Civic Intelligence

PTA California Congress of Parents

EIN 94-6173280 • 501(c)3 • Novato, CA

Profile

The mission of the Olive School PTA is to help the school, students, and their families work together to promote student academic and social success.

620 Olive AveNovato, CA 94945

olive.nusd.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

35th percentile

-5.8%

Higher net margin than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

35th percentile

-16%

Faster asset growth than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

59th percentile

5.5%

Faster revenue growth than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$36,012

Down $6,994 (-16%) from 2024

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Down

$36,012

Down $6,994 (-16%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin35th percentile

Revenue

Up

$121,612

Up $6,384 (+5.5%) from 2024

Expenses

Up

$128,606

Up $22,771 (+22%) from 2024

Net Income

Down

-$6,994

Down $16,387 (-174%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2010: $44,192Net Assets 2010: $44,1922010Assets 2011: $36,380Net Assets 2011: $36,3802011Assets 2012: $48,201Net Assets 2012: $48,2012012Assets 2013: $50,185Liabilities 2013: $02013Assets 2014: $59,558Net Assets 2014: $59,5582014Assets 2015: $47,068Net Assets 2015: $47,0682015Assets 2016: $50,067Net Assets 2016: $50,0672016Assets 2017: $71,107Net Assets 2017: $71,1072017Assets 2018: $66,636Net Assets 2018: $66,6362018Assets 2019: $99,673Net Assets 2019: $99,6732019Assets 2020: $86,453Net Assets 2020: $86,4532020Assets 2021: $89,138Net Assets 2021: $89,1382021Assets 2022: $56,763Liabilities 2022: $0Net Assets 2022: $56,7632022Assets 2023: $40,047Liabilities 2023: $0Net Assets 2023: $40,0472023Assets 2024: $43,006Net Assets 2024: $43,0062024Assets 2025: $36,012Liabilities 2025: $0Net Assets 2025: $36,0122025

Highlighted filing

2025

Assets$36,012
Liabilities$0
Net Assets$36,012
Open 2025 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2010: $76,939Expenses 2010: $79,011Net Income 2010: -$2,0722010Revenue 2011: $81,585Expenses 2011: $89,397Net Income 2011: -$7,8122011Revenue 2012: $88,216Expenses 2012: $76,395Net Income 2012: $11,8212012Revenue 2013: $96,291Expenses 2013: $94,307Net Income 2013: $1,9842013Revenue 2014: $129,745Expenses 2014: $120,372Net Income 2014: $9,3732014Revenue 2015: $88,991Expenses 2015: $101,481Net Income 2015: -$12,4902015Revenue 2016: $81,357Expenses 2016: $78,358Net Income 2016: $2,9992016Revenue 2017: $83,492Expenses 2017: $62,452Net Income 2017: $21,0402017Revenue 2018: $79,430Expenses 2018: $83,901Net Income 2018: -$4,4712018Revenue 2019: $163,615Expenses 2019: $130,578Net Income 2019: $33,0372019Revenue 2020: $72,432Expenses 2020: $85,018Net Income 2020: -$12,5862020Revenue 2021: $50,047Expenses 2021: $47,362Net Income 2021: $2,6852021Revenue 2022: $69,766Expenses 2022: $102,141Net Income 2022: -$32,3752022Revenue 2023: $109,739Expenses 2023: $126,455Net Income 2023: -$16,7162023Revenue 2024: $115,228Expenses 2024: $105,835Net Income 2024: $9,3932024Revenue 2025: $121,612Expenses 2025: $128,606Net Income 2025: -$6,9942025

Highlighted filing

2025

Revenue$121,612
Expenses$128,606
Net Income-$6,994
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$36,012
Liabilities
$0
Net assets
$36,012
Revenue
$121,612
Expenses
$128,606
Net income
-$6,994
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.00$0.36$1.22$1.29$0.07
2024Detailed filing. Detailed filing data is available for this year.$0.43$0.43$1.15$1.06$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$1.10$1.26$0.17
2022Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.70$1.02$0.32
2021Detailed filing. Detailed filing data is available for this year.$0.89$0.89$0.50$0.47$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.86$0.86$0.72$0.85$0.13
2019Detailed filing. Detailed filing data is available for this year.$1.00$1.00$1.64$1.31$0.33
2018Detailed filing. Detailed filing data is available for this year.$0.67$0.67$0.79$0.84$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.71$0.71$0.83$0.62$0.21
2016Detailed filing. Detailed filing data is available for this year.$0.50$0.50$0.81$0.78$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.47$0.47$0.89$1.01$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.60$0.60$1.30$1.20$0.09
2013Summary only. Only limited summary data is available for this year.$0.50$0.00$0.96$0.94$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.48$0.88$0.76$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.36$0.82$0.89$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.44$0.77$0.79$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$211,886
Mission and Program Overview

Mission

To positively impact the lives of all children and families by representing our members and empowering them with skills in advocacy, leadership and communication

The mission of the Olive School PTA is to help the school, students, and their families work together to promote student academic and social success.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$43,006$25,514▼ $17,492
Savings and Temporary Cash Investments-$10,498-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$43,006$36,012▼ $6,994
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$43,006$36,012▼ $6,994
Total Net Assets Fund Balance$43,006$36,012▼ $6,994
Total Liabilities and Net Assets / Fund Balance$43,006$36,012▼ $6,994
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Melissa YballaPresident
Lenna MogannamVice President
Naomi ThorneCommunications
Aracely AlvarezELAC Liaison
Carli MedinaFin'l Reviewer
Melissa NevinFundraising
Jessica FlaxmanHistorian
Cara HarrisMembership
Mina CoskoParlimentarian
Lori HiuraPrincipal
Gina WhitmorePrograms & Even
Raquel ArchibaldRoom Parents
Linsay BodenheimerSecretary
Melissa AlbertSpecial Educ
Vicki BreenTeacher Rep
Jess HazlettTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$115,903
Program Service Revenue
$37,979
Investment Income
$6
Other Revenue
$-32,276
All Other Contributions
$9,420
Change in Net Assets
$-6,994

