighted filing

2021

Revenue$131,143
Expenses$122,562
Net Income$8,581
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 11, 2021
Return Version
2020v4.1
Gross Receipts
$145,184
Mission and Program Overview

Mission

To support the students, staff and parents at Jefferson Elementary School

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$233,463$242,044▲ $8,581
Rtn Earn Endowment Incm Other Fnds$233,463$242,044▲ $8,581
Total Assets$239,705$248,286▲ $8,581
Other Assets Total$6,242$6,242→ $0
Liabilities
Other Liabilities$6,242$6,242→ $0
Total Liabilities$6,242$6,242→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$233,463$242,044▲ $8,581
Total Liabilities and Net Assets / Fund Balance$239,705$248,286▲ $8,581
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Valerie CoombsFundraising Chair
Deminika SpearsPresident
Andy Jennifer McElroyVice President
Marco FalcioniAuditor
Cristina MonteiroHistorian
Paris Rabb-RobersonParliamentarian
Brooke WarnerSecretary
Vanessa ChongTreasurer
Betty SetoVice Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$110,839
Program Service Revenue
$0
Investment Income
$8
Other Revenue
$20,296
All Other Contributions
$98,339
Change in Net Assets
$8,581

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table70$12,500donor advised
Total Noncash Contributions70$12,500-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$122,562
Total Fundraising Expense$216
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$35,406--$35,406
Office Expenses-$4,487$216$4,703
Total Functional Expenses$117,859$4,487$216$122,562
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$34,337
Fundraising Direct Expenses$14,041
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walkathon$46,837$34,337$1,541$32,796
Total Events$46,837$34,337$14,041$20,296
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lowes Grant$4,991
Village Group Assets$1,070
City of Livermore EAB grant$181
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

“The PTA membership includes parents, staff and teachers.”

Member election for additional members Part VI line 7A

“The members elect the officers and vote on important issues.”

Governing body decisions Part VI line 7B

“The annual budget is approved by the members.”

Form 990 governing body review Part VI line 11

“The Form 990 is reported on at a general meeting and made available for review upon request.”

Conflict of interest policy compliance Part VI line 12C

“The PTA uses the CA State PTA Conflict of Interest policy.”

Governing documents etc available to public Part VI line 19

“All governing documents and financial reports are available for review upon request.”

Filing and Contact Details

Filer

Filer Name
Jefferson Elementary School PTA
EIN
94-6172263
Address
1400 Ada St, Berkeley, CA 94702
Doing Business As
PTA CA Con Jefferson Elem Sch

Signing Officer

Name
Betty Seto
Title
Vice Treasurer
Phone
5106446298
Signed
2021-11-11
Discuss with paid preparer
Yes

Organization Details

Formed
1954
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
50

Preparer

Firm
Susan P Pines
Address
4109 Donald Dr, Palo Alto, CA 94306
Preparer
Susan P Pines
Phone
6504932314
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IRS990ScheduleA/Total509Grp/TotalAmt01012553
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0299472
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0173276
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01012652
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/DirectContactLegislatorsInd0false
IRS990ScheduleC/GrantsOtherOrganizationsInd0true
IRS990ScheduleC/MailingsMembersInd0false
IRS990ScheduleC/MediaAdvertisementsInd0false
IRS990ScheduleC/NotDescribedSection501c3Ind0false
IRS990ScheduleC/OtherActivitiesInd0false
IRS990ScheduleC/PaidStaffOrManagementInd0false
IRS990ScheduleC/PublicationsOrBroadcastInd0false
IRS990ScheduleC/RalliesDemonstrationsInd0false
IRS990ScheduleC/VolunteersInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0181
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt14991
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21070
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0City of Livermore EAB grant
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Lowes Grant
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Village Group Assets
IRS990ScheduleD/TotalLiabilityAmt06242
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt012500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt012500
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IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt012500
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01541
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01541
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IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt070
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0Walk-a-thon donations
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0donor advised
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IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt012500
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The PTA membership includes parents, staff and teachers.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The members elect the officers and vote on important issues.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The annual budget is approved by the members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Form 990 is reported on at a general meeting and made available for review upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The PTA uses the CA State PTA Conflict of Interest policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5All governing documents and financial reports are available for review upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0117859
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0131143
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt020296
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IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0jefferson.berkeleypta.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Betty Seto
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05106446298
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jefferson Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0946172263
ReturnHeader/Filer/USAddress/AddressLine1Txt01400 Ada St
ReturnHeader/Filer/USAddress/CityNm0Berkeley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094702

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$248,286
Liabilities
$6,242
Net assets
$242,044
Revenue
$131,143
Expenses
$122,562
Net income
$8,581
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$1.98$1.57$0.41
2024Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$1.64$1.26$0.38
2023Detailed filing. Detailed filing data is available for this year.$2.39$0.06$2.32$2.23$2.55$0.32
2022Detailed filing. Detailed filing data is available for this year.$2.71$0.06$2.64$1.91$1.68$0.22
2021Detailed filing. Detailed filing data is available for this year.$2.48$0.06$2.42$1.31$1.23$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.40$0.06$2.33$2.69$2.61$0.08
2019Summary only. Only limited summary data is available for this year.$2.31$0.00$1.87$1.93$0.06
2018Summary only. Only limited summary data is available for this year.$2.38$0.00$1.56$1.47$0.09
2017Summary only. Only limited summary data is available for this year.$2.28$0.00$2.32$1.69$0.64
2016Summary only. Only limited summary data is available for this year.$1.69$0.00$1.22$1.18$0.04
2015Summary only. Only limited summary data is available for this year.$1.61$0.00$1.45$1.52$0.06
2014Summary only. Only limited summary data is available for this year.$1.69$0.65$1.07$1.28$0.20
2013Summary only. Only limited summary data is available for this year.$1.25$0.00$1.00$1.03$0.03
2012Summary only. Only limited summary data is available for this year.$1.28$0.00$1.01$0.80$0.21
2011Summary only. Only limited summary data is available for this year.$1.31$0.00$1.07$1.08$0.01