Civic Intelligence

PTA California Congress of Parents And

990EZ • Fiscal year 2024 • EIN 94-6173276

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 08, 2024

352 Throckmorton AvenueMill Valley, CA 94941

(415) 389-7727

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

47th percentile

1.6%

Higher net margin than 47% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

51st percentile

1.4%

Faster asset growth than 51% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

22nd percentile

-24%

Faster revenue growth than 22% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Flat

$75,498

Flat from 2024

Net Assets

$75,498

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$68,727

Flat from 2024

Expenses

Flat

$67,652

Flat from 2024

Net Income

Flat

$1,075

Flat from 2024

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $108,113Liabilities 2011: $11,8972011Assets 2012: $124,492Liabilities 2012: $11,8972012Assets 2013: $144,169Liabilities 2013: $0Net Assets 2013: $144,1692013Assets 2014: $256,745Liabilities 2014: $0Net Assets 2014: $256,7452014Assets 2015: $214,892Liabilities 2015: $0Net Assets 2015: $214,8922015Assets 2016: $201,245Liabilities 2016: $0Net Assets 2016: $201,2452016Assets 2017: $115,529Liabilities 2017: $0Net Assets 2017: $115,5292017Assets 2018: $128,984Net Assets 2018: $128,9842018Assets 2019: $116,680Net Assets 2019: $116,6802019Assets 2020: $92,083Liabilities 2020: $02020Assets 2021: $26,112Net Assets 2021: $26,1122021Assets 2022: $53,144Net Assets 2022: $53,1442022Assets 2023: $74,423Net Assets 2023: $74,4232023Assets 2024: $75,498Net Assets 2024: $75,4982024Assets 2024: $75,498Liabilities 2024: $02024Assets 2025: $93,757Net Assets 2025: $93,7572025

Highlighted filing

2024

Assets$75,498
Liabilities-
Net Assets$75,498

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $103,660Expenses 2011: $87,149Net Income 2011: $16,5112011Revenue 2012: $129,376Expenses 2012: $112,997Net Income 2012: $16,3792012Revenue 2013: $188,844Expenses 2013: $163,413Net Income 2013: $25,4312013Revenue 2014: $227,751Expenses 2014: $115,175Net Income 2014: $112,5762014Revenue 2015: $119,679Expenses 2015: $161,532Net Income 2015: -$41,8532015Revenue 2016: $177,607Expenses 2016: $191,254Net Income 2016: -$13,6472016Revenue 2017: $129,744Expenses 2017: $215,460Net Income 2017: -$85,7162017Revenue 2018: $137,750Expenses 2018: $124,295Net Income 2018: $13,4552018Revenue 2019: $91,572Expenses 2019: $103,876Net Income 2019: -$12,3042019Revenue 2020: $82,910Expenses 2020: $108,070Net Income 2020: -$25,1602020Revenue 2021: $25,399Expenses 2021: $91,370Net Income 2021: -$65,9712021Revenue 2022: $84,606Expenses 2022: $57,574Net Income 2022: $27,0322022Revenue 2023: $90,498Expenses 2023: $69,219Net Income 2023: $21,2792023Revenue 2024: $68,727Expenses 2024: $67,652Net Income 2024: $1,0752024Revenue 2024: $68,727Expenses 2024: $67,652Net Income 2024: $1,0752024Revenue 2025: $86,367Expenses 2025: $68,108Net Income 2025: $18,2592025

Highlighted filing

2024

Revenue$68,727
Expenses$67,652
Net Income$1,075
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 8, 2024
Return Version
2023v5.1
Gross Receipts
$96,336
Mission and Program Overview

Mission

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
EDUCATIONAL PROGRAMS: Assemblies, classroom supplies and programs, art supplies, makers space, library books, parent and teacher education/development, STEM activities and events, geography bee.$8,039$45,093
COMMUNITY PROGRAMS: Student council, coffee cart and pop club, PTA general meetings, grade level socials, yearbook, health and safety, bi-weekly newsletters, evening student events, art show, international night, movie night.$2,880$17,541
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN DAWSONPresident-$0--
LAURIE KLIPExec Vice Pres-$0--
COLIN MCNAMARASecretary-$0--
BORIANA FACKLERTreasurer-$0--
RONI CREWSHistorian-$0--
KIMBERLY BUSSChair Community-$0--
JUN SUTHERLANDChair Dei-$0--
JESSE PLUSKOWSKIChair Commun.-$0--
MELISSA JENKINSFinancial Sec.-$0--
STEPHEN SUTHERLANDAuditor-$0--
NOAH AGARDChair Fundraise-$0--
CARRIE GADDAChair Tech-$0--
JILLIAN LOCKSParliamentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$17,060-$20,649-
Lapathon$18,489$4,038$6,181$-2,143
Total Events$50,319$4,038$26,830$-22,792
Filing and Contact Details

