Civic Intelligence

Edna Maguire Elementary PTA

990 • Fiscal year 2014 • EIN 94-6174539

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 28, 2014

80 Lomita Drive94941

(415) 806-3423

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

21st percentile

-12%

Higher net margin than 21% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

21st percentile

-19%

Faster asset growth than 21% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Down

$119,625

Down $27,736 (-19%) from 2013

Net Assets

Down

$119,625

Down $27,736 (-19%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

$235,757

No earlier filing loaded for comparison.

Expenses

Up

$263,493

Up $67,909 (+35%) from 2013

Net Income

-$27,736

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $171,326Liabilities 2010: $0Net Assets 2010: $171,3262010Assets 2011: $172,341Liabilities 2011: $0Net Assets 2011: $172,3412011Assets 2012: $129,987Liabilities 2012: $0Net Assets 2012: $129,9872012Assets 2013: $147,361Liabilities 2013: $0Net Assets 2013: $147,3612013Assets 2014: $119,625Liabilities 2014: $0Net Assets 2014: $119,6252014Assets 2015: $148,731Liabilities 2015: $0Net Assets 2015: $148,7312015Assets 2016: $147,954Liabilities 2016: $0Net Assets 2016: $147,9542016Assets 2017: $44,890Liabilities 2017: $0Net Assets 2017: $44,8902017Assets 2018: $96,912Liabilities 2018: $0Net Assets 2018: $96,9122018Assets 2019: $109,541Liabilities 2019: $0Net Assets 2019: $109,5412019Assets 2020: $176,991Liabilities 2020: $0Net Assets 2020: $176,9912020Assets 2021: $129,650Liabilities 2021: $0Net Assets 2021: $129,6502021Assets 2022: $136,417Liabilities 2022: $0Net Assets 2022: $136,4172022Assets 2023: $130,305Liabilities 2023: $0Net Assets 2023: $130,3052023Assets 2024: $125,528Liabilities 2024: $0Net Assets 2024: $125,5282024Assets 2025: $114,979Liabilities 2025: $0Net Assets 2025: $114,9792025

Highlighted filing

2014

Assets$119,625
Liabilities$0
Net Assets$119,625

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $135,8862010Expenses 2011: $176,1612011Expenses 2012: $226,2682012Expenses 2013: $195,5842013Revenue 2014: $235,757Expenses 2014: $263,493Net Income 2014: -$27,7362014Revenue 2015: $246,017Expenses 2015: $235,946Net Income 2015: $10,0712015Revenue 2016: $258,787Expenses 2016: $259,564Net Income 2016: -$7772016Revenue 2017: $248,380Expenses 2017: $251,984Net Income 2017: -$3,6042017Revenue 2018: $246,472Expenses 2018: $194,450Net Income 2018: $52,0222018Revenue 2019: $196,160Expenses 2019: $183,818Net Income 2019: $12,3422019Revenue 2020: $159,787Expenses 2020: $92,438Net Income 2020: $67,3492020Revenue 2021: $59,908Expenses 2021: $120,325Net Income 2021: -$60,4172021Revenue 2022: $109,458Expenses 2022: $122,739Net Income 2022: -$13,2812022Revenue 2023: $127,560Expenses 2023: $133,672Net Income 2023: -$6,1122023Revenue 2024: $125,648Expenses 2024: $130,425Net Income 2024: -$4,7772024Revenue 2025: $113,768Expenses 2025: $132,752Net Income 2025: -$18,9842025

Highlighted filing

2014

Revenue$235,757
Expenses$263,493
Net Income-$27,736
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 28, 2014
Return Version
2013v3.1
Gross Receipts
$264,189
Mission and Program Overview

Mission

Provide educational and ancillary programs, activities and events for approximately 2,250 students, parents and family member of the Edna Maguire School.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$90,166$62,201▼ $27,965
Savings and Temporary Cash Investments$57,195$57,424▲ $229
Total Assets$147,361$119,625▼ $27,736
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$147,361$119,625▼ $27,736
Total Net Assets Fund Balance$147,361$119,625▼ $27,736
Total Liabilities and Net Assets / Fund Balance$147,361$119,625▼ $27,736
Compensation and Service Providers

