Civic Intelligence

Ruth Acty Elementary School PTA

990 • Fiscal year 2023 • EIN 94-6172263

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 10, 2023

Organization Profileruthacty.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

72nd percentile

0.03x

Higher debt load relative to assets than 72% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

74th percentile

0.03x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

23rd percentile

-14%

Higher net margin than 23% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

30th percentile

-12%

Faster asset growth than 30% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

63rd percentile

17%

Faster revenue growth than 63% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$238,500

Down $32,144 (-12%) from 2022

Net Assets

Down

$232,258

Down $32,144 (-12%) from 2022

Liabilities

Flat

$6,242

Flat from 2022

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin23rd percentile

Revenue

Up

$223,177

Up $32,662 (+17%) from 2022

Expenses

Up

$255,321

Up $87,164 (+52%) from 2022

Net Income

Down

-$32,144

Down $54,502 (-244%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2023

Assets$238,500
Liabilities$6,242
Net Assets$232,258
Open 2023 Filing

Operations Trend

Revenue Growth63rd 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

2023

Revenue$223,177
Expenses$255,321
Net Income-$32,144
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 10, 2023
Return Version
2022v5.0
Gross Receipts
$236,567
Mission and Program Overview

Mission

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

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$264,402$232,258▼ $32,144
Rtn Earn Endowment Incm Other Fnds$264,402$232,258▼ $32,144
Total Assets$270,644$238,500▼ $32,144
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$264,402$232,258▼ $32,144
Total Liabilities and Net Assets / Fund Balance$270,644$238,500▼ $32,144
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Becky MayFundraising Chair
Jennifer McElroyPresident
Andy McElroyVice President
Justin BrownAuditor
Eric JohnsonCommunications Coordinator
Christine MikszaEmergency Coordinator
Stephanie MackleyEquity Liaison
Cara KreitHistorian
Julian WaldoParliamentarian
Betty SetoSecretary
Emmet AustinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$116,947
Program Service Revenue
$21,227
Investment Income
$50
Other Revenue
$84,953
All Other Contributions
$113,830
Change in Net Assets
$-32,144

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 Table120$3,117estimated
Total Noncash Contributions120$3,117-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$255,321
Total Fundraising Expense$852
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$152,918--$152,918
Office Expenses-$1,797$852$2,649
Total Functional Expenses$252,672$1,797$852$255,321
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$93,492
Fundraising Direct Expenses$7,834
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walkathon$53,956$53,956$1,014$52,942
Readathon$42,653$39,536$2,628$36,908
Total Events$96,609$93,492$7,834$85,658
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

Organizational document changes Part VI line 4

“The PTA changed its name, following the change in the name of the host elementary school. Formerly Jefferson Elementary School PTA, the new name is Ruth Acty Elementary School PTA.”

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

Signing Officer

Name
Anna Carson
Title
Treasurer
Phone
5106446298
Signed
2023-11-10
Discuss with paid preparer
No

