Civic Intelligence

Spring Valley PTA

EIN 94-6174518 • 501(c)3 • Millbrae, CA

Profile

Work with parents and teachers and the general public to achieve the highest educational advantages for children and youth.

817 Murchison DriveMillbrae, CA 94030

www.springvalleypta.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

80th percentile

28%

Higher net margin than 80% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

94th percentile

129%

Faster asset growth than 94% of similar nonprofits.

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

Revenue Growth

72nd percentile

19%

Faster revenue growth than 72% of similar nonprofits.

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

Assets

Up

$35,575

Up $20,056 (+129%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

$35,575

No earlier filing loaded for comparison.

Revenue

Up

$71,627

Up $11,468 (+19%) from 2024

Expenses

Down

$51,571

Down $38,478 (-43%) from 2024

Net Income

Up

$20,056

Up $49,946 (+167%) from 2024

Trend Graphs

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $11,479Net Assets 2011: $11,4792011Assets 2012: $44,420Net Assets 2012: $44,4202012Assets 2013: $22,604Net Assets 2013: $22,6042013Assets 2014: $52,604Net Assets 2014: $52,6042014Assets 2015: $30,899Net Assets 2015: $30,8992015Assets 2016: $19,936Net Assets 2016: $19,9362016Assets 2017: $29,403Net Assets 2017: $29,4032017Assets 2018: $13,756Liabilities 2018: $0Net Assets 2018: $13,7562018Assets 2019: $17,675Liabilities 2019: $0Net Assets 2019: $17,6752019Assets 2020: $95,759Liabilities 2020: $0Net Assets 2020: $95,7592020Assets 2021: $91,628Liabilities 2021: $0Net Assets 2021: $91,6282021Assets 2022: $69,781Liabilities 2022: $02022Assets 2023: $45,409Liabilities 2023: $0Net Assets 2023: $45,4092023Assets 2024: $15,519Liabilities 2024: $02024Assets 2025: $35,575Liabilities 2025: $0Net Assets 2025: $35,5752025

Highlighted filing

2025

Assets$35,575
Liabilities$0
Net Assets$35,575

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $54,564Expenses 2011: $54,817Net Income 2011: -$2532011Revenue 2012: $58,212Expenses 2012: $25,271Net Income 2012: $32,9412012Revenue 2013: $57,157Expenses 2013: $78,973Net Income 2013: -$21,8162013Revenue 2014: $59,086Expenses 2014: $29,086Net Income 2014: $30,0002014Revenue 2015: $91,605Expenses 2015: $113,310Net Income 2015: -$21,7052015Revenue 2016: $106,721Expenses 2016: $117,684Net Income 2016: -$10,9632016Revenue 2017: $90,738Expenses 2017: $81,271Net Income 2017: $9,4672017Revenue 2018: $108,445Expenses 2018: $124,092Net Income 2018: -$15,6472018Revenue 2019: $70,579Expenses 2019: $66,660Net Income 2019: $3,9192019Revenue 2020: $129,327Expenses 2020: $51,243Net Income 2020: $78,0842020Revenue 2021: $67,905Expenses 2021: $72,036Net Income 2021: -$4,1312021Revenue 2022: $79,637Expenses 2022: $101,484Net Income 2022: -$21,8472022Revenue 2023: $72,406Expenses 2023: $96,778Net Income 2023: -$24,3722023Revenue 2024: $60,159Expenses 2024: $90,049Net Income 2024: -$29,8902024Revenue 2025: $71,627Expenses 2025: $51,571Net Income 2025: $20,0562025

Highlighted filing

2025

Revenue$71,627
Expenses$51,571
Net Income$20,056

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.72$0.52$0.20
2024Summary only. Only limited summary data is available for this year.$0.16$0.00$0.60$0.90$0.30
2023Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.72$0.97$0.24
2022Summary only. Only limited summary data is available for this year.$0.70$0.00$0.80$1.01$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$0.68$0.72$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$1.29$0.51$0.78
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.18$0.00$0.18$0.71$0.67$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.00$0.14$1.08$1.24$0.16
2017Detailed filing. Detailed filing data is available for this year.$0.29$0.29$0.91$0.81$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.20$0.20$1.07$1.18$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.31$0.31$0.92$1.13$0.22
2014Detailed filing. Detailed filing data is available for this year.$0.53$0.53$0.59$0.29$0.30
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.23$0.57$0.79$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.44$0.58$0.25$0.33
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.11$0.55$0.55$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$74,544
Mission and Program Overview

Mission

Work with parents and teachers and the general public to achieve the highest educational advantages for children and youth.