Board Members and Trustees

NameTitle
Stephanie PalmerPresident
Leslie WachtelSchool Board
Judy SafaviAuditor
Tanya SteinhoferAuditor
Susan BoyleCorr. Secret
Simon GillmoreExecutive VP
Suan BoyleGarden Repre
Simone SlatteryHistorian
Ahtossa FullertonKiddo Repres
Vyvianne KiriakisKiddo Repres
Christine BrandtParliamentar
Lisa ZimmerPrincipal
Ann KaplanRecording Se
Flavia KirzTreasurer
Maria MarcusVP Fundraisi
Jackie ForrestVP Programs
Trina RiveraVP School Co
Kristine ErvingVP Site Enha
Revenue and Support

Revenue Composition

Contributions and Grants
$200,764
Program Service Revenue
$63,196
Investment Income
$229
Other Revenue
$-28,432
Change in Net Assets
$-27,736
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$263,493
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$26,152$4,610-$30,762
Other Expenses$5,685--$5,685
Fees for Services Accounting-$900-$900
Conferences and Meetings-$714-$714
Insurance-$202-$202
Office Expenses-$88-$88
Advertising-$58-$58
Total Functional Expenses$256,921$6,572$0$263,493
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$28,432
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$158,406-$3,474-
Event 2$19,069-$18,415-
Total Events$197,610-$28,432$-28,432
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

The organizations' governing documents are made available for public inspection upon request.

Filing and Contact Details

Filer

EIN
94-6174539

Signing Officer

Name
Stephanie Palmer
Title
President
Signed
2014-10-28

Organization Details

Formed
1980
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
0

Preparer

Preparer
A B Christensen
Phone
4153054465
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Edna maguire pta provides gifts to the school district and pta operational expenses including. Classroom funds, technology, innovative teaching mini grants, school directory and pta dues.

Form 990, Part IX, Line 24E

4th grade environmental 5,354 0 0 assemblies 4,170 0 0 professional development 3,413 0 0 4th grade atou 2,750 0 0 pta membership dues 0 1,827 0 pta operating expenses 0 1,679 0 principal's fund 1,474 0 0 variety show 1,398 0 0 book fair 1,332 0 0 science night & fair 1,009 0 0 teacher appreciation 945 0 0 edna modernization 0 849 0 dr. Suess cafe 677 0 0 muffins with mom 560 0 0 book fair evening 501 0 0 itav parents ed 500 0 0 5th grade see's candy 447 0 0 5th grade walker creek 392 0 0 disaster fund 380 0 0 donuts with dad 363 0 0 recess equipment 301 0 0 bank charges 0 159 0 first day coffee 98 0 0 filing fees 0 80 0 community outreach 46 0 0 miscellaneous expenses 42 0 0 pta community support 0 16 0