Filer

Filer Name
Old Mill Elementary Pta
EIN
94-6173276
Phone
4153897727
Address
352 THROCKMORTON AVENUE, MILL VALLEY, CA 94941

Signing Officer

Name
Boriana Fackler
Title
Treasurer
Signed
2024-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Mark Mumm CPA
Address
12655 Fiori Lane, Sebastopol, CA 95472
Preparer
Mark Mumm
Phone
4154533341
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

Class of Activity: SUPPORT OLD MILL SCHOOL | Donee's Name: MILL VALLEY SCHOOL DISTRICT | Donee's Address: 411 SYCAMORE MILL VALLEY CA 94941 | Cash Amount Given: $9479

Other Expenses.1003

Information Technology $324

Other Expenses.1012

Insurance $282

Other Expenses.1

YEARBOOKS $14107

Other Expenses.2

Community outreach $13461

Other Expenses.3

SPIRIT WEAR $10254

Other Expenses.4

Staff lounge refresh $5378

Other Expenses.5

Student participation events $3575

Other Expenses.6

CREDIT CARD FEES $2873

Other Expenses.7

EDUCATION COSTS $1818

Other Expenses.8

MEMBER DUES $994

Other Expenses.9

OTHER EXPENSE $867

Other Expenses.10

SPRING EVENT $568

Raw XML Appendix228 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/OfficerDirectorTrusteeEmplGrp/PersonNm0SUSAN DAWSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12JILLIAN LOCKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Exec Vice Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CHAIR COMMUNITY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CHAIR DEI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CHAIR COMMUN.
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10CHAIR FUNDRAISE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11CHAIR TECH
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt054501
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY
IRS990EZ/PrintingPublicationsPostageAmt032
IRS990EZ/ProgramServiceRevenueAmt017088
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL PROGRAMS: Assemblies, classroom supplies and programs, art supplies, makers space, library books, parent and teacher education/development, STEM activities and events, geography bee.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1COMMUNITY PROGRAMS: Student council, coffee cart and pop club, PTA general meetings, grade level socials, yearbook, health and safety, bi-weekly newsletters, evening student events, art show, international night, movie night.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08039
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt0-23571
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0oldmillpta.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt075181
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt075877
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt085559
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt013310
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt057503
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0LAPATHON
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018489
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt017060
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt014770
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt026830
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06181
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt020649
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: SUPPORT OLD MILL SCHOOL | Donee's Name: MILL VALLEY SCHOOL DISTRICT | Donee's Address: 411 SYCAMORE MILL VALLEY CA 94941 | Cash Amount Given: $9479
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $324
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3YEARBOOKS $14107
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMMUNITY OUTREACH $13461
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SPIRIT WEAR $10254
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6STAFF LOUNGE REFRESH $5378
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7STUDENT PARTICIPATION EVENTS $3575
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CREDIT CARD FEES $2873
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9EDUCATION COSTS $1818
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MEMBER DUES $994
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11OTHER EXPENSE $867
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12SPRING EVENT $568
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BORIANA FACKLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OLD MILL ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0OLDM
ReturnHeader/Filer/EIN0946173276
ReturnHeader/Filer/PhoneNum04153897727
ReturnHeader/Filer/USAddress/AddressLine1Txt0352 THROCKMORTON AVENUE
ReturnHeader/Filer/USAddress/CityNm0MILL VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094941
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474242498
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mark Mumm CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012655 Fiori Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sebastopol
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095472
ReturnHeader/PreparerPersonGrp/PhoneNum04154533341
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark Mumm
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-08T12:53:10-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.94$0.94$0.86$0.68$0.18
2024Detailed filing. Detailed filing data is available for this year.$0.75$0.75$0.69$0.68$0.01
2024Summary only. Only limited summary data is available for this year.$0.75$0.00$0.69$0.68$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.74$0.74$0.90$0.69$0.21
2022Detailed filing. Detailed filing data is available for this year.$0.53$0.53$0.85$0.58$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.26$0.26$0.25$0.91$0.66
2020Summary only. Only limited summary data is available for this year.$0.92$0.00$0.83$1.08$0.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$1.17$0.92$1.04$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$1.29$1.38$1.24$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$1.30$2.15$0.86
2016Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$1.78$1.91$0.14
2015Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$1.20$1.62$0.42
2014Summary only. Only limited summary data is available for this year.$2.57$0.00$2.57$2.28$1.15$1.13
2013Summary only. Only limited summary data is available for this year.$1.44$0.00$1.44$1.89$1.63$0.25
2012Summary only. Only limited summary data is available for this year.$1.24$0.12$1.29$1.13$0.16
2011Summary only. Only limited summary data is available for this year.$1.08$0.12$1.04$0.87$0.17