Organization Details

Formed
1954
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
100

Preparer

Firm
Susan P Pines
Address
4109 Donald Dr, Palo Alto, CA 94306
Preparer
Susan P Pines
Phone
6504932314
Raw XML AppendixShowing 400 of 438 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To support the students, staff and parents at Ruth Acty Elementary School, formerly Jefferson Elementary School
IRS990/AllOtherContributionsAmt0113830
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/PersonNm0Treasurer
IRS990/BooksInCareOfDetail/PhoneNum05106446298
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01400 Ada St
IRS990/BooksInCareOfDetail/USAddress/CityNm0Berkeley
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094702
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0264402
IRS990/CashNonInterestBearingGrp/EOYAmt0232258
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt03117
IRS990/CostOfGoodsSoldAmt05556
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0116947
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt050
IRS990/CYOtherExpensesAmt0255321
IRS990/CYOtherRevenueAmt084953
IRS990/CYProgramServiceRevenueAmt021227
IRS990/CYRevenuesLessExpensesAmt0-32144
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0255321
IRS990/CYTotalFundraisingExpenseAmt0852
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0223177
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0true
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0The PTA supports core school programs
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0PTA CA Con Ruth Acty Elem Sch
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0152918
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt68.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt78.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt104.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd10X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0Becky May
IRS990/Form990PartVIISectionAGrp/PersonNm1Justin Brown
IRS990/Form990PartVIISectionAGrp/PersonNm2Julian Waldo
IRS990/Form990PartVIISectionAGrp/PersonNm3Stephanie Mackley
IRS990/Form990PartVIISectionAGrp/PersonNm4Christine Miksza
IRS990/Form990PartVIISectionAGrp/PersonNm5Eric Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm6Andy McElroy
IRS990/Form990PartVIISectionAGrp/PersonNm7Jennifer McElroy
IRS990/Form990PartVIISectionAGrp/PersonNm8Betty Seto
IRS990/Form990PartVIISectionAGrp/PersonNm9Cara Kreit
IRS990/Form990PartVIISectionAGrp/PersonNm10Emmet Austin
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0Fundraising Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Auditor
IRS990/Form990PartVIISectionAGrp/TitleTxt2Parliamentarian
IRS990/Form990PartVIISectionAGrp/TitleTxt3Equity Liaison
IRS990/Form990PartVIISectionAGrp/TitleTxt4Emergency Coordinator
IRS990/Form990PartVIISectionAGrp/TitleTxt5Communications Coordinator
IRS990/Form990PartVIISectionAGrp/TitleTxt6Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt7President
IRS990/Form990PartVIISectionAGrp/TitleTxt8Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt9Historian
IRS990/Form990PartVIISectionAGrp/TitleTxt10Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01954
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt03117
IRS990/FundraisingDirectExpensesAmt07834
IRS990/FundraisingGrossIncomeAmt093492
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0236567
IRS990/GrossSalesOfInventoryAmt04851
IRS990/GroupExemptionNum00646
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt050
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt050
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To support the students, staff and parents at Ruth Acty Elementary School, formerly Jefferson Elementary School
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0264402
IRS990/NetAssetsOrFundBalancesEOYAmt0232258
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt085658
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt085658
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0-705
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0-705
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt03117
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt0852
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01797
IRS990/OfficeExpensesGrp/TotalAmt02649
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt06242
IRS990/OtherAssetsTotalGrp/EOYAmt06242
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Community Building and other
IRS990/OtherExpensesGrp/Desc1PrincipalTeacher Support
IRS990/OtherExpensesGrp/Desc2Core School Programs
IRS990/OtherExpensesGrp/ProgramServicesAmt058061
IRS990/OtherExpensesGrp/ProgramServicesAmt141693
IRS990/OtherExpensesGrp/ProgramServicesAmt2152918
IRS990/OtherExpensesGrp/TotalAmt058061
IRS990/OtherExpensesGrp/TotalAmt141693
IRS990/OtherExpensesGrp/TotalAmt2152918
IRS990/OtherLiabilitiesGrp/BOYAmt06242
IRS990/OtherLiabilitiesGrp/EOYAmt06242
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/Desc0Halloween activity
IRS990/ProgramServiceRevenueGrp/Desc1Camping Trip
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02331
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt118896
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02331
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt118896
IRS990/ProgSrvcAccomActy2Grp/Desc0The PTA organizes community building events, and funds capital improvements
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt058061
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt021227
IRS990/ProgSrvcAccomActy3Grp/Desc0The PTA provides support for teachers and the principals, including supplies and materials.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt041693
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0115404
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt08
IRS990/PYOtherExpensesAmt0168157
IRS990/PYOtherRevenueAmt075103
IRS990/PYRevenuesLessExpensesAmt022358
IRS990/PYTotalExpensesAmt0168157
IRS990/PYTotalRevenueAmt0190515
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-32144
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0264402
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0232258
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0116947
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0104561
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt098339
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0128406
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0130058
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0578311
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt050
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt027
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt028
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0121
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0119570
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt099408
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt034337
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0171039
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt043190
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0467544
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt050
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt027
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt028
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0121
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt01045855
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0236517
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0203969
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0132676
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0299445
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0173248
IRS990ScheduleA/Total509Grp/TotalAmt01045855
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0236567
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0203977
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0132684
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0299472
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0173276
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01045976
IRS990/ScheduleBRequiredInd0false
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/CharitableContributionsTotAmt03117
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt03117
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07834
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Walkathon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Readathon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt053956
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt042653
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt096609
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt053956
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt039536
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt093492
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt085658
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt03117
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt03117
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01075
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04717
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01014
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02628
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt0120
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0Used Books
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0estimated
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt03117
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0true
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The PTA changed its name, following the change in the name of the host elementary school. Formerly Jefferson Elementary School PTA, the new name is Ruth Acty Elementary School PTA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The PTA membership includes parents, staff and teachers.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The members elect the officers and vote on important issues.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The annual budget is approved by the members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Form 990 is reported on at a general meeting and made available for review upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The PTA uses the CA State PTA Conflict of Interest policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6All governing documents and financial reports are available for review upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Organizational document changes Part VI line 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0270644
IRS990/TotalAssetsEOYAmt0238500
IRS990/TotalAssetsGrp/BOYAmt0270644
IRS990/TotalAssetsGrp/EOYAmt0238500
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0116947
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0852
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01797
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0252672
IRS990/TotalFunctionalExpensesGrp/TotalAmt0255321
IRS990/TotalGrossUBIAmt085658
IRS990/TotalLiabilitiesBOYAmt06242
IRS990/TotalLiabilitiesEOYAmt06242
IRS990/TotalLiabilitiesGrp/BOYAmt06242
IRS990/TotalLiabilitiesGrp/EOYAmt06242
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0264402
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0232258
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0252672
IRS990/TotalProgramServiceRevenueAmt021227
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt050
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt020522
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0223177
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt085658
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0270644
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0238500
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$238,500
Liabilities
$6,242
Net assets
$232,258
Revenue
$223,177
Expenses
$255,321
Net income
-$32,144
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