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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt026518
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt110295
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt29866
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt36125
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt45871
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOOL YEARBOOK
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt06018
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt010295
IRS990/ProgSrvcAccomActy3Grp/Desc0BOOK FAIR
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IRS990/ProgSrvcAccomActy3Grp/RevenueAmt09866
IRS990/ProgSrvcAccomActyOtherGrp/Desc0EDNA MAGUIRE PTA PROVIDES GIFTS TO THE SCHOOL DISTRICT AND PTA OPERATIONAL EXPENSES INCLUDING. CLASSROOM FUNDS, TECHNOLOGY, INNOVATIVE TEACHING MINI GRANTS, SCHOOL DIRECTORY AND PTA DUES.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0221589
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt016518
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0172770
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0243
IRS990/PYOtherExpensesAmt0195584
IRS990/PYOtherRevenueAmt0236
IRS990/PYProgramServiceRevenueAmt039709
IRS990/PYRevenuesLessExpensesAmt017374
IRS990/PYTotalExpensesAmt0195584
IRS990/PYTotalRevenueAmt0212958
IRS990/ReconcilationRevenueExpnssAmt0-27736
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt026518
IRS990/SavingsAndTempCashInvstGrp/BOYAmt057195
IRS990/SavingsAndTempCashInvstGrp/EOYAmt057424
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0501(C)3
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt04015
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10EDNA MAGUIRE PTA
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine20EDNA MAGUIRE PTA
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt04015
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0197610
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0158406
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt019069
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt020135
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt028432
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0158406
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt019069
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt020135
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IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0STEEPLECHASE
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0GARDEN DONATION
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-28432
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt06543
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt028432
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03474
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt018415
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EDNA MAGUIRE PTA PROVIDES GIFTS TO THE SCHOOL DISTRICT AND PTA OPERATIONAL EXPENSES INCLUDING. CLASSROOM FUNDS, TECHNOLOGY, INNOVATIVE TEACHING MINI GRANTS, SCHOOL DIRECTORY AND PTA DUES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATIONS' GOVERNING DOCUMENTS ARE MADE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt34TH GRADE ENVIRONMENTAL 5,354 0 0 ASSEMBLIES 4,170 0 0 PROFESSIONAL DEVELOPMENT 3,413 0 0 4TH GRADE ATOU 2,750 0 0 PTA MEMBERSHIP DUES 0 1,827 0 PTA OPERATING EXPENSES 0 1,679 0 PRINCIPAL'S FUND 1,474 0 0 VARIETY SHOW 1,398 0 0 BOOK FAIR 1,332 0 0 SCIENCE NIGHT & FAIR 1,009 0 0 TEACHER APPRECIATION 945 0 0 EDNA MODERNIZATION 0 849 0 DR. SUESS CAFE 677 0 0 MUFFINS WITH MOM 560 0 0 BOOK FAIR EVENING 501 0 0 ITAV PARENTS ED 500 0 0 5TH GRADE SEE'S CANDY 447 0 0 5TH GRADE WALKER CREEK 392 0 0 DISASTER FUND 380 0 0 DONUTS WITH DAD 363 0 0 RECESS EQUIPMENT 301 0 0 BANK CHARGES 0 159 0 FIRST DAY COFFEE 98 0 0 FILING FEES 0 80 0 COMMUNITY OUTREACH 46 0 0 MISCELLANEOUS EXPENSES 42 0 0 PTA COMMUNITY SUPPORT 0 16 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 24E
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0119625
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IRS990/TotalContributionsAmt0200764
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06572
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0256921
IRS990/TotalFunctionalExpensesGrp/TotalAmt0263493
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0147361
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0119625
IRS990/TotalOtherProgSrvcExpenseAmt0221589
IRS990/TotalOtherProgSrvcRevenueAmt016518
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt04521
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt04521
IRS990/TotalProgramServiceExpensesAmt0256921
IRS990/TotalProgramServiceRevenueAmt063196
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt063425
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0235757
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0147361
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0119625
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0147361
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0119625
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0WWW.EDNAMAGUIRE.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE PALMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine10EDNA MAGUIRE PTA
ReturnHeader/Filer/BusinessNameControlTxt0EDNA
ReturnHeader/Filer/EIN0946174539
ReturnHeader/Filer/USAddress/AddressLine1080 LOMITA DRIVE
ReturnHeader/Filer/USAddress/City0MILL VALLEY
ReturnHeader/Filer/USAddress/State0CA

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.$1.15$0.00$1.15$1.14$1.33$0.19
2024Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$1.26$1.30$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$1.28$1.34$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$1.09$1.23$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.60$1.20$0.60
2020Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$1.60$0.92$0.67
2019Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$1.96$1.84$0.12
2018Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$2.46$1.94$0.52
2017Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$2.48$2.52$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$2.59$2.60$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$2.46$2.36$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$2.36$2.63$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.47$0.00$1.47$1.96
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.00$1.30$2.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.72$0.00$1.72$1.76
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.71$0.00$1.71$1.36