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeReported AmountValuation Method
Other Non Cash Contri Table$67,794Fair Market Value (FMV)
Total Noncash Contributions$67,794-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$128,606
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$52,482$2,122-$54,604
Other Expenses$12,500--$12,500
Information Technology-$3,073-$3,073
Fees for Services Accounting-$1,180-$1,180
Payments to Affiliates$1,017--$1,017
Advertising$837--$837
Office Expenses-$491-$491
Insurance-$349-$349
Fees for Services Other$250--$250
Total Functional Expenses$121,391$7,215$0$128,606
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$89,474
Fundraising Gross Income$55,118
Gaming Gross Income$2,880
Gaming Direct Expenses$800
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$127,136$53,587$74,256$-20,669
Walkathon$32,934-$4,311-
Total Events$160,070$53,587$89,474$-35,887
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is prepared by an outside tax professional and after a full review, the final version of the tax return is made available to all members of the organization's voting body. A representative of the pta authorizes the final form 990 which is then e-filed with the internal revenue service.”

Form 990, Part VI, Section B, Line 12C

“Members of the Board of Directors review all potential conflicts of interest periodically. The organization seeks full transparency on all relationships. Any potential conflicts (in fact or appearance) are discussed openly and resolved in accordance with the organization's policies and procedures.”

Form 990, Part VI, Section B, Line 15A

“The organization has no employees. The programmatic and operating activities are carried out by an all-volunteer Board of Directors.”

Form 990, Part VI, Section B, Line 15B

“The organization has no employees. The programmatic and operating activities are carried out by an all-volunteer Board of Directors.”

Form 990, Part VI, Section C, Line 18

“All of the organization's governing documents, financial statements, and other legal filings are maintained in a secure environment and held available for inspection by tax authorities and the general public. Tax returns are posted annually to our website and to www.candid.org (where they are available for viewing as electronic copies) and are also available by request from the organization's office.”

Form 990, Part VI, Section C, Line 19

“All of the organization's governing documents, financial statements and other legalfilings are maintained in a secure environment and held available for inspection bytax authorities and the general public. Tax returns are posted annually towww.guidestar.org (where they are available for viewing as electronic copies) and are also available by request.”

Filing and Contact Details

Filer

Filer Name
PTA California Congress of Parents
EIN
94-6173280
Phone
9168384494
Address
620 Olive Ave, Novato, CA 94945

Signing Officer

Name
Jess Hazlett
Title
Treasurer
Phone
9168384494
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Melissa Yballa
Formed
1954
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
40

Preparer

Firm
Regalia Berger & Berger Cpas
Address
103 TOWN COUNTRY DR STE K, DANVILLE, CA 94526
Preparer
Douglas W Regalia
Phone
9253140390
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“5th Grade Promotion: Column (A) - Total = $462; Column (B) - Program Services = $462; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“All-In-One Night: Column (A) - Total = $333; Column (B) - Program Services = $333; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Assemblies: Column (A) - Total = $4947; Column (B) - Program Services = $4947; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“BOOK FAIRS: Column (A) - Total = $869; Column (B) - Program Services = $869; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Carnival: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Child Development: Column (A) - Total = $12000; Column (B) - Program Services = $12000; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Events: Column (A) - Total = $1098; Column (B) - Program Services = $1098; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Fingerprinting: Column (A) - Total = $4985; Column (B) - Program Services = $4985; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Movie Night Expense: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Playground Improvements: Column (A) - Total = $11532; Column (B) - Program Services = $11532; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“School Copier: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“School Dances: Column (A) - Total = $1247; Column (B) - Program Services = $1247; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Site Improvement: Column (A) - Total = $5632; Column (B) - Program Services = $5632; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Storage Shed: Column (A) - Total = $2122; Column (B) - Program Services = $0; Column (C) - Management & General = $2122; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Teacher Grants: Column (A) - Total = $9377; Column (B) - Program Services = $9377; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Raw XML AppendixShowing 400 of 588 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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IRS990/AdvertisingGrp/ProgramServicesAmt0837
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IRS990/AllOtherContributionsAmt09420
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IRS990/AllOtherExpensesGrp/TotalAmt054604
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IRS990/BooksInCareOfDetail/PhoneNum09168384494
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0620 Olive Ave
IRS990/BooksInCareOfDetail/USAddress/CityNm0Novato
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094945
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IRS990/CollectionsOfArtInd0false
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IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
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IRS990/ConservationEasementsInd0false
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IRS990/CYOtherRevenueAmt0-32276
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IRS990/Desc0The Olive PTA has chosen to continue strengthening its efforts toward the following goals:Enhance instructional programs with field trips, assemblies, and hands-on learning experiences. Provide educational programs that enrich student learning.Promote a safe, calm, and inviting learning environment. Continue to invest in technology to support learning, providing students the opportunity to develop comfort and competence with using technology as a learning tool. Encourage parent and teacher participation both inside and outside the classroom. Nurture a school-wide community where all students and families feel a sense of belonging.
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IRS990/EmployeeCnt00
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IRS990/ExpenseAmt0121391
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IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01180
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IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
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