Program Services

DescriptionGrantsExpenses
PROVIDE MONETARY AND OTHER SUPPORT TO THE SPRING VALLEY SCHOOL STAFF AND STUDENTS ATTENDING GRADES K THROUGH 5 IN ACCORDANCE WITH ARTICLE 2 OF THE NATIONAL PTA BYLAWS.$0$42,916
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN LOCo-President-$0--
DEEPA BALGOBINCo-President-$0--
TINA DUONGFinancial Secretary-$0--
SONIA DESAIVice President-$0--
ARJUNA WIJEYEKOONTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Total Events$6,538$6,538$2,917$3,621
Filing and Contact Details

Filer

Filer Name
Spring Valley Pta
EIN
94-6174518
Phone
6506975681
Address
817 MURCHISON DRIVE, MILLBRAE, CA 94030

Signing Officer

Name
Ann Lo
Title
Co-president
Phone
6506975681
Signed
2025-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Singerlewak Llp
Address
262 GRAND AVENUE, S SAN FRANCISCO, CA 94080
Preparer
Raymond Eng
Phone
6508727600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 1.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: 5th grade promotion. Amount: 2,966. Description: art and enrichment. Amount: 8,429. Description: assemblies. Amount: 850. Description: bare books. Amount: 1,414. Description: classroom technology. Amount: 200. Description: fall fiesta. Amount: 653. Description: field trips. Amount: 3,992. Description: hospitality. Amount: 1,138. Description: membership expense. Amount: 679. Description: new family welcome event. Amount: 196. Description: office expenses. Amount: 3,370. Description: pta & staff luncheons. Amount: 750. Description: pta insurance. Amount: 288. Description: pumpkin contest. Amount: 117. Description: registry of charitable trust. Amount: 50. Description: repair & maintenance. Amount: 500. Description: scholastic book fair. Amount: 2,030. Description: school supplies. Amount: 18,021. Description: spirit wear expense. Amount: 2,410. Description: teacher appreciation week. Amount: 2,028. Total to form 990-ez, line 16: 50,081.

Raw XML Appendix193 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/CityNm0MILLBRAE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANN LO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEEPA BALGOBIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TINA DUONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SONIA DESAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ARJUNA WIJEYEKOON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt050081
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0WORK WITH PARENTS AND TEACHERS AND THE GENERAL PUBLIC TO ACHIEVE THE HIGHEST EDUCATIONAL ADVANTAGES FOR CHILDREN AND YOUTH.
IRS990EZ/ProgramServiceRevenueAmt04426
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE MONETARY AND OTHER SUPPORT TO THE SPRING VALLEY SCHOOL STAFF AND STUDENTS ATTENDING GRADES K THROUGH 5 IN ACCORDANCE WITH ARTICLE 2 OF THE NATIONAL PTA BYLAWS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt042916
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt02917
IRS990EZ/SpecialEventsNetIncomeLossAmt03621
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt051571
IRS990EZ/TotalProgramServiceExpensesAmt042916
IRS990EZ/TotalRevenueAmt071627
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SPRINGVALLEYPTA.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt062113
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt051465
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt066524
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt076100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt066007
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0322209
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04304
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt080539
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06538
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06538
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt03621
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02917
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02917
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: 5TH GRADE PROMOTION. AMOUNT: 2,966. DESCRIPTION: ART AND ENRICHMENT. AMOUNT: 8,429. DESCRIPTION: ASSEMBLIES. AMOUNT: 850. DESCRIPTION: BARE BOOKS. AMOUNT: 1,414. DESCRIPTION: CLASSROOM TECHNOLOGY. AMOUNT: 200. DESCRIPTION: FALL FIESTA. AMOUNT: 653. DESCRIPTION: FIELD TRIPS. AMOUNT: 3,992. DESCRIPTION: HOSPITALITY. AMOUNT: 1,138. DESCRIPTION: MEMBERSHIP EXPENSE. AMOUNT: 679. DESCRIPTION: NEW FAMILY WELCOME EVENT. AMOUNT: 196. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 3,370. DESCRIPTION: PTA & STAFF LUNCHEONS. AMOUNT: 750. DESCRIPTION: PTA INSURANCE. AMOUNT: 288. DESCRIPTION: PUMPKIN CONTEST. AMOUNT: 117. DESCRIPTION: REGISTRY OF CHARITABLE TRUST. AMOUNT: 50. DESCRIPTION: REPAIR & MAINTENANCE. AMOUNT: 500. DESCRIPTION: SCHOLASTIC BOOK FAIR. AMOUNT: 2,030. DESCRIPTION: SCHOOL SUPPLIES. AMOUNT: 18,021. DESCRIPTION: SPIRIT WEAR EXPENSE. AMOUNT: 2,410. DESCRIPTION: TEACHER APPRECIATION WEEK. AMOUNT: 2,028. TOTAL TO FORM 990-EZ, LINE 16: 50,081.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN LO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06506975681
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SPRING VALLEY PTA
ReturnHeader/Filer/BusinessNameControlTxt0SPRI
ReturnHeader/Filer/EIN0946174518
ReturnHeader/Filer/PhoneNum06506975681
ReturnHeader/Filer/USAddress/AddressLine1Txt0817 MURCHISON DRIVE
ReturnHeader/Filer/USAddress/CityNm0MILLBRAE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094030
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952302617
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SINGERLEWAK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0262 GRAND AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0S SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094080
ReturnHeader/PreparerPersonGrp/PhoneNum06508727600
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RAYMOND ENG
ReturnHeader/ReturnTs02025-11-14T18:17:27-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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